Purchases and Sales Made in Q2 2023 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.48K- 12.63% |
$211K - $229K
|
58.7K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.78K- 1.27% |
$244K - $264K
|
759K
$28M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-13.3K- 29.2% |
$331K - $360K
|
32.2K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-13.5K- 1.71% |
$337K - $365K
|
779K
$28.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14K- 24.62% |
$350K - $380K
|
43K
$1.59M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.4K- 51.27% |
$359K - $390K
|
13.7K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-22.1K- 11.66% |
$549K - $596K
|
167K
$6.17M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-55.9K- 97.07% |
$1.39M - $1.51M
|
1.69K
$62.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-56.4K- 62.91% |
$1.41M - $1.53M
|
33.3K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-57.8K- 31.3% |
$1.44M - $1.56M
|
127K
$4.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-63.5K- 77.25% |
$1.58M - $1.72M
|
18.7K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71K- 100.0% |
$1.77M - $1.92M
|
3
$111
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-86.3K- 23.22% |
$2.15M - $2.33M
|
285K
$10.5M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-212K- 96.78% |
$5.29M - $5.74M
|
7.07K
$261K
|