Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
19.9K+ 3.75% |
$435K - $502K
|
550K
$19.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.3K+ 11.56% |
$421K - $486K
|
186K
$6.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$417K - $482K
|
19.1K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 48.22% |
$405K - $467K
|
56.9K
$2.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
17.9K+ 3.95% |
$392K - $452K
|
472K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.8KNew |
$390K - $450K
|
17.8K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
16.6K+ 10.99% |
$363K - $419K
|
168K
$6.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 0.93% |
$338K - $390K
|
1.68M
$60.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.5K+ 12.04% |
$296K - $341K
|
126K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13.1KNew |
$286K - $330K
|
13.1K
$471K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
12.6KNew |
$275K - $318K
|
12.6K
$453K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11.9KNew |
$260K - $300K
|
11.9K
$429K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.9K+ 106.97% |
$259K - $299K
|
22.9K
$826K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.7KNew |
$256K - $295K
|
11.7K
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11.3K+ 0.64% |
$247K - $285K
|
1.78M
$63.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.1K+ 49.03% |
$242K - $279K
|
33.6K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
10.9K+ 15.53% |
$237K - $274K
|
80.7K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.8K+ 18.04% |
$237K - $273K
|
70.8K
$2.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 14.53% |
$223K - $258K
|
80.4K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1KNew |
$220K - $254K
|
10.1K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10KNew |
$219K - $253K
|
10K
$361K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.82KNew |
$215K - $248K
|
9.82K
$354K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
9.46K+ 16.32% |
$207K - $239K
|
67.4K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
9.44KNew |
$206K - $238K
|
9.44K
$340K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
9.31K+ 25.97% |
$204K - $235K
|
45.2K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
9.22K+ 6.33% |
$202K - $233K
|
155K
$5.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.93KNew |
$195K - $225K
|
8.93K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.74KNew |
$191K - $221K
|
8.74K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.37KNew |
$183K - $211K
|
8.37K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.06KNew |
$176K - $203K
|
8.06K
$290K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.97KNew |
$174K - $201K
|
7.97K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.95K+ 19.64% |
$174K - $200K
|
48.4K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.9K+ 30.8% |
$173K - $199K
|
33.5K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.62K+ 17.15% |
$167K - $192K
|
52.1K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 33.3% |
$158K - $183K
|
29K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.14K+ 44.44% |
$156K - $180K
|
23.2K
$836K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.84K+ 1.41% |
$128K - $147K
|
421K
$15.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.55K+ 2.18% |
$121K - $140K
|
261K
$9.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 11.07% |
$118K - $136K
|
54.3K
$1.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.12K+ 2.75% |
$112K - $129K
|
191K
$6.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.67K+ 31.91% |
$102K - $118K
|
19.3K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.38K+ 3.96% |
$95.8K - $111K
|
115K
$4.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4.3K+ 51.76% |
$93.9K - $108K
|
12.6K
$454K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.03K+ 25.95% |
$88.1K - $102K
|
19.6K
$704K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.7K+ 0.56% |
$80.8K - $93.2K
|
662K
$23.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.25K+ 4.42% |
$71K - $82K
|
76.7K
$2.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.12K+ 11.05% |
$68.2K - $78.8K
|
31.4K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.11K+ 2.12% |
$68K - $78.5K
|
150K
$5.41M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.93K+ 6.88% |
$64K - $73.8K
|
45.5K
$1.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.74K+ 0.31% |
$60K - $69.2K
|
888K
$32M
|