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 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
908+ 0.48% |
$28.2K - $30.3K
|
190K
$7.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
880+ 7.28% |
$27.4K - $29.4K
|
13K
$543K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
824New |
$25.6K - $27.5K
|
824
$34.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
818New |
$25.4K - $27.3K
|
818
$34.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
778+ 7.5% |
$24.2K - $26K
|
11.2K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
745+ 10.93% |
$23.2K - $24.9K
|
7.56K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
629+ 19.5% |
$19.6K - $21K
|
3.85K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$18.7K - $20K
|
600
$25.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
576New |
$17.9K - $19.2K
|
576
$24.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
560New |
$17.4K - $18.7K
|
560
$23.5K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
526+ 3.53% |
$16.4K - $17.6K
|
15.4K
$646K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
485New |
$15.1K - $16.2K
|
485
$20.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
484+ 1.97% |
$15.1K - $16.2K
|
25.1K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
468+ 6.29% |
$14.6K - $15.6K
|
7.91K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
384+ 4.18% |
$11.9K - $12.8K
|
9.58K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
381+ 27.25% |
$11.8K - $12.7K
|
1.78K
$74.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
380+ 2.16% |
$11.8K - $12.7K
|
18K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
361+ 0.09% |
$11.2K - $12K
|
385K
$16.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
287+ 3.12% |
$8.93K - $9.58K
|
9.48K
$397K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
236+ 0.77% |
$7.34K - $7.88K
|
30.7K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220New |
$6.84K - $7.34K
|
220
$9.22K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$6.22K - $6.67K
|
200
$8.38K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
198+ 0.29% |
$6.16K - $6.61K
|
69.7K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
92+ 1.29% |
$2.86K - $3.07K
|
7.21K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88+ 0.16% |
$2.74K - $2.94K
|
54.6K
$2.29M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
80+ 0.31% |
$2.49K - $2.67K
|
25.9K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52+ 0.34% |
$1.62K - $1.74K
|
15.3K
$641K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 2.3% |
$1.15K - $1.23K
|
1.65K
$69K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31+ 0.31% |
$964 - $1.03K
|
9.95K
$417K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
29+ 0.3% |
$902 - $968
|
9.59K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$653 - $701
|
14K
$586K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17+ 0.3% |
$529 - $567
|
5.61K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
13+ 0.15% |
$404 - $434
|
8.75K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.07% |
$62.2 - $66.7
|
2.77K
$116K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$31.1 - $33.4
|
8.22K
$344K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.05% |
$311 - $334
|
21.6K
$905K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-11- 0.03% |
$342 - $367
|
41.9K
$1.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-15- 0.04% |
$467 - $501
|
39.8K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-54- 0.35% |
$1.68K - $1.8K
|
15.6K
$652K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-80- 0.69% |
$2.49K - $2.67K
|
11.6K
$485K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-178- 0.91% |
$5.54K - $5.94K
|
19.4K
$814K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-211- 28.13% |
$6.56K - $7.04K
|
539
$22.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-315- 2.34% |
$9.8K - $10.5K
|
13.1K
$550K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-342- 0.65% |
$10.6K - $11.4K
|
52.2K
$2.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-350- 0.24% |
$10.9K - $11.7K
|
145K
$6.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-390- 1.24% |
$12.1K - $13K
|
31.2K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-412- 2.38% |
$12.8K - $13.7K
|
16.9K
$708K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-508- 93.55% |
$15.8K - $17K
|
35
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-536- 1.99% |
$16.7K - $17.9K
|
26.4K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-603- 46.89% |
$18.8K - $20.1K
|
683
$28.6K
|