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 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 6.98% |
$328K - $371K
|
142K
$5.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.18K+ 39.31% |
$128K - $146K
|
14.8K
$548K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.61K+ 1.96% |
$80K - $90.6K
|
135K
$5.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
786+ 7.56% |
$24.1K - $27.3K
|
11.2K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41.6K- 43.35% |
$1.28M - $1.45M
|
54.3K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.58K+ 0.38% |
$48.5K - $54.9K
|
422K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 2.97% |
$66.3K - $75.1K
|
70.4K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
55.2K+ 52.93% |
$1.7M - $1.92M
|
159K
$5.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
470+ 3.29% |
$14.4K - $16.4K
|
14.7K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
592+ 1.93% |
$18.2K - $20.6K
|
31.3K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.8K+ 34.69% |
$178K - $202K
|
22.5K
$834K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19K+ 19.48% |
$585K - $662K
|
117K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-268- 1.33% |
$8.23K - $9.32K
|
19.8K
$733K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.74K- 1.75% |
$146K - $165K
|
266K
$9.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
1.66K+ 6.05% |
$50.9K - $57.7K
|
29.1K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.2K- 6.31% |
$620K - $702K
|
300K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
29K+ 9.57% |
$890K - $1.01M
|
332K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.83KNew |
$179K - $203K
|
5.83K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2KNew |
$467K - $529K
|
15.2K
$562K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
706+ 2.71% |
$21.7K - $24.6K
|
26.8K
$989K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$309K - $350K
|
10.1K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-587- 1.31% |
$18K - $20.4K
|
44.2K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
29.7K+ 13.4% |
$912K - $1.03M
|
251K
$9.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$154 - $174
|
3.07K
$114K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
31.5K+ 1.53% |
$969K - $1.1M
|
2.1M
$77.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.99K+ 18.27% |
$276K - $313K
|
58.2K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.07K+ 177.78% |
$217K - $246K
|
11K
$408K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5K+ 10.91% |
$323K - $366K
|
107K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
238K+ 37.85% |
$7.31M - $8.28M
|
866K
$32.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.63K+ 4.24% |
$50.2K - $56.8K
|
40.1K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23.9K+ 3.81% |
$733K - $830K
|
650K
$24M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.71K+ 29.42% |
$175K - $199K
|
25.1K
$930K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-69.4K- 4.34% |
$2.13M - $2.41M
|
1.53M
$56.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.28KNew |
$193K - $219K
|
6.28K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
197K+ 9.46% |
$6.04M - $6.84M
|
2.28M
$84.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
682New |
$20.9K - $23.7K
|
682
$25.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.67KNew |
$236K - $267K
|
7.67K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2K+ 19.56% |
$61.4K - $69.5K
|
12.2K
$452K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.5K+ 11.6% |
$385K - $436K
|
121K
$4.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.98% |
$246 - $278
|
810
$30K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
18.8KNew |
$578K - $655K
|
18.8K
$696K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.5K- 22.52% |
$721K - $817K
|
80.8K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.2K+ 5.54% |
$560K - $634K
|
348K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-475- 0.21% |
$14.6K - $16.5K
|
229K
$8.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.48K+ 27.6% |
$107K - $121K
|
16.1K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
188+ 0.87% |
$5.77K - $6.54K
|
21.9K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
140K+ 98.16% |
$4.29M - $4.86M
|
282K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
615New |
$18.9K - $21.4K
|
615
$22.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 0.5% |
$113K - $128K
|
727K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 20.87% |
$41K - $46.4K
|
7.73K
$286K
|