Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89M- 41.15% |
$62.4M - $69M
|
2.71M
$96.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-154K- 89.64% |
$5.06M - $5.61M
|
17.8K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 16.21% |
$3.93M - $4.35M
|
617K
$22M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85.1K- 74.12% |
$2.81M - $3.11M
|
29.7K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79.3K- 21.34% |
$2.61M - $2.89M
|
292K
$10.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44.1K- 34.02% |
$1.45M - $1.61M
|
85.5K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-42.6K- 33.87% |
$1.4M - $1.55M
|
83.2K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-41.4K- 2.37% |
$1.37M - $1.51M
|
1.7M
$60.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-38K- 14.9% |
$1.25M - $1.39M
|
217K
$7.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-37.6K- 31.11% |
$1.24M - $1.37M
|
83.2K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-33.6K- 4.14% |
$1.11M - $1.22M
|
777K
$27.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.3K- 13.12% |
$1.06M - $1.18M
|
214K
$7.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.1K- 16.2% |
$795K - $880K
|
125K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21.7K- 36.93% |
$716K - $793K
|
37.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 66.85% |
$667K - $738K
|
10K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14.1K- 18.55% |
$464K - $513K
|
61.7K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 21.09% |
$421K - $466K
|
47.8K
$1.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.5K- 10.68% |
$378K - $418K
|
95.8K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 3.3% |
$343K - $379K
|
305K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.1K- 9.74% |
$234K - $259K
|
65.8K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-4.34K- 0.6% |
$143K - $158K
|
724K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.1K- 4.72% |
$135K - $150K
|
82.7K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.99K- 6.86% |
$132K - $146K
|
54.2K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.93K- 3.47% |
$129K - $143K
|
109K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.45K- 2.23% |
$114K - $126K
|
151K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.68K- 10.15% |
$88.2K - $97.7K
|
23.7K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.63K- 1.81% |
$86.7K - $95.9K
|
142K
$5.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.39K- 25.22% |
$78.8K - $87.2K
|
7.09K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.66K- 9.23% |
$54.7K - $60.6K
|
16.3K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.57K- 2.95% |
$51.8K - $57.4K
|
51.8K
$1.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.56K- 6.0% |
$51.5K - $56.9K
|
24.5K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.36K- 7.03% |
$44.9K - $49.7K
|
18K
$641K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 4.29% |
$36.8K - $40.8K
|
24.9K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.08K- 27.89% |
$35.4K - $39.2K
|
2.78K
$98.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-980- 1.12% |
$32.3K - $35.8K
|
86.8K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-876- 9.15% |
$28.9K - $32K
|
8.7K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-576- 4.01% |
$19K - $21K
|
13.8K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-415- 2.06% |
$13.7K - $15.1K
|
19.7K
$702K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-363- 0.56% |
$12K - $13.2K
|
64.9K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 4.94% |
$10.7K - $11.9K
|
6.26K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-218- 1.88% |
$7.19K - $7.95K
|
11.3K
$404K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-106- 0.82% |
$3.49K - $3.87K
|
12.9K
$458K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-105- 0.25% |
$3.46K - $3.83K
|
41.8K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-69- 0.66% |
$2.27K - $2.52K
|
10.3K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-64- 0.64% |
$2.11K - $2.33K
|
9.96K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-50- 0.02% |
$1.65K - $1.82K
|
234K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-37- 0.25% |
$1.22K - $1.35K
|
14.5K
$516K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 2.25% |
$1.22K - $1.35K
|
1.61K
$57.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-9- 0.04% |
$297 - $328
|
23.6K
$840K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-119K- 26.13% |
$3.7M - $3.97M
|
336K
$12M
|
|