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 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.2% |
$103 - $118
|
1.49K
$56.8K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$103 - $118
|
1.61K
$61.4K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.14% |
$69 - $78.5
|
1.46K
$55.9K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.33% |
$69 - $78.5
|
617
$23.6K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.16% |
$34.5 - $39.2
|
635
$24.3K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-23- 0.01% |
$793 - $903
|
161K
$6.17M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23- 0.3% |
$793 - $903
|
7.7K
$294K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-37- 0.07% |
$1.28K - $1.45K
|
55.7K
$2.13M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.09% |
$1.48K - $1.69K
|
46.7K
$1.78M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.28% |
$1.62K - $1.84K
|
16.9K
$647K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-89- 0.19% |
$3.07K - $3.49K
|
47.5K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-92- 0.69% |
$3.17K - $3.61K
|
13.3K
$507K
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-121- 0.54% |
$4.17K - $4.75K
|
22.4K
$857K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-158- 1.07% |
$5.45K - $6.2K
|
14.7K
$561K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-205- 2.13% |
$7.07K - $8.04K
|
9.44K
$361K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-206- 0.82% |
$7.1K - $8.08K
|
24.9K
$953K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-208- 3.26% |
$7.17K - $8.16K
|
6.17K
$236K
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-212- 0.84% |
$7.31K - $8.32K
|
25.1K
$960K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-214- 2.79% |
$7.38K - $8.4K
|
7.46K
$285K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-227- 0.21% |
$7.83K - $8.91K
|
109K
$4.16M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-359- 2.2% |
$12.4K - $14.1K
|
16K
$611K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-376- 5.46% |
$13K - $14.8K
|
6.51K
$249K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-378- 0.59% |
$13K - $14.8K
|
64.1K
$2.45M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-497- 0.22% |
$17.1K - $19.5K
|
229K
$8.74M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-537- 0.66% |
$18.5K - $21.1K
|
80.3K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-544- 3.49% |
$18.8K - $21.3K
|
15K
$575K
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-579- 0.25% |
$20K - $22.7K
|
236K
$9.01M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-621- 2.52% |
$21.4K - $24.4K
|
24.1K
$920K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-850- 9.99% |
$29.3K - $33.4K
|
7.66K
$293K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.04K- 6.31% |
$35.9K - $40.8K
|
15.5K
$591K
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.17K- 1.97% |
$40.3K - $45.8K
|
58K
$2.22M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.19K- 4.47% |
$41K - $46.6K
|
25.4K
$971K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 0.73% |
$48K - $54.6K
|
189K
$7.22M
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.55K- 1.1% |
$53.4K - $60.8K
|
140K
$5.33M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.56K- 2.49% |
$53.8K - $61.2K
|
61K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.74K- 10.78% |
$60K - $68.3K
|
14.4K
$551K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 5.48% |
$69K - $78.5K
|
34.5K
$1.32M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.12K- 11.34% |
$73K - $83.1K
|
16.5K
$633K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.2K- 2.46% |
$75.9K - $86.3K
|
87.3K
$3.34M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.49K- 2.1% |
$85.9K - $97.7K
|
116K
$4.44M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.81K- 10.18% |
$96.7K - $110K
|
24.8K
$946K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 4.52% |
$110K - $125K
|
67.2K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.48K- 13.36% |
$120K - $137K
|
22.6K
$863K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.69K- 0.3% |
$127K - $145K
|
1.21M
$46.1M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.99K- 6.09% |
$137K - $156K
|
61.4K
$2.35M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.09K- 0.79% |
$141K - $161K
|
513K
$19.6M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.54K- 1.97% |
$157K - $178K
|
226K
$8.65M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.37K- 17.12% |
$185K - $211K
|
26K
$993K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.79K- 5.22% |
$200K - $227K
|
105K
$4.02M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.02K- 36.01% |
$277K - $315K
|
14.3K
$545K
|