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 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-64- 0.64% |
$2.11K - $2.33K
|
9.96K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-69- 0.66% |
$2.27K - $2.52K
|
10.3K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-105- 0.25% |
$3.46K - $3.83K
|
41.8K
$1.54M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-106- 0.82% |
$3.49K - $3.87K
|
12.9K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-218- 1.88% |
$7.19K - $7.95K
|
11.3K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 4.94% |
$10.7K - $11.9K
|
6.26K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-363- 0.56% |
$12K - $13.2K
|
64.9K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-415- 2.06% |
$13.7K - $15.1K
|
19.7K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-576- 4.01% |
$19K - $21K
|
13.8K
$509K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-876- 9.15% |
$28.9K - $32K
|
8.7K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-980- 1.12% |
$32.3K - $35.8K
|
86.8K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.08K- 27.89% |
$35.4K - $39.2K
|
2.78K
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 4.29% |
$36.8K - $40.8K
|
24.9K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.36K- 7.03% |
$44.9K - $49.7K
|
18K
$665K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.56K- 6.0% |
$51.5K - $56.9K
|
24.5K
$902K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.57K- 2.95% |
$51.8K - $57.4K
|
51.8K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.66K- 9.23% |
$54.7K - $60.6K
|
16.3K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.39K- 25.22% |
$78.8K - $87.2K
|
7.09K
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.63K- 1.81% |
$86.7K - $95.9K
|
142K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.68K- 10.15% |
$88.2K - $97.7K
|
23.7K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.45K- 2.23% |
$114K - $126K
|
151K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.93K- 3.47% |
$129K - $143K
|
109K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.99K- 6.86% |
$132K - $146K
|
54.2K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.1K- 4.72% |
$135K - $150K
|
82.7K
$3.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-4.34K- 0.6% |
$143K - $158K
|
724K
$26.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.71K- 72.46% |
$221K - $245K
|
2.55K
$94.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.1K- 9.74% |
$234K - $259K
|
65.8K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 3.3% |
$343K - $379K
|
305K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11K- 5.03% |
$364K - $403K
|
208K
$7.69M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.5K- 10.68% |
$378K - $418K
|
95.8K
$3.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 21.09% |
$421K - $466K
|
47.8K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14.1K- 18.55% |
$464K - $513K
|
61.7K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 66.85% |
$667K - $738K
|
10K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21.7K- 36.93% |
$716K - $793K
|
37.1K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.1K- 16.2% |
$795K - $880K
|
125K
$4.6M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.3K- 13.12% |
$1.06M - $1.18M
|
214K
$7.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.3K- 13.12% |
$1.06M - $1.18M
|
214K
$7.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-33.6K- 4.14% |
$1.11M - $1.22M
|
777K
$28.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-37.6K- 31.11% |
$1.24M - $1.37M
|
83.2K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-38K- 14.9% |
$1.25M - $1.39M
|
217K
$8.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-41.4K- 2.37% |
$1.37M - $1.51M
|
1.7M
$62.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-42.6K- 33.87% |
$1.4M - $1.55M
|
83.2K
$3.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44.1K- 34.02% |
$1.45M - $1.61M
|
85.5K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79.3K- 21.34% |
$2.61M - $2.89M
|
292K
$10.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85.1K- 74.12% |
$2.81M - $3.11M
|
29.7K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 16.21% |
$3.93M - $4.35M
|
617K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-154K- 89.64% |
$5.06M - $5.61M
|
17.8K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89M- 41.15% |
$62.4M - $69M
|
2.71M
$99.8M
|