Purchases and Sales Made in Q3 2024 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.02K+ 2.41% |
$27.8K - $31.2K
|
43.4K
$1.3M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
902+ 12.43% |
$24.6K - $27.5K
|
8.16K
$244K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
864+ 11.01% |
$23.5K - $26.4K
|
8.71K
$261K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
824+ 2.09% |
$22.5K - $25.1K
|
40.2K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
796New |
$21.7K - $24.3K
|
796
$23.8K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
705+ 3.96% |
$19.2K - $21.5K
|
18.5K
$555K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
605New |
$16.5K - $18.5K
|
605
$18.1K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
467+ 1.08% |
$12.7K - $14.3K
|
43.6K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
453+ 6.42% |
$12.3K - $13.8K
|
7.51K
$225K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
426+ 0.9% |
$11.6K - $13K
|
47.7K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
398+ 4.43% |
$10.8K - $12.1K
|
9.37K
$281K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
380+ 4.47% |
$10.4K - $11.6K
|
8.88K
$266K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 10.72% |
$10.2K - $11.4K
|
3.87K
$116K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
350+ 1.09% |
$9.54K - $10.7K
|
32.6K
$976K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
328+ 2.4% |
$8.94K - $10K
|
14K
$420K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
313+ 29.78% |
$8.53K - $9.55K
|
1.36K
$40.8K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
259+ 58.6% |
$7.06K - $7.9K
|
701
$21K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
250+ 1.37% |
$6.81K - $7.63K
|
18.5K
$553K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
234+ 0.68% |
$6.38K - $7.14K
|
34.8K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
194+ 1.67% |
$5.29K - $5.92K
|
11.8K
$354K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
172+ 0.53% |
$4.69K - $5.25K
|
32.8K
$981K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.95% |
$4.63K - $5.19K
|
18.1K
$542K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
141+ 0.47% |
$3.84K - $4.3K
|
30K
$899K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
138+ 1.33% |
$3.76K - $4.21K
|
10.5K
$314K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
137+ 5.25% |
$3.73K - $4.18K
|
2.75K
$82.2K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
67+ 0.43% |
$1.83K - $2.04K
|
15.6K
$467K
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
58+ 0.83% |
$1.58K - $1.77K
|
7.01K
$210K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
54+ 0.21% |
$1.47K - $1.65K
|
26.2K
$784K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
44+ 7.07% |
$1.2K - $1.34K
|
666
$19.9K
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
31+ 0.1% |
$845 - $946
|
29.8K
$892K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.12% |
$763 - $855
|
22.6K
$676K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 0.8% |
$463 - $519
|
2.15K
$64.4K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9+ 0.12% |
$245 - $275
|
7.63K
$229K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.68% |
$136 - $153
|
737
$22.1K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-14- 0.05% |
$382 - $427
|
30K
$898K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-224- 1.74% |
$6.1K - $6.84K
|
12.7K
$379K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-355- 0.25% |
$9.67K - $10.8K
|
143K
$4.27M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-458- 1.47% |
$12.5K - $14K
|
30.6K
$917K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-532- 25.89% |
$14.5K - $16.2K
|
1.52K
$45.6K
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-633- 5.5% |
$17.2K - $19.3K
|
10.9K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-785- 0.99% |
$21.4K - $24K
|
78.2K
$2.34M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-872- 53.96% |
$23.8K - $26.6K
|
744
$22.3K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.93K- 0.26% |
$52.5K - $58.8K
|
733K
$22M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.53K- 6.01% |
$68.9K - $77.2K
|
39.5K
$1.18M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.07K- 14.74% |
$83.7K - $93.8K
|
17.8K
$532K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 15.68% |
$95.2K - $107K
|
18.8K
$562K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.67K- 1.66% |
$100K - $112K
|
217K
$6.51M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.21K- 0.42% |
$115K - $128K
|
996K
$29.8M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.9K- 14.99% |
$133K - $149K
|
27.8K
$832K
|