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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.96KNew |
$178K - $209K
|
6.96K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.89KNew |
$176K - $207K
|
6.89K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.84K+ 35.5% |
$175K - $206K
|
26.1K
$965K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.69K+ 4.98% |
$171K - $201K
|
141K
$5.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.54K+ 12.39% |
$167K - $197K
|
59.3K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.14K+ 45.52% |
$157K - $185K
|
19.6K
$725K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 11.0% |
$155K - $183K
|
61.4K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.53K+ 9.93% |
$141K - $166K
|
61.2K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 12.93% |
$140K - $165K
|
48K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.4K+ 7.18% |
$138K - $162K
|
80.6K
$2.98M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
5.24KNew |
$134K - $157K
|
5.24K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.12K+ 9.19% |
$131K - $154K
|
60.8K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.09KNew |
$130K - $153K
|
5.09K
$188K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.93K+ 5.14% |
$126K - $148K
|
101K
$3.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.6K+ 26.67% |
$117K - $138K
|
21.8K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.69KNew |
$94.4K - $111K
|
3.69K
$136K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.68K+ 6.68% |
$94.1K - $111K
|
58.8K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.32K+ 34.89% |
$84.8K - $99.6K
|
12.8K
$474K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.19K+ 2.14% |
$81.4K - $95.7K
|
152K
$5.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.1K+ 10.11% |
$79.3K - $93.2K
|
33.8K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$76.7K - $90.1K
|
3K
$111K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.95K+ 67.89% |
$75.4K - $88.6K
|
7.3K
$269K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.67K+ 7.25% |
$68.2K - $80.1K
|
39.5K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.53K+ 12.7% |
$64.6K - $76K
|
22.4K
$829K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.51K+ 1.59% |
$64.2K - $75.4K
|
161K
$5.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.34K+ 9.79% |
$59.8K - $70.3K
|
26.2K
$969K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.32K+ 4.77% |
$59.2K - $69.6K
|
50.9K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29K+ 27.44% |
$58.6K - $68.8K
|
10.6K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.19K+ 40.03% |
$56K - $65.8K
|
7.67K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.15K+ 16.97% |
$55K - $64.6K
|
14.8K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.09K+ 2.23% |
$53.5K - $62.8K
|
95.7K
$3.54M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.04KNew |
$52K - $61.1K
|
2.04K
$75.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.01K+ 9.51% |
$51.2K - $60.2K
|
23.1K
$852K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.92K+ 3.26% |
$48.9K - $57.5K
|
60.7K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.9K+ 6.03% |
$48.6K - $57.1K
|
33.4K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.86KNew |
$47.6K - $55.9K
|
1.86K
$68.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.63K+ 2.88% |
$41.6K - $48.8K
|
58K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$31.3K - $36.8K
|
1.22K
$45.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 8.08% |
$30.5K - $35.8K
|
15.9K
$589K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.11KNew |
$28.4K - $33.4K
|
1.11K
$41.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 35.27% |
$25.6K - $30K
|
3.84K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
885New |
$22.6K - $26.6K
|
885
$32.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
719+ 35.06% |
$18.4K - $21.6K
|
2.77K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
631+ 7.43% |
$16.1K - $19K
|
9.12K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
500New |
$12.8K - $15K
|
500
$18.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
418+ 2.61% |
$10.7K - $12.6K
|
16.4K
$606K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
405+ 4.61% |
$10.4K - $12.2K
|
9.19K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
300+ 2.11% |
$7.67K - $9.01K
|
14.5K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
250+ 2.17% |
$6.39K - $7.51K
|
11.8K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
215+ 0.84% |
$5.5K - $6.46K
|
25.8K
$952K
|