Purchases and Sales Made in Q4 2023 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 2023. 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, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.2K+ 36.98% |
$2.48M - $2.92M
|
360K
$13.3M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
95.5K+ 22.84% |
$2.44M - $2.87M
|
513K
$19M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
84K+ 469.34% |
$2.15M - $2.52M
|
102K
$3.76M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
79.8K+ 15.23% |
$2.04M - $2.4M
|
604K
$22.3M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
76.2K+ 44.13% |
$1.95M - $2.29M
|
249K
$9.19M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.9K+ 70.73% |
$1.94M - $2.28M
|
183K
$6.76M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.4K+ 10.55% |
$1.9M - $2.24M
|
780K
$28.8M
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
71.2KNew |
$1.82M - $2.14M
|
71.2K
$2.63M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70.3KNew |
$1.8M - $2.11M
|
70.3K
$2.6M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
70KNew |
$1.79M - $2.1M
|
70K
$2.59M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
61.4K+ 13.31% |
$1.57M - $1.84M
|
522K
$19.3M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60.3K+ 932.53% |
$1.54M - $1.81M
|
66.7K
$2.46M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60.1KNew |
$1.54M - $1.81M
|
60.1K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.8KNew |
$1.48M - $1.74M
|
57.8K
$2.14M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
55.5KNew |
$1.42M - $1.67M
|
55.5K
$2.05M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
55.1K+ 60.97% |
$1.41M - $1.65M
|
145K
$5.37M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.9K+ 18.42% |
$1.4M - $1.65M
|
353K
$13M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
54.3K+ 16.32% |
$1.39M - $1.63M
|
387K
$14.3M
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
53.4K+ 63.35% |
$1.37M - $1.6M
|
138K
$5.09M
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52.4K+ 42.83% |
$1.34M - $1.57M
|
175K
$6.45M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
49.6K+ 7.76% |
$1.27M - $1.49M
|
689K
$25.4M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.3KNew |
$1.26M - $1.48M
|
49.3K
$1.82M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
49.2K+ 16.88% |
$1.26M - $1.48M
|
340K
$12.6M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.9K+ 77.29% |
$1.22M - $1.44M
|
110K
$4.06M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.9KNew |
$1.22M - $1.44M
|
47.9K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.8K+ 7.64% |
$1.22M - $1.44M
|
674K
$24.9M
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
47.6K+ 173.51% |
$1.22M - $1.43M
|
75.1K
$2.77M
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
46.6K+ 148.53% |
$1.19M - $1.4M
|
78K
$2.88M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
45.1KNew |
$1.15M - $1.36M
|
45.1K
$1.67M
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
42.5K+ 5.73% |
$1.09M - $1.28M
|
785K
$29M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42K+ 65.06% |
$1.07M - $1.26M
|
106K
$3.93M
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
41.9KNew |
$1.07M - $1.26M
|
41.9K
$1.55M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$1.04M - $1.23M
|
40.8K
$1.51M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40.6K+ 12.34% |
$1.04M - $1.22M
|
369K
$13.6M
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
39.1K+ 14.34% |
$1M - $1.18M
|
312K
$11.5M
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
37.5KNew |
$959K - $1.13M
|
37.5K
$1.39M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37K+ 25.22% |
$946K - $1.11M
|
184K
$6.79M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36.5KNew |
$933K - $1.1M
|
36.5K
$1.35M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36.3K+ 112.63% |
$929K - $1.09M
|
68.6K
$2.53M
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35.8K+ 66.3% |
$914K - $1.07M
|
89.7K
$3.31M
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
35.5K+ 6.79% |
$908K - $1.07M
|
559K
$20.6M
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
34.4K+ 6.03% |
$878K - $1.03M
|
605K
$22.3M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
30.5K+ 51.27% |
$780K - $917K
|
90K
$3.32M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.8K+ 12.87% |
$761K - $895K
|
261K
$9.64M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
27.8K+ 30.49% |
$712K - $836K
|
119K
$4.4M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.8KNew |
$685K - $806K
|
26.8K
$990K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
25.9K+ 40.2% |
$661K - $777K
|
90.2K
$3.33M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 8.88% |
$648K - $761K
|
311K
$11.5M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.2K+ 75.77% |
$644K - $757K
|
58.4K
$2.16M
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25K+ 51.57% |
$639K - $752K
|
73.5K
$2.72M
|