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 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
24.8K+ 4.66% |
$634K - $745K
|
558K
$20.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
22.8K+ 6.83% |
$582K - $684K
|
356K
$13.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22.6K+ 28.97% |
$576K - $677K
|
100K
$3.71M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
22.4KNew |
$573K - $674K
|
22.4K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
21.7KNew |
$553K - $650K
|
21.7K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.1KNew |
$539K - $634K
|
21.1K
$779K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20.9K+ 11.58% |
$533K - $627K
|
201K
$7.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 59.99% |
$505K - $593K
|
52.7K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
19.3K+ 44.19% |
$494K - $580K
|
63K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18.8K+ 59.71% |
$481K - $565K
|
50.3K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
18.5K+ 2.79% |
$474K - $557K
|
682K
$25.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
17.4KNew |
$446K - $524K
|
17.4K
$643K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
17.1K+ 2.09% |
$438K - $515K
|
835K
$30.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17.1KNew |
$436K - $512K
|
17.1K
$629K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.6K+ 16.06% |
$423K - $497K
|
120K
$4.41M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
15K+ 308.18% |
$382K - $449K
|
19.8K
$731K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
14.9K+ 123.85% |
$380K - $446K
|
26.8K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
14.8K+ 14.39% |
$378K - $444K
|
118K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.1K+ 7.12% |
$362K - $425K
|
213K
$7.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14.1K+ 24.38% |
$361K - $424K
|
72K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$356K - $418K
|
13.9K
$514K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.4K+ 17.98% |
$343K - $403K
|
88.1K
$3.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.4K+ 17.98% |
$343K - $403K
|
88.1K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.5K+ 867.97% |
$319K - $374K
|
13.9K
$513K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.5K+ 4.37% |
$318K - $374K
|
297K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 3.65% |
$315K - $370K
|
349K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12KNew |
$306K - $359K
|
12K
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
11.8K+ 155.82% |
$302K - $355K
|
19.4K
$716K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 42.06% |
$291K - $342K
|
38.4K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$273K - $320K
|
10.7K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.6K+ 12.25% |
$270K - $317K
|
96.7K
$3.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.5KNew |
$268K - $315K
|
10.5K
$387K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.67KNew |
$247K - $291K
|
9.67K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.61KNew |
$246K - $289K
|
9.61K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.06K+ 5.72% |
$232K - $272K
|
167K
$6.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
8.94K+ 92.65% |
$228K - $268K
|
18.6K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.85KNew |
$226K - $266K
|
8.85K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.72K+ 36.14% |
$223K - $262K
|
32.9K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.43K+ 5.72% |
$215K - $253K
|
156K
$5.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$214K - $251K
|
8.36K
$309K
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
8.22KNew |
$210K - $247K
|
8.22K
$303K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.18K+ 77.04% |
$209K - $246K
|
18.8K
$694K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.72KNew |
$197K - $232K
|
7.72K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.68K+ 32.91% |
$196K - $231K
|
31K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 12.0% |
$194K - $228K
|
71K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.58K+ 22.42% |
$194K - $228K
|
41.4K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.54KNew |
$193K - $226K
|
7.54K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.51KNew |
$192K - $226K
|
7.51K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.48K+ 52.32% |
$191K - $225K
|
21.8K
$803K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7.38K+ 9.97% |
$189K - $222K
|
81.5K
$3.01M
|