Purchases and Sales Made in Q2 2023 in Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

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 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.26K
New
$131K - $142K
5.26K $194K
Jul 18, 2023 Q2 2023
Bill Few Associates, Inc.

BUY
 -
4.6K
+ 10.52%
$115K - $124K
48.3K $1.78M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
4.33K
+ 13.23%
$108K - $117K
37K $1.37M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.32K
+ 13.11%
$108K - $117K
37.2K $1.38M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
4.13K
+ 43.0%
$103K - $112K
13.7K $507K
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
3.26K
+ 9.38%
$81.1K - $88K
38K $1.4M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
2.48K
+ 18.77%
$61.7K - $67K
15.7K $579K
Aug 04, 2023 Q2 2023
Lincoln Capital LLC

BUY
 -
2.35K
+ 18.69%
$58.6K - $63.6K
14.9K $552K
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
2.34K
+ 4.42%
$58.2K - $63.2K
55.2K $2.04M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.3K
+ 12.41%
$57.2K - $62.1K
20.8K $768K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.95K
+ 1.5%
$48.6K - $52.7K
132K $4.88M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.69K
+ 8.63%
$42K - $45.6K
21.2K $784K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
1.53K
New
$38K - $41.2K
1.53K $56.3K
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
1.19K
+ 0.42%
$29.7K - $32.2K
283K $10.4M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
1.17K
+ 0.92%
$29.1K - $31.6K
128K $4.74M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
1.13K
+ 5.69%
$28.1K - $30.5K
21K $774K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
1.1K
+ 24.29%
$27.5K - $29.8K
5.64K $208K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
1K
+ 54.5%
$24.9K - $27K
2.84K $105K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
936
+ 1.48%
$23.3K - $25.3K
64.2K $2.37M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
793
New
$19.8K - $21.4K
793 $29.3K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
771
New
$19.2K - $20.8K
771 $28.5K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
714
+ 27.18%
$17.8K - $19.3K
3.34K $123K
Aug 07, 2023 Q2 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
609
+ 4.95%
$15.2K - $16.5K
12.9K $476K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
584
+ 6.56%
$14.5K - $15.8K
9.48K $350K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
475
+ 3.79%
$11.8K - $12.8K
13K $480K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
377
+ 3.43%
$9.39K - $10.2K
11.4K $420K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
350
+ 3.31%
$8.72K - $9.46K
10.9K $403K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
226
+ 0.99%
$5.63K - $6.11K
23.1K $854K
Aug 02, 2023 Q2 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
207
+ 0.64%
$5.16K - $5.6K
32.4K $1.19M
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
41
New
$1.02K - $1.11K
41 $1.51K
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
16
+ 0.18%
$399 - $433
8.92K $329K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
12
+ 0.28%
$299 - $324
4.34K $160K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
5
+ 0.03%
$125 - $135
18.7K $691K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
4
+ 0.01%
$99.6 - $108
27K $995K
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
SELL
 -
-3
- 0.69%
$74.7 - $81.1
432 $16K
Jul 10, 2023 Q2 2023
Signature Wealth Management Group

SELL
 -
-7
- 0.05%
$174 - $189
14.9K $551K
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

SELL
 -
-28
- 0.09%
$697 - $757
31.5K $1.16M
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-165
- 1.21%
$4.11K - $4.46K
13.4K $497K
Jul 14, 2023 Q2 2023
Capital Planning LLC

SELL
 -
-578
- 1.31%
$14.4K - $15.6K
43.4K $1.6M
Aug 07, 2023 Q2 2023
Cap Wealth Advisors, LLC

SELL
 -
-989
- 3.28%
$24.6K - $26.7K
29.2K $1.08M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-1.13K
- 11.99%
$28.1K - $30.5K
8.29K $306K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-1.77K
- 5.06%
$44.2K - $47.9K
33.2K $1.23M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-2.68K
- 2.73%
$66.9K - $72.6K
95.7K $3.53M
Jul 17, 2023 Q2 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
SELL
 -
-3.2K
- 3.31%
$79.6K - $86.4K
93.5K $3.45M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-3.29K
- 6.04%
$81.9K - $88.9K
51.1K $1.89M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

SELL
 -
-4.77K
- 36.56%
$119K - $129K
8.28K $306K
Aug 15, 2023 Q2 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-5.3K
- 61.95%
$132K - $143K
3.26K $120K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-6.47K
- 31.45%
$161K - $175K
14.1K $521K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-8.48K
- 12.63%
$211K - $229K
58.7K $2.17M

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