Purchases and Sales Made in Q4 2024 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q4 2024. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GLOBAL GROWTH EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
49.6KNew |
$1.45M - $1.52M
|
49.6K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49K+ 38.4% |
$1.43M - $1.5M
|
177K
$5.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
49K+ 275.67% |
$1.43M - $1.5M
|
66.8K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
46.9KNew |
$1.37M - $1.44M
|
46.9K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46.6K+ 3.69% |
$1.36M - $1.43M
|
1.31M
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.2K+ 50.98% |
$1.35M - $1.42M
|
137K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44.2K+ 27.95% |
$1.29M - $1.36M
|
202K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
43.3K+ 17.23% |
$1.26M - $1.33M
|
294K
$8.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.8K+ 15.99% |
$1.25M - $1.31M
|
310K
$9.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
42K+ 32.86% |
$1.23M - $1.29M
|
170K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40.7K+ 56.25% |
$1.19M - $1.25M
|
113K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.5K+ 17.64% |
$1.18M - $1.24M
|
270K
$7.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.1K+ 7.66% |
$1.17M - $1.23M
|
564K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.8K+ 7.24% |
$1.16M - $1.22M
|
590K
$17.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
39.8K+ 416.72% |
$1.16M - $1.22M
|
49.3K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.3K+ 31.98% |
$1.03M - $1.08M
|
146K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
33.3KNew |
$974K - $1.02M
|
33.3K
$971K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
32.5KNew |
$949K - $996K
|
32.5K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 13.87% |
$940K - $987K
|
264K
$7.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.8K+ 25.37% |
$900K - $945K
|
152K
$4.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
29.3K+ 19.6% |
$857K - $899K
|
179K
$5.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29K+ 205.99% |
$847K - $889K
|
43.1K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.3KNew |
$798K - $838K
|
27.3K
$796K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
27.2K+ 4.32% |
$795K - $834K
|
656K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.4KNew |
$772K - $811K
|
26.4K
$770K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
25.6K+ 9.64% |
$747K - $785K
|
291K
$8.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25.1K+ 25.04% |
$734K - $771K
|
126K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
24.3KNew |
$710K - $746K
|
24.3K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.1K+ 5.74% |
$703K - $738K
|
444K
$12.9M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.8K+ 2.76% |
$696K - $731K
|
888K
$25.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 11.62% |
$680K - $714K
|
224K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.2KNew |
$677K - $711K
|
23.2K
$675K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
21.7KNew |
$633K - $664K
|
21.7K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.3K+ 191.22% |
$622K - $653K
|
32.4K
$944K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
20.9K+ 3.41% |
$611K - $641K
|
634K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 61.35% |
$600K - $630K
|
54K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$583K - $612K
|
19.9K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19.7K+ 13.85% |
$577K - $606K
|
162K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.3KNew |
$533K - $560K
|
18.3K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.2K+ 41.13% |
$502K - $527K
|
58.9K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17K+ 616.59% |
$496K - $521K
|
19.7K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 15.88% |
$472K - $495K
|
118K
$3.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
15.9K+ 14.22% |
$464K - $488K
|
128K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$451K - $474K
|
15.5K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.6K+ 41.81% |
$398K - $418K
|
46.3K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4K+ 5.44% |
$392K - $412K
|
260K
$7.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
12.8K+ 152.58% |
$373K - $391K
|
21.1K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.7K+ 5.85% |
$371K - $390K
|
230K
$6.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1KNew |
$354K - $372K
|
12.1K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.8K+ 40.3% |
$343K - $360K
|
40.9K
$1.19M
|