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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-44.2K- 8.91% |
$1.37M - $1.47M
|
451K
$16.4M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$33.5K - $36K
|
1.08K
$39.1K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72.3K+ 40.23% |
$2.25M - $2.41M
|
252K
$9.14M
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
17.8K+ 24004.05% |
$552K - $593K
|
17.8K
$647K
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
16.8KNew |
$522K - $560K
|
16.8K
$608K
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.07M+ 158.27% |
$33.3M - $35.7M
|
1.75M
$63.3M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.24K+ 23.27% |
$101K - $108K
|
17.1K
$621K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
256K+ 7.91% |
$7.97M - $8.55M
|
3.5M
$127M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.09K+ 42.2% |
$96K - $103K
|
10.4K
$377K
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.29K+ 1.87% |
$195K - $210K
|
343K
$12.4M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$207K - $222K
|
6.66K
$242K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.36K+ 2.46% |
$260K - $279K
|
348K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.8K+ 16.54% |
$1.24M - $1.33M
|
280K
$10.2M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.59K+ 30.12% |
$80.6K - $86.5K
|
11.2K
$406K
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 2.55% |
$80.6K - $86.5K
|
104K
$3.78M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39.9K+ 36.02% |
$1.24M - $1.33M
|
151K
$5.46M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 1.45% |
$92.6K - $99.4K
|
209K
$7.58M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.2K+ 4.02% |
$1.87M - $2.01M
|
1.56M
$56.5M
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-178- 0.91% |
$5.54K - $5.94K
|
19.4K
$704K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
236+ 0.77% |
$7.34K - $7.88K
|
30.7K
$1.11M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.72K+ 1.79% |
$84.7K - $90.9K
|
155K
$5.61M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.4K+ 62.96% |
$914K - $981K
|
76.1K
$2.76M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24.5K+ 113.77% |
$763K - $819K
|
46.1K
$1.67M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
168KNew |
$5.23M - $5.61M
|
168K
$6.09M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.03K+ 8.51% |
$94.2K - $101K
|
38.6K
$1.4M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 11.17% |
$52.3K - $56.1K
|
16.7K
$606K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85K+ 11.29% |
$2.64M - $2.84M
|
838K
$30.4M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.13K+ 461.28% |
$160K - $171K
|
6.25K
$226K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
38.4KNew |
$1.19M - $1.28M
|
38.4K
$1.39M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52.4KNew |
$1.63M - $1.75M
|
52.4K
$1.9M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-412- 2.38% |
$12.8K - $13.7K
|
16.9K
$613K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39.3K+ 47.48% |
$1.22M - $1.31M
|
122K
$4.43M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 71.32% |
$84K - $90.1K
|
6.49K
$235K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.55K+ 20.39% |
$79.3K - $85.1K
|
15.1K
$546K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.3K+ 7.17% |
$1.19M - $1.28M
|
573K
$20.8M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
50.4K+ 90.51% |
$1.57M - $1.68M
|
106K
$3.84M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.94K+ 6.89% |
$91.4K - $98.1K
|
45.6K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.6K+ 3.83% |
$734K - $787K
|
640K
$23.2M
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24.7K+ 32.08% |
$768K - $824K
|
102K
$3.68M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-31K- 5.98% |
$964K - $1.03M
|
488K
$17.7M
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.49K- 1.22% |
$46.4K - $49.8K
|
121K
$4.38M
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.94K+ 1.62% |
$154K - $165K
|
310K
$11.2M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17+ 0.3% |
$529 - $567
|
5.61K
$203K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.84K+ 37.52% |
$119K - $128K
|
14.1K
$510K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
141K+ 21.31% |
$4.38M - $4.69M
|
801K
$29M
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
380+ 2.16% |
$11.8K - $12.7K
|
18K
$652K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.49KNew |
$264K - $283K
|
8.49K
$308K
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.1K+ 12.02% |
$315K - $338K
|
94.4K
$3.42M
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
7.09KNew |
$220K - $237K
|
7.09K
$257K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
880K+ 18.85% |
$27.4M - $29.4M
|
5.55M
$201M
|