Purchases and Sales Made in Q1 2023 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
780K+ 6383.09% |
$18.4M - $19.6M
|
793K
$28.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
697K+ 318.45% |
$16.4M - $17.5M
|
916K
$32.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
681K+ 29.08% |
$16M - $17.1M
|
3.02M
$109M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
572K+ 20.14% |
$13.5M - $14.4M
|
3.41M
$123M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
451K+ 106060.24% |
$10.6M - $11.3M
|
451K
$16.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
439KNew |
$10.3M - $11M
|
439K
$15.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
438K+ 17.19% |
$10.3M - $11M
|
2.99M
$107M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
392K+ 12.68% |
$9.21M - $9.85M
|
3.48M
$125M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
308K+ 11.97% |
$7.25M - $7.76M
|
2.89M
$104M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
296K+ 31.24% |
$6.96M - $7.44M
|
1.24M
$44.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
291K+ 14.23% |
$6.84M - $7.32M
|
2.34M
$83.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277K+ 60.64% |
$6.52M - $6.97M
|
734K
$26.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195K+ 15.58% |
$4.59M - $4.91M
|
1.45M
$52M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
182K+ 13.56% |
$4.28M - $4.58M
|
1.52M
$54.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
144K+ 216.58% |
$3.39M - $3.63M
|
211K
$7.58M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
144K+ 11.06% |
$3.38M - $3.62M
|
1.44M
$51.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
137K+ 747.42% |
$3.22M - $3.44M
|
155K
$5.58M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
136K+ 14.21% |
$3.21M - $3.43M
|
1.1M
$39.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
131KNew |
$3.07M - $3.29M
|
131K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
112KNew |
$2.64M - $2.82M
|
112K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 19.11% |
$2.59M - $2.77M
|
685K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
103K+ 415.91% |
$2.41M - $2.58M
|
127K
$4.57M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
103K+ 125.03% |
$2.41M - $2.58M
|
185K
$6.63M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
98.3KNew |
$2.31M - $2.47M
|
98.3K
$3.53M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
79K+ 85.84% |
$1.86M - $1.99M
|
171K
$6.14M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
78.3K+ 18.82% |
$1.84M - $1.97M
|
494K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.6K+ 29.84% |
$1.83M - $1.95M
|
338K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77.1K+ 16.73% |
$1.81M - $1.94M
|
538K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75K+ 65.73% |
$1.76M - $1.89M
|
189K
$6.8M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
73K+ 13.11% |
$1.72M - $1.84M
|
630K
$22.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
71.1K+ 35.95% |
$1.67M - $1.79M
|
269K
$9.66M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71KNew |
$1.67M - $1.79M
|
71K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60KNew |
$1.41M - $1.51M
|
60K
$2.16M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60KNew |
$1.41M - $1.51M
|
60K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 7.56% |
$1.39M - $1.48M
|
840K
$30.2M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
56.6K+ 26.53% |
$1.33M - $1.42M
|
270K
$9.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56K+ 17.75% |
$1.32M - $1.41M
|
372K
$13.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
49.5K+ 21.58% |
$1.16M - $1.24M
|
279K
$10M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.8K+ 30.39% |
$1.08M - $1.15M
|
196K
$7.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
45.5KNew |
$1.07M - $1.15M
|
45.5K
$1.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
41.2K+ 2166.47% |
$968K - $1.04M
|
43.1K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
39.5K+ 14.71% |
$929K - $994K
|
308K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.8K+ 8.12% |
$866K - $926K
|
490K
$17.6M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
35.6K+ 14.12% |
$837K - $895K
|
288K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.2K+ 38.77% |
$829K - $886K
|
126K
$4.53M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
35KNew |
$824K - $881K
|
35K
$1.26M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35KNew |
$824K - $881K
|
35K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34.1K+ 4.65% |
$803K - $859K
|
769K
$27.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
31.5KNew |
$741K - $793K
|
31.5K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.8K+ 23.15% |
$677K - $724K
|
153K
$5.5M
|