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 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.1KNew |
$113K - $132K
|
4.1K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
65.7KNew |
$1.81M - $2.11M
|
65.7K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.14K+ 54.44% |
$252K - $294K
|
25.9K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.36K+ 9.16% |
$37.5K - $43.7K
|
16.2K
$600K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.01KNew |
$221K - $258K
|
8.01K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95KNew |
$53.7K - $62.7K
|
1.95K
$72.1K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
338New |
$9.31K - $10.9K
|
338
$12.5K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
762+ 146.54% |
$21K - $24.5K
|
1.28K
$47.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
161K+ 23.03% |
$4.43M - $5.18M
|
860K
$31.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
33KNew |
$910K - $1.06M
|
33K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
24New |
$661 - $772
|
24
$888
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.4KNew |
$314K - $366K
|
11.4K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
6.49K+ 67.34% |
$179K - $209K
|
16.1K
$597K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22.6K+ 28.26% |
$623K - $728K
|
103K
$3.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76KNew |
$76K - $88.8K
|
2.76K
$102K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
170New |
$3.98K - $4.84K
|
170
$6.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43New |
$1.01K - $1.22K
|
43
$1.59K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$35.1K - $42.7K
|
1.5K
$55.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.94KNew |
$115K - $140K
|
4.94K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-349- 4.2% |
$8.17K - $9.94K
|
7.96K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11KNew |
$49.4K - $60.2K
|
2.11K
$78.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.5KNew |
$176K - $214K
|
7.5K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.13KNew |
$26.5K - $32.3K
|
1.13K
$41.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.3K+ 19.24% |
$405K - $493K
|
107K
$3.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16KNew |
$27.1K - $33K
|
1.16K
$42.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 23.79% |
$271K - $329K
|
60.2K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.43K+ 21.96% |
$150K - $183K
|
35.7K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11.1KNew |
$260K - $317K
|
11.1K
$411K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
52New |
$1.22K - $1.48K
|
52
$1.92K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
180+ 0.41% |
$4.21K - $5.12K
|
43.8K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
40K+ 100.0% |
$936K - $1.14M
|
80K
$2.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
43New |
$1.01K - $1.22K
|
43
$1.59K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
17.6KNew |
$426K - $465K
|
17.6K
$651K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
21.7K+ 41.63% |
$525K - $573K
|
73.7K
$2.73M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$45.2K - $49.3K
|
1.86K
$68.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23.5KNew |
$514K - $593K
|
23.5K
$869K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-12.2K- 2.43% |
$266K - $307K
|
489K
$18.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.7KNew |
$256K - $295K
|
11.7K
$433K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
80New |
$1.75K - $2.02K
|
80
$2.96K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 9.93% |
$26K - $30K
|
13.2K
$488K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73New |
$1.44K - $1.68K
|
73
$2.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.5K+ 23.62% |
$148K - $173K
|
39.3K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$285K - $332K
|
14.4K
$532K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
38.4KNew |
$760K - $885K
|
38.4K
$1.42M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
241KNew |
$4.58M - $5.2M
|
241K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$258K - $293K
|
13.6K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 24.12% |
$26.4K - $29.9K
|
7.14K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
495New |
$9.42K - $10.7K
|
495
$18.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.6KNew |
$30.5K - $34.6K
|
1.6K
$59.3K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
749KNew |
$14.6M - $17.4M
|
749K
$27.7M
|
|