Purchases and Sales Made in Q3 2023 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.64M+ 22.81% |
$37.4M - $40.9M
|
8.85M
$265M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.07MNew |
$24.2M - $26.5M
|
1.07M
$31.9M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
956K+ 17.76% |
$21.7M - $23.8M
|
6.34M
$190M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
836KNew |
$19M - $20.8M
|
836K
$25M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
516K+ 24.08% |
$11.7M - $12.8M
|
2.66M
$79.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
502K+ 68.72% |
$11.4M - $12.5M
|
1.23M
$36.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
368K+ 13.65% |
$8.35M - $9.14M
|
3.06M
$91.6M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
359K+ 13.4% |
$8.17M - $8.94M
|
3.04M
$91.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
345K+ 10.07% |
$7.85M - $8.59M
|
3.78M
$113M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305K+ 17.78% |
$6.93M - $7.58M
|
2.02M
$60.5M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
285K+ 40.53% |
$6.48M - $7.09M
|
989K
$29.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
204K+ 63.01% |
$4.63M - $5.07M
|
528K
$15.8M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
203K+ 959.61% |
$4.61M - $5.04M
|
224K
$6.7M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
179K+ 23.27% |
$4.06M - $4.44M
|
947K
$28.3M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177K+ 9.21% |
$4.01M - $4.39M
|
2.09M
$62.7M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
166K+ 120.07% |
$3.77M - $4.13M
|
304K
$9.11M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130K+ 11.87% |
$2.94M - $3.22M
|
1.22M
$36.5M
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
112K+ 8.84% |
$2.55M - $2.79M
|
1.38M
$41.4M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
108K+ 45.53% |
$2.46M - $2.7M
|
347K
$10.4M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
103K+ 708.94% |
$2.35M - $2.57M
|
118K
$3.53M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98.9KNew |
$2.25M - $2.46M
|
98.9K
$2.96M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
92.5K+ 9246500.0% |
$2.1M - $2.3M
|
92.5K
$2.77M
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
91.8KNew |
$2.09M - $2.28M
|
91.8K
$2.75M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
82K+ 11.7% |
$1.86M - $2.04M
|
783K
$23.5M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
79.3KNew |
$1.8M - $1.97M
|
79.3K
$2.37M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.8K+ 193.07% |
$1.63M - $1.78M
|
109K
$3.26M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.6KNew |
$1.13M - $1.23M
|
49.6K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.6K+ 11.18% |
$1.1M - $1.21M
|
483K
$14.5M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.8KNew |
$1.06M - $1.16M
|
46.8K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45.9K+ 33.22% |
$1.04M - $1.14M
|
184K
$5.51M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.1K+ 85.9% |
$980K - $1.07M
|
93.3K
$2.79M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.6K+ 236.92% |
$967K - $1.06M
|
60.5K
$1.81M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
42.5KNew |
$966K - $1.06M
|
42.5K
$1.27M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.4KNew |
$940K - $1.03M
|
41.4K
$1.24M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
40.4K+ 146.19% |
$918K - $1M
|
68K
$2.04M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
36.7K+ 361.99% |
$835K - $913K
|
46.9K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36K+ 22.93% |
$819K - $896K
|
193K
$5.78M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
32.9K+ 84.26% |
$748K - $818K
|
71.9K
$2.15M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32.7KNew |
$743K - $813K
|
32.7K
$979K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
31.6K+ 289.8% |
$718K - $785K
|
42.5K
$1.27M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
31.4K+ 92.2% |
$714K - $781K
|
65.5K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.8KNew |
$631K - $691K
|
27.8K
$832K
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
27.6K+ 25.58% |
$627K - $686K
|
135K
$4.06M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.5K+ 55.28% |
$626K - $685K
|
77.4K
$2.32M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.5K+ 311.77% |
$624K - $683K
|
36.3K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.4K+ 2.54% |
$622K - $681K
|
1.1M
$33.1M
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
26.7K+ 2.68% |
$607K - $664K
|
1.02M
$30.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
25.2K+ 80.96% |
$572K - $626K
|
56.3K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.7K+ 6.28% |
$562K - $615K
|
419K
$12.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
22.8KNew |
$517K - $566K
|
22.8K
$681K
|