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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-50- 0.15% |
$1.15K - $1.22K
|
34K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-331- 2.09% |
$7.6K - $8.1K
|
15.5K
$465K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-990- 2.68% |
$22.7K - $24.2K
|
36K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 5.41% |
$29K - $30.9K
|
22.1K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.61K- 21.85% |
$59.9K - $63.9K
|
9.34K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.2K- 3.5% |
$73.4K - $78.3K
|
88.1K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-7.16K- 17.89% |
$164K - $175K
|
32.8K
$983K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 47.59% |
$238K - $254K
|
11.4K
$342K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-13.8K- 14.45% |
$317K - $338K
|
81.8K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-22.8K- 9.13% |
$524K - $559K
|
227K
$6.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.3K- 36.03% |
$649K - $692K
|
50.2K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.1K- 4.37% |
$736K - $785K
|
701K
$21M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.1K- 9.95% |
$806K - $859K
|
318K
$9.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36.2K- 53.2% |
$832K - $887K
|
31.9K
$954K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.9K- 19.82% |
$892K - $951K
|
157K
$4.71M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-53.1K- 36.08% |
$1.22M - $1.3M
|
94.1K
$2.82M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-87.2K- 96.7% |
$2M - $2.13M
|
2.97K
$89K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-145K- 9.63% |
$3.32M - $3.54M
|
1.36M
$40.6M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-412K- 29.57% |
$9.46M - $10.1M
|
982K
$29.4M
|