Latest Institutional Transactions on Capital Group Growth ETF Shs C (CGGR)
This table provides information on the latest institutional transactions involving Capital Group Growth ETF Shs C (CGGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.48K- 13.36% |
$120K - $137K
|
22.6K
$888K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.48K+ 17.27% |
$155K - $176K
|
30.4K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
209K+ 32.2% |
$7.22M - $8.21M
|
859K
$33.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.07% |
$207 - $235
|
9.19K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.61K+ 9.82% |
$89.8K - $102K
|
29.1K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.6K+ 13.06% |
$504K - $573K
|
126K
$4.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.83K+ 6.59% |
$132K - $150K
|
62K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
875New |
$30.2K - $34.3K
|
875
$34.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.57K+ 3.69% |
$296K - $336K
|
241K
$9.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.7K+ 0.69% |
$197K - $224K
|
830K
$32.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.99K- 6.09% |
$137K - $156K
|
61.4K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23.9K+ 55.04% |
$826K - $940K
|
67.5K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.66K+ 1.36% |
$91.7K - $104K
|
198K
$7.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.4K+ 9.02% |
$878K - $999K
|
308K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.37K- 17.12% |
$185K - $211K
|
26K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.5K+ 6.23% |
$363K - $413K
|
180K
$7.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
477+ 4.32% |
$16.5K - $18.7K
|
11.5K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.7K+ 5.87% |
$93.2K - $106K
|
48.7K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.81K- 10.18% |
$96.7K - $110K
|
24.8K
$973K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
694+ 12.96% |
$23.9K - $27.2K
|
6.05K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
156KNew |
$5.38M - $6.12M
|
156K
$6.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.8KNew |
$475K - $540K
|
13.8K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
94.3KNew |
$3.25M - $3.7M
|
94.3K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
883+ 15.16% |
$30.5K - $34.6K
|
6.71K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
160K+ 52.93% |
$5.52M - $6.28M
|
462K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.79K- 5.22% |
$200K - $227K
|
105K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
6.9K+ 0.95% |
$238K - $271K
|
734K
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 0.73% |
$48K - $54.6K
|
189K
$7.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
157+ 0.99% |
$5.41K - $6.16K
|
15.9K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.58K+ 56.8% |
$158K - $180K
|
12.6K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3K+ 2.74% |
$103K - $118K
|
113K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.2K+ 7.66% |
$283K - $322K
|
115K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
112K+ 815.67% |
$3.87M - $4.4M
|
126K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
112+ 0.87% |
$3.86K - $4.39K
|
13K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52K- 99.9% |
$1.79M - $2.04M
|
53
$2.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
170KNew |
$5.88M - $6.68M
|
170K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
19.7K+ 5.44% |
$680K - $773K
|
382K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.88K+ 36.45% |
$306K - $348K
|
33.2K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23- 0.3% |
$793 - $903
|
7.7K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.09K+ 69.45% |
$210K - $239K
|
14.9K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.68K+ 10.43% |
$57.8K - $65.8K
|
17.8K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 2.39% |
$5.31K - $6.04K
|
6.59K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
26.3K+ 3.38% |
$908K - $1.03M
|
805K
$31.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.98K+ 18.4% |
$172K - $195K
|
32.1K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
76K+ 1034.13% |
$2.62M - $2.98M
|
83.3K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45K- 7.01% |
$1.55M - $1.76M
|
596K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
246K+ 107.26% |
$8.49M - $9.66M
|
476K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.2K- 2.46% |
$75.9K - $86.3K
|
87.3K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
16K+ 148.89% |
$553K - $629K
|
26.8K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.67K+ 4.33% |
$126K - $144K
|
88.4K
$3.48M
|