Purchases and Sales Made in Q4 2023 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2M+ 22.57% |
$44.2M - $51.7M
|
10.9M
$323M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.19M+ 44.74% |
$26.3M - $30.8M
|
3.85M
$115M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
764K+ 24.98% |
$16.9M - $19.8M
|
3.82M
$114M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
746K+ 19.76% |
$16.5M - $19.3M
|
4.52M
$135M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
674K+ 10.63% |
$14.9M - $17.4M
|
7.02M
$209M
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
639K+ 3305.2% |
$14.1M - $16.5M
|
658K
$19.6M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
443KNew |
$9.81M - $11.5M
|
443K
$13.2M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
439KNew |
$9.72M - $11.4M
|
439K
$13.1M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
434K+ 3340.29% |
$9.61M - $11.2M
|
447K
$13.3M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
384K+ 38.87% |
$8.5M - $9.93M
|
1.37M
$40.9M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
327K+ 15.63% |
$7.25M - $8.46M
|
2.42M
$72.2M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
303KNew |
$6.72M - $7.84M
|
303K
$9.04M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 19.78% |
$5.39M - $6.3M
|
1.48M
$44M
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
233KNew |
$5.15M - $6.01M
|
233K
$6.93M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
213K+ 22.48% |
$4.71M - $5.5M
|
1.16M
$34.5M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
211K+ 17.31% |
$4.68M - $5.46M
|
1.43M
$42.7M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
208K+ 19.53% |
$4.6M - $5.38M
|
1.27M
$37.9M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
184K+ 6.05% |
$4.07M - $4.76M
|
3.23M
$96.1M
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
176KNew |
$3.89M - $4.55M
|
176K
$5.24M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150K+ 9.9% |
$3.32M - $3.88M
|
1.67M
$49.6M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
138K+ 807.94% |
$3.04M - $3.56M
|
155K
$4.61M
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
135KNew |
$2.98M - $3.48M
|
135K
$4.01M
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
121KNew |
$2.68M - $3.13M
|
121K
$3.6M
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
108K+ 7.81% |
$2.39M - $2.79M
|
1.49M
$44.4M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
103K+ 143.3% |
$2.28M - $2.67M
|
175K
$5.22M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85.4K+ 72.39% |
$1.89M - $2.21M
|
203K
$6.06M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85K+ 44.02% |
$1.88M - $2.2M
|
278K
$8.29M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.6K+ 657.85% |
$1.76M - $2.06M
|
91.7K
$2.73M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61.1K+ 12.67% |
$1.35M - $1.58M
|
544K
$16.2M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.1K+ 10.63% |
$1.24M - $1.45M
|
584K
$17.4M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.9K+ 7.14% |
$1.24M - $1.45M
|
839K
$25M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55.4KNew |
$1.23M - $1.43M
|
55.4K
$1.65M
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
52.5K+ 136.18% |
$1.16M - $1.36M
|
91.1K
$2.71M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.5K+ 4.66% |
$1.14M - $1.33M
|
1.16M
$34.5M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
50.7K+ 83.46% |
$1.12M - $1.31M
|
111K
$3.32M
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
50K+ 45.07% |
$1.11M - $1.29M
|
161K
$4.8M
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
49.9K+ 4.87% |
$1.1M - $1.29M
|
1.07M
$32M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
49.1KNew |
$1.09M - $1.27M
|
49.1K
$1.46M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
38.6KNew |
$854K - $998K
|
38.6K
$1.15M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.5K+ 68.49% |
$853K - $996K
|
94.8K
$2.83M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38.3K+ 48.25% |
$847K - $989K
|
118K
$3.5M
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
38KNew |
$841K - $982K
|
38K
$1.13M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37.2K+ 9.46% |
$824K - $963K
|
431K
$12.8M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
37.2K+ 9.46% |
$824K - $963K
|
431K
$12.8M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
34.9KNew |
$771K - $901K
|
34.9K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.8K+ 43.65% |
$747K - $873K
|
111K
$3.31M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 28.67% |
$691K - $807K
|
140K
$4.18M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.6K+ 31.0% |
$678K - $792K
|
130K
$3.86M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30K+ 9.29% |
$663K - $774K
|
352K
$10.5M
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
28.5KNew |
$630K - $735K
|
28.5K
$848K
|