Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.94MNew |
$239M - $272M
|
6.94M
$243M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.34M+ 34.87% |
$150M - $170M
|
16.8M
$587M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.99M+ 37.22% |
$68.8M - $78.3M
|
7.36M
$258M
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.71MNew |
$59M - $67.2M
|
1.71M
$59.9M
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.54M+ 2003.11% |
$53M - $60.3M
|
1.61M
$56.5M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.37M+ 25.36% |
$47.2M - $53.7M
|
6.76M
$237M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.23MNew |
$42.5M - $48.4M
|
1.23M
$43.1M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09M+ 16.01% |
$37.6M - $42.8M
|
7.91M
$277M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
939K+ 10.07% |
$32.4M - $36.8M
|
10.3M
$359M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
739K+ 49.74% |
$25.5M - $29M
|
2.23M
$77.9M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
717K+ 59.44% |
$24.7M - $28.1M
|
1.92M
$67.4M
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
715K+ 3.69% |
$24.7M - $28.1M
|
20.1M
$704M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
606K+ 9.59% |
$20.9M - $23.8M
|
6.92M
$242M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
560K+ 21.89% |
$19.3M - $22M
|
3.12M
$109M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
550KNew |
$19M - $21.6M
|
550K
$19.2M
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
422KNew |
$14.6M - $16.6M
|
422K
$14.8M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
402K+ 10.39% |
$13.9M - $15.8M
|
4.27M
$150M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
367K+ 12.31% |
$12.7M - $14.4M
|
3.35M
$117M
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
346KNew |
$11.9M - $13.6M
|
346K
$12.1M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
321KNew |
$11.1M - $12.6M
|
321K
$11.2M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
297KNew |
$10.2M - $11.7M
|
297K
$10.4M
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
294KNew |
$10.1M - $11.5M
|
294K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 2.61% |
$9.1M - $10.4M
|
10.4M
$363M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
246K+ 107.26% |
$8.49M - $9.66M
|
476K
$16.7M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
244K+ 45.42% |
$8.43M - $9.59M
|
782K
$27.4M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
244K+ 29.15% |
$8.41M - $9.57M
|
1.08M
$37.8M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
233K+ 10.26% |
$8.05M - $9.16M
|
2.51M
$87.8M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
209K+ 32.2% |
$7.22M - $8.21M
|
859K
$30.1M
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
206KNew |
$7.12M - $8.1M
|
206K
$7.22M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
205KNew |
$7.07M - $8.04M
|
205K
$7.18M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
193KNew |
$6.67M - $7.59M
|
193K
$6.77M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
170KNew |
$5.88M - $6.68M
|
170K
$5.96M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
160K+ 52.93% |
$5.52M - $6.28M
|
462K
$16.2M
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
156KNew |
$5.38M - $6.12M
|
156K
$5.46M
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
156KNew |
$5.37M - $6.11M
|
156K
$5.45M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
147KNew |
$5.08M - $5.78M
|
147K
$5.15M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
142KNew |
$4.88M - $5.55M
|
142K
$4.95M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
139KNew |
$4.81M - $5.47M
|
139K
$4.88M
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
128KNew |
$4.4M - $5M
|
128K
$4.46M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
126K+ 56.14% |
$4.34M - $4.94M
|
350K
$12.3M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
124KNew |
$4.29M - $4.88M
|
124K
$4.36M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123K+ 11.82% |
$4.23M - $4.81M
|
1.16M
$40.6M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 10.31% |
$4.06M - $4.62M
|
1.26M
$44M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
112K+ 815.67% |
$3.87M - $4.4M
|
126K
$4.41M
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
106K+ 247.17% |
$3.67M - $4.17M
|
149K
$5.23M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
106KNew |
$3.65M - $4.15M
|
106K
$3.71M
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
103KNew |
$3.56M - $4.05M
|
103K
$3.61M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
101KNew |
$3.48M - $3.96M
|
101K
$3.53M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
94.3KNew |
$3.25M - $3.7M
|
94.3K
$3.3M
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
94.3KNew |
$3.25M - $3.7M
|
94.3K
$3.3M
|