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 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.71K+ 4.27% |
$59.1K - $67.3K
|
41.9K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.3K+ 2.9% |
$252K - $287K
|
259K
$8.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
205KNew |
$7.07M - $8.04M
|
205K
$6.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14.7KNew |
$507K - $577K
|
14.7K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
26.2KNew |
$903K - $1.03M
|
26.2K
$870K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-214- 2.79% |
$7.38K - $8.4K
|
7.46K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
103KNew |
$3.56M - $4.05M
|
103K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-92- 0.69% |
$3.17K - $3.61K
|
13.3K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.62K+ 13.06% |
$55.9K - $63.6K
|
14K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.2K+ 10.14% |
$179K - $204K
|
56.5K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
294KNew |
$10.1M - $11.5M
|
294K
$9.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.07K+ 430.12% |
$36.9K - $42K
|
1.32K
$43.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.14K+ 10.55% |
$73.8K - $83.9K
|
22.4K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7.15K+ 30.84% |
$246K - $280K
|
30.3K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.64K+ 30.23% |
$125K - $143K
|
15.7K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.6K+ 13.19% |
$573K - $652K
|
143K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
310+ 1.65% |
$10.7K - $12.2K
|
19.1K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.06K+ 15.77% |
$174K - $198K
|
37.1K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.78K+ 29.1% |
$268K - $305K
|
34.5K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.48K- 13.36% |
$120K - $137K
|
22.6K
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.48K+ 17.27% |
$155K - $176K
|
30.4K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
209K+ 32.2% |
$7.22M - $8.21M
|
859K
$28.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.07% |
$207 - $235
|
9.19K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.61K+ 9.82% |
$89.8K - $102K
|
29.1K
$968K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.6K+ 13.06% |
$504K - $573K
|
126K
$4.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
875New |
$30.2K - $34.3K
|
875
$29.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.57K+ 3.69% |
$296K - $336K
|
241K
$8M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.83K+ 6.59% |
$132K - $150K
|
62K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.66K+ 1.36% |
$91.7K - $104K
|
198K
$6.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23.9K+ 55.04% |
$826K - $940K
|
67.5K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.99K- 6.09% |
$137K - $156K
|
61.4K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.5K+ 6.23% |
$363K - $413K
|
180K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
156KNew |
$5.38M - $6.12M
|
156K
$5.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.81K- 10.18% |
$96.7K - $110K
|
24.8K
$823K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.7K+ 5.87% |
$93.2K - $106K
|
48.7K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.4K+ 9.02% |
$878K - $999K
|
308K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.8KNew |
$475K - $540K
|
13.8K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
94.3KNew |
$3.25M - $3.7M
|
94.3K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
883+ 15.16% |
$30.5K - $34.6K
|
6.71K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
160K+ 52.93% |
$5.52M - $6.28M
|
462K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.79K- 5.22% |
$200K - $227K
|
105K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
6.9K+ 0.95% |
$238K - $271K
|
734K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 0.73% |
$48K - $54.6K
|
189K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
157+ 0.99% |
$5.41K - $6.16K
|
15.9K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.2K+ 7.66% |
$283K - $322K
|
115K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
112K+ 815.67% |
$3.87M - $4.4M
|
126K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
112+ 0.87% |
$3.86K - $4.39K
|
13K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
19.7K+ 5.44% |
$680K - $773K
|
382K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.88K+ 36.45% |
$306K - $348K
|
33.2K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 2.39% |
$5.31K - $6.04K
|
6.59K
$219K
|