Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.1KNew |
$307K - $373K
|
13.1K
$516K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13K+ 21.07% |
$305K - $371K
|
74.8K
$2.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.8KNew |
$299K - $364K
|
12.8K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.8K+ 92.06% |
$299K - $364K
|
26.7K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
12.3K+ 142.72% |
$288K - $350K
|
20.9K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2KNew |
$287K - $349K
|
12.2K
$482K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$281K - $342K
|
12K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 23.79% |
$271K - $329K
|
60.2K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.3K+ 2.02% |
$264K - $321K
|
569K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2K+ 34.59% |
$262K - $319K
|
43.6K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11.1KNew |
$260K - $317K
|
11.1K
$437K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11.1K+ 1.4% |
$260K - $316K
|
805K
$31.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.9K+ 59.0% |
$255K - $311K
|
29.4K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.7KNew |
$251K - $305K
|
10.7K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.4K+ 56.52% |
$244K - $297K
|
28.9K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$244K - $297K
|
10.4K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 8.36% |
$238K - $290K
|
132K
$5.19M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.88KNew |
$231K - $281K
|
9.88K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9.87K+ 36.69% |
$231K - $281K
|
36.8K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9.8K+ 24.42% |
$229K - $279K
|
49.9K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.65K+ 20.08% |
$226K - $275K
|
57.7K
$2.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
9.6K+ 5.06% |
$225K - $273K
|
199K
$7.83M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
9.39KNew |
$220K - $267K
|
9.39K
$369K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.9K+ 30.09% |
$208K - $253K
|
38.5K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.79KNew |
$206K - $250K
|
8.79K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.54K+ 7.76% |
$200K - $243K
|
119K
$4.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
8.48K+ 43.29% |
$198K - $241K
|
28.1K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.45KNew |
$198K - $241K
|
8.45K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.31K+ 100.73% |
$194K - $236K
|
16.6K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.29KNew |
$194K - $236K
|
8.29K
$326K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.1KNew |
$189K - $231K
|
8.1K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.02KNew |
$188K - $228K
|
8.02K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.01KNew |
$187K - $228K
|
8.01K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.7KNew |
$180K - $219K
|
7.7K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
7.67KNew |
$179K - $218K
|
7.67K
$302K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.53K+ 29.21% |
$176K - $214K
|
33.3K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.5KNew |
$176K - $214K
|
7.5K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.35KNew |
$172K - $209K
|
7.35K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.33KNew |
$172K - $209K
|
7.33K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.24KNew |
$169K - $206K
|
7.24K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.22KNew |
$169K - $205K
|
7.22K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
7.19K+ 3.46% |
$168K - $205K
|
215K
$8.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.96K+ 2.65% |
$163K - $198K
|
270K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.62KNew |
$155K - $188K
|
6.62K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.58K+ 4.33% |
$154K - $187K
|
159K
$6.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.43K+ 21.96% |
$150K - $183K
|
35.7K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.32K+ 5.25% |
$148K - $180K
|
127K
$4.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.81KNew |
$136K - $165K
|
5.81K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.71K+ 7.68% |
$134K - $163K
|
80.1K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.7K+ 13.42% |
$133K - $162K
|
48.2K
$1.89M
|