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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
265,452
shares
|
$8.19 Million
1.17% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
249,766
shares
|
$7.7 Million
5.77% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
246,982
shares
|
$7.62 Million
0.11% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
241,904
shares
|
$7.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
232,100
shares
|
$7.16 Million
2.05% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,850
shares
|
$6.93 Million
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
223,854
shares
|
$6.9 Million
2.25% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
222,358
shares
|
$6.86 Million
0.07% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
222,307
shares
|
$6.86 Million
0.42% of portfolio
|
Q4 2024
Added 84.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
217,305
shares
|
$6.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
215,484
shares
|
$6.65 Million
4.29% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
209,740
shares
|
$6.47 Million
0.02% of portfolio
|
Q3 2024
Added 119.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
204,046
shares
|
$6.29 Million
0.2% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200,778
shares
|
$6.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
200,361
shares
|
$6.18 Million
0.06% of portfolio
|
Q3 2024
Added 47.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
192,103
shares
|
$5.92 Million
0.98% of portfolio
|
Q3 2023
Added 8.67%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
181,280
shares
|
$5.59 Million
0.01% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
180,183
shares
|
$5.56 Million
2.75% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
178,947
shares
|
$5.52 Million
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
176,766
shares
|
$5.45 Million
0.19% of portfolio
|
Q4 2024
Added 38.4%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
166,544
shares
|
$5.14 Million
1.18% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
164,761
shares
|
$5.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
158,082
shares
|
$4.88 Million
0.11% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
150,872
shares
|
$4.65 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
149,633
shares
|
$4.61 Million
0.19% of portfolio
|
Q3 2024
Added 34.35%
|