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 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.43K+ 21.96% |
$150K - $183K
|
35.7K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
52New |
$1.22K - $1.48K
|
52
$1.81K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11.1KNew |
$260K - $317K
|
11.1K
$387K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
180+ 0.41% |
$4.21K - $5.12K
|
43.8K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
40K+ 100.0% |
$936K - $1.14M
|
80K
$2.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
43New |
$1.01K - $1.22K
|
43
$1.5K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
21.7K+ 41.63% |
$525K - $573K
|
73.7K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$45.2K - $49.3K
|
1.86K
$64.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23.5KNew |
$514K - $593K
|
23.5K
$819K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-12.2K- 2.43% |
$266K - $307K
|
489K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.7KNew |
$256K - $295K
|
11.7K
$408K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
80New |
$1.75K - $2.02K
|
80
$2.79K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 9.93% |
$26K - $30K
|
13.2K
$459K
|
|
| Q1 2023 | |||||||
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-68.9K- 90.71% |
$1.36M - $1.59M
|
7.06K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73New |
$1.44K - $1.68K
|
73
$2.54K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.5K+ 23.62% |
$148K - $173K
|
39.3K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$285K - $332K
|
14.4K
$501K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
38.4KNew |
$760K - $885K
|
38.4K
$1.34M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.42K+ 45.11% |
$160K - $182K
|
27.1K
$944K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
241KNew |
$4.58M - $5.2M
|
241K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$258K - $293K
|
13.6K
$473K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.6KNew |
$30.5K - $34.6K
|
1.6K
$55.8K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
749KNew |
$14.6M - $17.4M
|
749K
$26.1M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-65Closed |
$1.26K - $1.74K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
950New |
$18.4K - $25.4K
|
950
$33.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
158KNew |
$3.07M - $4.23M
|
158K
$5.51M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$19.4K - $26.7K
|
1K
$34.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.3KClosed |
$44.6K - $61.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2New |
$38.8 - $53.5
|
2
$69.7
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.6K- 75.0% |
$269K - $311K
|
3.87K
$135K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
422New |
$9.8K - $11.3K
|
422
$14.7K
|
|