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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 202.73% |
$71.5K - $76.5K
|
4.54K
$167K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.85K+ 126.39% |
$67K - $71.7K
|
5.11K
$188K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
2.66K+ 26.76% |
$62.5K - $66.8K
|
12.6K
$462K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.42K+ 1.77% |
$56.8K - $60.8K
|
139K
$5.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.25K+ 5.38% |
$52.8K - $56.5K
|
44K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 5.25% |
$52K - $55.6K
|
44.3K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.14KNew |
$50.3K - $53.8K
|
2.14K
$78.6K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.05KNew |
$48.2K - $51.6K
|
2.05K
$75.3K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 5.83% |
$41.7K - $44.5K
|
32.1K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.62K+ 17.33% |
$38.2K - $40.8K
|
11K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.6K+ 15.2% |
$37.6K - $40.2K
|
12.1K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.53K+ 0.54% |
$36.1K - $38.6K
|
285K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.46K+ 1.74% |
$34.3K - $36.7K
|
85.6K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.35K+ 1.42% |
$31.7K - $33.9K
|
96.7K
$3.55M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 13.62% |
$26.6K - $28.4K
|
9.42K
$346K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$21.2K - $22.6K
|
900
$33.1K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
800+ 77.29% |
$18.8K - $20.1K
|
1.84K
$67.4K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
635+ 1.97% |
$14.9K - $16K
|
32.9K
$1.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
602+ 1.08% |
$14.2K - $15.1K
|
56.5K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
415+ 4.89% |
$9.76K - $10.4K
|
8.9K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
404+ 3.4% |
$9.5K - $10.2K
|
12.3K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
379+ 1.43% |
$8.91K - $9.53K
|
26.9K
$990K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
335+ 8.4% |
$7.88K - $8.43K
|
4.32K
$159K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
107+ 0.58% |
$2.52K - $2.69K
|
18.7K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
88+ 0.77% |
$2.07K - $2.21K
|
11.5K
$424K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
56+ 14.78% |
$1.32K - $1.41K
|
435
$16K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 0.39% |
$1.18K - $1.26K
|
13K
$477K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29+ 0.25% |
$682 - $729
|
11.8K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-77- 0.11% |
$1.81K - $1.94K
|
67.2K
$2.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-100- 0.18% |
$2.35K - $2.52K
|
54.1K
$1.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-324- 2.13% |
$7.62K - $8.15K
|
14.9K
$548K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-341- 0.59% |
$8.02K - $8.58K
|
57K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-400- 1.03% |
$9.41K - $10.1K
|
38.4K
$1.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 2.54% |
$25.2K - $27K
|
41.1K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 5.53% |
$41.5K - $44.4K
|
30.2K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.34K- 0.83% |
$55.1K - $59K
|
281K
$10.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.39K- 22.71% |
$103K - $110K
|
15K
$549K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.47K- 26.63% |
$176K - $188K
|
20.6K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-8.42K- 33.91% |
$198K - $212K
|
16.4K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.52K- 16.11% |
$200K - $214K
|
44.4K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.4K- 15.09% |
$339K - $362K
|
81.1K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-20K- 50.0% |
$470K - $503K
|
20K
$735K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-24.4K- 3.25% |
$575K - $614K
|
727K
$26.7M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.9K- 31.38% |
$869K - $929K
|
80.8K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.2K- 7.21% |
$898K - $961K
|
491K
$18M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-55.9K- 97.07% |
$1.32M - $1.41M
|
1.69K
$62.1K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-116K- 15.4% |
$2.74M - $2.93M
|
639K
$23.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117K- 43.03% |
$2.76M - $2.95M
|
155K
$5.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-137K- 88.2% |
$3.22M - $3.44M
|
18.3K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-142K- 63.29% |
$3.33M - $3.56M
|
82.2K
$3.02M
|