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 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.51K+ 8.52% |
$220K - $245K
|
95.6K
$3.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.21KNew |
$211K - $235K
|
7.21K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.12KNew |
$209K - $232K
|
7.12K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
7.06KNew |
$207K - $230K
|
7.06K
$254K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.04KNew |
$206K - $229K
|
7.04K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.95K+ 9.93% |
$204K - $226K
|
77K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.95K+ 16.59% |
$204K - $226K
|
48.8K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.82KNew |
$200K - $222K
|
6.82K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.77K+ 52.79% |
$199K - $221K
|
19.6K
$704K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 4.65% |
$198K - $220K
|
152K
$5.47M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.73K+ 7.03% |
$197K - $219K
|
102K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.68K+ 0.99% |
$196K - $218K
|
681K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.67K+ 13.94% |
$196K - $217K
|
54.5K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.34K+ 2.98% |
$186K - $207K
|
219K
$7.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.05K+ 7.51% |
$178K - $197K
|
86.6K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.04K+ 7.87% |
$177K - $197K
|
82.8K
$2.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6K+ 13.28% |
$176K - $195K
|
51.1K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.99K+ 22.33% |
$176K - $195K
|
32.8K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.78K+ 44.21% |
$169K - $188K
|
18.8K
$677K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.7K+ 38.46% |
$167K - $186K
|
20.5K
$737K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.6KNew |
$164K - $182K
|
5.6K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.46K+ 59.8% |
$160K - $178K
|
14.6K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.12K+ 13.64% |
$150K - $167K
|
42.6K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.91K+ 8.46% |
$144K - $160K
|
62.9K
$2.26M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
4.87K+ 1.08% |
$143K - $159K
|
455K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.6K+ 5.1% |
$135K - $150K
|
94.8K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.23K+ 6.92% |
$124K - $138K
|
65.4K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.13K+ 15.06% |
$121K - $135K
|
31.6K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.98K+ 7.81% |
$117K - $130K
|
54.9K
$1.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.95K+ 5.75% |
$116K - $129K
|
72.6K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.66K+ 2.28% |
$107K - $119K
|
164K
$5.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.61K+ 4.5% |
$106K - $117K
|
83.8K
$3.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.47K+ 5.84% |
$102K - $113K
|
62.8K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.27K+ 28.11% |
$95.8K - $106K
|
14.9K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.17K+ 2.7% |
$93K - $103K
|
121K
$4.34M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.13K+ 1.52% |
$91.9K - $102K
|
210K
$7.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.82K+ 3.76% |
$82.8K - $92K
|
77.9K
$2.8M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.79KNew |
$81.8K - $90.9K
|
2.79K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.7K+ 15.46% |
$79K - $87.8K
|
20.1K
$723K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.68K+ 35.59% |
$78.7K - $87.4K
|
10.2K
$367K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.53KNew |
$74.3K - $82.6K
|
2.53K
$91K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2.36K+ 3.88% |
$69.2K - $76.9K
|
63.2K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.3K+ 247.52% |
$67.4K - $74.8K
|
3.23K
$116K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.2K+ 57.37% |
$64.5K - $71.7K
|
6.04K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.01K+ 21.17% |
$59.1K - $65.6K
|
11.5K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 5.16% |
$58.1K - $64.6K
|
40.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.86K+ 24.19% |
$54.4K - $60.4K
|
9.52K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.02% |
$54.3K - $60.3K
|
63.2K
$2.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.81K+ 5.36% |
$53.1K - $59K
|
35.6K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.77K+ 0.59% |
$51.9K - $57.6K
|
299K
$10.8M
|