Latest Institutional Transactions on Capital Group Divid Value ETF (CGDV)
This table provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.4KNew |
$410K - $454K
|
12.4K
$452K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30+ 15.0% |
$989 - $1.09K
|
230
$8.36K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-106- 0.82% |
$3.49K - $3.87K
|
12.9K
$467K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
16.1K+ 4.71% |
$532K - $589K
|
359K
$13.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.5K- 10.68% |
$378K - $418K
|
95.8K
$3.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.56K- 6.0% |
$51.5K - $56.9K
|
24.5K
$889K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
246K+ 8.14% |
$8.12M - $8.99M
|
3.27M
$119M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54.7K+ 6.61% |
$1.8M - $1.99M
|
882K
$32.1M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.13% |
$363 - $401
|
8.55K
$311K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
59.7K+ 10.96% |
$1.97M - $2.18M
|
604K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 16.37% |
$35K - $38.7K
|
7.55K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41K+ 23.94% |
$1.35M - $1.49M
|
212K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.29K+ 3.86% |
$42.6K - $47.1K
|
34.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
357K+ 1623.92% |
$11.8M - $13M
|
379K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
373K+ 78.54% |
$12.3M - $13.6M
|
847K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
313K+ 169.68% |
$10.3M - $11.4M
|
498K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 16.25% |
$4.58M - $5.07M
|
995K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14K+ 43.34% |
$461K - $510K
|
46.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.9K+ 50.63% |
$1.88M - $2.08M
|
169K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
150K+ 8.17% |
$4.94M - $5.46M
|
1.98M
$72.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.6K+ 4.88% |
$85.8K - $94.9K
|
56K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.2K+ 5.93% |
$204K - $226K
|
111K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64.6K+ 99.29% |
$2.13M - $2.36M
|
130K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.1K- 4.72% |
$135K - $150K
|
82.7K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.2K+ 1305.99% |
$863K - $955K
|
28.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32K+ 3.57% |
$1.05M - $1.17M
|
927K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
9.51K+ 11.38% |
$313K - $347K
|
93K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98.7K+ 22.04% |
$3.25M - $3.6M
|
547K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 27.31% |
$38.2M - $42.3M
|
5.4M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-9- 0.04% |
$297 - $328
|
23.6K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.93K- 3.47% |
$129K - $143K
|
109K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.12K+ 14.15% |
$103K - $114K
|
25.1K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
11K+ 2.74% |
$363K - $402K
|
413K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.71K+ 0.7% |
$89.4K - $99K
|
388K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 66.85% |
$667K - $738K
|
10K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89M- 41.15% |
$62.4M - $69M
|
2.71M
$98.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
123KNew |
$4.05M - $4.48M
|
123K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.81K+ 28.16% |
$126K - $139K
|
17.3K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.69KNew |
$253K - $281K
|
7.69K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.6K+ 139.45% |
$1.5M - $1.66M
|
78.3K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
376K+ 228.87% |
$12.4M - $13.7M
|
541K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21.7K- 36.93% |
$716K - $793K
|
37.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
224K+ 30.9% |
$7.37M - $8.16M
|
947K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
177K+ 83.46% |
$5.82M - $6.45M
|
388K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77K+ 13.45% |
$2.54M - $2.81M
|
650K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.31KNew |
$241K - $267K
|
7.31K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
597KNew |
$19.7M - $21.8M
|
597K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 19.32% |
$39.4M - $43.6M
|
7.37M
$268M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.2M+ 110.05% |
$138M - $153M
|
8.01M
$291M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.54K+ 32.66% |
$183K - $202K
|
22.5K
$818K
|