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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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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services | 18M | $501M | 11% | Mar 2025 |
|
| Raymond James Financial | 12M | $340M | -2% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 11M | $305M | 6% | Mar 2025 |
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| LPL Financial | 9.0M | $256M | 34% | Mar 2025 |
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| Envestnet Asset Management | 5.7M | $162M | 18% | Mar 2025 |
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| Commonwealth Equity Services | 4.9M | $138M | 24% | Mar 2025 |
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| UBS Group | 4.3M | $122M | 1% | Mar 2025 |
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| Advisor Group Holdings | 3.9M | $111M | 10% | Mar 2025 |
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| Wells Fargo & Company | 3.8M | $107M | 18% | Mar 2025 |
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| Cetera Investment Advisers | 3.2M | $91M | 16% | Mar 2025 |
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| Royal Bank of Canada | 2.6M | $73M | 1% | Mar 2025 |
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| Mml Investors Services | 2.6M | $73M | 18% | Mar 2025 |
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| Cambridge Investment Research Advisors | 2.3M | $64M | 6% | Mar 2025 |
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| Jones Financial Companies, L.L | 2.0M | $56M | 47% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 1.9M | $60M | -8% | Jun 2025 |
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| Baird Financial | 1.4M | $39M | 4% | Mar 2025 |
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| Financial Council Asset Management | 1.3M | $38M | 3% | Mar 2025 |
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| Arlington Financial Advisors | 1.2M | $34M | 4% | Mar 2025 |
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| Private Advisor | 1.2M | $34M | 88% | Mar 2025 |
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| Janney Montgomery Scott | 1.2M | $38M | 26% | Jun 2025 |
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| Colony | 965k | $27M | -1% | Mar 2025 |
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| LVW Advisors | 947k | $30M | 23% | Jun 2025 |
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| Goss Wealth Management | 913k | $26M | 9% | Mar 2025 |
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| D. J. St. Germain | 903k | $29M | 0% | Jun 2025 |
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| Captrust Financial Advisors | 795k | $23M | 37% | Mar 2025 |
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| Sei Investments | 792k | $22M | 8% | Mar 2025 |
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| Forge Financial Services | 738k | $21M | 2% | Mar 2025 |
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| CI Private Wealth | 724k | $21M | -1% | Mar 2025 |
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| D.A. Davidson & Co. | 668k | $19M | 3% | Mar 2025 |
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| WNY Asset Management | 664k | $19M | 1% | Mar 2025 |
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| Reliant Wealth Planning | 638k | $18M | 1% | Mar 2025 |
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| Stifel Financial | 599k | $17M | 6% | Mar 2025 |
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| Prospera Financial Services | 585k | $17M | 5% | Mar 2025 |
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| Stephens | 538k | $15M | -9% | Mar 2025 |
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| Royal Harbor Partners | 517k | $15M | 87% | Mar 2025 |
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| ValMark Advisers | 508k | $14M | 64% | Mar 2025 |
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| Benjamin Edwards | 484k | $14M | 9% | Mar 2025 |
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| Bleakley Financial Group | 446k | $13M | 18% | Mar 2025 |
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| Ridgeline Wealth Planning | 424k | $12M | 2% | Mar 2025 |
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| Investment Planning Advisors | 315k | $8.9M | 7% | Mar 2025 |
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| Souders Financial Advisors | 312k | $8.8M | 7% | Mar 2025 |
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| LifeGoal Wealth Advisors | 295k | $9.4M | -5% | Jun 2025 |
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| AA Financial Advisors | 295k | $9.4M | 2% | Jun 2025 |
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| Clarity Wealth Advisors | 278k | $7.9M | 5% | Mar 2025 |
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| Main Street Financial Solutions | 267k | $7.6M | 9% | Mar 2025 |
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| Stratos Wealth Partners | 266k | $7.5M | 2% | Mar 2025 |
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| Steward Partners Investment Advisory | 265k | $7.5M | 19% | Mar 2025 |
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| NavPoint Financial | 260k | $7.4M | 4% | Mar 2025 |
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| Strategic Blueprint | 249k | $7.1M | 12% | Mar 2025 |
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| Assetmark | 239k | $6.8M | 10% | Mar 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 235k | $6.6M | 2% | Mar 2025 |
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| Mariner Wealth Advisors | 232k | $6.6M | 161% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 230k | $7.4M | 6% | Jun 2025 |
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| Carson Advisory | 226k | $6.4M | 4% | Mar 2025 |
