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
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.01K+ 11.47% |
$148K - $162K
|
68.1K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.35K+ 3019.77% |
$113K - $124K
|
5.52K
$165K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.96K+ 19.86% |
$105K - $115K
|
29.9K
$894K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91K+ 2.47% |
$103K - $113K
|
203K
$6.07M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4.75K+ 2.97% |
$100K - $110K
|
165K
$4.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.69K+ 2.01% |
$98.8K - $108K
|
237K
$7.09M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.58K+ 42.45% |
$96.6K - $106K
|
15.4K
$459K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.52K+ 46.98% |
$95.2K - $104K
|
14.1K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.35K+ 1.51% |
$91.8K - $101K
|
293K
$8.76M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.58K+ 7.76% |
$75.4K - $82.7K
|
49.7K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.72K+ 8.25% |
$57.3K - $62.8K
|
35.6K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.68K+ 16.81% |
$56.5K - $62K
|
18.6K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.64K+ 17.05% |
$55.6K - $61K
|
18.1K
$541K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.61K+ 27.96% |
$55.1K - $60.4K
|
12K
$357K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.6K+ 11.86% |
$54.7K - $60K
|
24.5K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.57K+ 14.08% |
$54.1K - $59.3K
|
20.8K
$620K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 17.29% |
$47.9K - $52.6K
|
15.4K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 116.11% |
$43.6K - $47.9K
|
3.85K
$115K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.88K+ 15.61% |
$39.6K - $43.4K
|
13.9K
$415K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.83K+ 0.21% |
$38.7K - $42.4K
|
879K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.73K+ 2036.47% |
$36.5K - $40K
|
1.82K
$54.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
1.45K+ 0.99% |
$30.6K - $33.6K
|
148K
$4.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.01K+ 1.12% |
$21.3K - $23.4K
|
91.3K
$2.73M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
860New |
$18.1K - $19.9K
|
860
$25.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
799+ 3.81% |
$16.9K - $18.5K
|
21.8K
$650K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
710+ 2.94% |
$15K - $16.4K
|
24.9K
$742K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
$12.7K - $13.9K
|
600
$17.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
537+ 0.54% |
$11.3K - $12.4K
|
101K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$6.33K - $6.94K
|
300
$8.96K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
300+ 0.89% |
$6.33K - $6.94K
|
34.1K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
169+ 0.46% |
$3.56K - $3.91K
|
37K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$1.05K - $1.16K
|
50
$1.49K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59- 0.03% |
$1.24K - $1.36K
|
196K
$5.85M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-600- 4.15% |
$12.7K - $13.9K
|
13.9K
$413K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-747- 4.5% |
$15.8K - $17.3K
|
15.9K
$474K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.86K- 2.06% |
$39.3K - $43.1K
|
88.4K
$2.64M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.59K- 19.99% |
$75.7K - $83.1K
|
14.4K
$429K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.88K- 17.29% |
$103K - $113K
|
23.4K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.92K- 2.1% |
$167K - $183K
|
369K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.9K- 3.27% |
$252K - $276K
|
353K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.6K- 13.85% |
$266K - $292K
|
78.5K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.2K- 27.9% |
$299K - $328K
|
36.7K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-17.9K- 32.09% |
$377K - $413K
|
37.8K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19.1K- 50.74% |
$402K - $441K
|
18.5K
$553K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-24.9K- 20.67% |
$525K - $576K
|
95.6K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-34.8K- 20.39% |
$734K - $805K
|
136K
$4.06M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-35.4K- 47.87% |
$747K - $819K
|
38.6K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-40K- 50.0% |
$844K - $925K
|
40K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-50K- 76.11% |
$1.06M - $1.16M
|
15.7K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.4K- 7.01% |
$1.36M - $1.49M
|
854K
$25.5M
|