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 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 13.53% |
$35.4K - $37.9K
|
7.27K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 6.2% |
$37.3K - $40K
|
18.1K
$666K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.49K- 1.22% |
$46.4K - $49.8K
|
121K
$4.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 5.46% |
$46.8K - $50.2K
|
26.1K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.81K- 1.91% |
$56.3K - $60.4K
|
93K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.99K- 35.91% |
$124K - $133K
|
7.12K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.14K- 12.01% |
$191K - $205K
|
45K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-6.47K- 19.9% |
$201K - $216K
|
26K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.6K- 2.78% |
$484K - $520K
|
545K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-16.9K- 0.08% |
$526K - $564K
|
22.3M
$817M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-20.5K- 11.2% |
$637K - $683K
|
162K
$5.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.8K- 78.61% |
$740K - $794K
|
6.47K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-26.3K- 5.31% |
$818K - $877K
|
469K
$17.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-31K- 5.98% |
$964K - $1.03M
|
488K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-32.5K- 51.37% |
$1.01M - $1.08M
|
30.7K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-42.8K- 3.83% |
$1.33M - $1.43M
|
1.07M
$39.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-44.2K- 8.91% |
$1.37M - $1.47M
|
451K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68.6K- 97.16% |
$2.13M - $2.29M
|
2.01K
$73.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 32.45% |
$3.16M - $3.39M
|
212K
$7.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-119K- 26.13% |
$3.7M - $3.97M
|
336K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-849K- 97.48% |
$26.4M - $28.3M
|
22K
$806K
|