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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$27.00 -0.31 (-1.14%)
As of 03/28/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$102.07M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.95M
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CGCV Institutional Buying and Selling by Quarter

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Capital Group Conservative Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC19,821$526K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers11,187$297K0.0%N/A0.000%
2/17/2025 Captrust Financial Advisors20,626$547K0.0%+142.7%0.000%
2/17/2025 Baird Financial Group Inc.10,000$265K0.0%N/A0.000%
2/14/2025 Jane Street Group LLC8,515$226K0.0%N/A0.000%
2/14/2025 Concourse Financial Group Securities Inc.5,038$138K0.0%+187.1%0.000%
2/14/2025 Capital Group Private Client Services Inc.1,274,293$33.82M0.3%+96.0%0.000%
2/14/2025 Capital International Investors984,000$26.12M0.0%-2.0%0.000%
2/13/2025 Envision Financial Planning LLC57,114$1.52M0.8%+94.7%0.000%
2/13/2025 Raymond James Financial Inc.789,302$20.95M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC15,814$420K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.19,788$525K0.0%N/A0.000%
2/12/2025 World Investment Advisors19,885$528K0.0%+162.2%0.000%
2/12/2025 OLD Mission Capital LLC35,810$950K0.0%N/A0.000%
2/11/2025 LPL Financial LLC96,809$2.57M0.0%N/A0.000%
2/10/2025 Harbour Investments Inc.11,104$295K0.0%+468.0%0.000%
2/10/2025 Commonwealth Equity Services LLC140,599$3.73M0.0%+39.3%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors54,124$1.44M0.2%-12.2%0.000%
2/6/2025 Midwest Heritage Bank FSB54,248$1.44M0.7%N/A0.000%
2/6/2025 Raymond James Financial Inc.789,302$20.95M0.0%N/A0.000%
2/6/2025 Synergy Investment Management LLC3,600$96K0.0%N/A0.000%
2/5/2025 A&I Financial Services LLC8,988$239K0.2%N/A0.000%
2/4/2025 CWS Financial Advisors LLC14,985$398K0.1%N/A0.000%
2/3/2025 Financial Management Network Inc.30,002$801K0.2%+66.9%0.000%
1/31/2025 D.A. Davidson & CO.10,310$274K0.0%N/A0.000%
1/27/2025 Stratos Wealth Partners LTD.9,317$247K0.0%N/A0.000%
1/23/2025 Evernest Financial Advisors LLC99,329$2.64M0.7%+8.4%0.000%
1/22/2025 Main Line Retirement Advisors LLC507,767$13.48M8.9%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC21,764$578K0.0%N/A0.000%
1/15/2025 CGN Advisors LLC28,912$767K0.1%+2.4%0.000%
1/14/2025 Pines Wealth Management LLC54,366$1.43M0.6%N/A0.000%
1/13/2025 Brookstone Capital Management47,001$1.25M0.0%-49.4%0.000%
1/10/2025 ST Germain D J Co. Inc.285,349$7.57M0.3%+9,695.7%0.000%
11/25/2024 World Investment Advisors LLC7,585$207K0.0%N/A0.000%
11/14/2024 Captrust Financial Advisors8,500$232K0.0%N/A0.000%
11/7/2024 Envision Financial Planning LLC29,339$800K0.4%N/A0.000%
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%
10/18/2024 ST Germain D J Co. Inc.2,913$79K0.0%N/A0.000%
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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%
7/31/2024 Commonwealth Equity Services LLC10,859$270K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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CGCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCV shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Capital Group Conservative Equity ETF. The most heavily invested institutionals were Capital Group Private Client Services Inc. ($33.82M), Capital International Investors ($26.12M), Raymond James Financial Inc. ($20.95M), Main Line Retirement Advisors LLC ($13.48M), ST Germain D J Co. Inc. ($7.57M), Commonwealth Equity Services LLC ($3.73M), and Evernest Financial Advisors LLC ($2.64M).Learn more on CGCV's institutional investors.

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

Of the 32 institutional investors that purchased Capital Group Conservative Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.58M), Capital Group Private Client Services Inc. ($624.15K), Main Line Retirement Advisors LLC ($507.77K), ST Germain D J Co. Inc. ($285.35K), Evernest Financial Advisors LLC ($99.33K), LPL Financial LLC ($96.81K), and Brookstone Capital Management ($92.90K).

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

Institutional investors have bought a total of 3,838,047 shares in the last 24 months. This purchase volume represents approximately $102.07M in transactions.

Which Capital Group Conservative Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Conservative Equity ETF stock in the last 24 months: Brookstone Capital Management ($45.90K), Capital International Investors ($20K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($7.51K).

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

Institutional investors have sold a total of 73,409 shares in the last 24 months. This volume of shares sold represents approximately $1.95M in transactions.


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This page (NYSEARCA:CGCV) was last updated on 3/29/2025 by MarketBeat.com Staff
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