Purchases and Sales Made in Q2 2024 in Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 2024. 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
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
824
New
$25.6K - $27.5K
824 $30.4K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
818
New
$25.4K - $27.3K
818 $30.2K
Aug 01, 2024 Q2 2024
Octavia Wealth Advisors, LLC

BUY
 -
778
+ 7.5%
$24.2K - $26K
11.2K $412K
Aug 13, 2024 Q2 2024
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
745
+ 10.93%
$23.2K - $24.9K
7.56K $279K
Aug 12, 2024 Q2 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
629
+ 19.5%
$19.6K - $21K
3.85K $142K
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
600
New
$18.7K - $20K
600 $22.2K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
576
New
$17.9K - $19.2K
576 $21.3K
Jul 10, 2024 Q2 2024
Indiana Trust & Investment Management CO

BUY
 -
560
New
$17.4K - $18.7K
560 $20.7K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
526
+ 3.53%
$16.4K - $17.6K
15.4K $569K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
485
New
$15.1K - $16.2K
485 $17.9K
Aug 09, 2024 Q2 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
468
+ 6.29%
$14.6K - $15.6K
7.91K $292K
Jul 12, 2024 Q2 2024
Lion Street Advisors, LLC

BUY
 -
384
+ 4.18%
$11.9K - $12.8K
9.58K $354K
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
381
+ 27.25%
$11.8K - $12.7K
1.78K $65.7K
Jul 22, 2024 Q2 2024
Lincoln Capital LLC

BUY
 -
380
+ 2.16%
$11.8K - $12.7K
18K $664K
Aug 13, 2024 Q2 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
361
+ 0.09%
$11.2K - $12K
385K $14.2M
Jul 12, 2024 Q2 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
287
+ 3.12%
$8.93K - $9.58K
9.48K $350K
Jul 25, 2024 Q2 2024
First Heartland Consultants, Inc.

BUY
 -
236
+ 0.77%
$7.34K - $7.88K
30.7K $1.14M
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
220
New
$6.84K - $7.34K
220 $8.12K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
200
New
$6.22K - $6.67K
200 $7.38K
Aug 02, 2024 Q2 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
198
+ 0.29%
$6.16K - $6.61K
69.7K $2.57M
Aug 14, 2024 Q2 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
92
+ 1.29%
$2.86K - $3.07K
7.21K $266K
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
88
+ 0.16%
$2.74K - $2.94K
54.6K $2.02M
Jul 05, 2024 Q2 2024
Stokes Family Office, LLC

BUY
 -
80
+ 0.31%
$2.49K - $2.67K
25.9K $955K
Aug 09, 2024 Q2 2024
Total Clarity Wealth Management, Inc.

BUY
 -
52
+ 0.34%
$1.62K - $1.74K
15.3K $565K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
37
+ 2.3%
$1.15K - $1.23K
1.65K $60.8K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
31
+ 0.31%
$964 - $1.03K
9.95K $367K
Jul 30, 2024 Q2 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
29
+ 0.3%
$902 - $968
9.59K $354K
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
21
+ 0.15%
$653 - $701
14K $517K
Jul 22, 2024 Q2 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
17
+ 0.3%
$529 - $567
5.61K $207K
Aug 06, 2024 Q2 2024
Tru Independence LLC

BUY
 -
13
+ 0.15%
$404 - $434
8.75K $323K
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
2
+ 0.07%
$62.2 - $66.7
2.77K $102K
Jul 12, 2024 Q2 2024
Gimbal Financial

Carmel, IN
BUY
 -
1
+ 0.01%
$31.1 - $33.4
8.22K $303K
Aug 08, 2024 Q2 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-10
- 0.05%
$311 - $334
21.6K $797K
Jul 11, 2024 Q2 2024
Capital Planning LLC

SELL
 -
-11
- 0.03%
$342 - $367
41.9K $1.55M
Jul 10, 2024 Q2 2024
Lantz Financial LLC

SELL
 -
-15
- 0.04%
$467 - $501
39.8K $1.47M
Aug 14, 2024 Q2 2024
Ascent Group, LLC

SELL
 -
-54
- 0.35%
$1.68K - $1.8K
15.6K $574K
Jul 15, 2024 Q2 2024
Signature Wealth Management Group

SELL
 -
-80
- 0.69%
$2.49K - $2.67K
11.6K $427K
Jul 25, 2024 Q2 2024
Barrett & Company, Inc.

Providence, RI
SELL
 -
-178
- 0.91%
$5.54K - $5.94K
19.4K $717K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

SELL
 -
-211
- 28.13%
$6.56K - $7.04K
539 $19.9K
Aug 02, 2024 Q2 2024
Mayflower Financial Advisors, LLC

SELL
 -
-315
- 2.34%
$9.8K - $10.5K
13.1K $485K
Jul 18, 2024 Q2 2024
Barnes Pettey Financial Advisors, LLC

SELL
 -
-342
- 0.65%
$10.6K - $11.4K
52.2K $1.93M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
SELL
 -
-350
- 0.24%
$10.9K - $11.7K
145K $5.35M
Jul 17, 2024 Q2 2024
Professional Financial Advisors, LLC

SELL
 -
-390
- 1.24%
$12.1K - $13K
31.2K $1.15M
Jul 23, 2024 Q2 2024
Private Trust CO Na

SELL
 -
-412
- 2.38%
$12.8K - $13.7K
16.9K $624K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
SELL
 -
-508
- 93.55%
$15.8K - $17K
35 $1.29K
Aug 13, 2024 Q2 2024
Merriman Wealth Management, LLC

SELL
 -
-536
- 1.99%
$16.7K - $17.9K
26.4K $974K
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

SELL
 -
-603
- 46.89%
$18.8K - $20.1K
683 $25.2K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

SELL
 -
-705
- 1.23%
$21.9K - $23.5K
56.8K $2.1M
Aug 12, 2024 Q2 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-999
- 1.49%
$31.1K - $33.3K
65.9K $2.43M

Track Institutional and Insider Activities on CGDV

Follow CAPITAL GROUP DIVID VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CGDV shares.

Notify only if

Insider Trading

Get notified when an Capital Group Divid Value ETF insider buys or sells CGDV shares.

Notify only if

News

Receive news related to CAPITAL GROUP DIVID VALUE ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CGDV