Purchases and Sales Made in Q1 2025 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q1 2025. 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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.64K+ 3.54% |
$103K - $112K
|
107K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.5K+ 21.97% |
$99.3K - $108K
|
19.5K
$624K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.5K+ 4.91% |
$99.2K - $108K
|
74.8K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.39K+ 11.2% |
$96K - $105K
|
33.7K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.21K+ 14.5% |
$91K - $99.1K
|
25.4K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.19KNew |
$90.2K - $98.2K
|
3.19K
$102K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3K+ 42.55% |
$85K - $92.5K
|
10.1K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 20.38% |
$82K - $89.3K
|
17.1K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.86K+ 13.45% |
$81.1K - $88.3K
|
24.2K
$775K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.8K+ 14.67% |
$79.3K - $86.3K
|
21.9K
$701K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.51K+ 11.65% |
$71.1K - $77.3K
|
24K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.28K+ 6.4% |
$64.6K - $70.4K
|
38K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.14K+ 5.07% |
$60.5K - $65.9K
|
44.3K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.04K+ 3.14% |
$57.8K - $62.9K
|
66.9K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.9K+ 1.68% |
$53.9K - $58.6K
|
115K
$3.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.87K+ 8.62% |
$52.9K - $57.6K
|
23.5K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.7K+ 2.23% |
$48.2K - $52.4K
|
77.9K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.69K+ 10.93% |
$47.9K - $52.1K
|
17.1K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 7.71% |
$39K - $42.5K
|
19.3K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 6.99% |
$38.3K - $41.7K
|
20.7K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.34K+ 1.8% |
$38K - $41.3K
|
76K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 50.36% |
$36K - $39.2K
|
3.79K
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.18K+ 12.65% |
$33.5K - $36.4K
|
10.5K
$337K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.12K+ 0.96% |
$31.6K - $34.4K
|
118K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1K+ 11.53% |
$28.4K - $31K
|
9.72K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
980+ 51.02% |
$27.8K - $30.2K
|
2.9K
$93K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
910New |
$25.8K - $28.1K
|
910
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
840+ 11.07% |
$23.8K - $25.9K
|
8.43K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
811+ 115.69% |
$23K - $25K
|
1.51K
$48.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
809+ 6.68% |
$22.9K - $24.9K
|
12.9K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
799+ 58.19% |
$22.6K - $24.6K
|
2.17K
$69.7K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
792+ 14.38% |
$22.4K - $24.4K
|
6.3K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
747+ 4.22% |
$21.2K - $23K
|
18.4K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
701+ 3.32% |
$19.9K - $21.6K
|
21.8K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
700+ 6.82% |
$19.8K - $21.6K
|
11K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
680New |
$19.3K - $21K
|
680
$21.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
641+ 2.09% |
$18.2K - $19.8K
|
31.3K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580New |
$16.4K - $17.9K
|
580
$18.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
563+ 31.21% |
$15.9K - $17.4K
|
2.37K
$75.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
562+ 6.78% |
$15.9K - $17.3K
|
8.86K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
542+ 2.64% |
$15.4K - $16.7K
|
21K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 12.5% |
$14.2K - $15.4K
|
4.5K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
496New |
$14.1K - $15.3K
|
496
$15.9K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
366+ 1.14% |
$10.4K - $11.3K
|
32.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
327+ 4.29% |
$9.26K - $10.1K
|
7.96K
$255K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 45.4% |
$9.09K - $9.9K
|
1.03K
$33K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
301+ 2.65% |
$8.53K - $9.28K
|
11.7K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
250+ 3.58% |
$7.08K - $7.71K
|
7.24K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
239+ 0.5% |
$6.77K - $7.37K
|
48.3K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
225+ 1.12% |
$6.37K - $6.94K
|
20.4K
$654K
|