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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.49KNew |
$224K - $255K
|
6.49K
$216K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.55K+ 12.29% |
$87.8K - $99.9K
|
23.3K
$773K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.62KNew |
$263K - $299K
|
7.62K
$253K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
600+ 38.12% |
$20.7K - $23.5K
|
2.17K
$72.2K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.6K+ 11.9% |
$537K - $611K
|
146K
$4.86M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
739K+ 49.74% |
$25.5M - $29M
|
2.23M
$74M
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
63.9KNew |
$2.2M - $2.51M
|
63.9K
$2.12M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
437+ 7.52% |
$15.1K - $17.1K
|
6.25K
$208K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-227- 0.21% |
$7.83K - $8.91K
|
109K
$3.62M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
931+ 26.47% |
$32.1K - $36.5K
|
4.45K
$148K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
83.7K+ 12.12% |
$2.89M - $3.29M
|
774K
$25.7M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.11K+ 6.77% |
$142K - $161K
|
64.8K
$2.15M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.8K+ 18.44% |
$441K - $502K
|
82.2K
$2.73M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
139KNew |
$4.81M - $5.47M
|
139K
$4.63M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.04K+ 56.83% |
$277K - $315K
|
22.2K
$737K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.3K+ 11.41% |
$423K - $481K
|
120K
$3.97M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.32K+ 15.6% |
$79.8K - $90.8K
|
17.2K
$570K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-37- 0.07% |
$1.28K - $1.45K
|
55.7K
$1.85M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
54+ 0.18% |
$1.86K - $2.12K
|
30.5K
$1.01M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74.6K+ 168.6% |
$2.57M - $2.93M
|
119K
$3.95M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3K- 30.06% |
$563K - $641K
|
38K
$1.26M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
20.8KNew |
$718K - $817K
|
20.8K
$692K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-139K- 9.07% |
$4.79M - $5.45M
|
1.39M
$46.3M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-359- 2.2% |
$12.4K - $14.1K
|
16K
$531K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-208- 3.26% |
$7.17K - $8.16K
|
6.17K
$205K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-102K- 13.8% |
$3.51M - $4M
|
637K
$21.2M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
126K+ 56.14% |
$4.34M - $4.94M
|
350K
$11.6M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.82K+ 0.51% |
$97.2K - $111K
|
557K
$18.5M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
147KNew |
$5.08M - $5.78M
|
147K
$4.89M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.5K- 1.9% |
$533K - $607K
|
800K
$26.6M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38.8K+ 3.53% |
$1.34M - $1.52M
|
1.14M
$37.8M
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.05K+ 4.96% |
$243K - $277K
|
149K
$4.96M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
86+ 0.18% |
$2.97K - $3.37K
|
47.9K
$1.59M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-128K- 42.52% |
$4.42M - $5.03M
|
173K
$5.75M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
244K+ 29.15% |
$8.41M - $9.57M
|
1.08M
$35.9M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
6.87K+ 42.03% |
$237K - $269K
|
23.2K
$771K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70.2K- 7.95% |
$2.42M - $2.75M
|
812K
$27M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
297KNew |
$10.2M - $11.7M
|
297K
$9.87M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.61KNew |
$194K - $220K
|
5.61K
$187K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 7.58% |
$35.2K - $40.1K
|
14.5K
$482K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-206- 0.82% |
$7.1K - $8.08K
|
24.9K
$828K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 4.52% |
$110K - $125K
|
67.2K
$2.23M
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
153+ 0.15% |
$5.28K - $6K
|
105K
$3.47M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-154K- 54.62% |
$5.32M - $6.06M
|
128K
$4.26M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-48.3K- 81.58% |
$1.67M - $1.9M
|
10.9K
$362K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.7K+ 16.31% |
$679K - $772K
|
140K
$4.66M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
53.9K+ 15.51% |
$1.86M - $2.12M
|
402K
$13.3M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 9.58% |
$45.2K - $51.4K
|
15K
$499K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
29.8KNew |
$1.03M - $1.17M
|
29.8K
$990K
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.56K+ 44.11% |
$123K - $140K
|
11.6K
$387K
|