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 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.58K+ 19.7% |
$111K - $119K
|
21.8K
$798K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.58K+ 19.7% |
$111K - $119K
|
21.8K
$798K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.26K+ 29.35% |
$101K - $109K
|
14.4K
$527K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.24K+ 23.27% |
$101K - $108K
|
17.1K
$629K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.09K+ 42.2% |
$96K - $103K
|
10.4K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.03K+ 8.51% |
$94.2K - $101K
|
38.6K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 1.45% |
$92.6K - $99.4K
|
209K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.94K+ 7.68% |
$91.5K - $98.2K
|
41.3K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.94K+ 6.89% |
$91.4K - $98.1K
|
45.6K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.87K+ 14.24% |
$89.3K - $95.8K
|
23K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.86K+ 7.71% |
$88.9K - $95.4K
|
40K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.78K+ 16.77% |
$86.6K - $92.9K
|
19.4K
$711K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.72K+ 1.79% |
$84.7K - $90.9K
|
155K
$5.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 71.32% |
$84K - $90.1K
|
6.49K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.67KNew |
$83.1K - $89.1K
|
2.67K
$98K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.67K+ 2.21% |
$82.9K - $88.9K
|
123K
$4.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 2.55% |
$80.6K - $86.5K
|
104K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.59K+ 30.12% |
$80.6K - $86.5K
|
11.2K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.55K+ 2.67% |
$79.4K - $85.2K
|
98.2K
$3.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.55K+ 20.39% |
$79.3K - $85.1K
|
15.1K
$552K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.48K+ 16.99% |
$77K - $82.7K
|
17.1K
$626K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.44K+ 11.54% |
$75.9K - $81.5K
|
23.6K
$866K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.36K+ 26.77% |
$73.5K - $78.9K
|
11.2K
$411K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.35K+ 2.75% |
$73.1K - $78.4K
|
87.8K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.09K+ 2.04% |
$65K - $69.7K
|
105K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.07KNew |
$64.4K - $69.1K
|
2.07K
$76K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2.01K+ 3.19% |
$62.6K - $67.2K
|
65.2K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.99K+ 16.68% |
$62K - $66.5K
|
14K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.94K+ 6.67% |
$60.4K - $64.8K
|
31K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.94K+ 0.89% |
$60.2K - $64.6K
|
219K
$8.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.82K+ 2.15% |
$56.7K - $60.9K
|
86.8K
$3.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.77K+ 5.26% |
$55K - $59K
|
35.4K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 10.5% |
$54.3K - $58.3K
|
18.4K
$675K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.72K+ 9.1% |
$53.3K - $57.2K
|
20.6K
$754K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 11.17% |
$52.3K - $56.1K
|
16.7K
$614K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.66K+ 14.42% |
$51.7K - $55.5K
|
13.2K
$484K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.55KNew |
$48.2K - $51.7K
|
1.55K
$56.9K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.51K+ 21.46% |
$46.9K - $50.4K
|
8.54K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.5K+ 18.84% |
$46.8K - $50.2K
|
9.49K
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.33K+ 1.72% |
$41.5K - $44.5K
|
79.1K
$2.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.33K+ 14.36% |
$41.3K - $44.3K
|
10.6K
$388K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.3K+ 13.8% |
$40.4K - $43.4K
|
10.7K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.27K+ 4.58% |
$39.5K - $42.4K
|
29K
$1.06M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.1KNew |
$34.1K - $36.6K
|
1.1K
$40.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$33.5K - $36K
|
1.08K
$39.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.01K+ 2.01% |
$31.3K - $33.5K
|
51.1K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
990+ 1.27% |
$30.8K - $33K
|
78.9K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
959+ 2.37% |
$29.8K - $32K
|
41.4K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
908+ 0.48% |
$28.2K - $30.3K
|
190K
$6.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
880+ 7.28% |
$27.4K - $29.4K
|
13K
$476K
|