Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.2KNew |
$238K - $284K
|
12.2K
$430K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$228K - $272K
|
11.7K
$412K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.6KNew |
$226K - $269K
|
11.6K
$408K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$198K - $236K
|
10.1K
$357K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.84K+ 116.59% |
$192K - $229K
|
18.3K
$644K
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.34K+ 2.51% |
$182K - $217K
|
382K
$13.4M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.11KNew |
$178K - $212K
|
9.11K
$321K
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.58K+ 14.65% |
$168K - $200K
|
67.2K
$2.37M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.97KNew |
$136K - $162K
|
6.97K
$245K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.25K+ 10.52% |
$102K - $122K
|
55.1K
$1.94M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.72KNew |
$92.1K - $110K
|
4.72K
$166K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.3K+ 22.96% |
$83.9K - $100K
|
23K
$811K
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
4.24K+ 37.8% |
$82.7K - $98.5K
|
15.4K
$544K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.91K+ 15.22% |
$56.8K - $67.7K
|
22.1K
$777K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.84K+ 18.63% |
$55.4K - $66K
|
18.1K
$636K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.36K+ 21.6% |
$46K - $54.8K
|
13.3K
$467K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.92K+ 196.33% |
$37.6K - $44.8K
|
2.9K
$102K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.79K+ 3.74% |
$34.9K - $41.6K
|
49.5K
$1.74M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 100.1% |
$19.5K - $23.3K
|
2K
$70.5K
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
700+ 21.21% |
$13.7K - $16.3K
|
4K
$141K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
625+ 5.68% |
$12.2K - $14.5K
|
11.6K
$409K
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
609+ 5.5% |
$11.9K - $14.2K
|
11.7K
$412K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
232+ 0.77% |
$4.53K - $5.4K
|
30.3K
$1.07M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 0.57% |
$1.09K - $1.3K
|
9.88K
$348K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.3% |
$488 - $582
|
8.43K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-134- 0.44% |
$2.62K - $3.12K
|
30.1K
$1.06M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-142- 0.75% |
$2.77K - $3.3K
|
18.7K
$659K
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-814- 4.85% |
$15.9K - $18.9K
|
16K
$563K
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
SELL
|
- |
-836- 4.51% |
$16.3K - $19.4K
|
17.7K
$623K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 5.31% |
$29.4K - $35.1K
|
26.9K
$946K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2K- 12.94% |
$39K - $46.5K
|
13.5K
$474K
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-16K- 7.29% |
$312K - $372K
|
203K
$7.16M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-138K- 75.77% |
$2.7M - $3.21M
|
44.2K
$1.56M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-284K- 95.56% |
$5.54M - $6.61M
|
13.2K
$465K
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-852K- 95.52% |
$16.6M - $19.8M
|
40K
$1.41M
|