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
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.77K+ 0.59% |
$51.9K - $57.6K
|
299K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.64K+ 5.0% |
$48.2K - $53.5K
|
34.5K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.62K+ 5.61% |
$47.5K - $52.8K
|
30.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.61KNew |
$47.2K - $52.4K
|
1.61K
$59K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.52K+ 7.75% |
$44.6K - $49.6K
|
21.2K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.49K+ 6.47% |
$43.8K - $48.7K
|
24.6K
$902K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 8.49% |
$40.3K - $44.8K
|
17.6K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.3K+ 0.23% |
$38K - $42.3K
|
560K
$20.6M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.29KNew |
$37.7K - $41.9K
|
1.29K
$47.2K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.24K+ 8.02% |
$36.3K - $40.3K
|
16.6K
$611K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
1.19K+ 7.25% |
$34.9K - $38.8K
|
17.6K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 3.66% |
$32.1K - $35.7K
|
31K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.05K+ 2.57% |
$30.8K - $34.2K
|
41.9K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
880New |
$25.8K - $28.7K
|
880
$32.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
880+ 11.4% |
$25.8K - $28.7K
|
8.6K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
837+ 0.83% |
$24.5K - $27.3K
|
102K
$3.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
828+ 9.9% |
$24.3K - $27K
|
9.19K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
810+ 3.9% |
$23.8K - $26.4K
|
21.6K
$793K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
770New |
$22.6K - $25.1K
|
770
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
750New |
$22K - $24.4K
|
750
$27.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
695New |
$20.4K - $22.6K
|
695
$25.5K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
690New |
$20.2K - $22.5K
|
690
$25.3K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
583+ 1.6% |
$17.1K - $19K
|
37.1K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
520New |
$15.3K - $16.9K
|
520
$19.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
426+ 6.18% |
$12.5K - $13.9K
|
7.32K
$268K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
400+ 4.43% |
$11.7K - $13K
|
9.42K
$346K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
373+ 0.95% |
$10.9K - $12.2K
|
39.8K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
367+ 4.57% |
$10.8K - $12K
|
8.4K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
306+ 2.6% |
$8.97K - $9.97K
|
12.1K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
296New |
$8.68K - $9.64K
|
296
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
241New |
$7.07K - $7.85K
|
241
$8.84K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
215+ 1.35% |
$6.31K - $7K
|
16.2K
$593K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 1.05% |
$6.16K - $6.84K
|
20.2K
$740K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177+ 0.53% |
$5.19K - $5.77K
|
33.6K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
158New |
$4.63K - $5.15K
|
158
$5.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
155New |
$4.55K - $5.05K
|
155
$5.69K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
143+ 1.96% |
$4.19K - $4.66K
|
7.44K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
142+ 3.9% |
$4.16K - $4.63K
|
3.79K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
123New |
$3.61K - $4.01K
|
123
$4.51K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
74New |
$2.17K - $2.41K
|
74
$2.72K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
55+ 0.56% |
$1.61K - $1.79K
|
9.92K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$645 - $717
|
22
$807
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
16+ 0.11% |
$469 - $521
|
14K
$513K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32- 0.21% |
$939 - $1.04K
|
15.2K
$559K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 1.26% |
$1.26K - $1.4K
|
3.37K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-80- 0.17% |
$2.35K - $2.61K
|
45.7K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 0.3% |
$2.46K - $2.74K
|
27.8K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-101- 0.19% |
$2.96K - $3.29K
|
52.6K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-200- 0.4% |
$5.87K - $6.52K
|
50.1K
$1.84M
|