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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3KNew |
$567K - $630K
|
19.3K
$710K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
18.4K+ 17.3% |
$540K - $600K
|
125K
$4.58M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.2K+ 9.23% |
$534K - $594K
|
216K
$7.91M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
17.1K+ 325.67% |
$500K - $556K
|
22.3K
$818K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
16.8K+ 5.25% |
$493K - $547K
|
337K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16.6KNew |
$487K - $541K
|
16.6K
$609K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
16.2K+ 3.37% |
$474K - $527K
|
496K
$18.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
15.8K+ 2.82% |
$462K - $513K
|
574K
$21.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
15.6K+ 24.82% |
$459K - $509K
|
78.7K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.6K+ 11.09% |
$458K - $509K
|
157K
$5.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15.3K+ 17.02% |
$448K - $497K
|
105K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1K+ 13.72% |
$442K - $491K
|
125K
$4.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15KNew |
$441K - $490K
|
15K
$552K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
14.2K+ 83.27% |
$416K - $463K
|
31.2K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
13.9KNew |
$408K - $453K
|
13.9K
$510K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
13.8K+ 63.22% |
$405K - $449K
|
35.6K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
13.8K+ 19.34% |
$404K - $449K
|
85K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$394K - $438K
|
13.4K
$493K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
12.5KNew |
$367K - $407K
|
12.5K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.4K+ 2.06% |
$365K - $405K
|
616K
$22.6M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.1KNew |
$355K - $394K
|
12.1K
$444K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$352K - $391K
|
12K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12KNew |
$351K - $390K
|
12K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.8K+ 44.17% |
$347K - $386K
|
38.7K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.4K+ 60.86% |
$336K - $373K
|
30.3K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$327K - $363K
|
11.1K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.1KNew |
$326K - $362K
|
11.1K
$408K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.7K+ 14.57% |
$314K - $349K
|
84.2K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.7K+ 141.89% |
$313K - $347K
|
18.2K
$667K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.7K+ 18.12% |
$312K - $347K
|
69.5K
$2.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
10.5K+ 1.73% |
$307K - $341K
|
615K
$22.6M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.4K+ 10.35% |
$305K - $338K
|
111K
$4.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9.88K+ 468.96% |
$290K - $322K
|
12K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.85K+ 5.7% |
$289K - $321K
|
183K
$6.71M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
9.7K+ 50.0% |
$285K - $316K
|
29.1K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.6K+ 80.22% |
$282K - $313K
|
21.6K
$791K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.48K+ 19.75% |
$278K - $309K
|
57.5K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.26KNew |
$272K - $302K
|
9.26K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.22KNew |
$270K - $300K
|
9.22K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8.83KNew |
$259K - $288K
|
8.83K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.82K+ 90.81% |
$259K - $287K
|
18.5K
$680K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.81K+ 5.04% |
$258K - $287K
|
183K
$6.73M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.58K+ 4.27% |
$252K - $280K
|
210K
$7.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.4KNew |
$246K - $274K
|
8.4K
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.34KNew |
$245K - $272K
|
8.34K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.3K+ 86.29% |
$243K - $270K
|
17.9K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.18K+ 1.6% |
$240K - $266K
|
519K
$19M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.1K+ 130.65% |
$238K - $264K
|
14.3K
$525K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.98KNew |
$234K - $260K
|
7.98K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
7.74K+ 27.02% |
$227K - $252K
|
36.4K
$1.33M
|