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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
724KNew |
$22.5M - $24.1M
|
724K
$26.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
13.9K+ 1.95% |
$433K - $464K
|
728K
$26.4M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.5KNew |
$325K - $349K
|
10.5K
$379K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
111K+ 184.58% |
$3.45M - $3.7M
|
171K
$6.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
485New |
$15.1K - $16.2K
|
485
$17.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
735K+ 17.02% |
$22.9M - $24.5M
|
5.05M
$183M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
93.8K+ 16.54% |
$2.92M - $3.13M
|
661K
$23.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.1KNew |
$34.1K - $36.6K
|
1.1K
$39.8K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.24KNew |
$225K - $242K
|
7.24K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7.45K+ 78.18% |
$232K - $248K
|
17K
$615K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.33K+ 14.36% |
$41.3K - $44.3K
|
10.6K
$384K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.49K+ 27.8% |
$140K - $150K
|
20.7K
$749K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44KNew |
$1.37M - $1.47M
|
44K
$1.6M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.51K+ 21.46% |
$46.9K - $50.4K
|
8.54K
$310K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
55.2K+ 1494.12% |
$1.72M - $1.84M
|
58.9K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16.1KNew |
$502K - $539K
|
16.1K
$585K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245K+ 40.22% |
$7.63M - $8.19M
|
856K
$31M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.8K+ 18.52% |
$521K - $559K
|
107K
$3.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
631K+ 7.66% |
$19.6M - $21.1M
|
8.86M
$321M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.78K+ 16.77% |
$86.6K - $92.9K
|
19.4K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6KNew |
$921K - $988K
|
29.6K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-6.47K- 19.9% |
$201K - $216K
|
26K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
800K+ 14.87% |
$24.9M - $26.7M
|
6.18M
$224M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
562K+ 34.46% |
$17.5M - $18.8M
|
2.19M
$79.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
345K+ 266.07% |
$10.7M - $11.5M
|
474K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
92+ 1.29% |
$2.86K - $3.07K
|
7.21K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.6KNew |
$579K - $622K
|
18.6K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
557K+ 508.92% |
$17.3M - $18.6M
|
667K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-849K- 97.48% |
$26.4M - $28.3M
|
22K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72.1K+ 134.51% |
$2.24M - $2.41M
|
126K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109K+ 13.83% |
$3.38M - $3.63M
|
895K
$32.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 6.2% |
$37.3K - $40K
|
18.1K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.5KNew |
$295K - $317K
|
9.5K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.7KNew |
$1.02M - $1.09M
|
32.7K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
75.8KNew |
$2.36M - $2.53M
|
75.8K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$18.7K - $20K
|
600
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.3K+ 80.03% |
$446K - $478K
|
32.2K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 32.45% |
$3.16M - $3.39M
|
212K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.5K+ 31.62% |
$1.23M - $1.32M
|
164K
$5.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.4K+ 68.21% |
$820K - $880K
|
65K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-54- 0.35% |
$1.68K - $1.8K
|
15.6K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.86K+ 7.71% |
$88.9K - $95.4K
|
40K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9K+ 170.4% |
$931K - $999K
|
47.5K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68.6K- 97.16% |
$2.13M - $2.29M
|
2.01K
$72.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
54.2KNew |
$1.69M - $1.81M
|
54.2K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.6K+ 0.85% |
$795K - $853K
|
3.03M
$110M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36.8K+ 24.6% |
$1.14M - $1.23M
|
186K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.4K+ 24.82% |
$695K - $746K
|
112K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.41M+ 110.23% |
$75M - $80.4M
|
4.6M
$167M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
13.5KNew |
$421K - $451K
|
13.5K
$490K
|