Purchases and Sales Made in Q1 2024 in Capital Group Growth ETF Shs C (CGGR)
This table provides information about the institutional ownership of Capital Group Growth ETF Shs C (CGGR) during Q1 2024. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GROWTH ETF SHS C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.88K+ 18.07% |
$107K - $125K
|
25.3K
$996K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.84K+ 1.85% |
$106K - $124K
|
212K
$8.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.6K+ 8.76% |
$99K - $116K
|
44.6K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.55K+ 0.95% |
$97.7K - $114K
|
379K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.28K+ 26.8% |
$90.4K - $106K
|
15.5K
$611K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
3.21K+ 14.77% |
$88.5K - $103K
|
25K
$982K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.87K+ 2.5% |
$79K - $92.2K
|
117K
$4.62M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.79KNew |
$76.7K - $89.6K
|
2.79K
$110K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76KNew |
$76K - $88.8K
|
2.76K
$109K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.72K+ 18.2% |
$74.9K - $87.4K
|
17.7K
$694K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.68K+ 3.59% |
$73.7K - $86.1K
|
77.2K
$3.03M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.6K+ 33.83% |
$71.5K - $83.5K
|
10.3K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.58K+ 17.36% |
$71K - $82.9K
|
17.4K
$685K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.5K+ 6.23% |
$68.9K - $80.4K
|
42.7K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.5K+ 6.79% |
$68.8K - $80.3K
|
39.3K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.38K+ 29.68% |
$65.6K - $76.6K
|
10.4K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.26K+ 10.81% |
$62.2K - $72.7K
|
23.2K
$911K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.22K+ 54.59% |
$61.2K - $71.5K
|
6.29K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.16K+ 24.58% |
$59.5K - $69.5K
|
10.9K
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.13K+ 25.16% |
$58.6K - $68.4K
|
10.6K
$416K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.06K+ 2.88% |
$56.7K - $66.2K
|
73.6K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95KNew |
$53.7K - $62.7K
|
1.95K
$76.7K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.93K+ 16.89% |
$53.1K - $62K
|
13.3K
$524K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.77K+ 17.79% |
$48.7K - $56.9K
|
11.7K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.72K+ 21.52% |
$47.5K - $55.4K
|
9.73K
$383K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.71K+ 13.04% |
$47.1K - $55K
|
14.8K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.7K+ 16.13% |
$46.7K - $54.5K
|
12.2K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6KNew |
$44.1K - $51.5K
|
1.6K
$62.9K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.51K+ 1.14% |
$41.7K - $48.7K
|
135K
$5.3M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.48KNew |
$40.8K - $47.6K
|
1.48K
$58.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.46K+ 17.42% |
$40.2K - $46.9K
|
9.83K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.38K+ 18.79% |
$38K - $44.4K
|
8.73K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.36K+ 9.16% |
$37.5K - $43.7K
|
16.2K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35K+ 13.63% |
$37.1K - $43.3K
|
11.2K
$441K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.32K+ 11.28% |
$36.4K - $42.5K
|
13K
$512K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.31K+ 10.41% |
$36.1K - $42.2K
|
13.9K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.24K+ 1.23% |
$34K - $39.7K
|
102K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$32.8K - $38.3K
|
1.19K
$46.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.13K+ 3.92% |
$31.2K - $36.5K
|
30K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06K+ 9.21% |
$29.1K - $34K
|
12.5K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.01K+ 13.78% |
$27.8K - $32.5K
|
8.34K
$328K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
990+ 3.4% |
$27.3K - $31.8K
|
30.1K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
830+ 4.18% |
$22.9K - $26.7K
|
20.7K
$814K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
816+ 6.8% |
$22.5K - $26.2K
|
12.8K
$504K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
810+ 5.5% |
$22.3K - $26K
|
15.5K
$611K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
807+ 4.34% |
$22.2K - $26K
|
19.4K
$762K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
800+ 7.67% |
$22K - $25.7K
|
11.2K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
776+ 3.98% |
$21.4K - $25K
|
20.3K
$797K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
763+ 0.1% |
$21K - $24.5K
|
740K
$29.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
762+ 146.54% |
$21K - $24.5K
|
1.28K
$50.4K
|