Purchases and Sales Made in Q3 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.58K+ 0.38% |
$48.5K - $54.9K
|
422K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 10.16% |
$46.3K - $52.5K
|
16.3K
$576K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.5K+ 11.44% |
$46.1K - $52.2K
|
14.6K
$515K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.5K+ 13.75% |
$46K - $52.2K
|
12.4K
$437K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 9.3% |
$45.2K - $51.2K
|
17.3K
$609K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45K+ 2.01% |
$44.6K - $50.5K
|
73.7K
$2.59M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.4K+ 11.91% |
$42.9K - $48.6K
|
13.1K
$462K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 20.87% |
$41K - $46.4K
|
7.73K
$272K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.32K+ 1.36% |
$40.4K - $45.8K
|
98.3K
$3.46M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 3.93% |
$36K - $40.8K
|
31.1K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.12K+ 249.78% |
$34.5K - $39.1K
|
1.57K
$55.4K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1KNew |
$30.7K - $34.8K
|
1K
$35.2K
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
996+ 6.89% |
$30.6K - $34.7K
|
15.5K
$544K
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
987+ 0.95% |
$30.3K - $34.3K
|
104K
$3.68M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
985+ 2.16% |
$30.2K - $34.3K
|
46.7K
$1.64M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
929+ 2.14% |
$28.5K - $32.3K
|
44.4K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
913+ 6.91% |
$28K - $31.8K
|
14.1K
$498K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
814+ 7.25% |
$25K - $28.3K
|
12K
$424K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
786+ 7.56% |
$24.1K - $27.3K
|
11.2K
$394K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
715New |
$22K - $24.9K
|
715
$25.2K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
706+ 2.71% |
$21.7K - $24.6K
|
26.8K
$942K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
692+ 2.57% |
$21.3K - $24.1K
|
27.6K
$972K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
682New |
$20.9K - $23.7K
|
682
$24K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
667+ 0.25% |
$20.5K - $23.2K
|
272K
$9.57M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
634New |
$19.5K - $22.1K
|
634
$22.3K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
615New |
$18.9K - $21.4K
|
615
$21.7K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
602New |
$18.5K - $20.9K
|
602
$21.2K
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
592+ 1.93% |
$18.2K - $20.6K
|
31.3K
$1.1M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
529+ 4.0% |
$16.2K - $18.4K
|
13.8K
$484K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
470+ 2.63% |
$14.4K - $16.4K
|
18.4K
$647K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
470+ 3.29% |
$14.4K - $16.4K
|
14.7K
$519K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
464+ 0.21% |
$14.2K - $16.1K
|
220K
$7.76M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
458+ 7.12% |
$14.1K - $15.9K
|
6.89K
$243K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
447+ 0.94% |
$13.7K - $15.6K
|
47.8K
$1.68M
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
364+ 3.01% |
$11.2K - $12.7K
|
12.4K
$438K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
301+ 0.93% |
$9.24K - $10.5K
|
32.8K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
272+ 0.44% |
$8.35K - $9.46K
|
62.5K
$2.2M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
250+ 1.55% |
$7.68K - $8.7K
|
16.3K
$575K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
248+ 3.0% |
$7.62K - $8.63K
|
8.51K
$300K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
188+ 0.87% |
$5.77K - $6.54K
|
21.9K
$771K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
183+ 2.12% |
$5.62K - $6.37K
|
8.82K
$311K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
182+ 5.46% |
$5.59K - $6.33K
|
3.52K
$124K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
179+ 2.45% |
$5.5K - $6.23K
|
7.48K
$263K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
175+ 36.84% |
$5.37K - $6.09K
|
650
$22.9K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
140+ 0.19% |
$4.3K - $4.87K
|
74.4K
$2.62M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
138+ 0.74% |
$4.24K - $4.8K
|
18.7K
$657K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
126+ 2.02% |
$3.87K - $4.38K
|
6.38K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
118+ 1.91% |
$3.62K - $4.11K
|
6.28K
$221K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
67+ 0.1% |
$2.06K - $2.33K
|
64.5K
$2.27M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
52+ 0.17% |
$1.6K - $1.81K
|
30.5K
$1.07M
|