Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$345K - $392K
|
10K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.68K+ 30.2% |
$334K - $380K
|
41.7K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.66K+ 9.6% |
$333K - $379K
|
110K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.57K+ 15.05% |
$330K - $375K
|
73.1K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.52K+ 18.34% |
$328K - $373K
|
61.4K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.41K+ 6.06% |
$325K - $369K
|
165K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.3K+ 7.96% |
$321K - $365K
|
126K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.12K+ 60.05% |
$315K - $358K
|
24.3K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.88K+ 36.45% |
$306K - $348K
|
33.2K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.86K+ 54.61% |
$306K - $348K
|
25.1K
$959K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.57K+ 3.69% |
$296K - $336K
|
241K
$9.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.48K+ 8.7% |
$293K - $333K
|
106K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.39K+ 4.99% |
$289K - $329K
|
176K
$6.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.2K+ 7.66% |
$283K - $322K
|
115K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.18K+ 3.01% |
$282K - $321K
|
280K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.04K+ 56.83% |
$277K - $315K
|
22.2K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.84K+ 4.22% |
$270K - $307K
|
194K
$7.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.78K+ 29.1% |
$268K - $305K
|
34.5K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.78KNew |
$268K - $305K
|
7.78K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.62KNew |
$263K - $299K
|
7.62K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.51K+ 67.19% |
$259K - $295K
|
18.7K
$714K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.49K+ 52.38% |
$258K - $294K
|
21.8K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.3K+ 2.9% |
$252K - $287K
|
259K
$9.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.21KNew |
$249K - $283K
|
7.21K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7.15K+ 30.84% |
$246K - $280K
|
30.3K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.05K+ 4.96% |
$243K - $277K
|
149K
$5.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
6.9K+ 0.95% |
$238K - $271K
|
734K
$28.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
6.87K+ 42.03% |
$237K - $269K
|
23.2K
$887K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.68K+ 50.14% |
$230K - $262K
|
20K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.65K+ 5.38% |
$229K - $261K
|
130K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.61K+ 8.88% |
$228K - $259K
|
81K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.49KNew |
$224K - $255K
|
6.49K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.48K+ 35.26% |
$223K - $254K
|
24.8K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.34K+ 56.92% |
$219K - $249K
|
17.5K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.09K+ 69.45% |
$210K - $239K
|
14.9K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.05K+ 4.99% |
$208K - $237K
|
127K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.77KNew |
$199K - $226K
|
5.77K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.76KNew |
$199K - $226K
|
5.76K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.73K+ 2.11% |
$198K - $225K
|
277K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.7K+ 0.69% |
$197K - $224K
|
830K
$31.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.61KNew |
$194K - $220K
|
5.61K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.6KNew |
$193K - $220K
|
5.6K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.6KNew |
$193K - $220K
|
5.6K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.52KNew |
$190K - $217K
|
5.52K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.52K+ 0.93% |
$190K - $216K
|
600K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.21K+ 3.85% |
$180K - $204K
|
141K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.2K+ 10.14% |
$179K - $204K
|
56.5K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.06K+ 15.77% |
$174K - $198K
|
37.1K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.98K+ 18.4% |
$172K - $195K
|
32.1K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.97K+ 2.09% |
$171K - $195K
|
243K
$9.28M
|