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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.85K+ 68.39% |
$325K - $359K
|
24.3K
$890K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.84K+ 20.6% |
$324K - $359K
|
57.6K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.54K+ 24.61% |
$314K - $348K
|
48.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
9.51K+ 11.38% |
$313K - $347K
|
93K
$3.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.39KNew |
$309K - $343K
|
9.39K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9.31K+ 17.24% |
$307K - $340K
|
63.3K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.06K+ 13.53% |
$298K - $330K
|
76K
$2.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.75KNew |
$289K - $319K
|
8.75K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.37K+ 18.15% |
$276K - $305K
|
54.5K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.36K+ 74.66% |
$275K - $305K
|
19.5K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.2K+ 15.02% |
$270K - $299K
|
62.8K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.12KNew |
$268K - $296K
|
8.12K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.04KNew |
$265K - $293K
|
8.04K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.96K+ 19.01% |
$262K - $290K
|
49.9K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.87K+ 52.27% |
$259K - $287K
|
22.9K
$841K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.85K+ 51.29% |
$259K - $286K
|
23.1K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.83K+ 103.58% |
$258K - $286K
|
15.4K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.69KNew |
$253K - $281K
|
7.69K
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.62K+ 36.89% |
$251K - $278K
|
28.3K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.56K+ 57.49% |
$249K - $276K
|
20.7K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.4K+ 23.15% |
$244K - $270K
|
39.4K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.31KNew |
$241K - $267K
|
7.31K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.29KNew |
$240K - $266K
|
7.29K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.05KNew |
$232K - $257K
|
7.05K
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.95KNew |
$229K - $253K
|
6.95K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.88KNew |
$227K - $251K
|
6.88K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.83KNew |
$225K - $249K
|
6.83K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.8KNew |
$224K - $248K
|
6.8K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.65KNew |
$219K - $243K
|
6.65K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.54K+ 98.07% |
$216K - $239K
|
13.2K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.2K+ 5.93% |
$204K - $226K
|
111K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$204K - $226K
|
6.2K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6KNew |
$198K - $219K
|
6K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.94K+ 81.7% |
$196K - $217K
|
13.2K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.93KNew |
$195K - $216K
|
5.93K
$217K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.86KNew |
$193K - $214K
|
5.86K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.72KNew |
$189K - $209K
|
5.72K
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.68KNew |
$187K - $207K
|
5.68K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.67K+ 7.05% |
$187K - $207K
|
86.1K
$3.16M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
5.57KNew |
$184K - $203K
|
5.57K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.54K+ 32.66% |
$183K - $202K
|
22.5K
$826K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.51KNew |
$182K - $201K
|
5.51K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.3K+ 8.73% |
$175K - $193K
|
66K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.23K+ 7.22% |
$172K - $191K
|
77.6K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
5.1K+ 38.69% |
$168K - $186K
|
18.3K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.92K+ 42.83% |
$162K - $179K
|
16.4K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
4.89K+ 15.19% |
$161K - $178K
|
37.1K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.76K+ 4.57% |
$157K - $174K
|
109K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.73K+ 2.26% |
$156K - $173K
|
214K
$7.84M
|