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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14.6K+ 68.2% |
$298K - $355K
|
36K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13.3K+ 35.42% |
$271K - $323K
|
50.8K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$234K - $278K
|
11.5K
$407K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$226K - $269K
|
11.1K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11K+ 1651.65% |
$225K - $268K
|
11.7K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.99K+ 28.8% |
$184K - $218K
|
40.2K
$1.43M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.57KNew |
$175K - $208K
|
8.57K
$304K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.18K+ 32.51% |
$167K - $199K
|
33.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.87K+ 2.79% |
$161K - $191K
|
290K
$10.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.29KNew |
$149K - $177K
|
7.29K
$259K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.52K+ 62.9% |
$133K - $158K
|
16.9K
$600K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.39K+ 202.76% |
$130K - $155K
|
9.54K
$339K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.37K+ 19.19% |
$130K - $155K
|
39.6K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.85K+ 24.92% |
$119K - $142K
|
29.3K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 23.56% |
$102K - $121K
|
26.2K
$931K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.93K+ 50.24% |
$80.2K - $95.4K
|
11.7K
$417K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.36KNew |
$68.6K - $81.6K
|
3.36K
$119K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5KNew |
$51.1K - $60.7K
|
2.5K
$88.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.4KNew |
$49K - $58.3K
|
2.4K
$85.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.37K+ 23.0% |
$48.3K - $57.5K
|
12.7K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.05K+ 13.49% |
$41.9K - $49.9K
|
17.3K
$614K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.99K+ 15.31% |
$40.6K - $48.3K
|
15K
$533K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.04KNew |
$21.1K - $25.1K
|
1.04K
$36.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 100.2% |
$20.5K - $24.3K
|
2K
$71.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
496+ 1.17% |
$10.1K - $12K
|
43.1K
$1.53M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
357+ 9.27% |
$7.29K - $8.67K
|
4.21K
$149K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
294+ 2.48% |
$6K - $7.14K
|
12.2K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.04K - $2.43K
|
100
$3.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 0.27% |
$1.82K - $2.16K
|
33.5K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-572- 1.03% |
$11.7K - $13.9K
|
54.8K
$1.95M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-800- 4.18% |
$16.3K - $19.4K
|
18.3K
$651K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.72K- 9.63% |
$35.1K - $41.8K
|
16.1K
$573K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.1K- 71.9% |
$83.7K - $99.6K
|
1.6K
$56.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.1K- 56.63% |
$534K - $635K
|
20K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.8K- 36.62% |
$853K - $1.01M
|
72.3K
$2.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-136K- 15.54% |
$2.78M - $3.31M
|
740K
$26.3M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-213K- 97.18% |
$4.35M - $5.18M
|
6.2K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-889K- 95.69% |
$18.1M - $21.6M
|
40K
$1.42M
|