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 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.22K+ 3.27% |
$44K - $51.2K
|
70.2K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.14K+ 5.91% |
$42.3K - $49.3K
|
38.3K
$1.42M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 10.81% |
$37.2K - $43.3K
|
19.3K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 3.2% |
$23.6K - $27.4K
|
38.4K
$1.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
977+ 7.29% |
$19.3K - $22.5K
|
14.4K
$532K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
852+ 3.93% |
$16.9K - $19.6K
|
22.5K
$833K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
459New |
$9.08K - $10.6K
|
459
$17K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
446+ 3.99% |
$8.83K - $10.3K
|
11.6K
$430K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
306+ 0.69% |
$6.06K - $7.05K
|
44.4K
$1.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
114+ 0.58% |
$2.26K - $2.63K
|
19.7K
$729K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73New |
$1.44K - $1.68K
|
73
$2.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.22% |
$515 - $599
|
11.7K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-279- 2.27% |
$5.52K - $6.43K
|
12K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-573- 2.56% |
$11.3K - $13.2K
|
21.8K
$808K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-625- 2.14% |
$12.4K - $14.4K
|
28.5K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 1.37% |
$21.2K - $24.7K
|
77.2K
$2.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.15K- 2.28% |
$22.7K - $26.4K
|
49.2K
$1.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 5.71% |
$26K - $30.3K
|
21.7K
$804K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.96K- 0.72% |
$38.9K - $45.3K
|
271K
$10M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 20.69% |
$39.2K - $45.7K
|
7.6K
$281K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.1K- 2.78% |
$41.6K - $48.4K
|
73.5K
$2.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.5K- 2.45% |
$49.5K - $57.6K
|
99.7K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.68K- 3.07% |
$72.9K - $84.9K
|
116K
$4.3M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.63K- 11.04% |
$91.6K - $107K
|
37.3K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-5.6K- 0.63% |
$111K - $129K
|
886K
$32.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-10.2K- 37.74% |
$202K - $236K
|
16.9K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-20K- 50.0% |
$396K - $461K
|
20K
$740K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-44.1K- 2.44% |
$873K - $1.02M
|
1.76M
$65.3M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-77.8K- 14.91% |
$1.54M - $1.79M
|
444K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 62.86% |
$2.25M - $2.62M
|
67K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-168K- 56.56% |
$3.33M - $3.88M
|
129K
$4.78M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-172K- 97.06% |
$3.41M - $3.97M
|
5.22K
$193K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-281K- 94.65% |
$5.57M - $6.49M
|
15.9K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-570K- 31.68% |
$11.3M - $13.1M
|
1.23M
$45.5M
|