Purchases and Sales Made in Q2 2023 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$304K - $324K
|
13.2K
$396K
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.9K+ 5.7% |
$296K - $315K
|
239K
$7.16M
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
10.8K+ 6.5% |
$248K - $264K
|
177K
$5.29M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 3059.42% |
$242K - $258K
|
10.9K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$234K - $249K
|
10.2K
$305K
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$233K - $248K
|
10.2K
$304K
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
9.56K+ 1.09% |
$220K - $234K
|
889K
$26.6M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.82KNew |
$202K - $216K
|
8.82K
$264K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.64KNew |
$198K - $211K
|
8.64K
$259K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.63KNew |
$198K - $211K
|
8.63K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.1K+ 44.71% |
$186K - $198K
|
26.2K
$785K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.83K+ 22.79% |
$157K - $167K
|
36.8K
$1.1M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.75K+ 6.86% |
$155K - $165K
|
105K
$3.15M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.43K+ 166.94% |
$148K - $157K
|
10.3K
$308K
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.91K+ 11.89% |
$136K - $145K
|
55.6K
$1.66M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.33K+ 0.71% |
$122K - $130K
|
759K
$22.7M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08K+ 41.29% |
$117K - $124K
|
17.4K
$520K
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
4.92K+ 3.33% |
$113K - $120K
|
153K
$4.58M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.63K+ 18.89% |
$106K - $113K
|
29.1K
$872K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.4K+ 7.16% |
$101K - $108K
|
65.9K
$1.97M
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.34K+ 13.97% |
$99.7K - $106K
|
35.4K
$1.06M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.34K+ 4.91% |
$99.7K - $106K
|
92.8K
$2.78M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.59K+ 24.98% |
$82.4K - $87.9K
|
18K
$538K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.29K+ 11.32% |
$75.5K - $80.5K
|
32.4K
$969K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3K+ 33.22% |
$68.9K - $73.4K
|
12K
$360K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.54K+ 13.64% |
$58.3K - $62.2K
|
21.2K
$634K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44K+ 1.2% |
$56K - $59.7K
|
206K
$6.16M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.42K+ 1.78% |
$55.5K - $59.1K
|
138K
$4.14M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.41K+ 17.06% |
$55.3K - $59K
|
16.5K
$495K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.29K+ 16.51% |
$52.7K - $56.1K
|
16.2K
$485K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.8K+ 7.22% |
$41.3K - $44K
|
26.7K
$799K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.72K+ 11.18% |
$39.4K - $42K
|
17.1K
$512K
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.22K+ 3.23% |
$28K - $29.9K
|
39K
$1.17M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.2K+ 6.68% |
$27.6K - $29.4K
|
19.2K
$574K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 122.09% |
$24.1K - $25.7K
|
1.91K
$57.2K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 7.25% |
$23.5K - $25.1K
|
15.2K
$454K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
893+ 0.38% |
$20.5K - $21.9K
|
238K
$7.13M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
692+ 0.92% |
$15.9K - $16.9K
|
76.3K
$2.28M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
665+ 4.31% |
$15.3K - $16.3K
|
16.1K
$481K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
472+ 8.55% |
$10.8K - $11.5K
|
5.99K
$179K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
426+ 3.6% |
$9.78K - $10.4K
|
12.3K
$367K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
350+ 1.68% |
$8.04K - $8.56K
|
21.1K
$633K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
306+ 0.06% |
$7.03K - $7.49K
|
510K
$15.3M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
250New |
$5.74K - $6.12K
|
250
$7.49K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
205+ 1.48% |
$4.71K - $5.02K
|
14.1K
$421K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
164+ 0.16% |
$3.77K - $4.01K
|
101K
$3.02M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
80+ 26.67% |
$1.84K - $1.96K
|
380
$11.4K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 7.78% |
$758 - $808
|
457
$13.7K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
31New |
$712 - $759
|
31
$928
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$23 - $24.5
|
1
$29.9
|