Who owns CAPITAL GROUP GBL GROWTH EQT?
- Ticker: CGGO
- CUSIP Number: 14020x104
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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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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 |
---|---|---|---|---|---|
Capital Group Private Client Services | 15M | $454M | 17% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 9.2M | $277M | 20% | Sep 2024 |
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Raymond James & Associates | 6.5M | $196M | 12% | Sep 2024 |
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LPL Financial | 5.5M | $167M | 15% | Sep 2024 |
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Raymond James Financial Services Advisors | 5.0M | $152M | 14% | Sep 2024 |
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Envestnet Asset Management | 4.1M | $123M | 35% | Sep 2024 |
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Morgan Stanley | 3.5M | $104M | 1646% | Jun 2024 |
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Commonwealth Equity Services | 3.4M | $102M | 15% | Sep 2024 |
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Wells Fargo & Company | 3.0M | $90M | 0% | Sep 2024 |
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Advisor Group Holdings | 2.6M | $79M | 32% | Sep 2024 |
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Royal Bank of Canada | 2.0M | $63M | 8% | Sep 2024 |
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Cambridge Investment Research Advisors | 2.0M | $61M | 25% | Sep 2024 |
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Mml Investors Services | 1.9M | $57M | -2% | Sep 2024 |
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Cetera Investment Advisers | 1.8M | $52M | 48% | Jun 2024 |
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Bank of America Corporation | 1.5M | $44M | 45% | Sep 2024 |
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Wealth Enhancement Advisory Services | 1.4M | $42M | 15% | Jun 2024 |
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Johnson Bixby & Associates | 1.3M | $40M | 3% | Sep 2024 |
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Financial Council Asset Management | 1.2M | $37M | 3% | Sep 2024 |
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Arlington Financial Advisors | 1.1M | $33M | 3% | Sep 2024 |
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Kestra Advisory Services | 996k | $30M | 0% | Sep 2024 |
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Colony | 981k | $30M | 100% | Sep 2024 |
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HoyleCohen | 908k | $27M | 0% | Jun 2024 |
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D. J. St. Germain | 864k | $26M | 1% | Sep 2024 |
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Jones Financial Companies, L.L | 855k | $26M | 642% | Sep 2024 |
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CI Private Wealth | 733k | $22M | 0% | Sep 2024 |
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Goss Wealth Management | 702k | $21M | 14% | Jun 2024 |
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Prospera Financial Services | 699k | $21M | 374% | Sep 2024 |
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Sei Investments | 683k | $21M | 100% | Sep 2024 |
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D.A. Davidson & Co. | 669k | $20M | -1% | Jun 2024 |
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WNY Asset Management | 629k | $19M | -39% | Sep 2024 |
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Reliant Wealth Planning | 613k | $19M | -3% | Sep 2024 |
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Stephens | 550k | $17M | 2% | Sep 2024 |
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LVW Advisors | 541k | $16M | 20% | Sep 2024 |
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International Assets Investment Management | 520k | $17M | 2730% | Sep 2024 |
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Private Advisor | 517k | $16M | 37% | Sep 2024 |
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Stifel Financial | 502k | $15M | 9% | Jun 2024 |
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Captrust Financial Advisors | 457k | $14M | 237% | Sep 2024 |
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Benjamin Edwards | 420k | $13M | 100% | Sep 2024 |
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Principle Wealth Partners | 386k | $11M | 1644% | Jun 2024 |
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Bleakley Financial Group | 384k | $12M | 1% | Sep 2024 |
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Benjamin F. Edwards & Company | 369k | $11M | 3% | Jun 2024 |
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Cary Street Partner Investment Advisory | 328k | $9.9M | 17% | Sep 2024 |
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Peapack Gladstone Financial Corp | 284k | $8.4M | 7% | Jun 2024 |
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Axxcess Wealth Management | 271k | $8.2M | -14% | Sep 2024 |
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ValMark Advisers | 267k | $8.1M | 10% | Sep 2024 |
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Souders Financial Advisors | 266k | $8.0M | 7% | Sep 2024 |
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FinDec Wealth Services | 265k | $7.8M | 0% | Jun 2024 |
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NavPoint Financial | 255k | $7.7M | 3% | Sep 2024 |
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Investment Planning Advisors | 251k | $7.4M | 0% | Sep 2024 |
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Old Mission Capital | 248k | $7.3M | -42% | Jun 2024 |
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Stratos Wealth Partners | 247k | $7.4M | 3% | Sep 2024 |
