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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.3K+ 1.41% |
$377K - $427K
|
883K
$32.6M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
301+ 0.93% |
$9.24K - $10.5K
|
32.8K
$1.21M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.44KNew |
$198K - $224K
|
6.44K
$238K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
779KNew |
$23.9M - $27.1M
|
779K
$28.8M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.71K+ 9.21% |
$144K - $164K
|
55.8K
$2.06M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.4K+ 62.31% |
$319K - $362K
|
27.1K
$1M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.16K- 22.72% |
$66.3K - $75.1K
|
7.35K
$272K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.2K+ 5.57% |
$283K - $320K
|
174K
$6.45M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-409- 2.41% |
$12.6K - $14.2K
|
16.6K
$614K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 9.22% |
$113K - $128K
|
43.5K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.9K- 22.22% |
$457K - $517K
|
52.1K
$1.93M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.35K+ 27.96% |
$72.3K - $81.9K
|
10.8K
$398K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.83K+ 17.75% |
$148K - $168K
|
32.1K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
151K+ 254.67% |
$4.64M - $5.26M
|
210K
$7.78M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 2.59% |
$84.8K - $96.1K
|
110K
$4.05M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
24.8K+ 14.47% |
$760K - $861K
|
196K
$7.24M
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-3.24K- 1.38% |
$99.6K - $113K
|
232K
$8.59M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.98K+ 13.89% |
$60.7K - $68.7K
|
16.2K
$599K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
470+ 2.63% |
$14.4K - $16.4K
|
18.4K
$679K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17.3K+ 27.02% |
$530K - $601K
|
81.2K
$3M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.21K+ 6.55% |
$160K - $181K
|
84.8K
$3.13M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.68K- 0.98% |
$113K - $128K
|
372K
$13.8M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.82K+ 12.89% |
$86.5K - $98K
|
24.7K
$913K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.8K+ 50.57% |
$147K - $167K
|
14.3K
$529K
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.84K+ 0.47% |
$118K - $133K
|
824K
$30.5M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-245- 1.42% |
$7.52K - $8.52K
|
17K
$627K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
5.9KNew |
$181K - $205K
|
5.9K
$218K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.21K+ 44.54% |
$98.5K - $112K
|
10.4K
$385K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-563- 2.11% |
$17.3K - $19.6K
|
26.1K
$964K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.31K+ 9.0% |
$255K - $289K
|
101K
$3.72M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2.45K+ 1.04% |
$75.3K - $85.3K
|
238K
$8.8M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 3.93% |
$36K - $40.8K
|
31.1K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 39.38% |
$405K - $459K
|
46.7K
$1.73M
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$92.1 - $104
|
18K
$666K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
126+ 2.02% |
$3.87K - $4.38K
|
6.38K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20.9K+ 2.73% |
$642K - $728K
|
787K
$29.1M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1KNew |
$30.7K - $34.8K
|
1K
$37K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
35.4K+ 14.22% |
$1.09M - $1.23M
|
284K
$10.5M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
62.9KNew |
$1.93M - $2.19M
|
62.9K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25.6K+ 35.68% |
$787K - $892K
|
97.5K
$3.61M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
125K+ 22.19% |
$3.85M - $4.36M
|
691K
$25.5M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.3K+ 10.7% |
$685K - $776K
|
231K
$8.54M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
52+ 0.17% |
$1.6K - $1.81K
|
30.5K
$1.13M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
40New |
$1.23K - $1.39K
|
40
$1.48K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
67+ 0.1% |
$2.06K - $2.33K
|
64.5K
$2.39M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8.36K+ 13.52% |
$257K - $291K
|
70.2K
$2.6M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-148K- 28.04% |
$4.54M - $5.14M
|
379K
$14M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$188K - $213K
|
6.13K
$227K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.26K+ 7.52% |
$192K - $218K
|
89.5K
$3.31M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.6KNew |
$356K - $404K
|
11.6K
$429K
|