Purchases and Sales Made in Q2 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.1MNew |
$283M - $304M
|
9.1M
$333M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.09M+ 427.12% |
$96.1M - $103M
|
3.82M
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.09M+ 427.12% |
$96.1M - $103M
|
3.82M
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.41M+ 110.23% |
$75M - $80.4M
|
4.6M
$168M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.72M+ 15.61% |
$53.6M - $57.5M
|
12.8M
$467M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46M+ 32.54% |
$45.3M - $48.6M
|
5.94M
$217M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.11M+ 19.28% |
$34.7M - $37.2M
|
6.9M
$253M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.07M+ 158.27% |
$33.3M - $35.7M
|
1.75M
$63.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04M+ 14.97% |
$32.4M - $34.8M
|
8.01M
$293M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
975K+ 29.85% |
$30.3M - $32.5M
|
4.24M
$155M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
945K+ 338.58% |
$29.4M - $31.5M
|
1.22M
$44.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
880K+ 18.85% |
$27.4M - $29.4M
|
5.55M
$203M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
800K+ 14.87% |
$24.9M - $26.7M
|
6.18M
$226M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
757KNew |
$23.6M - $25.3M
|
757K
$27.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
735K+ 17.02% |
$22.9M - $24.5M
|
5.05M
$185M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
724KNew |
$22.5M - $24.1M
|
724K
$26.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
631K+ 7.66% |
$19.6M - $21.1M
|
8.86M
$325M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
562K+ 34.46% |
$17.5M - $18.8M
|
2.19M
$80.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
557K+ 508.92% |
$17.3M - $18.6M
|
667K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
549K+ 42.73% |
$17.1M - $18.3M
|
1.83M
$67.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
519K+ 6.12% |
$16.1M - $17.3M
|
9M
$330M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
460K+ 7.54% |
$14.3M - $15.4M
|
6.56M
$240M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
345K+ 266.07% |
$10.7M - $11.5M
|
474K
$17.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
315KNew |
$9.8M - $10.5M
|
315K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
292K+ 46.46% |
$9.09M - $9.76M
|
922K
$33.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
256K+ 7.91% |
$7.97M - $8.55M
|
3.5M
$128M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250K+ 6.99% |
$7.77M - $8.34M
|
3.83M
$140M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245K+ 40.22% |
$7.63M - $8.19M
|
856K
$31.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
236KNew |
$7.35M - $7.88M
|
236K
$8.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
236K+ 15.16% |
$7.33M - $7.87M
|
1.79M
$65.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
234K+ 28.45% |
$7.29M - $7.82M
|
1.06M
$38.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
226K+ 204.76% |
$7.03M - $7.54M
|
336K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
224K+ 64.17% |
$6.97M - $7.48M
|
573K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
207K+ 20.59% |
$6.43M - $6.9M
|
1.21M
$44.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
186K+ 4.8% |
$5.78M - $6.21M
|
4.06M
$149M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
172K+ 70.66% |
$5.36M - $5.75M
|
416K
$15.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
168KNew |
$5.23M - $5.61M
|
168K
$6.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
141K+ 21.31% |
$4.38M - $4.69M
|
801K
$29.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133K+ 33.74% |
$4.12M - $4.43M
|
526K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
119K+ 226.14% |
$3.69M - $3.96M
|
171K
$6.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
114K+ 88.05% |
$3.55M - $3.81M
|
244K
$8.94M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
111K+ 184.58% |
$3.45M - $3.7M
|
171K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109K+ 13.83% |
$3.38M - $3.63M
|
895K
$32.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
107K+ 27.43% |
$3.33M - $3.57M
|
497K
$18.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
104K+ 6.01% |
$3.24M - $3.48M
|
1.84M
$67.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
103K+ 34.33% |
$3.19M - $3.43M
|
402K
$14.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
97.7KNew |
$3.04M - $3.26M
|
97.7K
$3.58M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
93.8K+ 16.54% |
$2.92M - $3.13M
|
661K
$24.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
90.1K+ 36.37% |
$2.8M - $3.01M
|
338K
$12.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
87.7K+ 143.24% |
$2.73M - $2.93M
|
149K
$5.46M
|