Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2- 0.14% |
$61.4 - $69.6
|
1.46K
$54K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.98% |
$246 - $278
|
810
$30K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 0.27% |
$1.35K - $1.53K
|
16.1K
$597K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 1.94% |
$1.54K - $1.74K
|
2.53K
$93.7K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-245- 1.42% |
$7.52K - $8.52K
|
17K
$627K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-268- 1.33% |
$8.23K - $9.32K
|
19.8K
$733K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-363- 10.15% |
$11.1K - $12.6K
|
3.21K
$119K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-409- 2.41% |
$12.6K - $14.2K
|
16.6K
$614K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-409- 1.51% |
$12.6K - $14.2K
|
26.7K
$987K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-450- 3.26% |
$13.8K - $15.7K
|
13.3K
$494K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-475- 0.21% |
$14.6K - $16.5K
|
229K
$8.48M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-563- 2.11% |
$17.3K - $19.6K
|
26.1K
$964K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-587- 1.31% |
$18K - $20.4K
|
44.2K
$1.64M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-699- 99.86% |
$21.5K - $24.3K
|
1
$37
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-777- 3.19% |
$23.9K - $27K
|
23.6K
$873K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-856- 5.18% |
$26.3K - $29.8K
|
15.7K
$580K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-972- 0.68% |
$29.9K - $33.8K
|
141K
$5.22M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1K- 2.67% |
$30.7K - $34.8K
|
36.5K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.51K- 9.23% |
$46.3K - $52.5K
|
14.8K
$549K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 10.17% |
$46.6K - $52.8K
|
13.4K
$496K
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.85K- 3.03% |
$56.8K - $64.3K
|
59.2K
$2.19M
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 2.97% |
$66.3K - $75.1K
|
70.4K
$2.6M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.16K- 22.72% |
$66.3K - $75.1K
|
7.35K
$272K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.71K- 31.8% |
$83.3K - $94.3K
|
5.81K
$215K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.08K- 4.5% |
$94.6K - $107K
|
65.4K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-3.24K- 1.38% |
$99.6K - $113K
|
232K
$8.59M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.26K- 1.98% |
$100K - $113K
|
161K
$5.97M
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 0.5% |
$113K - $128K
|
727K
$26.9M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.68K- 0.98% |
$113K - $128K
|
372K
$13.8M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.74K- 1.75% |
$146K - $165K
|
266K
$9.84M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.89K- 9.32% |
$150K - $170K
|
47.6K
$1.76M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.66K- 10.63% |
$204K - $232K
|
56K
$2.07M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.81K- 7.6% |
$209K - $237K
|
82.8K
$3.06M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.71K- 1.19% |
$237K - $268K
|
641K
$23.7M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.17K- 35.75% |
$282K - $319K
|
16.5K
$610K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.83K- 31.75% |
$302K - $342K
|
21.1K
$781K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 8.89% |
$320K - $363K
|
107K
$3.95M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 6.98% |
$328K - $371K
|
142K
$5.26M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.1K- 13.39% |
$342K - $388K
|
72K
$2.66M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 3.99% |
$360K - $408K
|
283K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 1.15% |
$372K - $421K
|
1.04M
$38.4M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.2K- 6.73% |
$407K - $461K
|
184K
$6.79M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-13.7K- 33.83% |
$420K - $476K
|
26.7K
$989K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 41.92% |
$422K - $478K
|
19K
$704K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14K- 35.0% |
$430K - $487K
|
26K
$962K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-14.8K- 34.99% |
$455K - $516K
|
27.6K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.9K- 22.22% |
$457K - $517K
|
52.1K
$1.93M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.2K- 6.31% |
$620K - $702K
|
300K
$11.1M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.5K- 22.52% |
$721K - $817K
|
80.8K
$2.99M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-27.3K- 3.39% |
$839K - $950K
|
778K
$28.8M
|