Latest Institutional Transactions on Capital Group Growth ETF Shs C (CGGR)
This table provides information on the latest institutional transactions involving Capital Group Growth ETF Shs C (CGGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
16K+ 148.89% |
$553K - $629K
|
26.8K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
26.3K+ 3.38% |
$908K - $1.03M
|
805K
$31.3M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.98K+ 18.4% |
$172K - $195K
|
32.1K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
76K+ 1034.13% |
$2.62M - $2.98M
|
83.3K
$3.24M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
246K+ 107.26% |
$8.49M - $9.66M
|
476K
$18.5M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45K- 7.01% |
$1.55M - $1.76M
|
596K
$23.2M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.2K- 2.46% |
$75.9K - $86.3K
|
87.3K
$3.4M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.67K+ 4.33% |
$126K - $144K
|
88.4K
$3.44M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
853+ 2.06% |
$29.4K - $33.5K
|
42.3K
$1.65M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
142KNew |
$4.88M - $5.55M
|
142K
$5.51M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
550KNew |
$19M - $21.6M
|
550K
$21.4M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.76KNew |
$199K - $226K
|
5.76K
$224K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.28% |
$1.62K - $1.84K
|
16.9K
$658K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.11% |
$517 - $589
|
13.9K
$542K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.54K- 1.97% |
$157K - $178K
|
226K
$8.81M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.52K+ 5.57% |
$156K - $177K
|
85.7K
$3.33M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.33% |
$69 - $78.5
|
617
$24K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
193KNew |
$6.67M - $7.59M
|
193K
$7.53M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.23K+ 650.0% |
$146K - $166K
|
4.88K
$190K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 1.41% |
$422K - $480K
|
879K
$34.2M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.3KNew |
$529K - $602K
|
15.3K
$597K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.4K+ 4.27% |
$48.3K - $54.9K
|
34.2K
$1.33M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
42.5K+ 5.4% |
$1.47M - $1.67M
|
829K
$32.3M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
32.4KNew |
$1.12M - $1.27M
|
32.4K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.48K+ 35.26% |
$223K - $254K
|
24.8K
$967K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.7K- 18.23% |
$508K - $578K
|
66K
$2.57M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.48K+ 8.7% |
$293K - $333K
|
106K
$4.12M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
12.4K+ 42.63% |
$427K - $486K
|
41.5K
$1.61M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.68K+ 50.14% |
$230K - $262K
|
20K
$779K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
83.3KNew |
$2.87M - $3.27M
|
83.3K
$3.24M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.15KNew |
$74.2K - $84.4K
|
2.15K
$83.7K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-89- 0.19% |
$3.07K - $3.49K
|
47.5K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.92K+ 30.96% |
$66.2K - $75.3K
|
8.11K
$316K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.66K+ 9.6% |
$333K - $379K
|
110K
$4.29M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.5K+ 4.62% |
$86.2K - $98.1K
|
56.6K
$2.2M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14K+ 4.91% |
$481K - $548K
|
298K
$11.6M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 11.16% |
$411K - $468K
|
119K
$4.62M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
163+ 0.23% |
$5.62K - $6.4K
|
70.4K
$2.74M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.9K+ 5.57% |
$1.65M - $1.88M
|
908K
$35.4M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.6KNew |
$193K - $220K
|
5.6K
$218K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-850- 9.99% |
$29.3K - $33.4K
|
7.66K
$298K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.06% |
$448 - $510
|
21.9K
$852K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.12K- 11.34% |
$73K - $83.1K
|
16.5K
$644K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91.1K+ 30.39% |
$3.14M - $3.57M
|
391K
$15.2M
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-378- 0.59% |
$13K - $14.8K
|
64.1K
$2.5M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.97K+ 2.09% |
$171K - $195K
|
243K
$9.45M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
124KNew |
$4.29M - $4.88M
|
124K
$4.84M
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.17% |
$724 - $824
|
12.6K
$492K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60New |
$2.07K - $2.35K
|
60
$2.34K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 9.09% |
$8.62K - $9.81K
|
3K
$117K
|