Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.95M+ 415.95% |
$88.6M - $97.7M
|
3.66M
$135M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.95M+ 415.95% |
$88.6M - $97.7M
|
3.66M
$135M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.35MNew |
$40.6M - $44.8M
|
1.35M
$50M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.35M+ 8.55% |
$40.5M - $44.6M
|
17.1M
$633M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 27.65% |
$33M - $36.4M
|
5.08M
$188M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05M+ 15.27% |
$31.6M - $34.9M
|
7.94M
$294M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02M+ 11.34% |
$30.5M - $33.7M
|
9.98M
$369M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1M+ 42.23% |
$30.1M - $33.2M
|
3.38M
$125M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
813K+ 47.4% |
$24.4M - $26.9M
|
2.53M
$93.5M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
782KNew |
$23.5M - $25.9M
|
782K
$28.9M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
739K+ 18.04% |
$22.2M - $24.5M
|
4.84M
$179M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
629K+ 29.13% |
$18.9M - $20.8M
|
2.79M
$103M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
609K+ 59.31% |
$18.3M - $20.2M
|
1.64M
$60.5M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
592K+ 23.11% |
$17.8M - $19.6M
|
3.15M
$117M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
550K+ 197.74% |
$16.5M - $18.2M
|
829K
$30.6M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
536K+ 6.36% |
$16.1M - $17.8M
|
8.96M
$332M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
384K+ 405.28% |
$11.5M - $12.7M
|
478K
$17.7M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
289K+ 5899.33% |
$8.69M - $9.59M
|
294K
$10.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257K+ 36.61% |
$7.73M - $8.53M
|
961K
$35.5M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
238K+ 32.57% |
$7.14M - $7.87M
|
967K
$35.8M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
219K+ 121.99% |
$6.57M - $7.25M
|
398K
$14.7M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
207K+ 39.39% |
$6.21M - $6.85M
|
731K
$27.1M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
195K+ 3.49% |
$5.84M - $6.45M
|
5.77M
$213M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
181K+ 54.07% |
$5.45M - $6.01M
|
517K
$19.1M
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
171KNew |
$5.14M - $5.67M
|
171K
$6.33M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
165KNew |
$4.96M - $5.47M
|
165K
$6.11M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
165KNew |
$4.94M - $5.45M
|
165K
$6.09M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136K+ 204.9% |
$4.09M - $4.51M
|
203K
$7.49M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
136K+ 40.55% |
$4.08M - $4.5M
|
471K
$17.4M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
130K+ 244.34% |
$3.91M - $4.31M
|
183K
$6.79M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
122K+ 15.35% |
$3.66M - $4.04M
|
916K
$33.9M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120K+ 22.8% |
$3.62M - $3.99M
|
649K
$24M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
115KNew |
$3.46M - $3.82M
|
115K
$4.26M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
107K+ 23.36% |
$3.21M - $3.55M
|
565K
$20.9M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 11.13% |
$3.16M - $3.48M
|
1.05M
$38.8M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
102K+ 161.97% |
$3.06M - $3.38M
|
165K
$6.11M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
101K+ 44.53% |
$3.05M - $3.36M
|
329K
$12.2M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
90.6K+ 3.97% |
$2.72M - $3M
|
2.37M
$87.7M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90.3K+ 28.15% |
$2.71M - $2.99M
|
411K
$15.2M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
83.3KNew |
$2.5M - $2.76M
|
83.3K
$3.08M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
81.7K+ 34.33% |
$2.45M - $2.71M
|
320K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.2KNew |
$2.32M - $2.56M
|
77.2K
$2.86M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
65.5K+ 11.68% |
$1.97M - $2.17M
|
626K
$23.2M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
63.9KNew |
$1.92M - $2.12M
|
63.9K
$2.37M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.7K+ 175.83% |
$1.91M - $2.11M
|
100K
$3.7M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
62K+ 32.08% |
$1.86M - $2.05M
|
255K
$9.44M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
61.7K+ 144.96% |
$1.85M - $2.04M
|
104K
$3.86M
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
60.8K+ 12400.41% |
$1.82M - $2.01M
|
61.3K
$2.27M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.3K+ 11.84% |
$1.78M - $1.97M
|
560K
$20.7M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
58.8K+ 16.25% |
$1.77M - $1.95M
|
421K
$15.6M
|