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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
20K+ 23.22% |
$702K - $742K
|
106K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.9K+ 115.08% |
$701K - $740K
|
37.3K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19K+ 81.82% |
$669K - $707K
|
42.3K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18.6KNew |
$653K - $689K
|
18.6K
$778K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.5K+ 15.88% |
$649K - $685K
|
135K
$5.64M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.4KNew |
$648K - $684K
|
18.4K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
18.3KNew |
$644K - $680K
|
18.3K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
18K+ 2.21% |
$633K - $668K
|
832K
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.9K+ 2.03% |
$631K - $666K
|
900K
$37.7M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17.9KNew |
$628K - $663K
|
17.9K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 28.75% |
$624K - $659K
|
79.5K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 174.71% |
$621K - $656K
|
27.8K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.7K+ 7.28% |
$621K - $656K
|
260K
$10.9M
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
17.5KNew |
$615K - $649K
|
17.5K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
17.5K+ 3.99% |
$614K - $648K
|
455K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16.7K+ 55.97% |
$588K - $621K
|
46.6K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
16.7K+ 7.24% |
$587K - $620K
|
247K
$10.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5K+ 37.9% |
$579K - $611K
|
59.9K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4K+ 2.72% |
$578K - $610K
|
621K
$26M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.4K+ 2.72% |
$578K - $610K
|
621K
$26M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16.4KNew |
$577K - $609K
|
16.4K
$688K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$538K - $568K
|
15.3K
$641K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2K+ 12.45% |
$534K - $564K
|
137K
$5.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
15.1K+ 13.67% |
$529K - $559K
|
125K
$5.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15K+ 11.77% |
$528K - $557K
|
143K
$5.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.7K+ 210.98% |
$515K - $544K
|
21.6K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14K+ 2.27% |
$493K - $520K
|
631K
$26.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.4K+ 6.86% |
$472K - $498K
|
209K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.3K+ 103.07% |
$468K - $494K
|
26.2K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 19.75% |
$455K - $481K
|
78.6K
$3.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 9.43% |
$446K - $471K
|
147K
$6.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.3K+ 19.99% |
$434K - $458K
|
74.1K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 31.32% |
$433K - $458K
|
51.7K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12KNew |
$420K - $444K
|
12K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.9K+ 9.17% |
$419K - $442K
|
142K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
11.7KNew |
$411K - $434K
|
11.7K
$490K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$394K - $416K
|
11.2K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.1KNew |
$389K - $410K
|
11.1K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 28.74% |
$383K - $404K
|
48.8K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.5K+ 31.09% |
$371K - $391K
|
44.4K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$370K - $391K
|
10.5K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 7.53% |
$356K - $376K
|
145K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
9.98K+ 10.72% |
$351K - $370K
|
103K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.92K+ 40.92% |
$349K - $368K
|
34.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9.81KNew |
$345K - $364K
|
9.81K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.76K+ 12.67% |
$343K - $362K
|
86.8K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.69K+ 9.89% |
$341K - $360K
|
108K
$4.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.23K+ 35.75% |
$324K - $343K
|
35K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.05KNew |
$318K - $336K
|
9.05K
$379K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.82K+ 53.75% |
$310K - $327K
|
25.2K
$1.06M
|