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 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.29K+ 1.14% |
$96K - $101K
|
292K
$8.49M
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.1K+ 7.85% |
$90.6K - $95.1K
|
42.6K
$1.24M
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.71K+ 7.74% |
$79.1K - $83.1K
|
37.7K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.52K+ 13.25% |
$73.6K - $77.3K
|
21.5K
$627K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.24K+ 8.05% |
$65.3K - $68.6K
|
30K
$874K
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.13K+ 7.26% |
$62.1K - $65.2K
|
31.4K
$915K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.85K+ 1.11% |
$54K - $56.7K
|
168K
$4.91M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.6K+ 9.02% |
$46.8K - $49.1K
|
19.3K
$564K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 7.48% |
$43.3K - $45.5K
|
21.3K
$620K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 37.99% |
$43K - $45.1K
|
5.34K
$156K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.29K+ 6.81% |
$37.6K - $39.4K
|
20.2K
$587K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.28K+ 13.63% |
$37.3K - $39.2K
|
10.7K
$310K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25K+ 45.45% |
$36.5K - $38.3K
|
4K
$117K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.25K+ 9.85% |
$36.5K - $38.3K
|
13.9K
$405K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 1.16% |
$34.5K - $36.3K
|
103K
$3M
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.17K+ 1.1% |
$34.3K - $36K
|
108K
$3.13M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.09K+ 4.64% |
$32K - $33.6K
|
24.6K
$718K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
980+ 2.82% |
$28.6K - $30.1K
|
35.8K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
972+ 73.03% |
$28.4K - $29.8K
|
2.3K
$67.1K
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
935+ 0.43% |
$27.3K - $28.7K
|
216K
$6.3M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
926New |
$27K - $28.4K
|
926
$27K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
877+ 10.37% |
$25.6K - $26.9K
|
9.33K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
856+ 6.82% |
$25K - $26.3K
|
13.4K
$391K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
850+ 17.14% |
$24.8K - $26.1K
|
5.81K
$169K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
835New |
$24.4K - $25.6K
|
835
$24.3K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
805New |
$23.5K - $24.7K
|
805
$23.4K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
786+ 10.47% |
$23K - $24.1K
|
8.29K
$242K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
782+ 98.24% |
$22.8K - $24K
|
1.58K
$46K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
718+ 2.39% |
$21K - $22K
|
30.7K
$894K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
690+ 2.39% |
$20.2K - $21.2K
|
29.6K
$862K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
671New |
$19.6K - $20.6K
|
671
$19.5K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
668+ 1.43% |
$19.5K - $20.5K
|
47.3K
$1.38M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
666New |
$19.5K - $20.4K
|
666
$19.4K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
634+ 0.36% |
$18.5K - $19.4K
|
179K
$5.21M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
615+ 1.63% |
$18K - $18.9K
|
38.4K
$1.12M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
557New |
$16.3K - $17.1K
|
557
$16.2K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
557+ 40.84% |
$16.3K - $17.1K
|
1.92K
$56K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
520+ 40.5% |
$15.2K - $15.9K
|
1.8K
$52.6K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
504+ 1.65% |
$14.7K - $15.5K
|
31.1K
$907K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
425+ 0.89% |
$12.4K - $13K
|
48.1K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
418+ 2.42% |
$12.2K - $12.8K
|
17.7K
$515K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
340+ 11.68% |
$9.93K - $10.4K
|
3.25K
$94.7K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
328+ 44.09% |
$9.58K - $10.1K
|
1.07K
$31.2K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 0.9% |
$8.59K - $9.02K
|
33.1K
$963K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 0.77% |
$8.56K - $8.99K
|
38.4K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
251+ 3.73% |
$7.33K - $7.7K
|
6.99K
$204K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
250+ 22.26% |
$7.3K - $7.67K
|
1.37K
$40K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
246+ 0.82% |
$7.19K - $7.54K
|
30.3K
$882K
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
216+ 3.08% |
$6.31K - $6.62K
|
7.22K
$210K
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
212+ 1.95% |
$6.19K - $6.5K
|
11.1K
$323K
|