Purchases and Sales Made in Q2 2024 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.1K+ 188.22% |
$903K - $995K
|
50.7K
$1.52M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.5K+ 27.59% |
$887K - $977K
|
150K
$4.5M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.6K+ 306.07% |
$835K - $921K
|
40.7K
$1.22M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.1K+ 15.06% |
$737K - $813K
|
207K
$6.19M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.1KNew |
$713K - $785K
|
26.1K
$783K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5K+ 3.73% |
$668K - $737K
|
681K
$20.4M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
24.2K+ 24.44% |
$659K - $726K
|
123K
$3.68M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.2K+ 116.82% |
$578K - $637K
|
39.4K
$1.18M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.4K+ 5.64% |
$556K - $612K
|
382K
$11.4M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19.1KNew |
$520K - $574K
|
19.1K
$572K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.1K+ 11.78% |
$493K - $543K
|
172K
$5.14M
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17.9K+ 13.67% |
$488K - $538K
|
149K
$4.46M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
17.8K+ 6.68% |
$485K - $534K
|
284K
$8.5M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
17.4K+ 127.95% |
$476K - $524K
|
31.1K
$931K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.8K+ 21.57% |
$432K - $476K
|
89.3K
$2.67M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15.6K+ 32.76% |
$424K - $468K
|
63.1K
$1.89M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.4K+ 48.45% |
$421K - $464K
|
47.3K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
14.7K+ 16.21% |
$400K - $440K
|
105K
$3.15M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.4K+ 1.59% |
$364K - $401K
|
856K
$25.6M
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
13.4K+ 45.99% |
$364K - $401K
|
42.4K
$1.27M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
12.4K+ 26.97% |
$338K - $373K
|
58.4K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.2K+ 114.35% |
$333K - $367K
|
22.9K
$686K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12K+ 17.75% |
$328K - $361K
|
79.8K
$2.39M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.9KNew |
$324K - $357K
|
11.9K
$356K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.8K+ 100.03% |
$322K - $354K
|
23.6K
$706K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.8K+ 3.3% |
$321K - $354K
|
369K
$11M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 9.35% |
$318K - $350K
|
136K
$4.08M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
11.6KNew |
$317K - $349K
|
11.6K
$348K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11K+ 25.78% |
$300K - $330K
|
53.6K
$1.61M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 396.2% |
$295K - $326K
|
13.6K
$406K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.89K+ 12.33% |
$270K - $297K
|
90.1K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.85KNew |
$269K - $296K
|
9.85K
$295K
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.7K+ 16.22% |
$264K - $291K
|
69.5K
$2.08M
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
9.45K+ 3.98% |
$257K - $284K
|
247K
$7.39M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.38K+ 7.03% |
$256K - $282K
|
143K
$4.28M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.88K+ 37.33% |
$242K - $267K
|
32.7K
$978K
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.87KNew |
$242K - $267K
|
8.87K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.77K+ 11.97% |
$239K - $264K
|
82.1K
$2.46M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.37K+ 34.53% |
$228K - $251K
|
32.6K
$976K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.28K+ 23.4% |
$226K - $249K
|
43.6K
$1.31M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.99K+ 13.4% |
$218K - $240K
|
67.7K
$2.03M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.98K+ 3.31% |
$217K - $240K
|
249K
$7.45M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.88KNew |
$215K - $237K
|
7.88K
$236K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
7.8K+ 3.88% |
$213K - $234K
|
209K
$6.26M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.74KNew |
$211K - $233K
|
7.74K
$232K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.63KNew |
$208K - $229K
|
7.63K
$228K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.59K+ 78.86% |
$207K - $228K
|
17.2K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.57K+ 21.95% |
$206K - $227K
|
42K
$1.26M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.06KNew |
$192K - $212K
|
7.06K
$211K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.92KNew |
$189K - $208K
|
6.92K
$207K
|