Purchases and Sales Made in Q4 2024 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
889KNew |
$26M - $27.3M
|
889K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
415KNew |
$12.1M - $12.7M
|
415K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
139KNew |
$4.07M - $4.27M
|
139K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
118K+ 22.88% |
$3.45M - $3.63M
|
635K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
102K+ 84.3% |
$2.97M - $3.12M
|
222K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98.8K+ 18.26% |
$2.89M - $3.03M
|
640K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
77KNew |
$2.25M - $2.36M
|
77K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59.2KNew |
$1.73M - $1.82M
|
59.2K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
50.7K+ 4.61% |
$1.48M - $1.55M
|
1.15M
$34.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
49.8KNew |
$1.46M - $1.53M
|
49.8K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49K+ 38.4% |
$1.43M - $1.5M
|
177K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
43.3K+ 17.23% |
$1.26M - $1.33M
|
294K
$8.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.8K+ 15.99% |
$1.25M - $1.31M
|
310K
$9.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40.7K+ 56.25% |
$1.19M - $1.25M
|
113K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.5K+ 17.64% |
$1.18M - $1.24M
|
270K
$8.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.8K+ 7.24% |
$1.16M - $1.22M
|
590K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.3K+ 31.98% |
$1.03M - $1.08M
|
146K
$4.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
33.3KNew |
$974K - $1.02M
|
33.3K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
32.5KNew |
$949K - $996K
|
32.5K
$983K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 13.87% |
$940K - $987K
|
264K
$8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.8K+ 25.37% |
$900K - $945K
|
152K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
29.3K+ 19.6% |
$857K - $899K
|
179K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25.1K+ 25.04% |
$734K - $771K
|
126K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
24.3KNew |
$710K - $746K
|
24.3K
$736K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.8K+ 2.76% |
$696K - $731K
|
888K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.2KNew |
$677K - $711K
|
23.2K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
20.9K+ 3.41% |
$611K - $641K
|
634K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 61.35% |
$600K - $630K
|
54K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19.7K+ 13.85% |
$577K - $606K
|
162K
$4.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
15.9K+ 14.22% |
$464K - $488K
|
128K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4K+ 5.44% |
$392K - $412K
|
260K
$7.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
12.8K+ 152.58% |
$373K - $391K
|
21.1K
$639K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1KNew |
$354K - $372K
|
12.1K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.7KNew |
$342K - $359K
|
11.7K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 8.62% |
$330K - $346K
|
142K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
11.3KNew |
$329K - $345K
|
11.3K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 25.85% |
$295K - $310K
|
49.2K
$1.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.1K+ 11.07% |
$294K - $309K
|
101K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.72K+ 17.07% |
$284K - $298K
|
66.7K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
9.22KNew |
$269K - $283K
|
9.22K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.33KNew |
$243K - $256K
|
8.33K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.05KNew |
$206K - $216K
|
7.05K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.92K+ 11.93% |
$202K - $212K
|
64.9K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.36K+ 9.79% |
$186K - $195K
|
71.3K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.22K+ 26.27% |
$182K - $191K
|
29.9K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 31.82% |
$168K - $177K
|
23.8K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.75K+ 234.38% |
$168K - $176K
|
8.21K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.72K+ 21.82% |
$167K - $175K
|
31.9K
$966K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.4K+ 0.84% |
$158K - $166K
|
649K
$19.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.11K+ 29.3% |
$120K - $126K
|
18.1K
$548K
|