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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-363- 10.15% |
$11.1K - $12.6K
|
3.21K
$119K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
178K+ 31.76% |
$5.47M - $6.19M
|
738K
$27.3M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-856- 5.18% |
$26.3K - $29.8K
|
15.7K
$580K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 1.94% |
$1.54K - $1.74K
|
2.53K
$93.7K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.26K- 1.98% |
$100K - $113K
|
161K
$5.97M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-409- 1.51% |
$12.6K - $14.2K
|
26.7K
$987K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.35KNew |
$164K - $186K
|
5.35K
$198K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
634New |
$19.5K - $22.1K
|
634
$23.5K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.46M+ 24.62% |
$75.5M - $85.5M
|
12.4M
$460M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.65KNew |
$296K - $336K
|
9.65K
$357K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55.3K+ 55.35% |
$1.7M - $1.93M
|
155K
$5.75M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-699- 99.86% |
$21.5K - $24.3K
|
1
$37
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.4K+ 17.85% |
$2.25M - $2.55M
|
485K
$17.9M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.81K- 7.6% |
$209K - $237K
|
82.8K
$3.06M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
140K+ 35.07% |
$4.29M - $4.86M
|
538K
$19.9M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.88KNew |
$180K - $204K
|
5.88K
$217K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
587K+ 24.74% |
$18M - $20.4M
|
2.96M
$109M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.43K+ 1.73% |
$74.5K - $84.4K
|
142K
$5.26M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
929+ 2.14% |
$28.5K - $32.3K
|
44.4K
$1.64M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.4K+ 48.3% |
$321K - $363K
|
32.1K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
715New |
$22K - $24.9K
|
715
$26.4K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 24.43% |
$38.1M - $43.2M
|
6.32M
$234M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 4.18% |
$307 - $348
|
249
$9.21K
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
15.9K+ 8.66% |
$487K - $552K
|
199K
$7.37M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.1K+ 33.8% |
$403K - $456K
|
51.9K
$1.92M
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
17KNew |
$521K - $591K
|
17K
$628K
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
11.4K+ 5.14% |
$349K - $396K
|
233K
$8.62M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 0.27% |
$1.35K - $1.53K
|
16.1K
$597K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-777- 3.19% |
$23.9K - $27K
|
23.6K
$873K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 41.92% |
$422K - $478K
|
19K
$704K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.74K+ 120.77% |
$238K - $269K
|
14.1K
$523K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
72.2K+ 205.04% |
$2.22M - $2.51M
|
107K
$3.97M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
28+ 0.22% |
$860 - $974
|
12.6K
$465K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
464+ 0.21% |
$14.2K - $16.1K
|
220K
$8.15M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
65.3K+ 13.86% |
$2.01M - $2.27M
|
536K
$19.8M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 1.86% |
$53.7K - $60.9K
|
95.9K
$3.55M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.38K+ 12.29% |
$73.2K - $82.9K
|
21.8K
$805K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.8K+ 2.97% |
$762K - $864K
|
861K
$31.8M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
248+ 3.0% |
$7.62K - $8.63K
|
8.51K
$315K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.25K+ 3.07% |
$99.7K - $113K
|
109K
$4.03M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.26K+ 1.23% |
$69.4K - $78.6K
|
186K
$6.87M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
28.2KNew |
$866K - $981K
|
28.2K
$1.04M
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.85K- 3.03% |
$56.8K - $64.3K
|
59.2K
$2.19M
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
8.08KNew |
$248K - $281K
|
8.08K
$299K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.74KNew |
$84K - $95.2K
|
2.74K
$101K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.3K+ 12.41% |
$1.18M - $1.33M
|
347K
$12.8M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.41K+ 21.7% |
$73.9K - $83.7K
|
13.5K
$499K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
814+ 7.25% |
$25K - $28.3K
|
12K
$445K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
54.2K+ 840.5% |
$1.67M - $1.89M
|
60.7K
$2.24M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-14.8K- 34.99% |
$455K - $516K
|
27.6K
$1.02M
|