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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.85K+ 14.5% |
$113K - $118K
|
30.4K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.82K+ 2.68% |
$111K - $117K
|
146K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.71K+ 9.4% |
$108K - $114K
|
43.2K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.7KNew |
$108K - $113K
|
3.7K
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.49K+ 18.68% |
$102K - $107K
|
22.2K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.33K+ 1.66% |
$97.2K - $102K
|
204K
$6.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.71K+ 7.74% |
$79.1K - $83.1K
|
37.7K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.52K+ 13.25% |
$73.6K - $77.3K
|
21.5K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.85K+ 1.11% |
$54K - $56.7K
|
168K
$5.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.6K+ 9.02% |
$46.8K - $49.1K
|
19.3K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 7.48% |
$43.3K - $45.5K
|
21.3K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 37.99% |
$43K - $45.1K
|
5.34K
$162K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.29K+ 6.81% |
$37.6K - $39.4K
|
20.2K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.28K+ 13.63% |
$37.3K - $39.2K
|
10.7K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25K+ 45.45% |
$36.5K - $38.3K
|
4K
$121K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 1.16% |
$34.5K - $36.3K
|
103K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.17K+ 1.1% |
$34.3K - $36K
|
108K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
980+ 2.82% |
$28.6K - $30.1K
|
35.8K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
972+ 73.03% |
$28.4K - $29.8K
|
2.3K
$69.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
877+ 10.37% |
$25.6K - $26.9K
|
9.33K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
786+ 10.47% |
$23K - $24.1K
|
8.29K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
718+ 2.39% |
$21K - $22K
|
30.7K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
690+ 2.39% |
$20.2K - $21.2K
|
29.6K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
634+ 0.36% |
$18.5K - $19.4K
|
179K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
615+ 1.63% |
$18K - $18.9K
|
38.4K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
557+ 40.84% |
$16.3K - $17.1K
|
1.92K
$58.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
557New |
$16.3K - $17.1K
|
557
$16.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
504+ 1.65% |
$14.7K - $15.5K
|
31.1K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 0.9% |
$8.59K - $9.02K
|
33.1K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 0.77% |
$8.56K - $8.99K
|
38.4K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
250+ 22.26% |
$7.3K - $7.67K
|
1.37K
$41.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
212+ 1.95% |
$6.19K - $6.5K
|
11.1K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 1.17% |
$4.03K - $4.23K
|
12K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.54% |
$1.66K - $1.75K
|
10.5K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.27% |
$1.64K - $1.72K
|
20.6K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
44+ 0.28% |
$1.29K - $1.35K
|
15.7K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 6.16% |
$1.2K - $1.26K
|
707
$21.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19+ 0.08% |
$555 - $583
|
22.6K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.06% |
$497 - $521
|
27.1K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
15+ 0.03% |
$438 - $460
|
46.8K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-42- 0.33% |
$1.23K - $1.29K
|
12.5K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-376- 2.3% |
$11K - $11.5K
|
16K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-562- 2.36% |
$16.4K - $17.2K
|
23.2K
$702K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-575- 0.03% |
$16.8K - $17.6K
|
1.71M
$51.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-596- 0.51% |
$17.4K - $18.3K
|
117K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 7.49% |
$33.6K - $35.3K
|
14.2K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 3.32% |
$42.4K - $44.5K
|
42.2K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.74K- 2.43% |
$50.7K - $53.3K
|
69.6K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 10.1% |
$55.4K - $58.2K
|
16.9K
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.32K- 7.79% |
$67.7K - $71.1K
|
27.5K
$831K
|