Free Trial

Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$26.70 +0.30 (+1.14%)
(As of 12/20/2024 04:32 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$8.83M
Number of
Institutional 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.

Skip Chart & View Institutional Buying and Selling Data

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
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%
10/18/2024ST 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, 10 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 10 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 325,079 shares in the last 24 months. This purchase volume represents approximately $8.83M in transactions.



This page (NYSEARCA:CGCV) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners