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 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.7KNew |
$306K - $323K
|
8.7K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.33K+ 63.12% |
$293K - $309K
|
21.5K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.25K+ 11.83% |
$290K - $306K
|
78K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.22KNew |
$289K - $305K
|
8.22K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.11KNew |
$285K - $301K
|
8.11K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
8.09K+ 21.83% |
$284K - $300K
|
45.1K
$1.89M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
8.02KNew |
$282K - $298K
|
8.02K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.9KNew |
$278K - $293K
|
7.9K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.83KNew |
$275K - $291K
|
7.83K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.55KNew |
$265K - $280K
|
7.55K
$316K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7.52KNew |
$264K - $279K
|
7.52K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.51K+ 11.42% |
$264K - $279K
|
73.3K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.4K+ 56.01% |
$260K - $275K
|
20.6K
$864K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.4K+ 35.74% |
$260K - $275K
|
28.1K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.36KNew |
$259K - $273K
|
7.36K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.31KNew |
$257K - $271K
|
7.31K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.22K+ 5.48% |
$254K - $268K
|
139K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.16KNew |
$252K - $266K
|
7.16K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
7.05KNew |
$248K - $262K
|
7.05K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.03K+ 9.5% |
$247K - $261K
|
81K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7KNew |
$246K - $260K
|
7K
$293K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6.95K+ 98.76% |
$244K - $258K
|
14K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.92K+ 8.69% |
$243K - $257K
|
86.5K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.64KNew |
$233K - $247K
|
6.64K
$278K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.47KNew |
$227K - $240K
|
6.47K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6.27KNew |
$220K - $233K
|
6.27K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.18K+ 6.87% |
$217K - $229K
|
96K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.04K+ 9.42% |
$212K - $224K
|
70.2K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.8KNew |
$204K - $215K
|
5.8K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.76K+ 19.37% |
$203K - $214K
|
35.5K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.76KNew |
$203K - $214K
|
5.76K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.75K+ 11.53% |
$202K - $213K
|
55.6K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.64K+ 36.63% |
$198K - $209K
|
21K
$881K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.61K+ 8.49% |
$197K - $208K
|
71.6K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5.59K+ 6.44% |
$196K - $207K
|
92.4K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.31K+ 11.11% |
$187K - $197K
|
53.1K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.15K+ 12.14% |
$181K - $191K
|
47.5K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.99K+ 15.83% |
$175K - $185K
|
36.5K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.86K+ 8.68% |
$171K - $180K
|
60.8K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.74K+ 2.22% |
$167K - $176K
|
218K
$9.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.69K+ 7.32% |
$165K - $174K
|
68.8K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.49K+ 30.35% |
$158K - $166K
|
19.3K
$807K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
4.38K+ 39.99% |
$154K - $163K
|
15.3K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.34K+ 38.05% |
$153K - $161K
|
15.7K
$659K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.29KNew |
$151K - $159K
|
4.29K
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.28K+ 42.53% |
$151K - $159K
|
14.3K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.2K+ 1.08% |
$147K - $156K
|
392K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.18K+ 24.71% |
$147K - $155K
|
21.1K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.05K+ 51.89% |
$143K - $150K
|
11.9K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.96K+ 20.39% |
$139K - $147K
|
23.4K
$980K
|