Who owns CAPITAL GROUP GBL GROWTH EQT?
- Ticker: CGGO
- CUSIP Number: 14020x104
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Gbl Growth Eqt with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Gbl Growth Eqt stock
Who bought or sold CAPITAL GROUP GBL GROWTH EQT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 5.0M | $144M | 11% | Mar 2024 |
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| Raymond James Financial Services Advisors | 4.2M | $120M | 9% | Mar 2024 |
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| UBS Group | 3.2M | $83M | 6% | Dec 2023 |
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| Commonwealth Equity Services | 2.4M | $62M | 16% | Dec 2023 |
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| Advisor Group Holdings | 2.0M | $52M | -1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 1.5M | $44M | 6% | Mar 2024 |
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| Wells Fargo & Company | 1.4M | $35M | 39% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 1.3M | $36M | -1% | Mar 2024 |
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| WNY Asset Management | 1.2M | $32M | 0% | Dec 2023 |
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| Johnson Bixby & Associates | 1.2M | $36M | -17% | Mar 2024 |
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| Baird Financial | 1.2M | $30M | 22% | Dec 2023 |
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| Royal Bank of Canada | 1.2M | $29M | 5% | Dec 2023 |
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| Financial Council Asset Management | 1.1M | $28M | 5% | Dec 2023 |
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| Arlington Financial Advisors | 1.1M | $31M | 1065% | Mar 2024 |
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| HoyleCohen | 881k | $23M | -1% | Dec 2023 |
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| Janney Montgomery Scott | 839k | $22M | 7% | Dec 2023 |
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| D. J. St. Germain | 838k | $22M | -4% | Dec 2023 |
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| CI Private Wealth | 823k | $21M | -2% | Dec 2023 |
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| D.A. Davidson & Co. | 760k | $20M | 0% | Dec 2023 |
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| Reliant Wealth Planning | 658k | $17M | 3305% | Dec 2023 |
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| Kestra Advisory Services | 544k | $14M | 13% | Dec 2023 |
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| Bank of America Corporation | 439k | $11M | 1130% | Dec 2023 |
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| Bleakley Financial Group | 431k | $11M | 9% | Dec 2023 |
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| Sawtooth Asset Management | 431k | $11M | 9% | Dec 2023 |
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| Stifel Financial | 430k | $11M | 3% | Dec 2023 |
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| Simplicity Wealth | 422k | $12M | 100% | Mar 2024 |
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| LVW Advisors | 387k | $11M | 121% | Mar 2024 |
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| Main Street Financial Solutions | 361k | $10M | 2% | Mar 2024 |
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| Benjamin F. Edwards & Company | 352k | $9.1M | 9% | Dec 2023 |
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| Lincoln National | 327k | $8.4M | 5% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 304k | $7.8M | 0% | Dec 2023 |
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| Axxcess Wealth Management | 285k | $7.3M | -7% | Dec 2023 |
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| FinDec Wealth Services | 266k | $6.8M | 10% | Dec 2023 |
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| Jane Street | 260k | $6.7M | -67% | Dec 2023 |
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| Stratos Wealth Partners | 234k | $6.7M | 15% | Mar 2024 |
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| NavPoint Financial | 233k | $6.0M | 100% | Dec 2023 |
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| Souders Financial Advisors | 232k | $6.0M | 3% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 197k | $5.1M | 2% | Dec 2023 |
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| Carson Advisory | 194k | $5.0M | 5% | Dec 2023 |
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| ORBA Wealth Advisors | 176k | $4.5M | 100% | Dec 2023 |
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| Mutual Advisors | 165k | $4.3M | -10% | Dec 2023 |
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| Financial Management Network | 161k | $4.6M | -4% | Mar 2024 |
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| Clarity Wealth Advisors | 160k | $4.6M | 32% | Mar 2024 |
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| ValMark Advisers | 155k | $4.0M | 808% | Dec 2023 |
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| Natixis Asset Management Advisors | 154k | $4.4M | 100% | Mar 2024 |
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| HighTower Advisors | 140k | $3.6M | 29% | Dec 2023 |
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| Confluence Wealth Services | 134k | $3.8M | 20% | Mar 2024 |
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| Cedar Brook Financial Partners | 132k | $3.8M | 23% | Mar 2024 |
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| San Luis Wealth Advisors | 131k | $3.8M | 3% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 118k | $3.0M | 48% | Dec 2023 |