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Main Street Financial Solutions | 242k | $7.3M | -33% | Sep 2024 |
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Clarity Wealth Advisors | 232k | $7.0M | 19% | Sep 2024 |
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AA Financial Advisors | 230k | $6.9M | 40% | Sep 2024 |
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West Michigan Advisors | 224k | $6.7M | -20% | Sep 2024 |
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MAI Wealth Advisors | 222k | $6.7M | 6% | Sep 2024 |
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Gerber Kawasaki Wealth & Investment Management | 221k | $6.5M | 2% | Jun 2024 |
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HighTower Advisors | 220k | $6.5M | 103% | Jun 2024 |
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Carson Advisory | 216k | $6.5M | 10% | Sep 2024 |
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Assetmark | 210k | $6.3M | 119% | Sep 2024 |
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Jane Street | 201k | $6.1M | -88% | Sep 2024 |
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U.S. Capital Wealth Advisors | 201k | $6.1M | 1% | Sep 2024 |
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Mutual Advisors | 191k | $5.7M | -7% | Sep 2024 |
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Natixis Asset Management Advisors | 181k | $5.5M | 6% | Sep 2024 |
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ORBA Wealth Advisors | 180k | $5.4M | 1% | Sep 2024 |
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Merit Financial Group | 178k | $5.4M | 734% | Sep 2024 |
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Financial Management Network | 167k | $5.0M | 2% | Sep 2024 |
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Signature Estate and Investment Advisors | 158k | $4.8M | 11% | Sep 2024 |
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San Luis Wealth Advisors | 156k | $4.7M | 4% | Sep 2024 |
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Kestra Investment Management | 150k | $4.5M | 34% | Sep 2024 |
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Harbour Investments | 149k | $4.5M | 11% | Sep 2024 |
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Confluence Wealth Services | 143k | $4.3M | 0% | Sep 2024 |
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FSM Wealth Advisors | 142k | $4.3M | 1% | Sep 2024 |
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Steward Partners Investment Advisory | 136k | $4.0M | 9% | Jun 2024 |
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Envestnet Portfolio Solutions | 128k | $3.9M | 170% | Sep 2024 |
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Ameritas Advisory Services | 128k | $3.9M | -15% | Sep 2024 |
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H D Vest Advisory Services | 124k | $3.7M | 40% | Jun 2024 |
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Principal Securities | 121k | $3.7M | 34% | Sep 2024 |
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Strategic Blueprint | 121k | $3.6M | 9% | Sep 2024 |
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Silvia Mccoll Wealth Management | 117k | $3.5M | 100% | Sep 2024 |
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Paragon Advisors | 112k | $3.4M | 6% | Sep 2024 |
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Atria Wealth Solutions | 110k | $3.3M | 118% | Sep 2024 |
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Smallwood Wealth Investment Management | 106k | $3.2M | 5% | Sep 2024 |
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Smartleaf Asset Management | 102k | $3.1M | 100% | Sep 2024 |
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Davenport & Co | 102k | $3.1M | 5% | Sep 2024 |
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Koshinski Asset Management | 100k | $3.0M | 15% | Sep 2024 |
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Orion Portfolio Solutions | 95k | $2.9M | 109% | Sep 2024 |
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Colonial River Wealth Management | 94k | $2.8M | 4% | Sep 2024 |
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HBW Advisory Services | 91k | $2.7M | 2% | Sep 2024 |
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Burford Brothers | 87k | $2.6M | 121% | Jun 2024 |
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Mariner Wealth Advisors | 85k | $2.6M | 4% | Sep 2024 |
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Vestmark Advisory Solutions | 80k | $2.3M | 18% | Jun 2024 |
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Brown Brothers Harriman & Co. | 79k | $2.3M | 0% | Jun 2024 |
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Tradition Wealth Management | 78k | $2.4M | -1% | Sep 2024 |
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WR Wealth Planners | 77k | $2.3M | -15% | Sep 2024 |
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Leonard Rickey Investment Advisors P | 72k | $2.2M | 2% | Sep 2024 |
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Silverlake Wealth Management | 71k | $2.2M | 3% | Sep 2024 |
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Susquehanna International | 69k | $2.1M | 100% | Sep 2024 |
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Total Clarity Wealth Management | 69k | $2.1M | 9% | Sep 2024 |
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Balentine | 65k | $2.0M | 20% | Sep 2024 |
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Apollon Wealth Management | 65k | $2.0M | 49% | Sep 2024 |
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PFG Advisors | 64k | $1.9M | 38% | Sep 2024 |
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LongView Wealth Management | 58k | $1.7M | 40% | Sep 2024 |
