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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 54.3% |
$350K - $367K
|
10.1K
$289K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 61.35% |
$600K - $630K
|
54K
$1.55M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.4K+ 0.84% |
$158K - $166K
|
649K
$18.6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.3K+ 31.98% |
$1.03M - $1.08M
|
146K
$4.18M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
29.3K+ 19.6% |
$857K - $899K
|
179K
$5.13M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 37.99% |
$43K - $45.1K
|
5.34K
$153K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.85K+ 1.11% |
$54K - $56.7K
|
168K
$4.83M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
118K+ 22.88% |
$3.45M - $3.63M
|
635K
$18.2M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.71K+ 9.4% |
$108K - $114K
|
43.2K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.6K+ 9.02% |
$46.8K - $49.1K
|
19.3K
$555K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.29K+ 6.81% |
$37.6K - $39.4K
|
20.2K
$578K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
250+ 22.26% |
$7.3K - $7.67K
|
1.37K
$39.4K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.8K+ 25.37% |
$900K - $945K
|
152K
$4.37M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.8K+ 15.99% |
$1.25M - $1.31M
|
310K
$8.9M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.11K+ 29.3% |
$120K - $126K
|
18.1K
$520K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-26.9K- 5.71% |
$787K - $826K
|
444K
$12.7M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 1.17% |
$4.03K - $4.23K
|
12K
$343K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.2KNew |
$677K - $711K
|
23.2K
$665K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
33.3KNew |
$974K - $1.02M
|
33.3K
$956K
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
415KNew |
$12.1M - $12.7M
|
415K
$11.9M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
690+ 2.39% |
$20.2K - $21.2K
|
29.6K
$849K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.52K+ 13.25% |
$73.6K - $77.3K
|
21.5K
$618K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-376- 2.3% |
$11K - $11.5K
|
16K
$458K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
12.8K+ 152.58% |
$373K - $391K
|
21.1K
$606K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.36K+ 9.79% |
$186K - $195K
|
71.3K
$2.05M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-562- 2.36% |
$16.4K - $17.2K
|
23.2K
$666K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.8K+ 7.24% |
$1.16M - $1.22M
|
590K
$16.9M
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
20.9K+ 3.41% |
$611K - $641K
|
634K
$18.2M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 13.87% |
$940K - $987K
|
264K
$7.58M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
50.7K+ 4.61% |
$1.48M - $1.55M
|
1.15M
$33M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.75K+ 234.38% |
$168K - $176K
|
8.21K
$236K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 3.32% |
$42.4K - $44.5K
|
42.2K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.74K- 2.43% |
$50.7K - $53.3K
|
69.6K
$2M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 10.1% |
$55.4K - $58.2K
|
16.9K
$485K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4K+ 5.44% |
$392K - $412K
|
260K
$7.47M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19.7K+ 13.85% |
$577K - $606K
|
162K
$4.66M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.27% |
$1.64K - $1.72K
|
20.6K
$592K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.09K- 1.59% |
$178K - $187K
|
377K
$10.8M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.85K+ 14.5% |
$113K - $118K
|
30.4K
$873K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.7KNew |
$108K - $113K
|
3.7K
$106K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 1.16% |
$34.5K - $36.3K
|
103K
$2.95M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-42- 0.33% |
$1.23K - $1.29K
|
12.5K
$359K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.33K+ 1.66% |
$97.2K - $102K
|
204K
$5.85M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
212+ 1.95% |
$6.19K - $6.5K
|
11.1K
$318K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.82K+ 2.68% |
$111K - $117K
|
146K
$4.19M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.04K- 1.98% |
$147K - $155K
|
250K
$7.17M
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 8.62% |
$330K - $346K
|
142K
$4.08M
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59.2KNew |
$1.73M - $1.82M
|
59.2K
$1.7M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.22K+ 26.27% |
$182K - $191K
|
29.9K
$858K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
102K+ 84.3% |
$2.97M - $3.12M
|
222K
$6.38M
|