Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Capital Group Global Growth Equity Etf (CGGO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    17
Total shares held : 
67,762,816  
% of shares held : 
75.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  86  
Amount of shares held : 
9,561,585  
% of shares held change : 
  10.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 332,471
 0.49%
 
Increased Positions :
101
 10,467,321
 15.45%
 
Unchanged Positions :
22
 764,613
 1.13%
 
Decreased Positions :
32
-1,154,767
-1.7%
 
Closed Positions :
4
-83,440
-0.12%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Advisor Group Holdings Inc. 160 - 2024-03-31 1,984,814 $57,166,000 -17,303
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 211 - 2024-03-31 1,254,544 $36,131,000 -18,450
   Johnson Bixby & Associates LLC 4 - 2024-03-31 1,241,314 $35,750,000 -248,657
   WNY Asset Management LLC 4 - 2024-03-31 1,231,510 $35,467,000 -13,286
   HOYLECOHEN LLC 8 - 2023-12-31 880,963 $22,667,000 -7,453
   CI Private Wealth LLC 376 - 2024-03-31 745,056 $21,458,000 -77,801
   DAVIDSON D A & CO 93 - 2023-12-31 759,624 $19,545,000 -1,976
   JANNEY MONTGOMERY SCOTT LLC 347 - 2024-03-31 656,577 $18,909,000 -182,591
   Bleakley Financial Group LLC 55 - 2024-03-31 421,477 $12,139,000 -9,252
   AXXCESS WEALTH MANAGEMENT LLC 94 - 2023-12-31 284,859 $7,329,000 -22,330
   JANE STREET GROUP LLC 1222 - 2023-12-31 259,800 $6,685,000 -533,245
   U.S. Capital Wealth Advisors LLC 111 - 2024-03-31 194,382 $5,598,000 -2,305
   Gerber Kawasaki Wealth & Investment Management 55 - 2023-12-31 216,952 $5,582,000 -6,944
   Carson Advisory Inc. 2 - 2024-03-31 193,444 $5,571,000 -281
   FINANCIAL MANAGEMENT NETWORK INC 23 - 2024-03-31 161,081 $4,576,000 -6,211
   AA Financial Advisors LLC 23 - 2024-03-31 117,101 $3,373,000 -17,423
   HIGHTOWER ADVISORS, LLC 1179 - 2024-03-31 108,129 $3,116,000 -32,031
   OneAscent Financial Services LLC 55 - 2024-03-31 98,902 $2,848,000 -30,612
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 519 - 2024-03-31 94,841 $2,731,000 -6,875
   BROWN BROTHERS HARRIMAN & CO 187 - 2024-03-31 79,321 $2,284,000 -38,274
   Leonard Rickey Investment Advisors P.L.L.C. 25 - 2024-03-31 73,932 $2,129,000 -13,322
   CRITERION CAPITAL ADVISORS LLC 33 - 2024-03-31 47,645 $1,372,000 -1,415
   Financial Advocates Investment Management 283 - 2024-03-31 40,367 $1,163,000 -5,623
   Ergawealth Advisors Inc. 20 - 2024-03-31 38,191 $1,100,000 -8,430
   Calton & Associates Inc. 51 - 2024-03-31 34,062 $981,000 -792
   Ameritas Advisory Services LLC 291 - 2023-12-31 36,986 $976,000 -56,331
   Procyon Private Wealth Partners LLC 232 - 2024-03-31 32,072 $924,000 -33
   Belpointe Asset Management LLC 292 - 2024-03-31 31,784 $915,000 -273
   COMERICA BANK 1809 - 2023-12-31 21,976 $565,000 -775
   Atria Wealth Solutions Inc. 1161 - 2023-12-31 20,597 $531,000 -146,374
   Beacon Financial Advisory LLC 119 - 2024-03-31 17,205 $496,000 -184
   PROEQUITIES INC. 467 - 2024-03-31 15,455 $445,000 -363
   BB&T CORP 2112 - 2023-12-31 14,647 $377,000 -5,496
   IFP Advisors Inc 766 - 2023-12-31 11,228 $289,000 -9,342
   Octavia Wealth Advisors LLC 177 - 2024-03-31 9,600 $276,000 -316
   MORGAN STANLEY 5643 - 2023-12-31 5,184 $133,000 -835
   Retirement Group LLC 195 - 2024-03-31 2,529 $73,000 -68

  37 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results