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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
148,747
shares
|
$4.59 Million
0.14% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
146,006
shares
|
$4.5 Million
1.05% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
142,580
shares
|
$4.4 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
142,121
shares
|
$4.38 Million
2.04% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
140,314
shares
|
$4.33 Million
0.1% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
140,108
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
139,199
shares
|
$4.29 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
127,841
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 170.15%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
127,656
shares
|
$3.94 Million
1.47% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
125,521
shares
|
$3.87 Million
0.01% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
121,440
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
116,686
shares
|
$3.6 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
113,063
shares
|
$3.49 Million
0.76% of portfolio
|
Q4 2024
Added 56.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
110,388
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2024
Added 117.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
110,294
shares
|
$3.4 Million
0.14% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
107,521
shares
|
$3.32 Million
2.22% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
102,861
shares
|
$3.17 Million
0.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
101,697
shares
|
$3.14 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
101,100
shares
|
$3.12 Million
0.46% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
95,029
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2024
Added 101.35%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
94,216
shares
|
$2.91 Million
1.42% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
90,700
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2024
Added 94.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
85,144
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
79,321
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2024
Reduced 32.55%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
78,168
shares
|
$2.41 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.99%
|