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 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.3K+ 10.72% |
$942K - $1.01M
|
313K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9K+ 170.4% |
$931K - $999K
|
47.5K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6KNew |
$921K - $988K
|
29.6K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
29.5KNew |
$919K - $986K
|
29.5K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.4K+ 62.96% |
$914K - $981K
|
76.1K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29.4K+ 3.76% |
$914K - $981K
|
811K
$29.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.4K+ 13.55% |
$913K - $980K
|
246K
$9.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
29.1K+ 53.41% |
$905K - $971K
|
83.5K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
28.4K+ 12.5% |
$883K - $947K
|
255K
$9.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.3K+ 4.42% |
$849K - $911K
|
645K
$23.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26.5K+ 3.3% |
$823K - $883K
|
828K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.4K+ 68.21% |
$820K - $880K
|
65K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.1K+ 21.27% |
$811K - $870K
|
149K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6K+ 101.71% |
$796K - $854K
|
50.8K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.6K+ 0.85% |
$795K - $853K
|
3.03M
$111M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
24.7K+ 39.36% |
$769K - $825K
|
87.5K
$3.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24.7K+ 32.08% |
$768K - $824K
|
102K
$3.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24.5K+ 113.77% |
$763K - $819K
|
46.1K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23.9K+ 10.91% |
$743K - $798K
|
243K
$8.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.6K+ 3.83% |
$734K - $787K
|
640K
$23.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
22.9K+ 24.94% |
$712K - $764K
|
115K
$4.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22.8K+ 72.85% |
$708K - $760K
|
54K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.4K+ 24.82% |
$695K - $746K
|
112K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.3K+ 10.52% |
$692K - $743K
|
234K
$8.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
22KNew |
$685K - $735K
|
22K
$808K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
19.8K+ 25.23% |
$617K - $662K
|
98.5K
$3.61M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
19.7K+ 39.97% |
$612K - $656K
|
68.9K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.2K+ 22.14% |
$598K - $642K
|
106K
$3.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19K+ 22.69% |
$591K - $634K
|
103K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.6KNew |
$579K - $622K
|
18.6K
$683K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
17.8K+ 24004.05% |
$552K - $593K
|
17.8K
$654K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.2K+ 8.22% |
$535K - $574K
|
227K
$8.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
16.8KNew |
$522K - $560K
|
16.8K
$615K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.8K+ 18.52% |
$521K - $559K
|
107K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
16.7K+ 3.13% |
$519K - $557K
|
551K
$20.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16.1KNew |
$502K - $539K
|
16.1K
$592K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.4KNew |
$477K - $512K
|
15.4K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 31.58% |
$452K - $485K
|
60.6K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$452K - $485K
|
14.5K
$533K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.4KNew |
$448K - $481K
|
14.4K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.3K+ 80.03% |
$446K - $478K
|
32.2K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
14.1K+ 2.3% |
$439K - $471K
|
629K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$438K - $470K
|
14.1K
$517K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
13.9K+ 1.95% |
$433K - $464K
|
728K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
13.5KNew |
$421K - $451K
|
13.5K
$496K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.4K+ 53.17% |
$418K - $449K
|
38.7K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
13.2K+ 10.53% |
$409K - $439K
|
138K
$5.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13K+ 8219.62% |
$404K - $433K
|
13.1K
$482K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$387K - $415K
|
12.4K
$457K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 62.9% |
$384K - $412K
|
32K
$1.17M
|