Purchases and Sales Made in Q1 2022 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q1 2022. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
936KNew |
$22.8M - $24.6M
|
936K
$33.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
224KNew |
$5.45M - $5.89M
|
224K
$7.94M
|
|
|
May 19, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
121KNew |
$2.94M - $3.18M
|
121K
$4.29M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7KNew |
$1.31M - $1.41M
|
53.7K
$1.91M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.3KNew |
$1.28M - $1.38M
|
52.3K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
35.1KNew |
$856K - $925K
|
35.1K
$1.25M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.5KNew |
$793K - $857K
|
32.5K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.3KNew |
$715K - $773K
|
29.3K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9KNew |
$583K - $630K
|
23.9K
$851K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$571K - $616K
|
23.4K
$832K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$523K - $565K
|
21.5K
$763K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.5KNew |
$377K - $407K
|
15.5K
$550K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.2KNew |
$371K - $401K
|
15.2K
$541K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.3KNew |
$348K - $376K
|
14.3K
$507K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8KNew |
$336K - $363K
|
13.8K
$490K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$318K - $344K
|
13.1K
$464K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8KNew |
$195K - $211K
|
8K
$284K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.08KNew |
$99.3K - $107K
|
4.08K
$145K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.56K+ 431.37% |
$62.3K - $67.4K
|
3.15K
$112K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
879New |
$21.4K - $23.1K
|
879
$31.2K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
593New |
$14.5K - $15.6K
|
593
$21.1K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
418New |
$10.2K - $11K
|
418
$14.9K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.9K- 99.67% |
$559K - $604K
|
75
$2.66K
|