Latest Institutional Purchases of Capital Group Divid Value ETF (CGDV)
This list provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.2M+ 110.05% |
$138M - $153M
|
8.01M
$291M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.42M+ 26.78% |
$113M - $125M
|
16.2M
$588M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.79M+ 22.39% |
$59.1M - $65.4M
|
9.8M
$356M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.7M+ 19.23% |
$56.2M - $62.2M
|
10.6M
$384M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.69M+ 18.53% |
$55.6M - $61.5M
|
10.8M
$392M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21M+ 17.53% |
$39.8M - $44.1M
|
8.11M
$295M
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 27.31% |
$38.2M - $42.3M
|
5.4M
$196M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12M+ 18.9% |
$37M - $40.9M
|
7.06M
$257M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1M+ 19.9% |
$36.4M - $40.3M
|
6.65M
$242M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1M+ 4.51% |
$33.1M - $36.6M
|
23.3M
$847M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
886K+ 132.77% |
$29.2M - $32.3M
|
1.55M
$56.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
885KNew |
$29.2M - $32.3M
|
885K
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
884K+ 17.48% |
$29.1M - $32.2M
|
5.94M
$216M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
808K+ 36.88% |
$26.6M - $29.5M
|
3M
$109M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
653K+ 7.25% |
$21.5M - $23.8M
|
9.65M
$351M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
640K+ 262.55% |
$21.1M - $23.4M
|
884K
$32.1M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
638K+ 5953.4% |
$21M - $23.3M
|
649K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
597KNew |
$19.7M - $21.8M
|
597K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
573K+ 14.97% |
$18.9M - $20.9M
|
4.4M
$160M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
521K+ 115.31% |
$17.2M - $19M
|
972K
$35.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
437KNew |
$14.4M - $16M
|
437K
$15.9M
|
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
373K+ 78.54% |
$12.3M - $13.6M
|
847K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
357K+ 1623.92% |
$11.8M - $13M
|
379K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
315K+ 29.77% |
$10.4M - $11.5M
|
1.37M
$49.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
313K+ 169.68% |
$10.3M - $11.4M
|
498K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
300K+ 208.13% |
$9.9M - $11M
|
445K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
300K+ 16.72% |
$9.87M - $10.9M
|
2.09M
$76M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
291K+ 8.32% |
$9.59M - $10.6M
|
3.79M
$138M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
267KNew |
$8.81M - $9.75M
|
267K
$9.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
265K+ 64.12% |
$8.73M - $9.66M
|
678K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
264K+ 4.03% |
$8.72M - $9.65M
|
6.83M
$248M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
260K+ 6.41% |
$8.57M - $9.49M
|
4.32M
$157M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
248K+ 152.5% |
$8.16M - $9.03M
|
410K
$14.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
246K+ 8.14% |
$8.12M - $8.99M
|
3.27M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
224K+ 30.9% |
$7.37M - $8.16M
|
947K
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
212K+ 17.54% |
$7M - $7.75M
|
1.42M
$51.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
198K+ 203.15% |
$6.54M - $7.24M
|
296K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
186K+ 33.87% |
$6.15M - $6.8M
|
737K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
185K+ 29.39% |
$6.09M - $6.74M
|
814K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
183KNew |
$6.02M - $6.66M
|
183K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
177K+ 83.46% |
$5.82M - $6.45M
|
388K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
160K+ 50.99% |
$5.26M - $5.82M
|
473K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
158K+ 23.97% |
$5.22M - $5.78M
|
819K
$29.8M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 16.25% |
$4.58M - $5.07M
|
995K
$36.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
138K+ 14.92% |
$4.53M - $5.02M
|
1.06M
$38.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
132KNew |
$4.34M - $4.8M
|
132K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
123KNew |
$4.05M - $4.48M
|
123K
$4.46M
|