Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.01M+ 50.65% |
$83M - $96.9M
|
8.97M
$332M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.25M+ 716.21% |
$61.9M - $72.3M
|
2.56M
$94.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.99M+ 14.46% |
$54.8M - $64M
|
15.8M
$583M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.73M+ 72.79% |
$47.5M - $55.5M
|
4.1M
$152M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28M+ 22.82% |
$35.3M - $41.2M
|
6.89M
$255M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
682K+ 2095.56% |
$18.8M - $21.9M
|
714K
$26.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
667K+ 8.59% |
$18.4M - $21.4M
|
8.43M
$312M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
660K+ 1349.46% |
$18.2M - $21.2M
|
709K
$26.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
660K+ 1349.46% |
$18.2M - $21.2M
|
709K
$26.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
653K+ 19.64% |
$18M - $21M
|
3.98M
$147M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
528K+ 25.93% |
$14.5M - $17M
|
2.57M
$94.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
506K+ 9.97% |
$13.9M - $16.3M
|
5.58M
$206M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
485K+ 6698.18% |
$13.4M - $15.6M
|
492K
$18.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
364K+ 18.11% |
$10M - $11.7M
|
2.37M
$87.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
302K+ 26.43% |
$8.31M - $9.71M
|
1.44M
$53.4M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
293K+ 427.61% |
$8.08M - $9.43M
|
362K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
234K+ 41.18% |
$6.46M - $7.54M
|
804K
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
218K+ 14.57% |
$6M - $7.01M
|
1.71M
$63.4M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
211K+ 170.77% |
$5.82M - $6.8M
|
335K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
210K+ 736.57% |
$5.77M - $6.74M
|
238K
$8.81M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
199KNew |
$5.47M - $6.39M
|
199K
$7.35M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
196KNew |
$5.4M - $6.31M
|
196K
$7.25M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
186K+ 22.1% |
$5.12M - $5.98M
|
1.03M
$38M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
184K+ 190.45% |
$5.07M - $5.92M
|
281K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
169KNew |
$4.66M - $5.44M
|
169K
$6.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
168K+ 10.55% |
$4.62M - $5.4M
|
1.76M
$65M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
161K+ 23.03% |
$4.43M - $5.18M
|
860K
$31.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127K+ 65.24% |
$3.49M - $4.07M
|
321K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
125K+ 5.29% |
$3.43M - $4.01M
|
2.48M
$91.8M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
125K+ 81.16% |
$3.43M - $4.01M
|
278K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
122KNew |
$3.37M - $3.94M
|
122K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122K+ 20.12% |
$3.37M - $3.93M
|
730K
$27M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
121K+ 440.35% |
$3.34M - $3.9M
|
149K
$5.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
111K+ 31.81% |
$3.05M - $3.56M
|
458K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110K+ 4.87% |
$3.03M - $3.54M
|
2.37M
$87.5M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
108K+ 743.73% |
$2.98M - $3.48M
|
123K
$4.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
106K+ 25.3% |
$2.92M - $3.41M
|
525K
$19.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
105KNew |
$2.89M - $3.38M
|
105K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
92.9K+ 20.23% |
$2.56M - $2.99M
|
552K
$20.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
86.5K+ 155.54% |
$2.38M - $2.78M
|
142K
$5.26M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
81.9KNew |
$2.26M - $2.63M
|
81.9K
$3.03M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80K+ 17.82% |
$2.2M - $2.57M
|
529K
$19.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.5KNew |
$2.19M - $2.56M
|
79.5K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
78.1K+ 79.55% |
$2.15M - $2.51M
|
176K
$6.52M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
77.8K+ 17.96% |
$2.14M - $2.5M
|
511K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
74.8K+ 321.97% |
$2.06M - $2.4M
|
98K
$3.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
73KNew |
$2.01M - $2.35M
|
73K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.6K+ 8.2% |
$1.97M - $2.3M
|
945K
$34.9M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
67.9K+ 3.07% |
$1.87M - $2.18M
|
2.28M
$84.3M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
65.7KNew |
$1.81M - $2.11M
|
65.7K
$2.43M
|