Purchases and Sales Made in Q3 2022 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.51M+ 2910.4% |
$30.9M - $36.8M
|
1.57M
$55.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
872K+ 173.64% |
$17.8M - $21.2M
|
1.37M
$48.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
827K+ 138.11% |
$16.9M - $20.1M
|
1.43M
$50.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
748K+ 101.21% |
$15.3M - $18.2M
|
1.49M
$52.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
723K+ 41.84% |
$14.8M - $17.6M
|
2.45M
$87.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
633K+ 234.18% |
$12.9M - $15.4M
|
903K
$32.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
618K+ 131.33% |
$12.6M - $15M
|
1.09M
$38.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
524K+ 178.66% |
$10.7M - $12.7M
|
818K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
486K+ 63.0% |
$9.92M - $11.8M
|
1.26M
$44.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
328K+ 584.24% |
$6.69M - $7.96M
|
384K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
320K+ 229.26% |
$6.53M - $7.77M
|
459K
$16.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 76.93% |
$4.99M - $5.93M
|
562K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
229K+ 105.66% |
$4.67M - $5.56M
|
445K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
214K+ 573.1% |
$4.38M - $5.21M
|
252K
$8.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
208KNew |
$4.25M - $5.06M
|
208K
$7.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172KNew |
$3.51M - $4.17M
|
172K
$6.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
118KNew |
$2.4M - $2.85M
|
118K
$4.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
116K+ 488.55% |
$2.36M - $2.81M
|
139K
$4.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
113K+ 29.72% |
$2.32M - $2.75M
|
495K
$17.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
108K+ 143.24% |
$2.2M - $2.62M
|
183K
$6.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
89.4K+ 41.32% |
$1.83M - $2.17M
|
306K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84.7K+ 19.61% |
$1.73M - $2.06M
|
517K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83.5KNew |
$1.71M - $2.03M
|
83.5K
$2.97M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
82.3K+ 143.96% |
$1.68M - $2M
|
139K
$4.96M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
81.9KNew |
$1.67M - $1.99M
|
81.9K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
79.8K+ 172.96% |
$1.63M - $1.94M
|
126K
$4.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
79.5K+ 283.06% |
$1.62M - $1.93M
|
108K
$3.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
71K+ 34.97% |
$1.45M - $1.73M
|
274K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
61.6KNew |
$1.26M - $1.5M
|
61.6K
$2.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.3K+ 12.02% |
$1.17M - $1.39M
|
534K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
52.1KNew |
$1.06M - $1.27M
|
52.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.2K+ 134.57% |
$1.05M - $1.24M
|
89.3K
$3.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.4KNew |
$947K - $1.13M
|
46.4K
$1.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
36.6K+ 6.3% |
$748K - $889K
|
618K
$22M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
33.2K+ 86.79% |
$679K - $807K
|
71.5K
$2.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
32.3KNew |
$659K - $784K
|
32.3K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.1KNew |
$655K - $779K
|
32.1K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32KNew |
$654K - $778K
|
32K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.9KNew |
$630K - $749K
|
30.9K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
30.8KNew |
$629K - $748K
|
30.8K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.9KNew |
$590K - $702K
|
28.9K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.2K+ 237.06% |
$516K - $613K
|
35.9K
$1.28M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23KNew |
$470K - $559K
|
23K
$817K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
22.2KNew |
$453K - $539K
|
22.2K
$789K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9K+ 14.51% |
$447K - $531K
|
173K
$6.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
21.7KNew |
$442K - $526K
|
21.7K
$770K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.4K+ 68.18% |
$335K - $399K
|
40.5K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.4K+ 78.53% |
$334K - $397K
|
37.2K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$328K - $390K
|
16.1K
$571K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.6KNew |
$320K - $380K
|
15.6K
$556K
|