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 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.69KNew |
$253K - $281K
|
7.69K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99KNew |
$3.26M - $3.61M
|
99K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
18.2KNew |
$599K - $663K
|
18.2K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-42.6K- 33.87% |
$1.4M - $1.55M
|
83.2K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 18.92% |
$115K - $127K
|
21.9K
$813K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$204K - $226K
|
6.2K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
101+ 0.39% |
$3.33K - $3.68K
|
26K
$966K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.45K- 2.23% |
$114K - $126K
|
151K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
82.2K+ 55.28% |
$2.71M - $3M
|
231K
$8.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.4K+ 154.57% |
$869K - $962K
|
43.4K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20KNew |
$659K - $729K
|
20K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 1.73% |
$37.4K - $41.4K
|
67K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-37- 0.25% |
$1.22K - $1.35K
|
14.5K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
300K+ 16.72% |
$9.87M - $10.9M
|
2.09M
$77.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.3KNew |
$997K - $1.1M
|
30.3K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26K+ 37.36% |
$41.5K - $45.9K
|
4.63K
$172K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.57K- 2.95% |
$51.8K - $57.4K
|
51.8K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
595New |
$19.6K - $21.7K
|
595
$22.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
313New |
$10.3K - $11.4K
|
313
$11.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$74.8K - $82.8K
|
2.27K
$84.4K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.71K+ 12.05% |
$122K - $135K
|
34.5K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 9.52% |
$41.2K - $45.6K
|
14.4K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.84K+ 20.6% |
$324K - $359K
|
57.6K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 32.13% |
$76.5K - $84.7K
|
9.55K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
106K+ 21.7% |
$3.49M - $3.86M
|
593K
$22.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 2.25% |
$1.22K - $1.35K
|
1.61K
$59.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1M+ 19.9% |
$36.4M - $40.3M
|
6.65M
$248M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
653K+ 7.25% |
$21.5M - $23.8M
|
9.65M
$359M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$29.7K - $32.8K
|
900
$33.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.4K+ 9.85% |
$112K - $124K
|
37.9K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
16.6KNew |
$546K - $604K
|
16.6K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$73K - $80.8K
|
2.22K
$82.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-64- 0.64% |
$2.11K - $2.33K
|
9.96K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.75K+ 38.72% |
$90.8K - $100K
|
9.87K
$367K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
6.01KNew |
$198K - $219K
|
6.01K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-876- 9.15% |
$28.9K - $32K
|
8.7K
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
211New |
$6.95K - $7.7K
|
211
$7.85K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85.1K- 74.12% |
$2.81M - $3.11M
|
29.7K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
930+ 36.7% |
$30.7K - $33.9K
|
3.46K
$129K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.2KNew |
$369K - $409K
|
11.2K
$417K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.58K+ 19.7% |
$111K - $119K
|
21.8K
$809K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
12.1K+ 53.78% |
$375K - $402K
|
34.5K
$1.28M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
19.7K+ 39.97% |
$612K - $656K
|
68.9K
$2.56M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.1KNew |
$34.1K - $36.6K
|
1.1K
$40.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.33K+ 14.36% |
$41.3K - $44.3K
|
10.6K
$394K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44KNew |
$1.37M - $1.47M
|
44K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 6.2% |
$37.3K - $40K
|
18.1K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6KNew |
$921K - $988K
|
29.6K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
54.2KNew |
$1.69M - $1.81M
|
54.2K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-32.5K- 51.37% |
$1.01M - $1.08M
|
30.7K
$1.14M
|
|