Purchases and Sales Made in Q1 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.24M+ 301.31% |
$95.1M - $106M
|
4.32M
$155M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.46M+ 28.65% |
$72.1M - $80M
|
11M
$396M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68M+ 41.1% |
$49.4M - $54.9M
|
5.78M
$208M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51M+ 22.47% |
$44.3M - $49.2M
|
8.23M
$296M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.2M+ 16.46% |
$35.2M - $39.1M
|
8.48M
$305M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1M+ 22.9% |
$29.4M - $32.7M
|
5.38M
$193M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
921K+ 39.28% |
$27M - $30M
|
3.27M
$117M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
753KNew |
$22.1M - $24.5M
|
753K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713K+ 6701.56% |
$20.9M - $23.2M
|
724K
$26M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713K+ 6701.56% |
$20.9M - $23.2M
|
724K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
666K+ 43.81% |
$19.5M - $21.7M
|
2.19M
$78.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
653K+ 17.08% |
$19.2M - $21.3M
|
4.48M
$161M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
633K+ 10.0% |
$18.6M - $20.6M
|
6.96M
$250M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
546K+ 13.23% |
$16M - $17.8M
|
4.67M
$168M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
484K+ 125.21% |
$14.2M - $15.8M
|
871K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
434K+ 40.55% |
$12.7M - $14.1M
|
1.5M
$54M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
431K+ 7.6% |
$12.6M - $14M
|
6.1M
$219M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
412K+ 11.89% |
$12.1M - $13.4M
|
3.87M
$139M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
393K+ 31.77% |
$11.5M - $12.8M
|
1.63M
$58.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
381K+ 28.2% |
$11.2M - $12.4M
|
1.73M
$62.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
379K+ 13.25% |
$11.1M - $12.4M
|
3.24M
$116M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
349K+ 13.13% |
$10.2M - $11.4M
|
3M
$108M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
287K+ 61.75% |
$8.43M - $9.36M
|
753K
$27M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
261K+ 189.66% |
$7.66M - $8.51M
|
399K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250K+ 69.59% |
$7.35M - $8.16M
|
610K
$21.9M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
223K+ 853.68% |
$6.54M - $7.26M
|
249K
$8.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
198K+ 242.55% |
$5.8M - $6.44M
|
279K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
192K+ 12.4% |
$5.63M - $6.25M
|
1.74M
$62.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
162K+ 291.99% |
$4.75M - $5.28M
|
218K
$7.82M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
160KNew |
$4.69M - $5.21M
|
160K
$5.75M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
155K+ 113.01% |
$4.55M - $5.05M
|
292K
$10.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
154K+ 30.08% |
$4.53M - $5.03M
|
668K
$24M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150K+ 82.01% |
$4.4M - $4.89M
|
333K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
145K+ 239.27% |
$4.26M - $4.73M
|
206K
$7.4M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
142K+ 85.46% |
$4.15M - $4.61M
|
307K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
134K+ 15.4% |
$3.93M - $4.37M
|
1M
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128K+ 12.88% |
$3.74M - $4.15M
|
1.12M
$40.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
124K+ 219.84% |
$3.62M - $4.03M
|
180K
$6.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
121K+ 23.84% |
$3.55M - $3.95M
|
629K
$22.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
118K+ 28.33% |
$3.46M - $3.85M
|
535K
$19.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
106KNew |
$3.11M - $3.46M
|
106K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
104K+ 15.24% |
$3.05M - $3.39M
|
786K
$28.2M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101K+ 69.22% |
$2.97M - $3.3M
|
248K
$8.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
95.5K+ 641.28% |
$2.8M - $3.11M
|
110K
$3.97M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
95.1K+ 122.04% |
$2.79M - $3.1M
|
173K
$6.22M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93.3K+ 7.83% |
$2.74M - $3.04M
|
1.28M
$46.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
88.4K+ 418.94% |
$2.59M - $2.88M
|
110K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
83.1K+ 64.68% |
$2.44M - $2.71M
|
212K
$7.6M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
81.9K+ 200.57% |
$2.4M - $2.67M
|
123K
$4.41M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
78.4K+ 925.4% |
$2.3M - $2.55M
|
86.9K
$3.12M
|