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 302 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
38,385
shares
|
$1.12 Million
0.53% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
38,363
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
38,338
shares
|
$1.12 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
37,711
shares
|
$1.1 Million
0.44% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,773
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
35,682
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
35,122
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
Added 48.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,693
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
33,333
shares
|
$970,990
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
33,061
shares
|
$963,066
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
32,482
shares
|
$946,200
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
32,413
shares
|
$944,190
0.0% of portfolio
|
Q4 2024
Added 191.22%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
32,246
shares
|
$939,325
0.06% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
31,909
shares
|
$929,509
0.03% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
31,399
shares
|
$914,652
0.18% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
31,129
shares
|
$906,787
0.05% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
30,700
shares
|
$894,291
0.06% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
30,417
shares
|
$886,047
0.32% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
30,270
shares
|
$881,765
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
30,094
shares
|
$876,638
0.29% of portfolio
|
Q4 2024
Reduced 60.9%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
30,009
shares
|
$874,162
0.0% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
29,910
shares
|
$871,278
0.29% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
29,580
shares
|
$861,665
0.18% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
28,478
shares
|
$829,564
0.06% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
28,243
shares
|
$822,718
0.36% of portfolio
|
Q4 2024
Reduced 0.06%
|