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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 13.41% |
$133K - $141K
|
32.1K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.78K+ 36.47% |
$133K - $140K
|
14.1K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.73K+ 14.84% |
$131K - $138K
|
28.9K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.67K+ 1595.65% |
$129K - $136K
|
3.9K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.66K+ 20.3% |
$129K - $136K
|
21.7K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.65KNew |
$128K - $135K
|
3.65K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.57K+ 5.98% |
$125K - $132K
|
63.2K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.45K+ 1.13% |
$121K - $128K
|
308K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.44K+ 4.43% |
$121K - $128K
|
81.1K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.41K+ 51.25% |
$120K - $127K
|
10.1K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.41K+ 3.96% |
$120K - $126K
|
89.5K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 14.53% |
$118K - $125K
|
26.5K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.22K+ 1.91% |
$113K - $120K
|
172K
$7.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 21.92% |
$113K - $119K
|
17.8K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.17K+ 19.32% |
$111K - $118K
|
19.6K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.13K+ 0.49% |
$110K - $116K
|
639K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.13KNew |
$110K - $116K
|
3.13K
$131K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3K+ 4.73% |
$105K - $111K
|
66.3K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.99K+ 8.59% |
$105K - $111K
|
37.7K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.97K+ 7.21% |
$105K - $110K
|
44.2K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.67K+ 2.41% |
$93.7K - $98.9K
|
113K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.66K+ 5.86% |
$93.6K - $98.9K
|
48.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.46KNew |
$86.5K - $91.4K
|
2.46K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 0.9% |
$85.9K - $90.6K
|
272K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.41K+ 4.74% |
$84.9K - $89.6K
|
53.4K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.3K+ 38.33% |
$80.9K - $85.4K
|
8.3K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.26K+ 24.04% |
$79.4K - $83.8K
|
11.6K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.18K+ 12.29% |
$76.7K - $81K
|
19.9K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.13K+ 9.46% |
$74.9K - $79.1K
|
24.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.98K+ 14.33% |
$69.5K - $73.4K
|
15.8K
$661K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.96K+ 11.44% |
$68.8K - $72.6K
|
19.1K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.91K+ 16.99% |
$67.3K - $71K
|
13.2K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.61K+ 19.95% |
$56.4K - $59.6K
|
9.65K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.6K+ 22.66% |
$56.2K - $59.3K
|
8.65K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$54.8K - $57.9K
|
1.56K
$65.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 9.57% |
$51.9K - $54.8K
|
16.9K
$708K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 2.15% |
$50.6K - $53.5K
|
68.4K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.4K+ 7.59% |
$49.1K - $51.8K
|
19.8K
$829K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.33K+ 3.74% |
$46.7K - $49.3K
|
36.8K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$46.5K - $49.1K
|
1.32K
$55.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 29.34% |
$46.2K - $48.7K
|
5.79K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 2.02% |
$44.7K - $47.2K
|
64.1K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.23K+ 1.53% |
$43.2K - $45.7K
|
81.8K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15K+ 27.39% |
$40.4K - $42.6K
|
5.34K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.15K+ 13.1% |
$40.3K - $42.6K
|
9.9K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.13K+ 16.62% |
$39.7K - $41.9K
|
7.92K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.08K+ 5.01% |
$38.1K - $40.2K
|
22.7K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 5.34% |
$37K - $39.1K
|
20.8K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
960+ 10.42% |
$33.8K - $35.6K
|
10.2K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
955+ 5.43% |
$33.6K - $35.4K
|
18.6K
$777K
|