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| Strategic Blueprint | 109k | $3.1M | 9% | Mar 2024 |
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| Threadgill Financial | 105k | $3.0M | 100% | Mar 2024 |
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| Assetmark | 102k | $2.6M | 10% | Dec 2023 |
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| OneAscent Financial Services | 99k | $2.8M | -24% | Mar 2024 |
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| Smallwood Wealth Investment Management | 98k | $2.8M | 1% | Mar 2024 |
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| Private Advisor | 95k | $2.4M | 68% | Dec 2023 |
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| Steward Partners Investment Advisory | 85k | $2.2M | 8% | Dec 2023 |
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| Captrust Financial Advisors | 83k | $2.1M | 16% | Dec 2023 |
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| Tradition Wealth Management | 80k | $2.1M | 0% | Dec 2023 |
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| Davenport & Co | 78k | $2.0M | 19% | Dec 2023 |
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| Leonard Rickey Investment Advisors P | 74k | $2.1M | -15% | Mar 2024 |
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| HBW Advisory Services | 73k | $1.9M | 0% | Mar 2024 |
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| Harbour Investments | 69k | $1.8M | 45% | Dec 2023 |
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| Paragon Advisors | 64k | $1.6M | -74% | Dec 2023 |
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| Mariner Wealth Advisors | 61k | $1.6M | 8% | Dec 2023 |
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| Vestmark Advisory Solutions | 60k | $1.5M | 28% | Dec 2023 |
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| Silverlake Wealth Management | 60k | $1.7M | 77% | Mar 2024 |
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| Nbc Securities | 60k | $1.7M | 40% | Mar 2024 |
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| Criterion Capital Advisors | 48k | $1.4M | -3% | Mar 2024 |
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| Total Clarity Wealth Management | 48k | $1.4M | 1% | Mar 2024 |
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| Ergawealth Advisors | 47k | $1.2M | -28% | Dec 2023 |
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| Financial Advocates Investment Management | 46k | $1.2M | 2% | Dec 2023 |
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| Armstrong, Fleming & Moore | 44k | $1.3M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 43k | $1.1M | -29% | Dec 2023 |
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| Founders Financial Securities | 43k | $1.2M | 26% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 42k | $1.2M | 1% | Mar 2024 |
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| PFG Advisors | 42k | $1.1M | 12% | Dec 2023 |
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| H D Vest Advisory Services | 40k | $1.0M | 46% | Dec 2023 |
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| Northwest Financial Advisors | 39k | $993k | 100% | Dec 2023 |
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| Burford Brothers | 38k | $978k | 100% | Dec 2023 |
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| Ameritas Advisory Services | 37k | $976k | -60% | Dec 2023 |
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| LongView Wealth Management | 37k | $1.1M | 54% | Mar 2024 |
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| CWM | 35k | $1.0M | 7% | Mar 2024 |
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| Professional Financial Advisors | 35k | $1.0M | 9% | Mar 2024 |
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| Financial Perspectives | 35k | $995k | 6% | Mar 2024 |
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| Calton & Associates | 34k | $981k | -2% | Mar 2024 |
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| Apollon Wealth Management | 33k | $858k | 232% | Dec 2023 |
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| Trueblood Wealth Management | 32k | $924k | 14% | Mar 2024 |
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| Procyon Private Wealth Partners | 32k | $924k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 30k | $766k | 100% | Dec 2023 |
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| EverSource Wealth Advisors | 29k | $738k | 14% | Dec 2023 |
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| WCG Wealth Advisors | 29k | $732k | 100% | Dec 2023 |
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| Raymond James Trust | 27k | $767k | 49% | Mar 2024 |
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| Prospera Financial Services | 26k | $665k | 10% | Dec 2023 |
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| Creative Planning | 25k | $635k | 35% | Dec 2023 |
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| Arkadios Wealth Advisors | 24k | $623k | 100% | Dec 2023 |
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| Colonial River Wealth Management | 24k | $621k | -43% | Dec 2023 |
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| HPM Partners | 24k | $611k | 100% | Dec 2023 |
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| Brown Miller Wealth Management | 24k | $679k | 0% | Mar 2024 |
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| Sigma Planning | 23k | $603k | 44% | Dec 2023 |
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| Olistico Wealth | 23k | $649k | 0% | Mar 2024 |
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| Moseley Investment Management | 22k | $643k | 6% | Mar 2024 |
