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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.71KNew |
$82.1K - $95.9K
|
3.71K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 14.21% |
$79K - $92.2K
|
28.7K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.49K+ 34.15% |
$77.1K - $90.1K
|
13.7K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.47K+ 1.8% |
$76.8K - $89.7K
|
197K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.43K+ 9.46% |
$76K - $88.8K
|
39.7K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.39K+ 9.19% |
$74.9K - $87.5K
|
40.2K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.14K+ 3.03% |
$69.5K - $81.2K
|
107K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.09KNew |
$68.4K - $79.9K
|
3.09K
$92.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3K+ 14.55% |
$66.3K - $77.5K
|
23.6K
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.74KNew |
$60.5K - $70.7K
|
2.74K
$81.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.52K+ 8.07% |
$55.7K - $65.1K
|
33.7K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.37K+ 10.07% |
$52.3K - $61.1K
|
25.8K
$774K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.1K+ 21.99% |
$46.5K - $54.3K
|
11.7K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2K+ 7.2% |
$44.3K - $51.7K
|
29.8K
$892K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.99K+ 6.51% |
$44.1K - $51.5K
|
32.6K
$975K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.95KNew |
$43.2K - $50.5K
|
1.95K
$58.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.92K+ 20.68% |
$42.4K - $49.5K
|
11.2K
$335K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.91KNew |
$42.2K - $49.3K
|
1.91K
$57.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.73KNew |
$38.2K - $44.6K
|
1.73K
$51.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$33.1K - $38.7K
|
1.5K
$44.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.44K+ 7.49% |
$31.9K - $37.2K
|
20.7K
$619K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.38KNew |
$30.6K - $35.7K
|
1.38K
$41.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 7.51% |
$27.7K - $32.3K
|
17.9K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 2.79% |
$25.6K - $29.9K
|
42.5K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$24.9K - $29.1K
|
1.13K
$33.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 170.83% |
$22.7K - $26.5K
|
1.63K
$48.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 52.36% |
$22.1K - $25.9K
|
2.91K
$87.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
900+ 150.0% |
$19.9K - $23.3K
|
1.5K
$44.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
875New |
$19.4K - $22.6K
|
875
$26.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
801+ 1.77% |
$17.7K - $20.7K
|
46K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
781+ 43.01% |
$17.3K - $20.2K
|
2.6K
$77.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
770+ 117.56% |
$17K - $19.9K
|
1.43K
$42.7K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
685New |
$15.2K - $17.7K
|
685
$20.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
599+ 1.9% |
$13.3K - $15.5K
|
32.1K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
345+ 3.88% |
$7.63K - $8.92K
|
9.24K
$277K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
269+ 0.57% |
$5.95K - $6.95K
|
47.2K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
209+ 1.82% |
$4.63K - $5.4K
|
11.7K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
186+ 2.12% |
$4.12K - $4.81K
|
8.98K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
182+ 0.57% |
$4.03K - $4.7K
|
32.1K
$960K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 6.76% |
$730 - $853
|
521
$15.6K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
20New |
$443 - $517
|
20
$599
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.7% |
$2.43K - $2.84K
|
15.6K
$467K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-138- 0.79% |
$3.05K - $3.57K
|
17.4K
$521K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-218- 1.38% |
$4.82K - $5.64K
|
15.5K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-600- 3.65% |
$13.3K - $15.5K
|
15.8K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-775- 3.41% |
$17.2K - $20K
|
22K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-835- 13.87% |
$18.5K - $21.6K
|
5.18K
$155K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-1.06K- 6.82% |
$23.5K - $27.4K
|
14.5K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.55K- 11.43% |
$34.3K - $40.1K
|
12K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.98K- 0.26% |
$43.7K - $51.1K
|
760K
$22.7M
|