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 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.32K+ 29.96% |
$181K - $212K
|
23.1K
$942K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.67K+ 31.9% |
$329K - $385K
|
40K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
76K+ 54.54% |
$2.58M - $3.03M
|
215K
$8.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
5.45K+ 3.03% |
$185K - $217K
|
185K
$7.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.5K+ 8.52% |
$51K - $59.8K
|
19.1K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-668- 2.69% |
$22.7K - $26.6K
|
24.1K
$985K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.8K+ 28.47% |
$707K - $829K
|
93.9K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
193K+ 204.8% |
$6.56M - $7.7M
|
287K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30K+ 5.39% |
$1.02M - $1.2M
|
587K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.26K+ 48.64% |
$111K - $130K
|
9.97K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.4K- 11.32% |
$557K - $653K
|
128K
$5.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
166K+ 139.95% |
$5.65M - $6.63M
|
285K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.87K- 26.37% |
$131K - $154K
|
10.8K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
31.2K+ 53.75% |
$1.06M - $1.24M
|
89.2K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.46K- 2.39% |
$49.5K - $58.1K
|
59.5K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.52K+ 8.04% |
$290K - $339K
|
114K
$4.67M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
18.8KNew |
$638K - $748K
|
18.8K
$767K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.18K+ 11.53% |
$244K - $286K
|
69.4K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
32.4K+ 144.66% |
$1.1M - $1.29M
|
54.9K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29.2K+ 136.98% |
$993K - $1.16M
|
50.5K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-427- 3.25% |
$14.5K - $17K
|
12.7K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$52.5K - $61.6K
|
1.55K
$63.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18M+ 16.97% |
$39.9M - $46.8M
|
8.1M
$331M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
314+ 0.7% |
$10.7K - $12.5K
|
45.3K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-207K- 48.99% |
$7.02M - $8.24M
|
215K
$8.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
545+ 3.53% |
$18.5K - $21.7K
|
16K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
11.3K+ 3.25% |
$383K - $448K
|
358K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
45.1K+ 14.67% |
$1.53M - $1.8M
|
353K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
904New |
$30.7K - $36K
|
904
$36.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.49K- 8.0% |
$50.5K - $59.2K
|
17.1K
$697K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10.8K+ 25.81% |
$367K - $430K
|
52.7K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.69K+ 70.46% |
$261K - $306K
|
18.6K
$759K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
312+ 1.25% |
$10.6K - $12.4K
|
25.2K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
138K+ 39.43% |
$4.7M - $5.5M
|
489K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34K+ 14.85% |
$1.15M - $1.35M
|
263K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
100K+ 151.71% |
$3.4M - $3.99M
|
166K
$6.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
24.6KNew |
$834K - $978K
|
24.6K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
52.1K+ 174.68% |
$1.77M - $2.07M
|
81.9K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.54K- 1.16% |
$154K - $181K
|
386K
$15.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.73K+ 158.46% |
$262K - $308K
|
12.6K
$514K
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
33.8KNew |
$1.15M - $1.35M
|
33.8K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
24.3K+ 22.01% |
$825K - $968K
|
135K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.71K+ 13.53% |
$58K - $68K
|
14.3K
$585K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.7K+ 14.52% |
$568K - $666K
|
132K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
16.5K+ 9.7% |
$562K - $659K
|
187K
$7.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.64K- 4.53% |
$124K - $145K
|
76.7K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22.1K+ 35.7% |
$752K - $882K
|
84.1K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-20.4K- 6.94% |
$694K - $813K
|
274K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
282KNew |
$9.57M - $11.2M
|
282K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55.9K+ 6.51% |
$1.9M - $2.23M
|
915K
$37.4M
|