Purchases and Sales Made in Q1 2023 in Capital Group Growth ETF Shs C (CGGR)
This table provides information about the institutional ownership of Capital Group Growth ETF Shs C (CGGR) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GROWTH ETF SHS C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.56M+ 18.95% |
$30.8M - $35.9M
|
9.78M
$362M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
806K+ 3199.2% |
$15.9M - $18.6M
|
831K
$30.7M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
638K+ 7249.65% |
$12.6M - $14.7M
|
647K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
488K+ 36.72% |
$9.66M - $11.2M
|
1.82M
$67.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
484K+ 17.27% |
$9.57M - $11.2M
|
3.29M
$122M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
470K+ 50.92% |
$9.29M - $10.8M
|
1.39M
$51.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
454KNew |
$8.98M - $10.5M
|
454K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
427K+ 42.54% |
$8.46M - $9.85M
|
1.43M
$53M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
420K+ 18.41% |
$8.31M - $9.68M
|
2.7M
$99.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
373K+ 9.64% |
$7.38M - $8.59M
|
4.24M
$157M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
358K+ 108.24% |
$7.09M - $8.26M
|
690K
$25.5M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
233K+ 10.47% |
$4.6M - $5.36M
|
2.45M
$90.8M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
167KNew |
$3.3M - $3.84M
|
167K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
166K+ 46.66% |
$3.28M - $3.82M
|
521K
$19.3M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
145K+ 124.32% |
$2.86M - $3.33M
|
261K
$9.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
137K+ 8.98% |
$2.72M - $3.16M
|
1.67M
$61.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
124K+ 27.43% |
$2.45M - $2.86M
|
576K
$21.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
124K+ 26.81% |
$2.45M - $2.85M
|
585K
$21.6M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
107KNew |
$2.12M - $2.46M
|
107K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100KNew |
$1.98M - $2.31M
|
100K
$3.7M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100KNew |
$1.98M - $2.31M
|
100K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.1K+ 12.58% |
$1.88M - $2.19M
|
851K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
95K+ 16.7% |
$1.88M - $2.19M
|
664K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
81.3K+ 50.18% |
$1.61M - $1.88M
|
243K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.5K+ 29.41% |
$1.43M - $1.67M
|
319K
$11.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
69.9KNew |
$1.38M - $1.61M
|
69.9K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
69.4K+ 15.54% |
$1.37M - $1.6M
|
516K
$19.1M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
69.1KNew |
$1.37M - $1.59M
|
69.1K
$2.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
68.8KNew |
$1.36M - $1.59M
|
68.8K
$2.55M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
64KNew |
$1.27M - $1.47M
|
64K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
61K+ 76.28% |
$1.21M - $1.41M
|
141K
$5.22M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58.4KNew |
$1.16M - $1.35M
|
58.4K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
58.3K+ 12.62% |
$1.15M - $1.34M
|
520K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.1K+ 12.77% |
$1.13M - $1.32M
|
504K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.6KNew |
$1.04M - $1.21M
|
52.6K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52.4K+ 5.76% |
$1.04M - $1.21M
|
963K
$35.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
51.7K+ 85.15% |
$1.02M - $1.19M
|
112K
$4.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
45.9K+ 27.79% |
$909K - $1.06M
|
211K
$7.81M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45.3K+ 44.51% |
$896K - $1.04M
|
147K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.1K+ 10.03% |
$892K - $1.04M
|
494K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
42.6KNew |
$843K - $982K
|
42.6K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40.5KNew |
$801K - $933K
|
40.5K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40KNew |
$792K - $922K
|
40K
$1.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
38.4KNew |
$760K - $885K
|
38.4K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
37.1K+ 35.34% |
$735K - $856K
|
142K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
34.8K+ 19.02% |
$689K - $802K
|
218K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
33.6K+ 28.52% |
$664K - $773K
|
151K
$5.59M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
31.6K+ 10.61% |
$626K - $729K
|
330K
$12.2M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31.3K+ 13.98% |
$619K - $721K
|
255K
$9.43M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
29.5K+ 17.38% |
$584K - $680K
|
199K
$7.37M
|