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 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
29.4KNew |
$1.01M - $1.15M
|
29.4K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
29.2KNew |
$1.01M - $1.15M
|
29.2K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28K+ 2771.41% |
$966K - $1.1M
|
29K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
27.8KNew |
$958K - $1.09M
|
27.8K
$978K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.7KNew |
$920K - $1.05M
|
26.7K
$939K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
26.3K+ 3.38% |
$908K - $1.03M
|
805K
$28.4M
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
26.2KNew |
$903K - $1.03M
|
26.2K
$922K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
26.1KNew |
$902K - $1.03M
|
26.1K
$921K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
25.8K+ 3.31% |
$889K - $1.01M
|
804K
$28.3M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.4K+ 9.02% |
$878K - $999K
|
308K
$10.8M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
24.1KNew |
$831K - $945K
|
24.1K
$848K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23.9K+ 55.04% |
$826K - $940K
|
67.5K
$2.38M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.7KNew |
$819K - $931K
|
23.7K
$836K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.5K+ 13.55% |
$777K - $884K
|
189K
$6.65M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.9K+ 78.77% |
$754K - $858K
|
49.6K
$1.75M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
21.3KNew |
$736K - $837K
|
21.3K
$751K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
20.8KNew |
$718K - $817K
|
20.8K
$733K
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
19.8KNew |
$683K - $778K
|
19.8K
$698K
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
19.7K+ 5.44% |
$680K - $773K
|
382K
$13.5M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.7K+ 16.31% |
$679K - $772K
|
140K
$4.94M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.6KNew |
$677K - $771K
|
19.6K
$692K
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19K+ 96.39% |
$656K - $746K
|
38.7K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
18.6K+ 10.15% |
$643K - $731K
|
202K
$7.12M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6K+ 73.61% |
$640K - $728K
|
43.8K
$1.54M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.6K+ 13.19% |
$573K - $652K
|
143K
$5.02M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
16K+ 148.89% |
$553K - $629K
|
26.8K
$944K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
15.6K+ 570.83% |
$539K - $613K
|
18.4K
$646K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.6K+ 11.9% |
$537K - $611K
|
146K
$5.16M
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.6KNew |
$537K - $611K
|
15.6K
$548K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.3KNew |
$529K - $602K
|
15.3K
$540K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1KNew |
$521K - $593K
|
15.1K
$532K
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15.1KNew |
$521K - $593K
|
15.1K
$532K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15K+ 8.6% |
$517K - $589K
|
189K
$6.67M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14.7KNew |
$507K - $577K
|
14.7K
$518K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.6K+ 13.06% |
$504K - $573K
|
126K
$4.45M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14K+ 4.91% |
$481K - $548K
|
298K
$10.5M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.8KNew |
$475K - $540K
|
13.8K
$485K
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
13.7KNew |
$473K - $538K
|
13.7K
$483K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$471K - $536K
|
13.7K
$481K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
13K+ 5.6% |
$450K - $512K
|
246K
$8.66M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.8K+ 18.44% |
$441K - $502K
|
82.2K
$2.89M
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$435K - $495K
|
12.6K
$444K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.5K+ 90.76% |
$432K - $491K
|
26.3K
$927K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 12.96% |
$429K - $488K
|
108K
$3.81M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
12.4K+ 42.63% |
$427K - $486K
|
41.5K
$1.46M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.3K+ 11.41% |
$423K - $481K
|
120K
$4.21M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 1.41% |
$422K - $480K
|
879K
$30.9M
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.1KNew |
$416K - $474K
|
12.1K
$425K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 11.16% |
$411K - $468K
|
119K
$4.18M
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11.6K+ 5.84% |
$401K - $457K
|
211K
$7.42M
|