Purchases and Sales Made in Q4 2022 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q4 2022. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GLOBAL GROWTH EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
21.4K+ 132.85% |
$401K - $474K
|
37.6K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
21KNew |
$392K - $464K
|
21K
$640K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 770.24% |
$367K - $434K
|
22.2K
$676K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.5K+ 224.36% |
$365K - $432K
|
28.2K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 4.06% |
$357K - $422K
|
490K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.6KNew |
$328K - $388K
|
17.6K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.6KNew |
$310K - $367K
|
16.6K
$506K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
16.2K+ 11.23% |
$302K - $357K
|
160K
$4.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16K+ 52.97% |
$298K - $353K
|
46.1K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9KNew |
$298K - $353K
|
15.9K
$486K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.3K+ 14.74% |
$285K - $337K
|
119K
$3.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.5KNew |
$270K - $319K
|
14.5K
$440K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.2K+ 7.7% |
$265K - $314K
|
198K
$6.05M
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
14K+ 59.19% |
$261K - $309K
|
37.6K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$246K - $291K
|
13.1K
$401K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9K+ 81.75% |
$203K - $240K
|
24.2K
$737K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8KNew |
$202K - $239K
|
10.8K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$197K - $233K
|
10.5K
$321K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10KNew |
$187K - $222K
|
10K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.61KNew |
$180K - $212K
|
9.61K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.58K+ 71.27% |
$142K - $168K
|
18.2K
$555K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.19K+ 3.14% |
$97.1K - $115K
|
171K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.12K+ 18.43% |
$95.7K - $113K
|
32.9K
$1M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.45K+ 40.32% |
$83.1K - $98.3K
|
15.5K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.68K+ 17.28% |
$68.8K - $81.4K
|
25K
$762K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.67K+ 17.53% |
$49.9K - $59K
|
17.9K
$545K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 11.33% |
$26.9K - $31.8K
|
14.1K
$431K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 11.99% |
$18.7K - $22.1K
|
9.34K
$285K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
910+ 44.15% |
$17K - $20.1K
|
2.97K
$90.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
875New |
$16.4K - $19.3K
|
875
$26.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
580New |
$10.8K - $12.8K
|
580
$17.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
328+ 1.49% |
$6.13K - $7.25K
|
22.3K
$681K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
206+ 13.07% |
$3.85K - $4.55K
|
1.78K
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
177New |
$3.31K - $3.91K
|
177
$5.39K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
85New |
$1.59K - $1.88K
|
85
$2.59K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 1.8% |
$318 - $376
|
960
$29.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-928- 7.17% |
$17.3K - $20.5K
|
12K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.2K- 0.6% |
$41K - $48.6K
|
365K
$11.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.94K- 21.52% |
$73.6K - $87.1K
|
14.4K
$438K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-9.67K- 36.8% |
$181K - $214K
|
16.6K
$506K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-191K- 97.51% |
$3.58M - $4.23M
|
4.89K
$149K
|