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| West Michigan Advisors | 225k | $6.4M | 6% | Mar 2025 |
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| Harbour Investments | 220k | $6.2M | 10% | Mar 2025 |
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| MAI Wealth Advisors | 217k | $6.2M | 2% | Mar 2025 |
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| Signature Estate and Investment Advisors | 215k | $6.1M | 6% | Mar 2025 |
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| Johnson Bixby & Associates | 213k | $6.8M | -3% | Jun 2025 |
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| HighTower Advisors | 209k | $5.9M | -11% | Mar 2025 |
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| Gutierrez Wealth Advisory | 208k | $5.9M | 5% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 205k | $5.8M | -30% | Mar 2025 |
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| Natixis Asset Management Advisors | 198k | $5.6M | 4% | Mar 2025 |
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| Kestra Investment Management | 198k | $5.6M | 11% | Mar 2025 |
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| Novem Group | 196k | $6.3M | 100% | Jun 2025 |
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| OneAscent Financial Services | 195k | $5.6M | 35% | Mar 2025 |
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| Integrated Wealth Concepts | 195k | $5.5M | 81% | Mar 2025 |
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| Jane Street | 195k | $5.5M | -46% | Mar 2025 |
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| Financial Management Network | 184k | $5.9M | 2% | Jun 2025 |
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| Envestnet Portfolio Solutions | 181k | $5.1M | 7% | Mar 2025 |
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| Flow Traders US | 180k | $5.1M | 100% | Mar 2025 |
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| KWB Wealth | 176k | $5.0M | 45% | Jun 2025 |
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| Mutual Advisors | 173k | $4.9M | 5% | Mar 2025 |
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| ORBA Wealth Advisors | 173k | $4.9M | 0% | Mar 2025 |
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| Ameritas Advisory Services | 171k | $4.9M | -4% | Mar 2025 |
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| Atria Wealth Solutions | 167k | $4.7M | 14% | Mar 2025 |
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| Smith, Moore & Co. | 163k | $4.6M | 4% | Mar 2025 |
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| Confluence Wealth Services | 162k | $4.5M | 0% | Mar 2025 |
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| Balentine | 160k | $4.5M | 145% | Mar 2025 |
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| RPg Family Wealth Advisory | 157k | $4.5M | 100% | Mar 2025 |
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| FSM Wealth Advisors | 156k | $4.4M | 7% | Mar 2025 |
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| Koshinski Asset Management | 155k | $4.4M | 23% | Mar 2025 |
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| Principal Securities | 153k | $4.5M | 0% | Mar 2025 |
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| Burford Brothers | 151k | $4.3M | 6% | Mar 2025 |
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| Presper Financial Architects | 150k | $4.8M | 100% | Jun 2025 |
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| Kera Capital Partners | 146k | $4.7M | -1% | Jun 2025 |
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| Axxcess Wealth Management | 144k | $4.1M | -42% | Mar 2025 |
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| Paragon Advisors | 142k | $4.0M | 11% | Mar 2025 |
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| Smartleaf Asset Management | 139k | $4.0M | 18% | Mar 2025 |
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| Susquehanna International | 134k | $3.8M | -30% | Mar 2025 |
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| Advisor Resource Council | 134k | $3.8M | 1378% | Mar 2025 |
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| Entruity Wealth | 132k | $3.7M | 100% | Mar 2025 |
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| Smith Thornton Advisors | 126k | $3.6M | 100% | Mar 2025 |
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| AlphaCore Capital | 121k | $3.4M | 100% | Mar 2025 |
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| CWM | 120k | $3.4M | 17% | Mar 2025 |
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| Silvia Mccoll Wealth Management | 118k | $3.3M | 1% | Mar 2025 |
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| Leonard Rickey Investment Advisors P | 115k | $3.7M | 0% | Jun 2025 |
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| Smallwood Wealth Investment Management | 112k | $3.2M | 4% | Mar 2025 |
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| Merit Financial Group | 111k | $3.1M | -38% | Mar 2025 |
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| HBW Advisory Services | 108k | $3.4M | 1% | Jun 2025 |
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| Davenport & Co | 107k | $3.0M | 4% | Mar 2025 |
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| Sovran Advisors | 98k | $3.1M | 318% | Jun 2025 |
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| PFG Advisors | 87k | $2.5M | 24% | Mar 2025 |
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| Greykasell Wealth Strategies | 86k | $2.4M | 10% | Mar 2025 |
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| Frazier Financial Advisors | 86k | $2.4M | 45% | Mar 2025 |
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| CVFG | 85k | $2.4M | 10% | Mar 2025 |
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| Founders Financial Securities | 81k | $2.3M | 47% | Mar 2025 |
