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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
86.7KNew |
$2.7M - $2.89M
|
86.7K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86.6K+ 102.42% |
$2.69M - $2.89M
|
171K
$6.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85K+ 11.29% |
$2.64M - $2.84M
|
838K
$30.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
80.5K+ 37.32% |
$2.5M - $2.69M
|
296K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.8K+ 23.93% |
$2.48M - $2.66M
|
413K
$15.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
79.6K+ 27.24% |
$2.47M - $2.66M
|
372K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
75.8KNew |
$2.36M - $2.53M
|
75.8K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
75.4K+ 12.82% |
$2.35M - $2.52M
|
664K
$24.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
73.2KNew |
$2.28M - $2.44M
|
73.2K
$2.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72.3K+ 40.23% |
$2.25M - $2.41M
|
252K
$9.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72.1K+ 134.51% |
$2.24M - $2.41M
|
126K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66K+ 55.66% |
$2.05M - $2.2M
|
185K
$6.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
63.8K+ 50.87% |
$1.99M - $2.13M
|
189K
$6.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
62.5K+ 27.74% |
$1.94M - $2.08M
|
288K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60.7KNew |
$1.89M - $2.03M
|
60.7K
$2.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.2K+ 4.02% |
$1.87M - $2.01M
|
1.56M
$57.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
58.2KNew |
$1.81M - $1.94M
|
58.2K
$2.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
55.2K+ 1494.12% |
$1.72M - $1.84M
|
58.9K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.1K+ 8.08% |
$1.71M - $1.84M
|
736K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
54.2KNew |
$1.69M - $1.81M
|
54.2K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
53.4KNew |
$1.66M - $1.78M
|
53.4K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52.4KNew |
$1.63M - $1.75M
|
52.4K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
50.4K+ 90.51% |
$1.57M - $1.68M
|
106K
$3.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
49.2K+ 406.66% |
$1.53M - $1.64M
|
61.3K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
48.6K+ 15.82% |
$1.51M - $1.62M
|
356K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
45K+ 25.98% |
$1.4M - $1.5M
|
218K
$8.01M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
44K+ 9079.59% |
$1.37M - $1.47M
|
44.5K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44KNew |
$1.37M - $1.47M
|
44K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
43.8K+ 14787.84% |
$1.36M - $1.46M
|
44.1K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
42.9K+ 10.76% |
$1.34M - $1.43M
|
442K
$16.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
42.7K+ 138.41% |
$1.33M - $1.43M
|
73.6K
$2.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.8K+ 14.32% |
$1.3M - $1.4M
|
334K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39.9K+ 36.02% |
$1.24M - $1.33M
|
151K
$5.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.8K+ 16.54% |
$1.24M - $1.33M
|
280K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39.5K+ 34.83% |
$1.23M - $1.32M
|
153K
$5.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.5K+ 31.62% |
$1.23M - $1.32M
|
164K
$6.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39.3K+ 47.48% |
$1.22M - $1.31M
|
122K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39K+ 9.53% |
$1.21M - $1.3M
|
448K
$16.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
38.4KNew |
$1.19M - $1.28M
|
38.4K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.3K+ 7.17% |
$1.19M - $1.28M
|
573K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36.8K+ 24.6% |
$1.14M - $1.23M
|
186K
$6.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
36.2K+ 6.3% |
$1.13M - $1.21M
|
610K
$22.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.5KNew |
$1.11M - $1.19M
|
35.5K
$1.31M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.7K+ 16.54% |
$1.08M - $1.16M
|
244K
$8.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
34.5K+ 75.62% |
$1.07M - $1.15M
|
80.2K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34.3K+ 31.23% |
$1.07M - $1.15M
|
144K
$5.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
33.5KNew |
$1.04M - $1.12M
|
33.5K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.7KNew |
$1.02M - $1.09M
|
32.7K
$1.2M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.3K+ 15.11% |
$1M - $1.08M
|
246K
$9.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
30.6K+ 84.11% |
$951K - $1.02M
|
66.9K
$2.46M
|