Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
65.5KNew |
$1.53M - $1.86M
|
65.5K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
65.2K+ 64.68% |
$1.53M - $1.86M
|
166K
$6.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64K+ 8.84% |
$1.5M - $1.82M
|
788K
$29.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61.1K+ 38.44% |
$1.43M - $1.74M
|
220K
$8.14M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
60.7K+ 556.1% |
$1.42M - $1.73M
|
71.6K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.8K+ 10.73% |
$1.38M - $1.68M
|
607K
$22.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
58.2K+ 2.96% |
$1.36M - $1.66M
|
2.02M
$74.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
49.5KNew |
$1.16M - $1.41M
|
49.5K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
42.6K+ 76.49% |
$996K - $1.21M
|
98.2K
$3.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
41.6K+ 77.72% |
$973K - $1.18M
|
95.1K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
41.3K+ 148.73% |
$965K - $1.17M
|
69K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
40.2K+ 23.96% |
$941K - $1.14M
|
208K
$7.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
40K+ 100.0% |
$936K - $1.14M
|
80K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.9K+ 345.01% |
$887K - $1.08M
|
48.9K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.3KNew |
$802K - $976K
|
34.3K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
34KNew |
$794K - $967K
|
34K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.7K+ 39.93% |
$765K - $931K
|
115K
$4.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
32.5KNew |
$761K - $926K
|
32.5K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.7KNew |
$742K - $903K
|
31.7K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31K+ 149.52% |
$726K - $884K
|
51.8K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30.6K+ 41.13% |
$716K - $871K
|
105K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 4.07% |
$676K - $823K
|
740K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4K+ 18.77% |
$664K - $807K
|
179K
$6.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.7K+ 3.46% |
$648K - $789K
|
828K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 46.19% |
$636K - $774K
|
86K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
26.9K+ 25.56% |
$630K - $766K
|
132K
$4.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 3.48% |
$585K - $711K
|
743K
$27.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
23.7K+ 14.34% |
$555K - $675K
|
189K
$7M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22.4KNew |
$525K - $638K
|
22.4K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
20.9K+ 53.09% |
$489K - $595K
|
60.3K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.7K+ 33.16% |
$462K - $562K
|
79.3K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19.2K+ 53.88% |
$449K - $546K
|
54.8K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$442K - $537K
|
18.9K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.5K+ 59.88% |
$432K - $525K
|
49.3K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.8KNew |
$417K - $508K
|
17.8K
$659K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.3K+ 19.24% |
$405K - $493K
|
107K
$3.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.3K+ 19.24% |
$405K - $493K
|
107K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.8KNew |
$393K - $478K
|
16.8K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14.9K+ 15.27% |
$349K - $425K
|
113K
$4.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
14.5KNew |
$340K - $414K
|
14.5K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14.5K+ 5.85% |
$340K - $413K
|
263K
$9.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.3K+ 10.74% |
$335K - $408K
|
148K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
13.9K+ 72.4% |
$325K - $396K
|
33.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9K+ 72.75% |
$325K - $396K
|
33K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8KNew |
$323K - $393K
|
13.8K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$319K - $388K
|
13.6K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$319K - $388K
|
13.6K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
13.5KNew |
$315K - $384K
|
13.5K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.1KNew |
$308K - $374K
|
13.1K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.1KNew |
$307K - $373K
|
13.1K
$485K
|