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SpiderRock Advisors | 57k | $1.7M | 100% | Sep 2024 |
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Bill Few Associates | 57k | $1.7M | 25% | Sep 2024 |
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Founders Financial Securities | 55k | $1.7M | 2% | Sep 2024 |
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Nbc Securities | 52k | $1.6M | -23% | Sep 2024 |
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Criterion Capital Advisors | 48k | $1.4M | 0% | Sep 2024 |
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Meridian Wealth Management | 48k | $1.4M | 1% | Sep 2024 |
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Wiley Bros.-aintree Capital | 47k | $1.4M | 10% | Jun 2024 |
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Armstrong, Fleming & Moore | 47k | $1.4M | 3% | Sep 2024 |
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Integrated Wealth Concepts | 45k | $1.4M | 8% | Sep 2024 |
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Financial Advocates Investment Management | 44k | $1.3M | 1% | Sep 2024 |
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Sweeney & Michel | 43k | $1.3M | 2% | Sep 2024 |
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CWM | 42k | $1.3M | 12% | Sep 2024 |
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Frazier Financial Advisors | 42k | $1.3M | 82% | Sep 2024 |
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Oppenheimer & Co | 40k | $1.2M | 121% | Sep 2024 |
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Capital Research and Management Company - Division 3 | 40k | $1.2M | -2% | Sep 2024 |
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Financial Perspectives | 39k | $1.2M | 3% | Sep 2024 |
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Sanctuary Advisors | 39k | $1.1M | 100% | Jun 2024 |
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44 Wealth Management | 39k | $1.2M | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 38k | $1.1M | 9% | Sep 2024 |
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Calton & Associates | 38k | $1.1M | -2% | Sep 2024 |
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BlackDiamond Wealth Management | 38k | $1.1M | 100% | Jun 2024 |
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Creative Planning | 37k | $1.1M | 23% | Sep 2024 |
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Moseley Investment Management | 35k | $1.1M | 50% | Sep 2024 |
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Professional Financial Advisors | 35k | $1.0M | 1% | Sep 2024 |
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Raymond James Trust | 35k | $1.0M | 18% | Sep 2024 |
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Arkadios Wealth Advisors | 33k | $988k | 1% | Sep 2024 |
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Thoroughbred Financial Services | 33k | $983k | 58% | Sep 2024 |
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Belpointe Asset Management | 32k | $949k | 1% | Jun 2024 |
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Advance Capital Management | 31k | $923k | -1% | Sep 2024 |
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EverSource Wealth Advisors | 30k | $905k | 0% | Sep 2024 |
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Procyon Private Wealth Partners | 30k | $904k | 0% | Sep 2024 |
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Ergawealth Advisors | 30k | $898k | 0% | Sep 2024 |
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Kmg Fiduciary Partners | 30k | $898k | 100% | Sep 2024 |
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Flow Traders US | 30k | $889k | 100% | Sep 2024 |
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Cullen Frost Bankers | 29k | $879k | 53% | Sep 2024 |
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Walkner Condon Financial Advisors | 29k | $871k | 115% | Sep 2024 |
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HPM Partners | 28k | $837k | -15% | Sep 2024 |
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Brian McDonald | 27k | $821k | 9% | Sep 2024 |
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Saxony Capital Management | 27k | $818k | 100% | Sep 2024 |
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Ruggaard & Associates | 27k | $798k | 13% | Jun 2024 |
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Beacon Financial Advisory | 27k | $801k | 12% | Sep 2024 |
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Concurrent Investment Advisors | 26k | $790k | 0% | Sep 2024 |
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Woodmont Investment Counsel | 25k | $748k | 66% | Sep 2024 |
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Moloney Securities Asset Management | 24k | $717k | 5% | Sep 2024 |
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Tempus Wealth Planning | 24k | $714k | 38% | Sep 2024 |
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Brown Miller Wealth Management | 24k | $711k | 0% | Sep 2024 |
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Strategic Family Wealth Counselors | 24k | $711k | 139% | Sep 2024 |
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Sigma Planning | 22k | $650k | -67% | Sep 2024 |
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Kingsview Wealth Management | 16k | $492k | -31% | Sep 2024 |
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Sowell Financial Services | 12k | $351k | -56% | Sep 2024 |
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Who sold out of Capital Group Gbl Growth Eqt?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Janney Montgomery Scott | Jun 2024 | 681k | $20M |
Simplicity Wealth | Jun 2024 | 381k | $11M |
OneAscent Financial Services | Jun 2024 | 123k | $3.6M |
Per Stirling Capital Management | Mar 2024 | 42k | $1.2M |
Bank of New York Mellon | Jun 2024 | 26k | $757k |