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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 33.33% |
$13.8K - $16.1K
|
2K
$74K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
469+ 4.23% |
$12.9K - $15.1K
|
11.6K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
338New |
$9.31K - $10.9K
|
338
$12.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
296+ 1.69% |
$8.15K - $9.52K
|
17.8K
$659K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 0.56% |
$7.22K - $8.43K
|
47.4K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
243New |
$6.69K - $7.81K
|
243
$8.99K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
241+ 2.91% |
$6.64K - $7.75K
|
8.53K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
182+ 1.35% |
$5.01K - $5.85K
|
13.7K
$505K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
180+ 0.81% |
$4.96K - $5.79K
|
22.4K
$829K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
134+ 1.25% |
$3.69K - $4.31K
|
10.9K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
24New |
$661 - $772
|
24
$888
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$27.5 - $32.2
|
18K
$665K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-55- 0.19% |
$1.51K - $1.77K
|
28.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-63- 0.3% |
$1.74K - $2.03K
|
21.2K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-65- 1.53% |
$1.79K - $2.09K
|
4.19K
$155K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.13% |
$2.64K - $3.09K
|
73.9K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-102- 0.08% |
$2.81K - $3.28K
|
132K
$4.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-125- 0.37% |
$3.44K - $4.02K
|
33.8K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-129- 0.2% |
$3.55K - $4.15K
|
65K
$2.4M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-154- 1.64% |
$4.24K - $4.95K
|
9.23K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-220- 1.27% |
$6.06K - $7.08K
|
17.1K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-357- 2.59% |
$9.83K - $11.5K
|
13.4K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-413- 22.94% |
$11.4K - $13.3K
|
1.39K
$51.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-511- 19.79% |
$14.1K - $16.4K
|
2.07K
$76.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-655- 3.94% |
$18K - $21.1K
|
15.9K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-702- 0.05% |
$19.3K - $22.6K
|
1.42M
$52.5M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-801- 7.0% |
$22.1K - $25.8K
|
10.6K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-980- 8.37% |
$27K - $31.5K
|
10.7K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 7.69% |
$28.9K - $33.7K
|
12.6K
$466K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.1K- 3.33% |
$30.3K - $35.4K
|
31.9K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.16K- 13.11% |
$32K - $37.4K
|
7.71K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 2.65% |
$32.4K - $37.9K
|
43.2K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.36K- 0.63% |
$37.3K - $43.6K
|
213K
$7.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 8.0% |
$39.3K - $45.9K
|
16.4K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.84K- 10.95% |
$50.6K - $59K
|
14.9K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.02K- 1.7% |
$55.6K - $65K
|
117K
$4.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 8.37% |
$56.3K - $65.7K
|
22.4K
$827K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-2.1K- 3.25% |
$57.8K - $67.5K
|
62.6K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.23K- 2.08% |
$61.4K - $71.7K
|
105K
$3.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.38K- 25.17% |
$65.5K - $76.5K
|
7.08K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.39K- 1.89% |
$65.8K - $76.8K
|
124K
$4.59M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.44K- 53.09% |
$67.1K - $78.4K
|
2.15K
$79.7K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.51K- 6.27% |
$69K - $80.6K
|
37.5K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.71K- 20.87% |
$74.6K - $87.2K
|
10.3K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.9K- 1.9% |
$79.9K - $93.4K
|
150K
$5.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.72K- 2.99% |
$102K - $119K
|
121K
$4.46M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.07K- 12.31% |
$112K - $131K
|
29K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-4.18K- 2.21% |
$115K - $134K
|
185K
$6.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.79K- 1.41% |
$132K - $154K
|
335K
$12.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.48K- 0.66% |
$151K - $176K
|
822K
$30.4M
|