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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-4.23K- 5.0% |
$144K - $169K
|
80.4K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
53+ 0.15% |
$1.8K - $2.11K
|
34.6K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.6K+ 1.87% |
$1.14M - $1.34M
|
1.83M
$74.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-500- 25.64% |
$17K - $19.9K
|
1.45K
$59.2K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20K- 2.49% |
$680K - $797K
|
784K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
70.4K+ 12.02% |
$2.39M - $2.8M
|
656K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.92KNew |
$133K - $156K
|
3.92K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.6K+ 283.34% |
$734K - $860K
|
29.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138K+ 15.39% |
$4.69M - $5.5M
|
1.04M
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.4K+ 8.78% |
$658K - $771K
|
240K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
67.3K+ 118.2% |
$2.29M - $2.68M
|
124K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.33K+ 17.92% |
$215K - $252K
|
41.6K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.16K+ 8.17% |
$108K - $126K
|
41.9K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46.7KClosed |
$1.59M - $1.86M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.32K- 0.89% |
$78.7K - $92.2K
|
257K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
122KNew |
$4.15M - $4.86M
|
122K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
329K+ 13.33% |
$11.2M - $13.1M
|
2.8M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.03K+ 69.74% |
$171K - $200K
|
12.2K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 15.86% |
$36.5M - $42.7M
|
7.84M
$320M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
5.2K+ 43.09% |
$177K - $207K
|
17.3K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
329New |
$11.2K - $13.1K
|
329
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
564New |
$19.2K - $22.5K
|
564
$23K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.82K+ 32.45% |
$61.7K - $72.3K
|
7.41K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
26.5K+ 57.45% |
$899K - $1.05M
|
72.5K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86.8K+ 9.79% |
$2.95M - $3.46M
|
973K
$39.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
258+ 1.71% |
$8.77K - $10.3K
|
15.4K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43K+ 26.1% |
$1.46M - $1.71M
|
208K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 96.75% |
$738K - $865K
|
44.2K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.4K+ 8.79% |
$389K - $456K
|
142K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-49.2K- 27.88% |
$1.67M - $1.96M
|
127K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
101K+ 136.55% |
$3.42M - $4.01M
|
175K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.48K+ 23.95% |
$118K - $138K
|
18K
$734K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.77K+ 22.98% |
$60.2K - $70.6K
|
9.48K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
220KNew |
$7.46M - $8.75M
|
220K
$8.97M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
323K+ 27.88% |
$11M - $12.9M
|
1.48M
$60.6M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
23.6K+ 28.77% |
$803K - $942K
|
106K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.2K+ 33.65% |
$450K - $528K
|
52.6K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
253K+ 7.54% |
$8.58M - $10.1M
|
3.6M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33K+ 30.45% |
$1.12M - $1.31M
|
141K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
840K+ 12.1% |
$28.5M - $33.5M
|
7.78M
$318M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.81K+ 14.29% |
$95.3K - $112K
|
22.4K
$916K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
105KNew |
$3.57M - $4.18M
|
105K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.9K+ 11.15% |
$1.05M - $1.23M
|
308K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.11K- 13.87% |
$106K - $124K
|
19.3K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.73M+ 8.62% |
$58.8M - $69M
|
21.8M
$891M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.45KNew |
$253K - $297K
|
7.45K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
84.8K+ 66.73% |
$2.88M - $3.38M
|
212K
$8.65M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
516K+ 99.1% |
$17.5M - $20.6M
|
1.04M
$42.3M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
57+ 0.42% |
$1.94K - $2.27K
|
13.8K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.6K- 12.74% |
$54.4K - $63.7K
|
11K
$447K
|