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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
28KNew |
$620K - $725K
|
28K
$839K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
24.5K+ 10.18% |
$543K - $634K
|
266K
$7.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.2KNew |
$536K - $626K
|
24.2K
$725K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24KNew |
$531K - $620K
|
24K
$718K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.7KNew |
$525K - $614K
|
23.7K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.3K+ 231.79% |
$516K - $602K
|
33.4K
$999K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.4K+ 44.66% |
$473K - $552K
|
69.2K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20.9K+ 8.61% |
$463K - $541K
|
264K
$7.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.1KNew |
$445K - $520K
|
20.1K
$602K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18.5KNew |
$409K - $478K
|
18.5K
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
16.5K+ 5.32% |
$365K - $427K
|
327K
$9.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13.4KNew |
$298K - $348K
|
13.4K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.2K+ 28.14% |
$292K - $341K
|
60K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.2KNew |
$291K - $340K
|
13.2K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.9KNew |
$285K - $333K
|
12.9K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 46.26% |
$281K - $328K
|
40.1K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.4K+ 18.97% |
$275K - $321K
|
78K
$2.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
11.9KNew |
$263K - $308K
|
11.9K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.8K+ 54.05% |
$262K - $306K
|
33.7K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
11.2KNew |
$248K - $290K
|
11.2K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 15.61% |
$248K - $290K
|
83K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 2.59% |
$240K - $281K
|
430K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 90.56% |
$225K - $263K
|
21.4K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.92KNew |
$219K - $256K
|
9.92K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.75KNew |
$216K - $252K
|
9.75K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.46KNew |
$209K - $244K
|
9.46K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
9.25K+ 10.0% |
$205K - $239K
|
102K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.93K+ 4.83% |
$198K - $231K
|
194K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.64KNew |
$191K - $223K
|
8.64K
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
8.62KNew |
$191K - $223K
|
8.62K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.6KNew |
$190K - $222K
|
8.6K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
8.11K+ 25.24% |
$179K - $210K
|
40.2K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
8.07KNew |
$179K - $209K
|
8.07K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
7.75K+ 3.46% |
$172K - $200K
|
232K
$6.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.19K+ 44.34% |
$159K - $186K
|
23.4K
$701K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.7K+ 18.89% |
$148K - $173K
|
42.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.44K+ 35.24% |
$142K - $166K
|
24.7K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 8.16% |
$142K - $165K
|
84.9K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.09K+ 1.76% |
$135K - $157K
|
353K
$10.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.03K+ 23.13% |
$133K - $156K
|
32.1K
$961K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.91K+ 6.27% |
$131K - $153K
|
100K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
5.82K+ 3.6% |
$129K - $150K
|
167K
$5.01M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.78K+ 2.01% |
$128K - $150K
|
294K
$8.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.39K+ 7.93% |
$119K - $139K
|
73.4K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.33K+ 5.86% |
$118K - $138K
|
96.3K
$2.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.57K+ 34.81% |
$101K - $118K
|
17.7K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.46K+ 0.86% |
$98.6K - $115K
|
524K
$15.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.36K+ 11.59% |
$96.5K - $113K
|
42K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.34K+ 7.71% |
$95.9K - $112K
|
60.6K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.75K+ 9.26% |
$82.9K - $96.9K
|
44.2K
$1.32M
|