Institutional Ownership Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
854,995
shares
|
$26.4 Million
0.03% of portfolio
|
Q3 2024
Added 103.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
761,235
shares
|
$23.5 Million
0.15% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
733,300
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
699,376
shares
|
$21.6 Million
0.55% of portfolio
|
Q3 2024
Added 373.75%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
683,103
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
643,217
shares
|
$19.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
640,170
shares
|
$19.7 Million
2.33% of portfolio
|
Q4 2024
Added 18.26%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
629,180
shares
|
$19.4 Million
2.3% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
612,747
shares
|
$18.9 Million
8.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
550,012
shares
|
$17 Million
0.25% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
523,458
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
516,717
shares
|
$15.9 Million
0.1% of portfolio
|
Q3 2024
Added 36.69%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
471,172
shares
|
$14.5 Million
1.06% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
456,566
shares
|
$14.1 Million
0.04% of portfolio
|
Q3 2024
Added 236.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
430,729
shares
|
$13.3 Million
0.3% of portfolio
|
Q4 2023
Added 9.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
419,499
shares
|
$12.9 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
383,534
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
368,946
shares
|
$11.4 Million
0.19% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
327,726
shares
|
$10.1 Million
0.38% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
294,419
shares
|
$9.08 Million
4.31% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
288,295
shares
|
$8.89 Million
0.13% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
284,547
shares
|
$8.78 Million
4.98% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
270,554
shares
|
$8.34 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
270,175
shares
|
$8.33 Million
2.11% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
267,425
shares
|
$8.25 Million
0.13% of portfolio
|
Q3 2024
Added 9.55%
|