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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
27.7KNew |
$652K - $697K
|
27.7K
$996K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27KNew |
$634K - $678K
|
27K
$969K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.5KNew |
$601K - $642K
|
25.5K
$918K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.7K+ 3.65% |
$509K - $545K
|
615K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$508K - $543K
|
21.6K
$776K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
21.5KNew |
$505K - $540K
|
21.5K
$771K
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
21.3K+ 4.17% |
$502K - $537K
|
532K
$19.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
19K+ 120.58% |
$446K - $477K
|
34.7K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18.9K+ 1956.74% |
$444K - $474K
|
19.8K
$712K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.5KNew |
$435K - $465K
|
18.5K
$665K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
18.1K+ 373.1% |
$425K - $454K
|
22.9K
$823K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.2K+ 55.85% |
$405K - $433K
|
48.1K
$1.73M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.7KNew |
$394K - $421K
|
16.7K
$601K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15.5KNew |
$364K - $389K
|
15.5K
$556K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15KNew |
$352K - $377K
|
15K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 30.08% |
$344K - $368K
|
63.3K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14K+ 13.04% |
$329K - $352K
|
121K
$4.36M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
13.6KNew |
$320K - $342K
|
13.6K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.2KNew |
$311K - $332K
|
13.2K
$474K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
12.9K+ 18.59% |
$303K - $325K
|
82.3K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.5K+ 26.94% |
$293K - $314K
|
58.7K
$2.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 82.21% |
$276K - $295K
|
26K
$935K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$262K - $280K
|
11.1K
$400K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
10.8KNew |
$253K - $271K
|
10.8K
$387K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
10.7K+ 70.07% |
$252K - $269K
|
26K
$933K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10.7K+ 15.71% |
$251K - $269K
|
78.7K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.4KNew |
$245K - $262K
|
10.4K
$374K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10.4K+ 65.64% |
$243K - $260K
|
26.1K
$938K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1K+ 64.72% |
$238K - $255K
|
25.8K
$927K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.79K+ 8.14% |
$230K - $246K
|
130K
$4.67M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.6KNew |
$226K - $241K
|
9.6K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.42KNew |
$221K - $237K
|
9.42K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.18K+ 6.17% |
$216K - $231K
|
158K
$5.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
8.97KNew |
$211K - $225K
|
8.97K
$322K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.9KNew |
$209K - $224K
|
8.9K
$320K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.87KNew |
$209K - $223K
|
8.87K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.71KNew |
$205K - $219K
|
8.71K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.56KNew |
$201K - $215K
|
8.56K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.32KNew |
$196K - $209K
|
8.32K
$299K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
8.3K+ 34.01% |
$195K - $209K
|
32.7K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
7.78K+ 21.68% |
$183K - $196K
|
43.7K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
7.78K+ 21.5% |
$183K - $196K
|
44K
$1.58M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
7.46K+ 16.43% |
$175K - $188K
|
52.8K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.9K+ 50.8% |
$162K - $174K
|
20.5K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.94K+ 5944.0% |
$140K - $149K
|
6.04K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.86K+ 6.99% |
$138K - $147K
|
89.7K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 40.36% |
$132K - $141K
|
19.5K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.1K+ 10.34% |
$120K - $128K
|
54.4K
$1.96M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.13K+ 0.92% |
$97K - $104K
|
450K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 202.73% |
$71.5K - $76.5K
|
4.54K
$163K
|