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 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
77.8KNew |
$2.28M - $2.53M
|
77.8K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
72.6K+ 23.27% |
$2.13M - $2.37M
|
385K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71.8K+ 124.2% |
$2.11M - $2.34M
|
130K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67.3K+ 9.17% |
$1.97M - $2.19M
|
801K
$29.4M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66K+ 12.63% |
$1.93M - $2.15M
|
588K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.8K+ 39.03% |
$1.78M - $1.98M
|
217K
$7.95M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
60.1KNew |
$1.76M - $1.96M
|
60.1K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
59.5K+ 35.54% |
$1.75M - $1.94M
|
227K
$8.33M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.9K+ 115.22% |
$1.67M - $1.85M
|
106K
$3.9M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56.7K+ 30.87% |
$1.66M - $1.85M
|
241K
$8.83M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56.7K+ 408.06% |
$1.66M - $1.85M
|
70.6K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
56.1K+ 15.9% |
$1.65M - $1.83M
|
409K
$15M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
54.5KNew |
$1.6M - $1.77M
|
54.5K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.6KNew |
$1.57M - $1.75M
|
53.6K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.6K+ 370.11% |
$1.51M - $1.68M
|
65.5K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
51.6K+ 88.24% |
$1.51M - $1.68M
|
110K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.9K+ 7.83% |
$1.41M - $1.56M
|
660K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47.6K+ 46.69% |
$1.4M - $1.55M
|
150K
$5.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
46.7KNew |
$1.37M - $1.52M
|
46.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
45.3K+ 25.19% |
$1.33M - $1.48M
|
225K
$8.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
44.6K+ 404.9% |
$1.31M - $1.45M
|
55.6K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.1K+ 5.66% |
$1.29M - $1.44M
|
824K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
43.2KNew |
$1.27M - $1.41M
|
43.2K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43.2K+ 17.36% |
$1.27M - $1.41M
|
292K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43.2K+ 61.43% |
$1.27M - $1.41M
|
114K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.2K+ 104.29% |
$1.27M - $1.41M
|
84.6K
$3.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
41.8K+ 6.6% |
$1.23M - $1.36M
|
676K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38.3KNew |
$1.12M - $1.25M
|
38.3K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
33.1K+ 9.29% |
$971K - $1.08M
|
389K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
30.9KNew |
$905K - $1.01M
|
30.9K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30K+ 49.86% |
$879K - $976K
|
90.1K
$3.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.5K+ 9.5% |
$865K - $961K
|
340K
$12.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 24.23% |
$846K - $940K
|
148K
$5.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
28.8K+ 29.74% |
$844K - $937K
|
125K
$4.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
27.6K+ 7.62% |
$810K - $900K
|
390K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
26.9KNew |
$789K - $877K
|
26.9K
$988K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
25.7K+ 4.75% |
$753K - $837K
|
567K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.2KNew |
$738K - $820K
|
25.2K
$923K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
25.1K+ 3.64% |
$735K - $817K
|
714K
$26.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24.6K+ 55.23% |
$722K - $802K
|
69.2K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23.8K+ 35.59% |
$697K - $774K
|
90.5K
$3.32M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 10.78% |
$696K - $773K
|
244K
$8.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 6.39% |
$692K - $769K
|
393K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.1K+ 21.72% |
$678K - $753K
|
130K
$4.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
21.6K+ 7.61% |
$632K - $702K
|
305K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.5K+ 8.23% |
$630K - $700K
|
283K
$10.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.4K+ 69.17% |
$629K - $699K
|
52.4K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
20.9K+ 7.82% |
$612K - $680K
|
288K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.9K+ 27.62% |
$583K - $648K
|
91.8K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.6KNew |
$575K - $639K
|
19.6K
$720K
|