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 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-15- 0.04% |
$467 - $501
|
39.8K
$1.44M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
107K+ 27.43% |
$3.33M - $3.57M
|
497K
$18M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10.2K+ 9.69% |
$316K - $339K
|
115K
$4.17M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 33.69% |
$373K - $400K
|
47.6K
$1.73M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-119K- 26.13% |
$3.7M - $3.97M
|
336K
$12.2M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.1MNew |
$283M - $304M
|
9.1M
$330M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.7K+ 16.54% |
$1.08M - $1.16M
|
244K
$8.86M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
80+ 0.31% |
$2.49K - $2.67K
|
25.9K
$938K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.17KNew |
$130K - $139K
|
4.17K
$151K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713K+ 6701.56% |
$20.9M - $23.2M
|
724K
$26.2M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-178K- 31.01% |
$5.21M - $5.79M
|
395K
$14.3M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24.6K+ 55.23% |
$722K - $802K
|
69.2K
$2.51M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
160KNew |
$4.69M - $5.21M
|
160K
$5.8M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.79KNew |
$81.8K - $90.9K
|
2.79K
$101K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
241New |
$7.07K - $7.85K
|
241
$8.74K
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.7K+ 15.46% |
$79K - $87.8K
|
20.1K
$730K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
123New |
$3.61K - $4.01K
|
123
$4.46K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.6K+ 370.11% |
$1.51M - $1.68M
|
65.5K
$2.37M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
434K+ 40.55% |
$12.7M - $14.1M
|
1.5M
$54.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
192K+ 12.4% |
$5.63M - $6.25M
|
1.74M
$63M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-147K- 72.26% |
$4.32M - $4.8M
|
56.5K
$2.05M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-357- 7.01% |
$10.5K - $11.6K
|
4.73K
$172K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
7.06KNew |
$207K - $230K
|
7.06K
$256K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$645 - $717
|
22
$798
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 3.66% |
$32.1K - $35.7K
|
31K
$1.12M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.22KNew |
$270K - $300K
|
9.22K
$334K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$352K - $391K
|
12K
$435K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
770New |
$22.6K - $25.1K
|
770
$27.9K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.98K+ 7.81% |
$117K - $130K
|
54.9K
$1.99M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.2K+ 57.37% |
$64.5K - $71.7K
|
6.04K
$219K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
880New |
$25.8K - $28.7K
|
880
$31.9K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.64K+ 5.0% |
$48.2K - $53.5K
|
34.5K
$1.25M
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
690New |
$20.2K - $22.5K
|
690
$25K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
154K+ 30.08% |
$4.53M - $5.03M
|
668K
$24.2M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
753KNew |
$22.1M - $24.5M
|
753K
$27.3M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9.88K+ 468.96% |
$290K - $322K
|
12K
$435K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
155New |
$4.55K - $5.05K
|
155
$5.62K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 1.26% |
$1.26K - $1.4K
|
3.37K
$122K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
520New |
$15.3K - $16.9K
|
520
$18.9K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.7K+ 38.46% |
$167K - $186K
|
20.5K
$744K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$327K - $363K
|
11.1K
$404K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
695New |
$20.4K - $22.6K
|
695
$25.2K
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.27K+ 28.11% |
$95.8K - $106K
|
14.9K
$540K
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-9.86K- 1.18% |
$289K - $321K
|
825K
$29.9M
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.34KNew |
$245K - $272K
|
8.34K
$302K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 24.23% |
$846K - $940K
|
148K
$5.36M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.1K+ 130.65% |
$238K - $264K
|
14.3K
$518K
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.04KNew |
$206K - $229K
|
7.04K
$255K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.53KNew |
$74.3K - $82.6K
|
2.53K
$91.9K
|