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| Goldman Sachs Group | 80k | $2.3M | 85% | Mar 2025 |
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| Branch Banking & Trust Company | 80k | $2.5M | 10% | Jun 2025 |
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| Brown Brothers Harriman & Co. | 79k | $2.2M | 0% | Mar 2025 |
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| CLG | 76k | $2.2M | 2% | Mar 2025 |
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| Apollon Wealth Management | 75k | $2.1M | 5% | Mar 2025 |
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| Eq Wealth Advisors | 75k | $2.1M | 26% | Mar 2025 |
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| J.w. Cole Advisors | 75k | $2.1M | 311% | Mar 2025 |
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| Rothschild Investment | 73k | $2.1M | 1152% | Mar 2025 |
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| AI Financial Services | 72k | $2.3M | 4% | Jun 2025 |
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| LongView Wealth Management | 72k | $2.3M | 7% | Jun 2025 |
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| Bill Few Associates | 71k | $2.0M | 6% | Mar 2025 |
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| Nbc Securities | 69k | $2.2M | 10% | Jun 2025 |
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| Silverlake Wealth Management | 69k | $1.9M | -1% | Mar 2025 |
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| Trueblood Wealth Management | 68k | $1.9M | 38% | Mar 2025 |
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| Moseley Investment Management | 67k | $1.9M | 79% | Mar 2025 |
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| Stonebridge Financial Group | 67k | $1.9M | 187% | Mar 2025 |
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| Endeavor Private Wealth | 59k | $1.7M | 19% | Mar 2025 |
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| Cullen Frost Bankers | 52k | $1.5M | 27% | Mar 2025 |
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| Financial Perspectives | 51k | $1.5M | 19% | Mar 2025 |
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| BlackRock | 51k | $1.5M | -2% | Mar 2025 |
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| Northwest Financial Advisors | 51k | $1.4M | 8% | Mar 2025 |
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| Modern Wealth Management | 50k | $1.4M | -1% | Mar 2025 |
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| Meridian Wealth Management | 48k | $1.4M | 0% | Mar 2025 |
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| EP Wealth Advisors | 47k | $1.3M | 100% | Mar 2025 |
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| Total Clarity Wealth Management | 45k | $1.3M | 0% | Mar 2025 |
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| Beacon Financial Advisory | 45k | $1.3M | 48% | Mar 2025 |
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| Financial Advocates Investment Management | 44k | $1.3M | 5% | Mar 2025 |
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| Sweeney & Michel | 43k | $1.4M | 2% | Jun 2025 |
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| Strategic Family Wealth Counselors | 43k | $1.2M | 24% | Mar 2025 |
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| Concurrent Investment Advisors | 43k | $1.2M | 35% | Mar 2025 |
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| Calton & Associates | 42k | $1.2M | 9% | Mar 2025 |
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| Dynamic Advisors Solutions | 42k | $1.3M | -13% | Jun 2025 |
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| Tempus Wealth Planning | 39k | $1.3M | 5% | Jun 2025 |
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| Professional Financial Advisors | 39k | $1.2M | 9% | Jun 2025 |
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| 44 Wealth Management | 39k | $1.1M | 0% | Mar 2025 |
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| Mascagni Wealth Management | 38k | $1.1M | 29% | Mar 2025 |
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| Creative Planning | 38k | $1.1M | 6% | Mar 2025 |
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| Woodmont Investment Counsel | 34k | $975k | 21% | Mar 2025 |
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| Procyon Private Wealth Partners | 34k | $1.1M | 8% | Jun 2025 |
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| EverSource Wealth Advisors | 34k | $954k | 11% | Mar 2025 |
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| Weatherly Asset Management | 33k | $1.1M | 0% | Jun 2025 |
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| Arkadios Wealth Advisors | 33k | $937k | 0% | Mar 2025 |
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| Belpointe Asset Management | 33k | $924k | 1% | Mar 2025 |
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| Ruggaard & Associates | 33k | $922k | 15% | Mar 2025 |
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| FinDec Wealth Services | 28k | $793k | -89% | Mar 2025 |
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| Capital Research and Management Company - Division 3 | 22k | $633k | -48% | Mar 2025 |
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| Oppenheimer & Co | 17k | $477k | -56% | Mar 2025 |
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| Old Mission Capital | 9.6k | $272k | -97% | Mar 2025 |
|
Who sold out of Capital Group Gbl Growth Eqt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 461k | $14M |
| San Luis Wealth Advisors | Mar 2025 | 115k | $3.3M |
| Marshall Wace | Dec 2024 | 96k | $2.8M |
| Sagespring Wealth Partners | Dec 2024 | 85k | $2.5M |
| BlackDiamond Wealth Management | Dec 2024 | 59k | $1.7M |
| Gts Securities | Dec 2024 | 49k | $1.4M |
| Armstrong, Fleming & Moore | Dec 2024 | 47k | $1.4M |