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
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.55K
+ 13.94%
$41K - $43.8K
12.7K $468K
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
1.53K
+ 11.14%
$40.4K - $43.1K
15.2K $563K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.37K
+ 14.4%
$36.1K - $38.5K
10.8K $400K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.2K
New
$31.7K - $33.9K
1.2K $44.3K
Nov 02, 2023 Q3 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
1.09K
+ 2.31%
$28.9K - $30.9K
48.5K $1.79M
Oct 10, 2023 Q3 2023
Lincoln Capital LLC

BUY
 -
1.07K
+ 7.14%
$28.2K - $30.1K
16K $591K
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
1.02K
+ 7.93%
$27K - $28.9K
13.9K $514K
Nov 09, 2023 Q3 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
928
New
$24.5K - $26.2K
928 $34.3K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
761
+ 10.76%
$20.1K - $21.5K
7.83K $289K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
681
+ 7.6%
$18K - $19.2K
9.65K $356K
Nov 08, 2023 Q3 2023
Carson Advisory Inc.

BUY
 -
555
+ 1.01%
$14.7K - $15.7K
55.7K $2.06M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
517
+ 0.6%
$13.7K - $14.6K
86.1K $3.18M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
500
+ 2.41%
$13.2K - $14.1K
21.2K $784K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
400
New
$10.6K - $11.3K
400 $14.8K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
392
New
$10.4K - $11.1K
392 $14.5K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
137
+ 0.24%
$3.62K - $3.87K
56.4K $2.08M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
119
+ 0.57%
$3.15K - $3.36K
21.1K $778K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
112
+ 0.19%
$2.96K - $3.16K
58.8K $2.17M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
75
+ 0.58%
$1.98K - $2.12K
13.1K $482K
Nov 14, 2023 Q3 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
48
+ 0.36%
$1.27K - $1.36K
13.5K $498K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
34
+ 0.31%
$899 - $960
10.9K $404K
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
30
+ 0.01%
$793 - $847
334K $12.3M
Nov 13, 2023 Q3 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
22
+ 0.18%
$581 - $621
12.5K $460K
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
19
+ 0.21%
$502 - $536
8.94K $330K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
10
+ 0.23%
$264 - $282
4.35K $160K
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
3
+ 0.01%
$79.3 - $84.7
27.6K $1.02M
Nov 15, 2023 Q3 2023
Jdm Financial Group LLC

Encino, CA
SELL
 -
-8
- 1.85%
$211 - $226
424 $15.6K
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-19
- 0.13%
$502 - $536
14.3K $527K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-47
- 0.02%
$1.24K - $1.33K
285K $10.5M
Nov 01, 2023 Q3 2023
Cap Wealth Advisors, LLC

SELL
 -
-105
- 0.36%
$2.78K - $2.96K
29.1K $1.07M
Oct 20, 2023 Q3 2023
Lantz Financial LLC

SELL
 -
-257
- 0.69%
$6.79K - $7.26K
36.8K $1.36M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

SELL
 -
-450
- 1.35%
$11.9K - $12.7K
32.8K $1.21M
Oct 20, 2023 Q3 2023
Capital Planning LLC

SELL
 -
-495
- 1.14%
$13.1K - $14K
42.9K $1.58M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-873
- 1.36%
$23.1K - $24.6K
63.4K $2.34M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

SELL
 -
-900
- 4.81%
$23.8K - $25.4K
17.8K $658K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-930
- 5.93%
$24.6K - $26.3K
14.8K $545K
Oct 10, 2023 Q3 2023
Arden Trust CO

SELL
 -
-1.33K
- 0.29%
$35.2K - $37.6K
454K $16.7M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-1.81K
- 1.2%
$47.7K - $51K
149K $5.48M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-6.73K
- 2.47%
$178K - $190K
266K $9.81M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

SELL
 -
-13.1K
- 2.0%
$345K - $369K
639K $23.6M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-13.7K
- 10.81%
$362K - $387K
113K $4.17M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-14.9K
- 91.2%
$393K - $420K
1.44K $53K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-16.5K
- 2.18%
$437K - $467K
742K $27.4M
Oct 30, 2023 Q3 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
SELL
 -
-23K
- 4.18%
$607K - $648K
526K $19.4M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-33K
- 25.98%
$872K - $932K
94.1K $3.47M
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
SELL
 -
-37.9K
Closed
$1M - $1.07M
0 $0
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-78.1K
- 52.95%
$2.06M - $2.2M
69.4K $2.56M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-277K
- 17.71%
$7.33M - $7.82M
1.29M $47.5M
Nov 13, 2023 Q3 2023
Capital International, Inc.

Los Angeles, CA
SELL
 -
-300K
- 54.56%
$7.93M - $8.47M
250K $9.22M

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