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 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.63KNew |
$54.7K - $64K
|
2.63K
$97K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.62K+ 104.96% |
$54.6K - $64K
|
5.12K
$189K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.39K+ 148.94% |
$49.7K - $58.2K
|
3.99K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.27K+ 14.1% |
$47.1K - $55.2K
|
18.3K
$676K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.98K+ 33.91% |
$41.3K - $48.3K
|
7.83K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.9KNew |
$39.5K - $46.3K
|
1.9K
$70.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.53K+ 9.51% |
$31.9K - $37.4K
|
17.7K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5KNew |
$31.2K - $36.6K
|
1.5K
$55.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.45K+ 13.09% |
$30.2K - $35.4K
|
12.5K
$462K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
964New |
$20.1K - $23.5K
|
964
$35.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
790New |
$16.4K - $19.3K
|
790
$29.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
425New |
$8.84K - $10.4K
|
425
$15.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
379New |
$7.89K - $9.24K
|
379
$14K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
281+ 1.87% |
$5.85K - $6.85K
|
15.3K
$564K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
261+ 0.82% |
$5.43K - $6.36K
|
32.3K
$1.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
253+ 12.64% |
$5.26K - $6.17K
|
2.26K
$83.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 1.0% |
$104 - $122
|
505
$18.6K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-76- 1.23% |
$1.58K - $1.85K
|
6.12K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-338- 1.05% |
$7.03K - $8.24K
|
31.9K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.19K- 2.29% |
$66.3K - $77.7K
|
136K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.38K- 2.88% |
$70.4K - $82.5K
|
114K
$4.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.74K- 25.88% |
$98.7K - $116K
|
13.6K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.57K- 2.27% |
$137K - $160K
|
283K
$10.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-254K- 93.28% |
$5.29M - $6.2M
|
18.3K
$676K
|