Purchases and Sales Made in Q4 2024 in Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

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 21, 2025 Q4 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
940
+ 0.43%
$33.1K - $34.9K
218K $9.14M
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
913
+ 4.24%
$32.1K - $33.9K
22.4K $939K
May 28, 2025 Q4 2024
Intrua Financial, LLC

Houston, TX
BUY
 -
910
+ 15.05%
$32K - $33.8K
6.96K $292K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
869
+ 11.51%
$30.6K - $32.3K
8.42K $353K
Jan 10, 2025 Q4 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
869
+ 12.26%
$30.6K - $32.3K
7.96K $333K
Feb 13, 2025 Q4 2024
Tradition Wealth Management, LLC

BUY
 -
864
+ 3.29%
$30.4K - $32.1K
27.1K $1.14M
Feb 13, 2025 Q4 2024
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
847
+ 4.94%
$29.8K - $31.4K
18K $754K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
770
New
$27.1K - $28.6K
770 $32.3K
Mar 03, 2025 Q4 2024
Cim, LLC

BUY
 -
748
+ 13.43%
$26.3K - $27.8K
6.32K $265K
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
693
+ 11.82%
$24.4K - $25.7K
6.56K $275K
Jan 30, 2025 Q4 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
683
+ 0.59%
$24K - $25.4K
116K $4.88M
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
656
+ 7.55%
$23.1K - $24.4K
9.35K $392K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
550
New
$19.3K - $20.4K
550 $23K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
538
+ 8.59%
$18.9K - $20K
6.8K $285K
Jan 21, 2025 Q4 2024
Lantz Financial LLC

BUY
 -
523
+ 1.29%
$18.4K - $19.4K
40.9K $1.72M
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
464
+ 0.46%
$16.3K - $17.2K
101K $4.21M
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
449
+ 0.83%
$15.8K - $16.7K
54.4K $2.28M
Jan 29, 2025 Q4 2024
Carnegie Lake Advisors LLC

Princeton, NJ
BUY
 -
420
+ 7.34%
$14.8K - $15.6K
6.14K $257K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
400
+ 33.33%
$14.1K - $14.8K
1.6K $67K
Jan 13, 2025 Q4 2024
Professional Financial Advisors, LLC

BUY
 -
383
+ 1.18%
$13.5K - $14.2K
32.9K $1.38M
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
369
New
$13K - $13.7K
369 $15.5K
Feb 12, 2025 Q4 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
329
+ 2.05%
$11.6K - $12.2K
16.4K $685K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
329
New
$11.6K - $12.2K
329 $13.8K
Feb 14, 2025 Q4 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
292
+ 0.6%
$10.3K - $10.8K
48.9K $2.05M
Feb 03, 2025 Q4 2024
Wealth Care Investment Partners, LLC

BUY
 -
270
+ 0.52%
$9.49K - $10K
52.3K $2.19M
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
257
New
$9.04K - $9.54K
257 $10.8K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
236
+ 1.02%
$8.3K - $8.76K
23.4K $980K
Feb 13, 2025 Q4 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
211
+ 1.98%
$7.42K - $7.83K
10.9K $455K
Feb 10, 2025 Q4 2024
Signature Wealth Management Group

BUY
 -
210
+ 1.85%
$7.38K - $7.8K
11.6K $484K
Feb 04, 2025 Q4 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
200
+ 2.74%
$7.03K - $7.42K
7.49K $314K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
186
+ 34.51%
$6.54K - $6.9K
725 $30.4K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
175
New
$6.15K - $6.5K
175 $7.33K
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
168
+ 1.63%
$5.91K - $6.24K
10.5K $440K
Jan 13, 2025 Q4 2024
180 Wealth Advisors, LLC

BUY
 -
143
+ 2.09%
$5.03K - $5.31K
6.98K $292K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
137
+ 2.27%
$4.82K - $5.09K
6.17K $259K
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
123
+ 2.13%
$4.32K - $4.57K
5.9K $247K
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
109
+ 0.37%
$3.83K - $4.05K
29.5K $1.24M
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$3.52K - $3.71K
100 $4.19K
Jan 17, 2025 Q4 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
94
+ 0.83%
$3.31K - $3.49K
11.4K $476K
Feb 13, 2025 Q4 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
93
+ 0.93%
$3.27K - $3.45K
10.1K $422K
Jan 14, 2025 Q4 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
70
New
$2.46K - $2.6K
70 $2.93K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
66
+ 0.05%
$2.32K - $2.45K
145K $6.06M
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
56
New
$1.97K - $2.08K
56 $2.35K
Feb 14, 2025 Q4 2024
Acorn Financial Advisory Services Inc

BUY
 -
53
+ 0.89%
$1.86K - $1.97K
5.98K $250K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
51
New
$1.79K - $1.89K
51 $2.14K
Feb 13, 2025 Q4 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
43
+ 0.45%
$1.51K - $1.6K
9.67K $405K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
42
+ 0.38%
$1.48K - $1.56K
11.2K $470K
Feb 04, 2025 Q4 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
41
+ 0.17%
$1.44K - $1.52K
23.6K $990K
Jan 22, 2025 Q4 2024
Tru Independence LLC

BUY
 -
40
+ 0.46%
$1.41K - $1.48K
8.81K $369K

Track Institutional and Insider Activities on CGDV

Follow CAPITAL GROUP DIVID VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CGDV shares.

Notify only if

Insider Trading

Get notified when an Capital Group Divid Value ETF insider buys or sells CGDV shares.

Notify only if

News

Receive news related to CAPITAL GROUP DIVID VALUE ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CGDV