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 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.55K+ 25.91% |
$89.2K - $103K
|
17.2K
$512K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.22KNew |
$80.9K - $93K
|
3.22K
$95.5K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.21K+ 2.51% |
$80.6K - $92.7K
|
131K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.04K+ 3.66% |
$76.5K - $87.9K
|
86.1K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 8.97% |
$72.3K - $83.2K
|
34.9K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.87K+ 21.33% |
$72.2K - $83K
|
16.3K
$485K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.79KNew |
$70.3K - $80.8K
|
2.79K
$83K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.36K+ 5.48% |
$59.3K - $68.2K
|
45.4K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.33K+ 10.57% |
$58.7K - $67.5K
|
24.4K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.3K+ 0.87% |
$57.8K - $66.5K
|
266K
$7.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 6.65% |
$55.2K - $63.5K
|
35.2K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.15K+ 112.42% |
$53.9K - $62.1K
|
4.05K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.13KNew |
$53.5K - $61.5K
|
2.13K
$63.2K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.1K+ 7.03% |
$52.7K - $60.6K
|
31.9K
$947K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 6.0% |
$50.3K - $57.9K
|
35.4K
$1.05M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2K+ 67.57% |
$50.3K - $57.9K
|
4.96K
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.97K+ 6.03% |
$49.4K - $56.8K
|
34.5K
$1.03M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 6.43% |
$46.4K - $53.3K
|
30.5K
$907K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 10.46% |
$41K - $47.2K
|
17.2K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.42K+ 3.72% |
$35.6K - $40.9K
|
39.4K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.33K+ 1.38% |
$33.3K - $38.3K
|
97.7K
$2.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.17K+ 5.52% |
$29.4K - $33.8K
|
22.3K
$664K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.08K+ 0.61% |
$27.2K - $31.2K
|
177K
$5.26M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 6.01% |
$26.3K - $30.2K
|
18.4K
$548K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
767+ 8.92% |
$19.3K - $22.2K
|
9.36K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
732New |
$18.4K - $21.2K
|
732
$21.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
646+ 58.67% |
$16.2K - $18.7K
|
1.75K
$51.9K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
630+ 3.56% |
$15.8K - $18.2K
|
18.3K
$545K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 33.33% |
$12.6K - $14.5K
|
2K
$59.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
495+ 4.12% |
$12.4K - $14.3K
|
12.5K
$372K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
467+ 3.55% |
$11.7K - $13.5K
|
13.6K
$405K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
367+ 0.78% |
$9.23K - $10.6K
|
47.5K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
355New |
$8.93K - $10.3K
|
355
$10.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
270+ 16.62% |
$6.79K - $7.81K
|
1.9K
$56.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
268+ 0.64% |
$6.74K - $7.75K
|
42.4K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
267New |
$6.72K - $7.72K
|
267
$7.94K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
265New |
$6.66K - $7.67K
|
265
$7.88K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 1.4% |
$6.29K - $7.23K
|
18.2K
$539K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
231New |
$5.81K - $6.68K
|
231
$6.87K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
143+ 0.32% |
$3.6K - $4.14K
|
44.4K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
134+ 0.93% |
$3.37K - $3.88K
|
14.6K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
79New |
$1.99K - $2.29K
|
79
$2.35K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
59+ 4.27% |
$1.48K - $1.71K
|
1.44K
$42.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 11.13% |
$1.46K - $1.68K
|
579
$17.2K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50+ 0.21% |
$1.26K - $1.45K
|
23.8K
$707K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42+ 0.2% |
$1.06K - $1.22K
|
20.7K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31+ 0.26% |
$780 - $897
|
11.7K
$349K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.28% |
$679 - $781
|
9.64K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9+ 0.04% |
$226 - $260
|
22K
$653K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
2+ 0.01% |
$50.3 - $57.9
|
15.5K
$462K
|