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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
675K+ 15.79% |
$22.9M - $26.9M
|
4.95M
$202M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.4KNew |
$931K - $1.09M
|
27.4K
$1.12M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.26K- 4.39% |
$179K - $209K
|
115K
$4.68M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 7.55% |
$361K - $423K
|
151K
$6.17M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.1K- 55.17% |
$546K - $640K
|
13.1K
$533K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 6.5% |
$879K - $1.03M
|
424K
$17.3M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
172K+ 120.53% |
$5.84M - $6.84M
|
314K
$12.8M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$250K - $293K
|
7.35K
$300K
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 10.65% |
$42.1K - $49.4K
|
12.9K
$526K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
417K+ 38.59% |
$14.2M - $16.6M
|
1.5M
$61.1M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2K+ 18.65% |
$109K - $127K
|
20.4K
$831K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62New |
$2.11K - $2.47K
|
62
$2.53K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.4K+ 522.9% |
$2.67M - $3.13M
|
93.4K
$3.82M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
62.2K+ 23.14% |
$2.11M - $2.48M
|
331K
$13.5M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.47K+ 1.24% |
$152K - $178K
|
366K
$14.9M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
29.2K+ 2.1% |
$992K - $1.16M
|
1.42M
$58.1M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
431K+ 26.74% |
$14.7M - $17.2M
|
2.05M
$83.5M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
378K+ 8496.18% |
$12.8M - $15.1M
|
382K
$15.6M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.63K+ 23.08% |
$327K - $384K
|
51.4K
$2.1M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-75- 8.3% |
$2.55K - $2.99K
|
829
$33.8K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.12K- 7.0% |
$38K - $44.6K
|
14.9K
$607K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.04K+ 35.92% |
$171K - $201K
|
19.1K
$778K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
26.1K+ 10.6% |
$886K - $1.04M
|
272K
$11.1M
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
40.7K+ 20.76% |
$1.38M - $1.62M
|
237K
$9.67M
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
6.02KNew |
$204K - $240K
|
6.02K
$246K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
126+ 0.05% |
$4.28K - $5.02K
|
259K
$10.6M
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99.7K+ 133.8% |
$3.39M - $3.97M
|
174K
$7.12M
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
36.7K+ 24.57% |
$1.25M - $1.46M
|
186K
$7.59M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
63.8K+ 333.18% |
$2.17M - $2.54M
|
82.9K
$3.38M
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
21.2K+ 1.04% |
$720K - $844K
|
2.05M
$83.7M
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.2K+ 21.29% |
$109K - $128K
|
18.2K
$745K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
845K+ 109.07% |
$28.7M - $33.7M
|
1.62M
$66.1M
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.1K+ 6.96% |
$37.3K - $43.8K
|
16.9K
$690K
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
28.6K+ 44.76% |
$971K - $1.14M
|
92.4K
$3.77M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.5K+ 13.85% |
$595K - $698K
|
144K
$5.88M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.46KNew |
$219K - $257K
|
6.46K
$264K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.3K+ 58.57% |
$756K - $886K
|
60.2K
$2.46M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104+ 0.66% |
$3.53K - $4.14K
|
15.8K
$644K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.81K+ 8.96% |
$197K - $231K
|
70.6K
$2.88M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
101KNew |
$3.43M - $4.02M
|
101K
$4.12M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.5K+ 29.72% |
$1.95M - $2.29M
|
251K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8K+ 31.31% |
$367K - $431K
|
45.3K
$1.85M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-115- 0.51% |
$3.91K - $4.58K
|
22.5K
$917K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31K+ 102.0% |
$1.05M - $1.24M
|
61.5K
$2.51M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.53K+ 1.48% |
$52K - $61K
|
105K
$4.28M
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 2.72% |
$62.2K - $72.9K
|
65.4K
$2.67M
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.1K+ 3.37% |
$275K - $323K
|
249K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12K+ 9.35% |
$407K - $477K
|
140K
$5.72M
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
61.1K+ 167.96% |
$2.08M - $2.44M
|
97.5K
$3.98M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.98K+ 33.49% |
$169K - $198K
|
19.8K
$810K
|