Capital Group Conservative Equity ETF (CGCV) Institutional Ownership $27.49 +0.30 (+1.10%) (As of 11/21/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$8.63MNumber ofInstitutional Sellers(last 12 months)0 Get CGCV Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Group Conservative Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CGCV Institutional Buying and Selling by Quarter Ad Darwin2025 AI Stock Picks: 2 Hidden Gems Under $10/ShareThe AI sector continues to make waves as we move into 2025, and now is a prime opportunity to get involved—without stretching your budget! We’ve just uncovered 2 promising AI stocks trading for under $10/share, and they’re positioned for impressive growth in the coming months.👉[Click here to get your FREE report delivered instantly!] Capital Group Conservative Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/14/2024 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% 10/18/2024ST 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, 9 institutional investors and hedge funds held shares of Capital Group Conservative Equity ETF. The most heavily invested institutionals were Brookstone Capital Management ($2.53M), Evernest Financial Advisors LLC ($2.50M), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($1.68M), Envision Financial Planning LLC ($800K), Financial Management Network Inc. ($490K), Commonwealth Equity Services LLC ($270K), and Captrust Financial Advisors ($232K).Learn more on CGCV's institutional investors. Which institutional investors have been buying Capital Group Conservative Equity ETF stock? Of the 9 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: Brookstone Capital Management ($92.90K), Evernest Financial Advisors LLC ($91.62K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($61.64K), Envision Financial Planning LLC ($29.34K), Financial Management Network Inc. ($17.98K), Commonwealth Equity Services LLC ($10.86K), and Captrust Financial Advisors ($8.50K). How much institutional buying is happening at Capital Group Conservative Equity ETF? Institutional investors have bought a total of 317,494 shares in the last 24 months. This purchase volume represents approximately $8.63M in transactions. 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