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 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
94+ 0.83% |
$3.31K - $3.49K
|
11.4K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
70New |
$2.46K - $2.6K
|
70
$2.57K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
51New |
$1.79K - $1.89K
|
51
$1.87K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
42+ 0.38% |
$1.48K - $1.56K
|
11.2K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 0.17% |
$1.44K - $1.52K
|
23.6K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
40+ 0.46% |
$1.41K - $1.48K
|
8.81K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28+ 0.5% |
$984 - $1.04K
|
5.65K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
22+ 0.13% |
$774 - $817
|
16.4K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.2% |
$774 - $817
|
11.2K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$703 - $742
|
20
$735
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7+ 0.02% |
$246 - $260
|
39.1K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.9% |
$246 - $260
|
781
$28.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.25% |
$246 - $260
|
2.78K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5New |
$176 - $186
|
5
$184
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-118- 0.04% |
$4.15K - $4.38K
|
265K
$9.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-126- 0.33% |
$4.43K - $4.68K
|
38.2K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-146- 0.35% |
$5.13K - $5.42K
|
41.7K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-198- 1.97% |
$6.96K - $7.35K
|
9.83K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 1.23% |
$7K - $7.39K
|
15.9K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 25.0% |
$14.1K - $14.8K
|
1.2K
$44.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-418- 0.03% |
$14.7K - $15.5K
|
1.37M
$50.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-453- 0.23% |
$15.9K - $16.8K
|
193K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-824- 0.76% |
$29K - $30.6K
|
108K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.29% |
$36.9K - $38.9K
|
11.6K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.36K- 0.75% |
$47.9K - $50.5K
|
180K
$6.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.53K- 1.86% |
$53.8K - $56.8K
|
80.8K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 1.35% |
$67.7K - $71.5K
|
140K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.32K- 8.65% |
$81.4K - $86K
|
24.5K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.35K- 3.26% |
$82.7K - $87.3K
|
69.9K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 13.13% |
$115K - $122K
|
21.7K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-6.46K- 7.77% |
$227K - $240K
|
76.8K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.14K- 3.34% |
$251K - $265K
|
207K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.66K- 0.62% |
$269K - $284K
|
1.23M
$45.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.4K- 18.09% |
$295K - $312K
|
38K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.51K- 2.08% |
$299K - $316K
|
401K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 3.42% |
$352K - $372K
|
282K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.4K- 54.01% |
$471K - $497K
|
11.4K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.6K- 30.93% |
$1.36M - $1.43M
|
86.2K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.3K- 4.51% |
$1.42M - $1.5M
|
855K
$31.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.2K- 99.88% |
$1.7M - $1.79M
|
58
$2.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-58.7K- 88.93% |
$2.06M - $2.18M
|
7.31K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-88.2K- 21.13% |
$3.1M - $3.27M
|
329K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-94.1K- 15.27% |
$3.31M - $3.49M
|
522K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-302K- 84.09% |
$10.6M - $11.2M
|
57.1K
$2.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-631K- 97.23% |
$22.2M - $23.4M
|
18K
$662K
|