Purchases and Sales Made in Q4 2022 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
38.9K+ 90.43% |
$810K - $949K
|
82K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
38.8KNew |
$807K - $945K
|
38.8K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
37K+ 315.88% |
$769K - $901K
|
48.7K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
35.9KNew |
$747K - $875K
|
35.9K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
33.7K+ 54.6% |
$701K - $821K
|
95.3K
$3.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.8KNew |
$642K - $752K
|
30.8K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
30.7K+ 138.28% |
$639K - $748K
|
52.9K
$1.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
30.4KNew |
$632K - $740K
|
30.4K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.9K+ 71.43% |
$602K - $705K
|
69.4K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
24.8KNew |
$517K - $606K
|
24.8K
$917K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
24.7KNew |
$513K - $601K
|
24.7K
$910K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
24.4KNew |
$508K - $595K
|
24.4K
$901K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.5K+ 28.61% |
$426K - $499K
|
92K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
20.1K+ 76.51% |
$417K - $489K
|
46.3K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19.9K+ 55.22% |
$414K - $485K
|
55.9K
$2.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
19.5KNew |
$406K - $476K
|
19.5K
$720K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
18.6KNew |
$387K - $454K
|
18.6K
$687K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
17.3K+ 33.95% |
$359K - $421K
|
68.1K
$2.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.8K+ 47.3% |
$330K - $386K
|
49.3K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15.8KNew |
$328K - $384K
|
15.8K
$582K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
15.7KNew |
$328K - $384K
|
15.7K
$581K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
15.7KNew |
$327K - $383K
|
15.7K
$579K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.7KNew |
$326K - $382K
|
15.7K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.1K+ 29.06% |
$315K - $369K
|
67.3K
$2.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
14.9K+ 8.13% |
$310K - $363K
|
198K
$7.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
14.6K+ 47.31% |
$303K - $355K
|
45.4K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
14.5K+ 67.13% |
$303K - $355K
|
36.2K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$269K - $315K
|
12.9K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.7KNew |
$263K - $309K
|
12.7K
$467K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12.2KNew |
$254K - $298K
|
12.2K
$451K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$247K - $290K
|
11.9K
$439K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.9K+ 21.65% |
$247K - $289K
|
66.6K
$2.46M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$244K - $286K
|
11.7K
$433K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$240K - $281K
|
11.5K
$425K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11K+ 1.49% |
$230K - $269K
|
751K
$27.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.5KNew |
$219K - $257K
|
10.5K
$388K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.1K+ 31.61% |
$211K - $247K
|
42.2K
$1.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
9.93KNew |
$207K - $242K
|
9.93K
$366K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.92KNew |
$206K - $242K
|
9.92K
$366K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.37KNew |
$195K - $229K
|
9.37K
$346K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.28K+ 53.71% |
$193K - $226K
|
26.6K
$981K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
8.49KNew |
$177K - $207K
|
8.49K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.01K+ 40.03% |
$167K - $195K
|
28K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 91.0% |
$138K - $162K
|
13.9K
$514K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
6.35K+ 151.01% |
$132K - $155K
|
10.6K
$390K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.98KNew |
$124K - $146K
|
5.98K
$221K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.84KNew |
$101K - $118K
|
4.84K
$179K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.74K+ 49.68% |
$98.6K - $116K
|
14.3K
$527K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.8K+ 158.33% |
$79.1K - $92.6K
|
6.2K
$229K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
3.08K+ 25.33% |
$64.1K - $75.1K
|
15.2K
$563K
|