Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
31.3K+ 11.51% |
$759K - $828K
|
303K
$11.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30.8KNew |
$747K - $815K
|
30.8K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.5K+ 1.54% |
$738K - $806K
|
2.01M
$79.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
29.3KNew |
$709K - $774K
|
29.3K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
28.5K+ 37.18% |
$691K - $754K
|
105K
$4.14M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 62.21% |
$674K - $735K
|
72.5K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.5K+ 4.77% |
$666K - $726K
|
603K
$23.7M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.1KNew |
$607K - $662K
|
25.1K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
24.3KNew |
$588K - $642K
|
24.3K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.4K+ 147.37% |
$543K - $592K
|
37.6K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
21.7K+ 41.63% |
$525K - $573K
|
73.7K
$2.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 8.36% |
$511K - $558K
|
274K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.8KNew |
$503K - $549K
|
20.8K
$816K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.4K+ 25.3% |
$493K - $538K
|
101K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.4KNew |
$469K - $512K
|
19.4K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.1KNew |
$463K - $505K
|
19.1K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.5KNew |
$448K - $489K
|
18.5K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
17.7K+ 176.95% |
$429K - $469K
|
27.7K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
17.6KNew |
$426K - $465K
|
17.6K
$692K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.2K+ 8.77% |
$418K - $456K
|
214K
$8.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17K+ 21.04% |
$412K - $449K
|
97.7K
$3.84M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.9KNew |
$409K - $447K
|
16.9K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
16.2KNew |
$391K - $427K
|
16.2K
$635K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
15.7K+ 2.25% |
$380K - $414K
|
711K
$27.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
15.5K+ 14.59% |
$376K - $410K
|
122K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.5K+ 81.46% |
$352K - $384K
|
32.4K
$1.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1KNew |
$316K - $345K
|
13.1K
$513K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8KNew |
$311K - $339K
|
12.8K
$504K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.3K+ 11.36% |
$297K - $324K
|
120K
$4.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12K+ 2.09% |
$291K - $317K
|
587K
$23.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$279K - $305K
|
11.5K
$453K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11K+ 15.57% |
$267K - $292K
|
81.9K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
10.5K+ 6.77% |
$254K - $278K
|
165K
$6.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
10.5K+ 23.2% |
$254K - $277K
|
55.7K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
10.1KNew |
$245K - $267K
|
10.1K
$397K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
9.98KNew |
$242K - $264K
|
9.98K
$392K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
9.64KNew |
$234K - $255K
|
9.64K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.41K+ 1.75% |
$228K - $249K
|
548K
$21.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9.37KNew |
$227K - $248K
|
9.37K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.27K+ 11.49% |
$225K - $245K
|
90K
$3.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.27K+ 11.49% |
$225K - $245K
|
90K
$3.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.13K+ 1.15% |
$221K - $242K
|
800K
$31.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.91K+ 78.24% |
$216K - $236K
|
20.3K
$798K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.79KNew |
$213K - $232K
|
8.79K
$346K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8.62KNew |
$209K - $228K
|
8.62K
$339K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.53KNew |
$207K - $225K
|
8.53K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.31KNew |
$201K - $220K
|
8.31K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.25KNew |
$200K - $218K
|
8.25K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.66K+ 6.09% |
$186K - $203K
|
134K
$5.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.58K+ 77.14% |
$184K - $200K
|
17.4K
$684K
|