Purchases and Sales Made in Q2 2023 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
32.4K+ 124.41% |
$806K - $875K
|
58.4K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
32.3K+ 196.62% |
$804K - $873K
|
48.7K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
31.7K+ 11.38% |
$791K - $858K
|
311K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
31.5KNew |
$785K - $852K
|
31.5K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.2K+ 147.25% |
$751K - $816K
|
50.6K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.5K+ 24.33% |
$735K - $798K
|
151K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7K+ 14.6% |
$715K - $776K
|
225K
$8.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
27.6KNew |
$688K - $747K
|
27.6K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
27.6K+ 10.25% |
$687K - $746K
|
297K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
27.5KNew |
$684K - $742K
|
27.5K
$1.01M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.9K+ 43.98% |
$620K - $673K
|
81.4K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23.3K+ 150.36% |
$579K - $629K
|
38.7K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
22.4K+ 3.56% |
$559K - $606K
|
653K
$24.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
22.3K+ 4.19% |
$556K - $604K
|
555K
$20.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
20.7KNew |
$517K - $561K
|
20.7K
$766K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.7K+ 15.05% |
$490K - $532K
|
150K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.3KNew |
$407K - $441K
|
16.3K
$603K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
16.3K+ 3.71% |
$406K - $441K
|
455K
$16.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.6K+ 26.59% |
$389K - $422K
|
74.4K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 13.2% |
$369K - $401K
|
127K
$4.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
14.5KNew |
$361K - $392K
|
14.5K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.5K+ 26.77% |
$361K - $392K
|
68.6K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.3KNew |
$356K - $387K
|
14.3K
$528K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.7KNew |
$341K - $371K
|
13.7K
$506K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.4KNew |
$334K - $362K
|
13.4K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
12.9K+ 29.15% |
$322K - $350K
|
57.3K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.3K+ 7.22% |
$308K - $334K
|
183K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.8K+ 14.5% |
$293K - $318K
|
92.8K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11.4K+ 14.42% |
$283K - $307K
|
90.1K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.1KNew |
$277K - $301K
|
11.1K
$411K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
9.55K+ 22.18% |
$238K - $258K
|
52.6K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.18K+ 6.62% |
$229K - $248K
|
148K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.17K+ 151.67% |
$228K - $248K
|
15.2K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.84K+ 34.05% |
$220K - $239K
|
34.8K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.79K+ 5.56% |
$219K - $238K
|
167K
$6.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.41KNew |
$209K - $227K
|
8.41K
$310K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.15K+ 16.95% |
$203K - $220K
|
56.2K
$2.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.9K+ 89.09% |
$197K - $214K
|
16.8K
$620K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.89KNew |
$197K - $213K
|
7.89K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.82KNew |
$195K - $212K
|
7.82K
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
7.58KNew |
$189K - $205K
|
7.58K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.12K+ 18.56% |
$177K - $193K
|
45.5K
$1.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.95K+ 25.76% |
$173K - $188K
|
33.9K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.89K+ 135.02% |
$172K - $186K
|
12K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
6.47K+ 14.61% |
$161K - $175K
|
50.7K
$1.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.4K+ 1.42% |
$159K - $173K
|
457K
$16.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.15K+ 34.8% |
$153K - $166K
|
23.8K
$880K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.05KNew |
$151K - $164K
|
6.05K
$223K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.84K+ 13.27% |
$145K - $158K
|
49.8K
$1.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5.79KNew |
$144K - $157K
|
5.79K
$214K
|