Purchases and Sales Made in Q3 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.4K+ 154.57% |
$869K - $962K
|
43.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.2K+ 1305.99% |
$863K - $955K
|
28.2K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.9K+ 3.9% |
$854K - $945K
|
690K
$25.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
25.4K+ 28.12% |
$837K - $926K
|
116K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
25.4K+ 4.15% |
$836K - $925K
|
636K
$23.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
22.7K+ 19.82% |
$750K - $830K
|
137K
$5.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5K+ 18.44% |
$742K - $821K
|
145K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.3K+ 872.63% |
$733K - $812K
|
24.8K
$910K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
21.8K+ 23.13% |
$719K - $796K
|
116K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
21.8K+ 41.69% |
$717K - $794K
|
74K
$2.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.5KNew |
$709K - $785K
|
21.5K
$789K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.7K+ 8.23% |
$684K - $757K
|
273K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.2K+ 201.66% |
$667K - $738K
|
30.3K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
20K+ 45.43% |
$660K - $730K
|
64.1K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20KNew |
$659K - $729K
|
20K
$733K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19.5K+ 16.98% |
$644K - $713K
|
135K
$4.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.7K+ 6.3% |
$615K - $681K
|
315K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
18.2KNew |
$599K - $663K
|
18.2K
$667K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18K+ 37.77% |
$593K - $656K
|
65.6K
$2.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
17.9K+ 5.31% |
$589K - $652K
|
354K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
17.5K+ 9.37% |
$576K - $637K
|
204K
$7.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
16.6KNew |
$546K - $604K
|
16.6K
$607K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
16.1K+ 4.71% |
$532K - $589K
|
359K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
16.1KNew |
$532K - $588K
|
16.1K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16K+ 7.06% |
$528K - $584K
|
243K
$8.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
15.9K+ 3.4% |
$525K - $582K
|
485K
$17.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.8K+ 14.9% |
$521K - $577K
|
122K
$4.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.7K+ 25.63% |
$518K - $573K
|
77K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.3K+ 2.23% |
$470K - $520K
|
654K
$24M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.2K+ 2363.33% |
$467K - $517K
|
14.8K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14K+ 43.34% |
$461K - $510K
|
46.2K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13.4K+ 1.1% |
$443K - $490K
|
1.24M
$45.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13.3K+ 64.93% |
$440K - $487K
|
33.9K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13.1K+ 154.77% |
$433K - $479K
|
21.6K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
13.1K+ 29.42% |
$432K - $478K
|
57.6K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9KNew |
$426K - $471K
|
12.9K
$474K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.9K+ 17.57% |
$424K - $469K
|
86K
$3.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
12.5K+ 5.75% |
$413K - $457K
|
231K
$8.46M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.4KNew |
$410K - $454K
|
12.4K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12.1K+ 67.6% |
$397K - $440K
|
29.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.7K+ 11.85% |
$385K - $426K
|
110K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.6K+ 50.11% |
$383K - $424K
|
34.8K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.5K+ 2.6% |
$378K - $419K
|
453K
$16.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.2KNew |
$369K - $409K
|
11.2K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.2K+ 12.87% |
$368K - $407K
|
97.9K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
11K+ 2.74% |
$363K - $402K
|
413K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
11KNew |
$361K - $400K
|
11K
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9K+ 64.93% |
$358K - $396K
|
27.6K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8K+ 6.32% |
$356K - $394K
|
182K
$6.67M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.1KNew |
$332K - $367K
|
10.1K
$369K
|