Capital Group Conservative Equity ETF (CGCV) Institutional Ownership $27.41 +0.29 (+1.07%) As of 04:10 PM Eastern 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)13TotalInstitutional Inflows(last 12 months)$18.37MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$1.22M 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 Capital Group Conservative Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025 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% 11/25/2024World Investment Advisors LLC7,585$207K0.0%N/A0.000% 11/14/2024Captrust Financial Advisors8,500$232K0.0%N/A0.000% 11/7/2024Envision Financial Planning LLC29,339$800K0.4%N/A0.000% 10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors61,638$1.68M0.3%N/A0.000% 10/23/2024Financial Management Network Inc.17,975$490K0.1%N/A0.000% 10/21/2024Evernest 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% 10/10/2024Concourse 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, 13 institutional investors and hedge funds held shares of Capital Group Conservative Equity ETF. The most heavily invested institutionals were ST Germain D J Co. Inc. ($7.57M), Evernest Financial Advisors LLC ($2.50M), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($1.68M), Pines Wealth Management LLC ($1.43M), Brookstone Capital Management ($1.25M), Envision Financial Planning LLC ($800K), and CGN Advisors LLC ($767K).Learn more on CGCV's institutional investors. Which institutional investors have been buying Capital Group Conservative Equity ETF stock? Of the 13 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: ST Germain D J Co. Inc. ($285.35K), Brookstone Capital Management ($92.90K), Evernest Financial Advisors LLC ($91.62K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($61.64K), Pines Wealth Management LLC ($54.37K), Envision Financial Planning LLC ($29.34K), and Janney Montgomery Scott LLC ($21.76K). How much institutional buying is happening at Capital Group Conservative Equity ETF? Institutional investors have bought a total of 684,329 shares in the last 24 months. This purchase volume represents approximately $18.37M 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). How much institutional selling is happening at Capital Group Conservative Equity ETF? Institutional investors have sold a total of 45,895 shares in the last 24 months. This volume of shares sold represents approximately $1.22M in transactions. 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