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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
123KNew |
$4.05M - $4.48M
|
123K
$4.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
121K+ 41.05% |
$4M - $4.43M
|
417K
$15.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
120K+ 24.05% |
$3.94M - $4.36M
|
617K
$22.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
106K+ 21.7% |
$3.49M - $3.86M
|
593K
$21.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
102K+ 32.98% |
$3.37M - $3.73M
|
412K
$15.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
99.4K+ 5.41% |
$3.28M - $3.63M
|
1.94M
$71.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99KNew |
$3.26M - $3.61M
|
99K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98.7K+ 22.04% |
$3.25M - $3.6M
|
547K
$20.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95.8K+ 27.49% |
$3.16M - $3.49M
|
444K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
94.2K+ 11.77% |
$3.11M - $3.44M
|
895K
$33M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
94.2K+ 55.09% |
$3.11M - $3.44M
|
265K
$9.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94K+ 6.03% |
$3.1M - $3.43M
|
1.65M
$61M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
91.5K+ 15.97% |
$3.02M - $3.34M
|
665K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
82.2K+ 55.28% |
$2.71M - $3M
|
231K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77K+ 13.45% |
$2.54M - $2.81M
|
650K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
69.7KNew |
$2.3M - $2.54M
|
69.7K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
64.6K+ 22.46% |
$2.13M - $2.36M
|
352K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
64.1KNew |
$2.11M - $2.34M
|
64.1K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62.1K+ 18.4% |
$2.05M - $2.27M
|
400K
$14.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
61.8KNew |
$2.04M - $2.25M
|
61.8K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
61K+ 8.06% |
$2.01M - $2.23M
|
818K
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
59.7K+ 24.58% |
$1.97M - $2.18M
|
303K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
59.7K+ 10.96% |
$1.97M - $2.18M
|
604K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.9K+ 50.63% |
$1.88M - $2.08M
|
169K
$6.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54.7K+ 6.61% |
$1.8M - $1.99M
|
882K
$32.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
53.5K+ 6.38% |
$1.76M - $1.95M
|
891K
$32.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53.4K+ 854.09% |
$1.76M - $1.95M
|
59.6K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
50K+ 33.2% |
$1.65M - $1.82M
|
201K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
47.9K+ 65.05% |
$1.58M - $1.75M
|
121K
$4.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46.8K+ 14.02% |
$1.54M - $1.71M
|
381K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
46.4K+ 23.75% |
$1.53M - $1.69M
|
242K
$8.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45.6K+ 16.28% |
$1.5M - $1.67M
|
326K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.6K+ 139.45% |
$1.5M - $1.66M
|
78.3K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
45.6K+ 44.3% |
$1.5M - $1.66M
|
148K
$5.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
44.5K+ 4.14% |
$1.47M - $1.62M
|
1.12M
$41.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.4K+ 16.94% |
$1.43M - $1.58M
|
300K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43.4K+ 28.34% |
$1.43M - $1.58M
|
196K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41K+ 23.94% |
$1.35M - $1.49M
|
212K
$7.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.9KNew |
$1.25M - $1.38M
|
37.9K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33.6K+ 14.23% |
$1.11M - $1.23M
|
270K
$9.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32K+ 3.57% |
$1.05M - $1.17M
|
927K
$34.2M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31.1K+ 12.74% |
$1.03M - $1.14M
|
275K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.3KNew |
$997K - $1.1M
|
30.3K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
29.8KNew |
$981K - $1.09M
|
29.8K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
28.4K+ 26.8% |
$936K - $1.04M
|
134K
$4.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.2K+ 27.74% |
$929K - $1.03M
|
130K
$4.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27.4K+ 16.33% |
$904K - $1M
|
195K
$7.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
26.8KNew |
$882K - $977K
|
26.8K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.4K+ 154.57% |
$869K - $962K
|
43.4K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.2K+ 1305.99% |
$863K - $955K
|
28.2K
$1.04M
|