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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 62.9% |
$384K - $412K
|
32K
$1.34M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
12.1K+ 53.78% |
$375K - $402K
|
34.5K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 33.69% |
$373K - $400K
|
47.6K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.7K+ 6.4% |
$365K - $392K
|
195K
$8.18M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.5KNew |
$325K - $349K
|
10.5K
$438K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
10.3K+ 29.99% |
$319K - $343K
|
44.5K
$1.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10.2K+ 9.69% |
$316K - $339K
|
115K
$4.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.1K+ 12.02% |
$315K - $338K
|
94.4K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$421K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$420K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$420K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
9.88K+ 44.35% |
$307K - $330K
|
32.2K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.51K+ 15.12% |
$296K - $317K
|
72.4K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.5KNew |
$295K - $317K
|
9.5K
$398K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.45K+ 6.04% |
$294K - $315K
|
166K
$6.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.26KNew |
$288K - $309K
|
9.26K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
9.22KNew |
$287K - $308K
|
9.22K
$386K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.05K+ 27.57% |
$282K - $302K
|
41.9K
$1.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.78K+ 8.28% |
$273K - $293K
|
115K
$4.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.49KNew |
$264K - $283K
|
8.49K
$356K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.36K+ 2.46% |
$260K - $279K
|
348K
$14.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.26K+ 2.87% |
$257K - $276K
|
296K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.85K+ 10.82% |
$244K - $262K
|
80.4K
$3.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.46K+ 11.4% |
$232K - $249K
|
72.9K
$3.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7.45K+ 78.18% |
$232K - $248K
|
17K
$711K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.4K+ 1.9% |
$230K - $247K
|
397K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.34K+ 2.95% |
$228K - $245K
|
256K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.25K+ 4.41% |
$225K - $242K
|
171K
$7.18M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.24KNew |
$225K - $242K
|
7.24K
$303K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.23KNew |
$225K - $241K
|
7.23K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.11KNew |
$221K - $237K
|
7.11K
$298K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
7.09KNew |
$220K - $237K
|
7.09K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.01KNew |
$218K - $234K
|
7.01K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.88K+ 6.48% |
$214K - $230K
|
113K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.76KNew |
$210K - $225K
|
6.76K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72KNew |
$209K - $224K
|
6.72K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.67KNew |
$208K - $223K
|
6.67K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$207K - $222K
|
6.66K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.29K+ 1.87% |
$195K - $210K
|
343K
$14.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.13K+ 461.28% |
$160K - $171K
|
6.25K
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.94K+ 1.62% |
$154K - $165K
|
310K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.68K+ 25.24% |
$146K - $156K
|
23.2K
$973K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.54K+ 9.3% |
$141K - $151K
|
53.4K
$2.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.53K+ 10.48% |
$141K - $151K
|
47.8K
$2M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.49K+ 27.8% |
$140K - $150K
|
20.7K
$865K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.45K+ 207.71% |
$138K - $148K
|
6.59K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.27K+ 59.24% |
$133K - $143K
|
11.5K
$481K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.17KNew |
$130K - $139K
|
4.17K
$175K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.84K+ 37.52% |
$119K - $128K
|
14.1K
$589K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.72K+ 4.29% |
$116K - $124K
|
90.3K
$3.78M
|