Purchases and Sales Made in Q4 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 2024. 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 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.5K+ 0.38% |
$1.42M - $1.5M
|
10.8M
$400M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40.4KNew |
$1.42M - $1.5M
|
40.4K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
36.7K+ 81.82% |
$1.29M - $1.36M
|
81.6K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
35.8K+ 4.04% |
$1.26M - $1.33M
|
921K
$34M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 5.34% |
$1.23M - $1.3M
|
689K
$25.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
34.5K+ 150.52% |
$1.21M - $1.28M
|
57.4K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.6KNew |
$1.18M - $1.25M
|
33.6K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
31K+ 22.58% |
$1.09M - $1.15M
|
169K
$6.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 15.74% |
$1.09M - $1.15M
|
227K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
30.6KNew |
$1.08M - $1.14M
|
30.6K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29KNew |
$1.02M - $1.08M
|
29K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.8K+ 4.66% |
$1.01M - $1.07M
|
647K
$23.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.6KNew |
$1.01M - $1.06M
|
28.6K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28.4K+ 145.03% |
$997K - $1.05M
|
47.9K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
27.9K+ 5.75% |
$980K - $1.04M
|
513K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
27.7KNew |
$973K - $1.03M
|
27.7K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.1K+ 12.78% |
$953K - $1.01M
|
239K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
26KNew |
$913K - $964K
|
26K
$959K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.5K+ 88.75% |
$861K - $909K
|
52.1K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.4K+ 4.7% |
$822K - $868K
|
521K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
23.1K+ 126.41% |
$813K - $858K
|
41.4K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23K+ 334.62% |
$810K - $855K
|
29.9K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.7K+ 15.97% |
$800K - $844K
|
165K
$6.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.5K+ 14.48% |
$755K - $798K
|
170K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.2KNew |
$744K - $786K
|
21.2K
$781K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21K+ 2.85% |
$740K - $781K
|
758K
$28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 27.45% |
$733K - $774K
|
96.9K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18.6KNew |
$653K - $689K
|
18.6K
$685K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.5K+ 15.88% |
$649K - $685K
|
135K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
18K+ 2.21% |
$633K - $668K
|
832K
$30.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 28.75% |
$624K - $659K
|
79.5K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 174.71% |
$621K - $656K
|
27.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.7K+ 7.28% |
$621K - $656K
|
260K
$9.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
17.5K+ 3.99% |
$614K - $648K
|
455K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16.7K+ 55.97% |
$588K - $621K
|
46.6K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
16.7K+ 7.24% |
$587K - $620K
|
247K
$9.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2K+ 12.45% |
$534K - $564K
|
137K
$5.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.7K+ 210.98% |
$515K - $544K
|
21.6K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 19.75% |
$455K - $481K
|
78.6K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 9.43% |
$446K - $471K
|
147K
$5.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.3K+ 19.99% |
$434K - $458K
|
74.1K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 31.32% |
$433K - $458K
|
51.7K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12KNew |
$420K - $444K
|
12K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.9K+ 9.17% |
$419K - $442K
|
142K
$5.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
11.7KNew |
$411K - $434K
|
11.7K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 28.74% |
$383K - $404K
|
48.8K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.5K+ 31.09% |
$371K - $391K
|
44.4K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 7.53% |
$356K - $376K
|
145K
$5.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
9.98K+ 10.72% |
$351K - $370K
|
103K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.76K+ 12.67% |
$343K - $362K
|
86.8K
$3.2M
|