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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
576New |
$17.9K - $19.2K
|
576
$24.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
560New |
$17.4K - $18.7K
|
560
$24K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
381+ 27.25% |
$11.8K - $12.7K
|
1.78K
$76.3K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
753KNew |
$22.1M - $24.5M
|
753K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
434K+ 40.55% |
$12.7M - $14.1M
|
1.5M
$64.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
192K+ 12.4% |
$5.63M - $6.25M
|
1.74M
$74.6M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
160KNew |
$4.69M - $5.21M
|
160K
$6.86M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
154K+ 30.08% |
$4.53M - $5.03M
|
668K
$28.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 24.23% |
$846K - $940K
|
148K
$6.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$327K - $363K
|
11.1K
$478K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9.88K+ 468.96% |
$290K - $322K
|
12K
$514K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.34KNew |
$245K - $272K
|
8.34K
$358K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.79KNew |
$81.8K - $90.9K
|
2.79K
$120K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
880New |
$25.8K - $28.7K
|
880
$37.7K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
770New |
$22.6K - $25.1K
|
770
$33K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
690New |
$20.2K - $22.5K
|
690
$29.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
520New |
$15.3K - $16.9K
|
520
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
241New |
$7.07K - $7.85K
|
241
$10.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
155New |
$4.55K - $5.05K
|
155
$6.65K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
123New |
$3.61K - $4.01K
|
123
$5.27K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$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
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
21.7KNew |
$553K - $650K
|
21.7K
$928K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.4K+ 17.98% |
$343K - $403K
|
88.1K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10KNew |
$256K - $300K
|
10K
$429K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.67KNew |
$247K - $291K
|
9.67K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$76.7K - $90.1K
|
3K
$129K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.53K+ 12.7% |
$64.6K - $76K
|
22.4K
$962K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
885New |
$22.6K - $26.6K
|
885
$37.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
500New |
$12.8K - $15K
|
500
$21.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
175New |
$4.47K - $5.26K
|
175
$7.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
41New |
$1.05K - $1.23K
|
41
$1.76K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.8KNew |
$417K - $445K
|
15.8K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$232K - $247K
|
8.76K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.4K+ 26.14% |
$89.9K - $96K
|
16.4K
$703K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.56K+ 4.1% |
$41.2K - $44K
|
39.5K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
500+ 2.41% |
$13.2K - $14.1K
|
21.2K
$911K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$10.6K - $11.3K
|
400
$17.2K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
45.2KNew |
$1.13M - $1.22M
|
45.2K
$1.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
27.6K+ 10.25% |
$687K - $746K
|
297K
$12.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
41New |
$1.02K - $1.11K
|
41
$1.76K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60KNew |
$1.41M - $1.51M
|
60K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
35KNew |
$824K - $881K
|
35K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
21.5KNew |
$505K - $540K
|
21.5K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.71KNew |
$205K - $219K
|
8.71K
$373K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
163KNew |
$3.39M - $3.98M
|
163K
$6.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
62.9KNew |
$1.31M - $1.53M
|
62.9K
$2.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
19.5KNew |
$406K - $476K
|
19.5K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.7KNew |
$263K - $309K
|
12.7K
$543K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.92KNew |
$206K - $242K
|
9.92K
$425K
|
|