Purchases and Sales Made in Q1 2024 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
26.1K+ 77.39% |
$656K - $755K
|
59.8K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25.1K+ 23.49% |
$631K - $726K
|
132K
$3.92M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.9K+ 34.53% |
$601K - $691K
|
93.1K
$2.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22.2K+ 19.89% |
$557K - $641K
|
134K
$3.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
22.1KNew |
$557K - $640K
|
22.1K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
18.6KNew |
$467K - $537K
|
18.6K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18.2KNew |
$458K - $527K
|
18.2K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8KNew |
$448K - $516K
|
17.8K
$530K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 40.26% |
$431K - $495K
|
59.7K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17.1K+ 143.33% |
$430K - $495K
|
29K
$863K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.9KNew |
$426K - $490K
|
16.9K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.9K+ 55.83% |
$400K - $460K
|
44.3K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$396K - $456K
|
15.8K
$468K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 8.6% |
$358K - $412K
|
180K
$5.34M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13K+ 16.7% |
$327K - $377K
|
91K
$2.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.9K+ 53.66% |
$324K - $372K
|
36.9K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 21.04% |
$321K - $369K
|
73.3K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
12K+ 100.87% |
$302K - $347K
|
23.9K
$710K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.8KNew |
$297K - $341K
|
11.8K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.5KNew |
$265K - $304K
|
10.5K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.4KNew |
$261K - $301K
|
10.4K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
10.1KNew |
$253K - $291K
|
10.1K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10KNew |
$252K - $290K
|
10K
$298K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.63KNew |
$242K - $278K
|
9.63K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.07K+ 3.91% |
$228K - $262K
|
241K
$7.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.07K+ 2.99% |
$228K - $262K
|
313K
$9.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.93K+ 26.49% |
$225K - $258K
|
42.6K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.84KNew |
$222K - $256K
|
8.84K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.73K+ 48.79% |
$219K - $252K
|
26.6K
$791K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.68K+ 8.66% |
$218K - $251K
|
109K
$3.24M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.36K+ 90.44% |
$210K - $242K
|
17.6K
$523K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.25K+ 2.34% |
$207K - $239K
|
361K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.79K+ 12.98% |
$196K - $225K
|
67.8K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.78KNew |
$196K - $225K
|
7.78K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.63KNew |
$192K - $221K
|
7.63K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.6KNew |
$191K - $220K
|
7.6K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.6K+ 245.84% |
$191K - $220K
|
10.7K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.59K+ 19.65% |
$191K - $219K
|
46.2K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.52KNew |
$189K - $218K
|
7.52K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7.39K+ 63.46% |
$186K - $214K
|
19K
$566K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
7.15KNew |
$180K - $207K
|
7.15K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.01KNew |
$176K - $203K
|
7.01K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7K+ 467.8% |
$176K - $203K
|
8.5K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6.98KNew |
$175K - $202K
|
6.98K
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.83K+ 2.08% |
$121K - $140K
|
237K
$7.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.75K+ 1.35% |
$119K - $137K
|
357K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.6K+ 35.68% |
$116K - $133K
|
17.5K
$520K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.21K+ 0.5% |
$106K - $122K
|
842K
$25M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.05K+ 14.46% |
$102K - $117K
|
32.1K
$954K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.05K+ 9.64% |
$102K - $117K
|
46K
$1.37M
|