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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.5K+ 7.49% |
$510K - $559K
|
322K
$9.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8K+ 43.62% |
$496K - $542K
|
71.8K
$2.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.6K+ 82.49% |
$491K - $537K
|
47.8K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
20.1KNew |
$458K - $501K
|
20.1K
$603K
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
19.3KNew |
$439K - $480K
|
19.3K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.3K+ 19.71% |
$415K - $455K
|
111K
$3.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.2KNew |
$369K - $403K
|
16.2K
$486K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
15.3K+ 8.67% |
$348K - $381K
|
192K
$5.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 144.2% |
$337K - $369K
|
25.1K
$752K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14.1K+ 21.36% |
$320K - $350K
|
79.9K
$2.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.6KNew |
$308K - $337K
|
13.6K
$406K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 96.09% |
$305K - $334K
|
27.4K
$821K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$298K - $327K
|
13.1K
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.9KNew |
$271K - $297K
|
11.9K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.5KNew |
$261K - $286K
|
11.5K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.1K+ 4.0% |
$252K - $276K
|
288K
$8.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$232K - $254K
|
10.2K
$306K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.2K+ 62.71% |
$231K - $252K
|
26.3K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.1KNew |
$228K - $250K
|
10.1K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.72K+ 1.91% |
$221K - $242K
|
519K
$15.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.27KNew |
$211K - $230K
|
9.27K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.9KNew |
$202K - $221K
|
8.9K
$266K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
8.55K+ 5.59% |
$194K - $213K
|
161K
$4.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.42K+ 22.89% |
$191K - $209K
|
45.2K
$1.35M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.39K+ 37.81% |
$191K - $209K
|
30.6K
$916K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.16K+ 2.7% |
$185K - $203K
|
310K
$9.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.4K+ 37.42% |
$145K - $159K
|
23.5K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6.3K+ 193.85% |
$143K - $157K
|
9.55K
$286K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6K+ 48.9% |
$136K - $149K
|
18.3K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.34K+ 2.25% |
$121K - $133K
|
243K
$7.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.15K+ 9.28% |
$117K - $128K
|
60.7K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.5K+ 25.89% |
$102K - $112K
|
21.9K
$655K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.48K+ 13.83% |
$102K - $111K
|
36.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 7.87% |
$93.2K - $102K
|
56.2K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.43K+ 25.9% |
$77.8K - $85.1K
|
16.7K
$499K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97K+ 21.12% |
$67.4K - $73.8K
|
17K
$510K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.87K+ 3.25% |
$65.2K - $71.3K
|
91K
$2.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.71K+ 2.68% |
$61.6K - $67.4K
|
104K
$3.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.36K+ 9.43% |
$53.6K - $58.7K
|
27.4K
$820K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 0.3% |
$52.4K - $57.3K
|
762K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 2.86% |
$49.6K - $54.3K
|
78.5K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.1K+ 11.32% |
$47.6K - $52.1K
|
20.6K
$617K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.07K+ 7.11% |
$47K - $51.4K
|
31.2K
$934K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.95K+ 0.81% |
$44.2K - $48.4K
|
241K
$7.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.89K+ 1.03% |
$43K - $47.1K
|
185K
$5.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 4.51% |
$36.9K - $40.4K
|
37.6K
$1.13M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.39K+ 46.92% |
$31.7K - $34.7K
|
4.37K
$131K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27KNew |
$28.9K - $31.6K
|
1.27K
$38.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 8.21% |
$28.3K - $31K
|
16.4K
$492K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.1KNew |
$25K - $27.4K
|
1.1K
$33K
|