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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.45K+ 25.94% |
$49.4K - $57.9K
|
7.06K
$246K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 8.33% |
$8.5K - $9.96K
|
3.25K
$113K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-455- 1.84% |
$15.5K - $18.1K
|
24.3K
$847K
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.28K+ 11.52% |
$145K - $170K
|
41.4K
$1.44M
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.66K+ 30.88% |
$158K - $186K
|
19.8K
$689K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
46.7K+ 52.72% |
$1.59M - $1.86M
|
135K
$4.71M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
196K+ 42.48% |
$6.67M - $7.83M
|
659K
$23M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-196- 1.51% |
$6.66K - $7.81K
|
12.7K
$444K
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
471K+ 56.81% |
$16M - $18.8M
|
1.3M
$45.3M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.22K- 0.83% |
$41.5K - $48.7K
|
146K
$5.09M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.9K+ 16.92% |
$814K - $954K
|
165K
$5.76M
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
8.27K+ 1.38% |
$281K - $330K
|
609K
$21.2M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
260K+ 851.79% |
$8.83M - $10.4M
|
290K
$10.1M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.42K+ 18.81% |
$150K - $176K
|
27.9K
$973K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
239K+ 9.53% |
$8.12M - $9.52M
|
2.75M
$95.7M
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-582- 1.86% |
$19.8K - $23.2K
|
30.8K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
99.2K+ 24.7% |
$3.37M - $3.95M
|
501K
$17.4M
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13.5K- 6.8% |
$458K - $538K
|
185K
$6.44M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20K+ 16.7% |
$679K - $796K
|
140K
$4.86M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.43K+ 9.98% |
$253K - $296K
|
81.9K
$2.85M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
144KNew |
$4.91M - $5.75M
|
144K
$5.03M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48.1K+ 30.8% |
$1.63M - $1.91M
|
204K
$7.11M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.98K+ 52.33% |
$169K - $198K
|
14.5K
$505K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.2K+ 32.01% |
$109K - $127K
|
13.2K
$460K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.21KNew |
$245K - $287K
|
7.21K
$251K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
501+ 8.7% |
$17K - $20K
|
6.26K
$218K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.8K+ 17.25% |
$1.22M - $1.43M
|
243K
$8.47M
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.2K+ 2.11% |
$40.6K - $47.6K
|
57.7K
$2.01M
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.74K+ 5.24% |
$59.2K - $69.4K
|
35K
$1.22M
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2.39K+ 1.83% |
$81.2K - $95.3K
|
133K
$4.63M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.12K+ 1.7% |
$140K - $164K
|
246K
$8.57M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12.2K+ 5.62% |
$415K - $487K
|
230K
$8.01M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-642- 8.25% |
$21.8K - $25.6K
|
7.14K
$249K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
15K+ 5.02% |
$510K - $597K
|
313K
$10.9M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
107KNew |
$3.65M - $4.28M
|
107K
$3.74M
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
35K+ 7.55% |
$1.19M - $1.39M
|
498K
$17.4M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.01K+ 3.27% |
$68.3K - $80.1K
|
63.4K
$2.21M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.68K+ 29.16% |
$57.1K - $67K
|
7.45K
$259K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
406+ 0.85% |
$13.8K - $16.2K
|
48.3K
$1.68M
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-894- 0.71% |
$30.4K - $35.6K
|
125K
$4.36M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.91K- 2.26% |
$133K - $156K
|
169K
$5.9M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
413KNew |
$14M - $16.5M
|
413K
$14.4M
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.5K+ 19.82% |
$561K - $658K
|
99.9K
$3.48M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
28.3K+ 26.77% |
$963K - $1.13M
|
134K
$4.67M
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.29K+ 18.2% |
$77.8K - $91.3K
|
14.9K
$518K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-664- 3.99% |
$22.6K - $26.5K
|
16K
$556K
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.73K+ 4.09% |
$263K - $308K
|
197K
$6.85M
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
8.43K+ 48.21% |
$286K - $336K
|
25.9K
$902K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.5K+ 4.73% |
$1.41M - $1.65M
|
920K
$32.1M
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
15.5K+ 6.4% |
$528K - $619K
|
258K
$9M
|