Latest Institutional Purchases of Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

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 Q2 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
19.7K
+ 39.97%
$612K - $656K
68.9K $2.77M
Jul 29, 2024 Q2 2024
Bricktown Capital, LLC

Detroit, MI
BUY
 -
16.8K
New
$522K - $560K
16.8K $674K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
14.1K
New
$438K - $470K
14.1K $566K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
10K
New
$312K - $335K
10K $403K
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
9.22K
New
$287K - $308K
9.22K $371K
Jul 19, 2024 Q2 2024
Hoyle Cohen, LLC

BUY
 -
7.4K
+ 1.9%
$230K - $247K
397K $15.9M
Jul 22, 2024 Q2 2024
Dupree Financial Group, LLC

Lexington, KY
BUY
 -
7.09K
New
$220K - $237K
7.09K $285K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.67K
New
$83.1K - $89.1K
2.67K $107K
Feb 27, 2025 Q2 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
2.08K
New
$64.8K - $69.5K
2.08K $83.7K
Aug 13, 2024 Q2 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.99K
+ 16.68%
$62K - $66.5K
14K $561K
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
1.5K
+ 18.84%
$46.8K - $50.2K
9.49K $381K
Aug 15, 2024 Q2 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
1.33K
+ 14.36%
$41.3K - $44.3K
10.6K $425K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
1.1K
New
$34.1K - $36.6K
1.1K $44.1K
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
824
New
$25.6K - $27.5K
824 $33.1K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
576
New
$17.9K - $19.2K
576 $23.1K
Jul 10, 2024 Q2 2024
Indiana Trust & Investment Management CO

BUY
 -
560
New
$17.4K - $18.7K
560 $22.5K
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
381
+ 27.25%
$11.8K - $12.7K
1.78K $71.5K
Jul 12, 2024 Q2 2024
Gimbal Financial

Carmel, IN
BUY
 -
1
+ 0.01%
$31.1 - $33.4
8.22K $330K
Q1 2024
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
753K
New
$22.1M - $24.5M
753K $30.2M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
434K
+ 40.55%
$12.7M - $14.1M
1.5M $60.4M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
192K
+ 12.4%
$5.63M - $6.25M
1.74M $69.9M
May 20, 2024 Q1 2024
Virtu Financial LLC

New York, NY
BUY
 -
160K
New
$4.69M - $5.21M
160K $6.43M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
154K
+ 30.08%
$4.53M - $5.03M
668K $26.8M
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
28.9K
+ 24.23%
$846K - $940K
148K $5.95M
Apr 22, 2024 Q1 2024
Echo Wealth Management, LLC

BUY
 -
11.1K
New
$327K - $363K
11.1K $448K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
9.88K
+ 468.96%
$290K - $322K
12K $482K
Apr 18, 2024 Q1 2024
Hfg Advisors, Inc.

BUY
 -
8.34K
New
$245K - $272K
8.34K $335K
May 03, 2024 Q1 2024
Carnegie Capital Asset Management, LLC

BUY
 -
3.98K
+ 7.81%
$117K - $130K
54.9K $2.21M
May 20, 2024 Q1 2024
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
2.79K
New
$81.8K - $90.9K
2.79K $112K
May 03, 2024 Q1 2024
Glassman Wealth Services

BUY
 -
880
New
$25.8K - $28.7K
880 $35.4K
May 06, 2024 Q1 2024
South State Corp

BUY
 -
770
New
$22.6K - $25.1K
770 $30.9K
May 03, 2024 Q1 2024
Financial Connections Group, Inc.

BUY
 -
690
New
$20.2K - $22.5K
690 $27.7K
Apr 23, 2024 Q1 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
520
New
$15.3K - $16.9K
520 $20.9K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
241
New
$7.07K - $7.85K
241 $9.68K
Apr 26, 2024 Q1 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
155
New
$4.55K - $5.05K
155 $6.23K
May 15, 2024 Q1 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
123
New
$3.61K - $4.01K
123 $4.94K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
49.2K
+ 16.88%
$1.26M - $1.48M
340K $13.7M
Feb 12, 2024 Q4 2023
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
21.7K
New
$553K - $650K
21.7K $870K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
13.4K
+ 17.98%
$343K - $403K
88.1K $3.54M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 PUT
10K
New
$256K - $300K
10K $402K
Jan 17, 2024 Q4 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
9.67K
New
$247K - $291K
9.67K $389K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
3K
New
$76.7K - $90.1K
3K $121K
Jan 23, 2024 Q4 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
2.53K
+ 12.7%
$64.6K - $76K
22.4K $902K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
885
New
$22.6K - $26.6K
885 $35.6K
Feb 07, 2024 Q4 2023
Nvwm, LLC

BUY
 -
500
New
$12.8K - $15K
500 $20.1K
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
175
New
$4.47K - $5.26K
175 $7.03K
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
41
New
$1.05K - $1.23K
41 $1.65K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
41
New
$1.05K - $1.23K
41 $1.65K

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