Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.07K+ 2.94% |
$45.1K - $52.1K
|
72.2K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.01K+ 8.94% |
$44K - $50.8K
|
24.5K
$864K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91KNew |
$41.7K - $48.1K
|
1.91K
$67.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.71K+ 8.65% |
$37.3K - $43K
|
21.4K
$754K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 7.51% |
$36.6K - $42.2K
|
23.9K
$843K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44K+ 1.35% |
$31.5K - $36.4K
|
108K
$3.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.44K+ 0.59% |
$31.4K - $36.2K
|
245K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.38K+ 3.23% |
$30.1K - $34.7K
|
44K
$1.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1.34K+ 7.25% |
$29.4K - $33.9K
|
19.9K
$699K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3K+ 9.35% |
$28.4K - $32.8K
|
15.2K
$535K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.3K+ 11.55% |
$28.4K - $32.8K
|
12.6K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 9.93% |
$26K - $30K
|
13.2K
$464K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.12K+ 1.89% |
$24.5K - $28.3K
|
60.5K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.1K+ 27.5% |
$24K - $27.8K
|
5.1K
$180K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.08K+ 2.2% |
$23.6K - $27.2K
|
50.2K
$1.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
1.06K+ 7.39% |
$23.2K - $26.8K
|
15.4K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04K+ 10.39% |
$22.6K - $26.1K
|
11K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 2.68% |
$22.5K - $25.9K
|
39.3K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1K+ 5.43% |
$21.9K - $25.2K
|
19.4K
$683K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
878+ 37.39% |
$19.2K - $22.2K
|
3.23K
$114K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
804New |
$17.6K - $20.3K
|
804
$28.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
724+ 3.62% |
$15.8K - $18.3K
|
20.7K
$730K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
599+ 5.15% |
$13.1K - $15.1K
|
12.2K
$431K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
598+ 0.28% |
$13.1K - $15.1K
|
212K
$7.46M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
560+ 2.91% |
$12.2K - $14.1K
|
19.8K
$698K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
275+ 0.96% |
$6.01K - $6.94K
|
28.8K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
265+ 1.89% |
$5.79K - $6.69K
|
14.3K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
154+ 0.69% |
$3.37K - $3.89K
|
22.6K
$797K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 0.68% |
$3.28K - $3.78K
|
22.1K
$779K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
146+ 1.0% |
$3.19K - $3.68K
|
14.7K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
80New |
$1.75K - $2.02K
|
80
$2.82K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
80New |
$1.75K - $2.02K
|
80
$2.82K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$43.7 - $50.5
|
7.6K
$268K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.02% |
$131 - $151
|
36.6K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-270- 2.32% |
$5.9K - $6.81K
|
11.4K
$401K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-272- 1.25% |
$5.95K - $6.86K
|
21.6K
$760K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-489- 0.49% |
$10.7K - $12.3K
|
99.2K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-690- 3.62% |
$15.1K - $17.4K
|
18.4K
$647K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 1.92% |
$32.4K - $37.4K
|
75.7K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.87K- 35.78% |
$40.8K - $47.1K
|
3.35K
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.48K- 3.59% |
$54.2K - $62.6K
|
66.6K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.31K- 0.75% |
$94.2K - $109K
|
572K
$20.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.92K- 13.2% |
$108K - $124K
|
32.4K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.05K- 7.34% |
$110K - $128K
|
63.8K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.27K- 9.03% |
$115K - $133K
|
53.1K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.57K- 4.79% |
$122K - $141K
|
111K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-6.26K- 9.78% |
$137K - $158K
|
57.7K
$2.03M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.68K- 29.85% |
$146K - $168K
|
15.7K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.88K- 4.32% |
$150K - $173K
|
152K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.8K- 43.91% |
$237K - $273K
|
13.8K
$487K
|