Institutional Ownership Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO). We have compiled data on the 301 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
888,218
shares
|
$25.5 Million
1.22% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
833,331
shares
|
$23.9 Million
0.15% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
734,080
shares
|
$21.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
729,147
shares
|
$20.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
727,176
shares
|
$20.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
721,769
shares
|
$20.7 Million
18.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
656,384
shares
|
$18.8 Million
2.48% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
648,617
shares
|
$18.6 Million
0.16% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
640,170
shares
|
$18.4 Million
2.33% of portfolio
|
Q4 2024
Added 18.26%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
634,922
shares
|
$18.2 Million
0.11% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
633,654
shares
|
$18.2 Million
9.27% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
589,851
shares
|
$16.9 Million
0.25% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
582,493
shares
|
$16.7 Million
0.05% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
563,562
shares
|
$16.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
557,479
shares
|
$16 Million
0.39% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
461,159
shares
|
$13.2 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
444,245
shares
|
$12.7 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
443,561
shares
|
$12.7 Million
0.19% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
430,729
shares
|
$12.4 Million
0.3% of portfolio
|
Q4 2023
Added 9.46%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
415,422
shares
|
$11.9 Million
11.62% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
377,447
shares
|
$10.8 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
368,946
shares
|
$10.6 Million
0.19% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
360,000
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 79.3%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
348,876
shares
|
$10 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
334,906
shares
|
$9.61 Million
10.62% of portfolio
|
Q4 2024
New holding
|