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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$26.78
-0.12 (-0.45%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$7.60M
Number of
Institutional Sellers
(last 12 months)
0
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CGCV Institutional Buying and Selling by Quarter

Capital Group Conservative Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors61,638$1.68M0.3%N/A0.000%
10/23/2024 Financial Management Network Inc.17,975$490K0.1%N/A0.000%
10/21/2024 Evernest Financial Advisors LLC91,619$2.50M0.7%N/A0.000%
10/18/2024ST Germain D J Co. Inc.2,913$79K0.0%N/A0.000%
10/10/2024 Concourse Financial Group Securities Inc.1,755$48K0.0%N/A0.000%
10/8/2024 Brookstone Capital Management92,896$2.53M0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC10,859$270K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CGCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Capital Group Conservative Equity ETF shares: Brookstone Capital Management ($2.53M), Evernest Financial Advisors LLC ($2.50M), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($1.68M), Financial Management Network Inc. ($490K), Commonwealth Equity Services LLC ($270K), and ST Germain D J Co. Inc. ($79K), and Concourse Financial Group Securities Inc. ($48K).Learn more on CGCV's institutional investors.

Which institutional investors have been buying Capital Group Conservative Equity ETF stock?

The following institutional investors have purchased Capital Group Conservative Equity ETF stock in the last 24 months: Brookstone Capital Management ($92.90K), Evernest Financial Advisors LLC ($91.62K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($61.64K), Financial Management Network Inc. ($17.98K), Commonwealth Equity Services LLC ($10.86K), ST Germain D J Co. Inc. ($2.91K), and Concourse Financial Group Securities Inc. ($1.76K).

How much institutional buying is happening at Capital Group Conservative Equity ETF?

Institutional investors have bought a total of 279,655 shares in the last 24 months. This purchase volume represents approximately $7.60M in transactions.



This page (NYSEARCA:CGCV) was last updated on 11/5/2024 by MarketBeat.com Staff
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