Purchases and Sales Made in Q1 2023 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GLOBAL GROWTH EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.2M+ 23.82% |
$25.3M - $27.7M
|
6.24M
$185M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.03MNew |
$21.8M - $23.9M
|
1.03M
$30.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
886K+ 20.68% |
$18.7M - $20.5M
|
5.17M
$154M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
759K+ 53.32% |
$16M - $17.6M
|
2.18M
$64.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
736K+ 84.59% |
$15.5M - $17M
|
1.61M
$47.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
732K+ 109.71% |
$15.4M - $16.9M
|
1.4M
$41.6M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
545K+ 56.91% |
$11.5M - $12.6M
|
1.5M
$44.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
527K+ 132.45% |
$11.1M - $12.2M
|
925K
$27.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
511K+ 38.13% |
$10.8M - $11.8M
|
1.85M
$55M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
369KNew |
$7.79M - $8.54M
|
369K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
226KNew |
$4.77M - $5.23M
|
226K
$6.72M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
192K+ 12.37% |
$4.06M - $4.45M
|
1.75M
$51.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 11.72% |
$3.2M - $3.51M
|
1.45M
$43M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
148KNew |
$3.12M - $3.42M
|
148K
$4.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
135K+ 124.18% |
$2.85M - $3.13M
|
244K
$7.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
129K+ 100.28% |
$2.73M - $2.99M
|
258K
$7.67M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
105K+ 19.3% |
$2.21M - $2.43M
|
648K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
73K+ 12.8% |
$1.54M - $1.69M
|
643K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.6K+ 53.03% |
$1.32M - $1.45M
|
181K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
61.5KNew |
$1.3M - $1.42M
|
61.5K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.1K+ 22.02% |
$1.23M - $1.34M
|
322K
$9.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
51.4K+ 109.02% |
$1.08M - $1.19M
|
98.5K
$2.93M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$858K - $941K
|
40.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.8KNew |
$754K - $827K
|
35.8K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28.4K+ 23.94% |
$600K - $658K
|
147K
$4.37M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
26.4K+ 3.63% |
$557K - $610K
|
754K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.6K+ 48.37% |
$520K - $570K
|
75.6K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.9KNew |
$503K - $552K
|
23.9K
$709K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
22.5K+ 8.49% |
$474K - $519K
|
287K
$8.53M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.5K+ 3.99% |
$412K - $452K
|
509K
$15.1M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
19.2KNew |
$405K - $444K
|
19.2K
$570K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.6K+ 2.6% |
$391K - $429K
|
733K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18KNew |
$379K - $416K
|
18K
$534K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17.5KNew |
$370K - $405K
|
17.5K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.5K+ 130.71% |
$347K - $381K
|
29.1K
$864K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
16.1K+ 10.75% |
$340K - $373K
|
166K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.5K+ 4.81% |
$326K - $358K
|
337K
$10M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.8KNew |
$312K - $342K
|
14.8K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.4KNew |
$303K - $333K
|
14.4K
$427K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 15.84% |
$299K - $327K
|
104K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.8K+ 7.72% |
$291K - $319K
|
193K
$5.72M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$271K - $297K
|
12.8K
$382K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.6K+ 5.29% |
$265K - $291K
|
250K
$7.43M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3KNew |
$259K - $284K
|
12.3K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.8KNew |
$250K - $274K
|
11.8K
$352K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
11.7K+ 1.21% |
$248K - $271K
|
978K
$29.1M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.03KNew |
$190K - $209K
|
9.03K
$268K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
8.79KNew |
$185K - $203K
|
8.79K
$261K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.76K+ 39.24% |
$185K - $203K
|
31.1K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.01K+ 69.9% |
$148K - $162K
|
17K
$506K
|