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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.19M- 5.08% |
$35M - $38.8M
|
22.3M
$738M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-823K- 18.71% |
$24.1M - $26.8M
|
3.58M
$118M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-147K- 72.26% |
$4.32M - $4.8M
|
56.5K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.4K- 18.97% |
$2.15M - $2.39M
|
313K
$10.4M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.9K- 35.38% |
$1.9M - $2.11M
|
119K
$3.93M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-58.4K- 48.82% |
$1.71M - $1.9M
|
61.2K
$2.03M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.1K- 40.29% |
$911K - $1.01M
|
46K
$1.53M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.7K- 4.25% |
$696K - $773K
|
534K
$17.7M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21.7K- 3.4% |
$637K - $708K
|
618K
$20.5M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.6K- 1.23% |
$546K - $606K
|
1.5M
$49.6M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-9.86K- 1.18% |
$289K - $321K
|
825K
$27.3M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-9.06K- 6.9% |
$266K - $295K
|
122K
$4.05M
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-7.7K- 19.17% |
$226K - $251K
|
32.5K
$1.08M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.42K- 0.47% |
$217K - $242K
|
1.56M
$51.5M
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.88K- 31.58% |
$202K - $224K
|
14.9K
$493K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.46K- 4.26% |
$190K - $210K
|
145K
$4.81M
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-6.29K- 1.25% |
$184K - $205K
|
495K
$16.4M
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-4.63K- 5.14% |
$136K - $151K
|
85.4K
$2.83M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.11K- 5.8% |
$121K - $134K
|
66.9K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.38K- 0.43% |
$99K - $110K
|
781K
$25.9M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.32K- 70.84% |
$38.7K - $43K
|
543
$18K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.27K- 6.82% |
$37.2K - $41.3K
|
17.3K
$574K
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 3.75% |
$31.5K - $35K
|
27.6K
$913K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-946- 3.61% |
$27.7K - $30.8K
|
25.3K
$838K
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-934- 8.9% |
$27.4K - $30.4K
|
9.56K
$317K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-640- 5.44% |
$18.8K - $20.9K
|
11.1K
$368K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-637- 31.3% |
$18.7K - $20.8K
|
1.4K
$46.3K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-357- 7.01% |
$10.5K - $11.6K
|
4.73K
$157K
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-302- 2.53% |
$8.86K - $9.84K
|
11.6K
$386K
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-288- 2.7% |
$8.45K - $9.38K
|
10.4K
$344K
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-266- 2.95% |
$7.8K - $8.67K
|
8.74K
$290K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-202- 1.28% |
$5.92K - $6.58K
|
15.6K
$517K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-200- 0.4% |
$5.87K - $6.52K
|
50.1K
$1.66M
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-101- 0.19% |
$2.96K - $3.29K
|
52.6K
$1.74M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 0.3% |
$2.46K - $2.74K
|
27.8K
$919K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-80- 0.17% |
$2.35K - $2.61K
|
45.7K
$1.51M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 1.26% |
$1.26K - $1.4K
|
3.37K
$112K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32- 0.21% |
$939 - $1.04K
|
15.2K
$505K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-197K- 95.87% |
$5.03M - $5.91M
|
8.47K
$280K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-45.5K- 69.51% |
$1.16M - $1.37M
|
20K
$661K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 65.75% |
$294K - $345K
|
5.98K
$198K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-300K- 54.56% |
$7.93M - $8.47M
|
250K
$8.28M
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-8- 1.85% |
$211 - $226
|
424
$14K
|
|
Q2 2023 | |||||||
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-13.3K- 29.2% |
$331K - $360K
|
32.2K
$1.07M
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.9K- 31.38% |
$869K - $929K
|
80.8K
$2.68M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.39K- 22.71% |
$103K - $110K
|
15K
$495K
|
|
Q1 2022 | |||||||
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.9K- 99.67% |
$559K - $604K
|
75
$2.48K
|