Latest Institutional Transactions on Capital Group Global Growth Eq (CGGO)
This table provides information on the latest institutional transactions involving Capital Group Global Growth Eq (CGGO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
782+ 98.24% |
$22.8K - $24K
|
1.58K
$45.3K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
77.6KNew |
$2.27M - $2.38M
|
77.6K
$2.23M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50.7K+ 34.09% |
$1.48M - $1.56M
|
199K
$5.72M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
42K+ 32.86% |
$1.23M - $1.29M
|
170K
$4.87M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.2K- 8.59% |
$679K - $712K
|
247K
$7.1M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.87K+ 7.07% |
$113K - $119K
|
58.6K
$1.68M
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
418+ 2.42% |
$12.2K - $12.8K
|
17.7K
$507K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 6.7% |
$2.98K - $3.13K
|
1.42K
$40.8K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.15K- 0.57% |
$121K - $127K
|
729K
$20.9M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
340+ 11.68% |
$9.93K - $10.4K
|
3.25K
$93.2K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-184K- 7.01% |
$5.37M - $5.63M
|
2.44M
$69.9M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
461KNew |
$13.5M - $14.1M
|
461K
$13.2M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.44K+ 10.14% |
$188K - $197K
|
69.9K
$2.01M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 4.69% |
$308K - $324K
|
235K
$6.75M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.46K+ 30.51% |
$130K - $137K
|
19.1K
$547K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
246+ 0.82% |
$7.19K - $7.54K
|
30.3K
$868K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.1K+ 37.22% |
$1.52M - $1.6M
|
192K
$5.52M
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
54.5K+ 4.43% |
$1.59M - $1.67M
|
1.29M
$36.9M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
425+ 0.89% |
$12.4K - $13K
|
48.1K
$1.38M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 11.62% |
$680K - $714K
|
224K
$6.42M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.3KNew |
$300K - $315K
|
10.3K
$294K
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
25.6K+ 9.64% |
$747K - $785K
|
291K
$8.35M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.8K+ 40.3% |
$343K - $360K
|
40.9K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3MNew |
$358M - $376M
|
12.3M
$352M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.23K+ 8.37% |
$270K - $283K
|
120K
$3.43M
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
277KNew |
$8.1M - $8.5M
|
277K
$7.95M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.5K+ 48.96% |
$337K - $354K
|
35.1K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.13K+ 3.88% |
$238K - $249K
|
218K
$6.25M
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
46.9KNew |
$1.37M - $1.44M
|
46.9K
$1.35M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.34K- 7.85% |
$68.3K - $71.7K
|
27.4K
$787K
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
42+ 0.51% |
$1.23K - $1.29K
|
8.2K
$235K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.73K+ 112.79% |
$109K - $114K
|
7.04K
$202K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-46.9K- 60.9% |
$1.37M - $1.44M
|
30.1K
$863K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-12.2K- 5.46% |
$357K - $375K
|
212K
$6.07M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 15.88% |
$472K - $495K
|
118K
$3.38M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
480K+ 56.14% |
$14M - $14.7M
|
1.34M
$38.3M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
328+ 44.09% |
$9.58K - $10.1K
|
1.07K
$30.8K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
850+ 17.14% |
$24.8K - $26.1K
|
5.81K
$167K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
60.3K+ 142.61% |
$1.76M - $1.85M
|
103K
$2.94M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
520+ 40.5% |
$15.2K - $15.9K
|
1.8K
$51.8K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.51K+ 3.73% |
$103K - $108K
|
97.7K
$2.8M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.46KNew |
$247K - $259K
|
8.46K
$243K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.69K- 4.19% |
$49.2K - $51.7K
|
38.5K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
668+ 1.43% |
$19.5K - $20.5K
|
47.3K
$1.36M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-7.29K- 4.04% |
$213K - $223K
|
173K
$4.96M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.13K+ 7.26% |
$62.1K - $65.2K
|
31.4K
$901K
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
335KNew |
$9.78M - $10.3M
|
335K
$9.61M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
835New |
$24.4K - $25.6K
|
835
$24K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.72K+ 21.82% |
$167K - $175K
|
31.9K
$915K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.5K- 62.77% |
$395K - $415K
|
8.02K
$230K
|