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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.89KNew |
$188K - $207K
|
6.89K
$206K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.53K+ 37.95% |
$178K - $196K
|
23.7K
$711K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.2K+ 0.58% |
$169K - $186K
|
1.07M
$32M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.1K+ 25.88% |
$166K - $183K
|
29.7K
$889K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.95K+ 2.55% |
$162K - $179K
|
240K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.69K+ 0.47% |
$155K - $171K
|
1.21M
$36.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.49K+ 170.64% |
$150K - $165K
|
8.7K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.42K+ 5.96% |
$148K - $163K
|
96.4K
$2.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 31.55% |
$146K - $161K
|
22.3K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.34K+ 2.48% |
$146K - $160K
|
221K
$6.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.21K+ 10.62% |
$142K - $156K
|
54.2K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.09K+ 32.3% |
$139K - $153K
|
20.8K
$624K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$135K - $149K
|
4.96K
$149K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.51K+ 12.24% |
$123K - $136K
|
41.4K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.39K+ 41.68% |
$120K - $132K
|
14.9K
$446K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.35K+ 12.76% |
$119K - $131K
|
38.4K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.33K+ 23.61% |
$118K - $130K
|
22.7K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.3K+ 10.29% |
$117K - $129K
|
46.1K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.3K+ 2.21% |
$117K - $129K
|
199K
$5.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.23K+ 9.96% |
$115K - $127K
|
46.6K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.05K+ 42.02% |
$110K - $122K
|
13.7K
$410K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.98K+ 52.93% |
$108K - $120K
|
11.5K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.94K+ 48.86% |
$107K - $118K
|
12K
$360K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.94K+ 12.26% |
$107K - $118K
|
36K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.82K+ 11.05% |
$104K - $115K
|
38.4K
$1.15M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.54K+ 27.91% |
$96.6K - $106K
|
16.2K
$486K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.41K+ 3.49% |
$93K - $102K
|
101K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.34K+ 1.73% |
$91K - $100K
|
197K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.18K+ 13.32% |
$86.8K - $95.6K
|
27.1K
$811K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.02K+ 13.71% |
$82.2K - $90.6K
|
25K
$749K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3K+ 17.02% |
$81.6K - $90K
|
20.6K
$617K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.83K+ 10.63% |
$77.1K - $85K
|
29.4K
$882K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.78K+ 6.89% |
$75.8K - $83.5K
|
43.1K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.66K+ 28.42% |
$72.5K - $79.9K
|
12K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.61KNew |
$71.1K - $78.3K
|
2.61K
$78.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.49K+ 7.07% |
$67.8K - $74.7K
|
37.7K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.24K+ 9.16% |
$60.9K - $67.1K
|
26.6K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.14K+ 12.21% |
$58.2K - $64.1K
|
19.6K
$587K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.9KNew |
$51.8K - $57.1K
|
1.9K
$56.9K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.89KNew |
$51.4K - $56.6K
|
1.89K
$56.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.83K+ 4.54% |
$49.7K - $54.8K
|
42K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.82K+ 4.02% |
$49.7K - $54.8K
|
47.2K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.8K+ 718.73% |
$49.2K - $54.2K
|
2.06K
$61.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 25.71% |
$49.1K - $54.1K
|
8.81K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.79K+ 44.24% |
$48.9K - $53.9K
|
5.85K
$175K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.67K+ 18.85% |
$45.4K - $50K
|
10.5K
$315K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 1.53% |
$45.3K - $49.9K
|
111K
$3.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6K+ 84.54% |
$43.7K - $48.1K
|
3.5K
$105K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.54K+ 0.95% |
$41.9K - $46.1K
|
163K
$4.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 1.02% |
$38.7K - $42.7K
|
140K
$4.2M
|