Purchases and Sales Made in Q3 2023 in Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q3 2023. 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
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
11.3K
+ 22.36%
$299K - $320K
62K $2.28M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
11.2K
+ 93.02%
$295K - $315K
23.2K $851K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
10.3K
+ 6.96%
$272K - $290K
158K $5.8M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
10.1K
+ 174.93%
$268K - $286K
15.9K $585K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
9.87K
+ 12.12%
$261K - $279K
91.3K $3.35M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
9.82K
New
$260K - $277K
9.82K $361K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
9.59K
New
$253K - $271K
9.59K $352K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
9.5K
+ 113.04%
$251K - $268K
17.9K $658K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
9.15K
+ 61.08%
$242K - $258K
24.1K $886K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.92K
New
$236K - $252K
8.92K $328K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
8.79K
New
$232K - $248K
8.79K $323K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
8.76K
New
$232K - $247K
8.76K $322K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
8.67K
+ 51.69%
$229K - $245K
25.4K $935K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
8.49K
New
$224K - $240K
8.49K $312K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
8.29K
+ 19.3%
$219K - $234K
51.3K $1.88M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
8.24K
+ 10.04%
$218K - $233K
90.3K $3.32M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
7.76K
+ 93.78%
$205K - $219K
16K $589K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7.72K
+ 4.62%
$204K - $218K
175K $6.42M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
7.28K
+ 217.96%
$192K - $206K
10.6K $390K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
7.08K
+ 12.12%
$187K - $200K
65.5K $2.4M
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
6.9K
+ 13.11%
$182K - $195K
59.5K $2.19M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6.46K
New
$171K - $182K
6.46K $237K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
6.45K
+ 59.85%
$170K - $182K
17.2K $633K
Oct 18, 2023 Q3 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
5.86K
+ 12.18%
$155K - $165K
53.9K $1.98M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.53K
+ 2.32%
$146K - $156K
244K $8.97M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.48K
New
$145K - $155K
5.48K $201K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
5.29K
+ 10.62%
$140K - $149K
55.1K $2.02M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
4.91K
+ 20.62%
$130K - $139K
28.7K $1.06M
Nov 07, 2023 Q3 2023
Pillar Wealth Advisors, LLC

BUY
 -
4.54K
+ 8.95%
$120K - $128K
55.3K $2.03M
Oct 20, 2023 Q3 2023
Bill Few Associates, Inc.

BUY
 -
4.51K
+ 9.34%
$119K - $127K
52.8K $1.94M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
3.93K
+ 17.0%
$104K - $111K
27.1K $994K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
3.46K
+ 57.16%
$91.4K - $97.6K
9.51K $349K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
3.41K
New
$90.1K - $96.3K
3.41K $125K
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
3.4K
+ 26.14%
$89.9K - $96K
16.4K $603K
Dec 02, 2024 Q3 2023
Cypress Capital, LLC

BUY
 -
3.16K
+ 186.99%
$83.6K - $89.3K
4.85K $178K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.97K
+ 11.02%
$78.5K - $83.8K
29.9K $1.1M
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
2.96K
+ 0.65%
$78.3K - $83.7K
460K $16.9M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
2.71K
+ 47.94%
$71.5K - $76.4K
8.35K $307K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
2.69K
+ 23.3%
$71.1K - $75.9K
14.2K $523K
Oct 31, 2023 Q3 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
2.44K
+ 2.61%
$64.4K - $68.7K
95.9K $3.52M
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
2.36K
+ 0.83%
$62.3K - $66.5K
285K $10.5M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
2.32K
+ 3.21%
$61.4K - $65.6K
74.7K $2.74M
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
2.32K
+ 3.21%
$61.4K - $65.6K
74.7K $2.74M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
2.19K
+ 143.34%
$57.8K - $61.7K
3.71K $136K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.16K
+ 1.64%
$57.1K - $61K
134K $4.93M
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
2.03K
+ 2.47%
$53.7K - $57.3K
84.3K $3.1M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.89K
+ 24.11%
$49.8K - $53.2K
9.71K $357K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.58K
+ 3.47%
$41.8K - $44.6K
47.1K $1.73M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
1.56K
+ 4.1%
$41.2K - $44K
39.5K $1.45M

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