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| Principle Wealth Partners | 22k | $638k | 100% | Mar 2024 |
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| Sowell Financial Services | 22k | $568k | -29% | Dec 2023 |
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| Merit Financial Group | 21k | $550k | 91% | Dec 2023 |
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| Rsm Us Wealth Management | 21k | $532k | 7% | Dec 2023 |
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| Atria Wealth Solutions | 21k | $531k | -88% | Dec 2023 |
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| Principal Securities | 20k | $518k | 100% | Dec 2023 |
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| Koshinski Asset Management | 19k | $498k | -27% | Dec 2023 |
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| Howard Capital Management Group | 19k | $535k | 100% | Mar 2024 |
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| International Assets Investment Management | 18k | $532k | 6% | Mar 2024 |
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| Moloney Securities Asset Management | 18k | $456k | 35% | Dec 2023 |
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| Beacon Financial Advisory | 17k | $447k | -1% | Dec 2023 |
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| Catalyst Financial Partners | 17k | $477k | 26% | Mar 2024 |
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| 180 Wealth Advisors | 17k | $496k | 10% | Mar 2024 |
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| Stratos Wealth Advisors | 17k | $488k | 100% | Mar 2024 |
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| Proequities | 16k | $407M | -4% | Dec 2023 |
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| Capital Planning | 16k | $448k | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 15k | $377k | -27% | Dec 2023 |
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| Signature Wealth Management Group | 15k | $398k | 1% | Mar 2024 |
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| Advance Capital Management | 14k | $393k | 4% | Mar 2024 |
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| Lodestone Wealth Management | 13k | $346k | 100% | Dec 2023 |
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| Pensionmark Financial Group | 13k | $332k | 100% | Dec 2023 |
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| Walkner Condon Financial Advisors | 13k | $360k | 4% | Mar 2024 |
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| Ruggaard & Associates | 12k | $306k | 100% | Dec 2023 |
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| IFP Advisors | 11k | $289k | -45% | Dec 2023 |
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| Gimbal Financial | 11k | $289k | 100% | Dec 2023 |
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| Woodmont Investment Counsel | 11k | $303k | 100% | Mar 2024 |
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| Bessemer | 9.8k | $251k | 100% | Dec 2023 |
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| Tempus Wealth Planning | 9.6k | $277k | 100% | Mar 2024 |
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| J.w. Cole Advisors | 9.6k | $247k | 0% | Dec 2023 |
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| Octavia Wealth Advisors | 9.6k | $277k | -3% | Mar 2024 |
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| Focus Financial Network | 9.5k | $244k | 100% | Dec 2023 |
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| Thoroughbred Financial Services | 9.2k | $237k | 4% | Dec 2023 |
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| Lantz Financial | 9.0k | $231k | 2% | Dec 2023 |
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| Francis Financial | 8.8k | $255k | 100% | Mar 2024 |
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| J Arnold Wealth Management | 8.6k | $222k | 100% | Dec 2023 |
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| LexAurum Advisors | 8.6k | $221k | 100% | Dec 2023 |
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| Rather & Kittrell | 8.1k | $232k | 0% | Mar 2024 |
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| Everpar Advisors | 7.6k | $219k | 100% | Mar 2024 |
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| Financial Security Advisor | 7.0k | $201k | 100% | Mar 2024 |
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| Advisory Services Network | 3.7k | $96k | 100% | Dec 2023 |
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| Frazier Financial Advisors | 3.1k | $80k | 100% | Dec 2023 |
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| Larson Financial Group | 2.9k | $75k | 52% | Dec 2023 |
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| Mather Group | 2.8k | $72k | 100% | Mar 2024 |
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| Signature Resources Capital Management | 2.7k | $70k | 0% | Mar 2024 |
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| Retirement Group | 2.6k | $67k | 43% | Dec 2023 |
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| Pinnacle Bank | 2.0k | $58k | 33% | Mar 2024 |
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| Spire Wealth Management | 2.0k | $56k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 1.9k | $49k | 100% | Dec 2023 |
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| Global Retirement Partners | 1.9k | $55k | 17% | Mar 2024 |
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Who sold out of Capital Group Gbl Growth Eqt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meridian Wealth Management | Dec 2023 | 40k | $1.0M |
| Bridgewealth Advisory Group | Dec 2023 | 11k | $288k |