Purchases and Sales Made in Q3 2023 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
24.6M+ 122879.2% |
$650M - $694M
|
24.6M
$867M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.24M+ 143.14% |
$85.7M - $91.5M
|
5.51M
$194M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.23M+ 60.8% |
$58.9M - $63M
|
5.9M
$208M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.16M+ 20.61% |
$30.7M - $32.8M
|
6.8M
$240M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05M+ 27.8% |
$27.9M - $29.8M
|
4.85M
$171M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
774K+ 808.62% |
$20.4M - $21.8M
|
869K
$30.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
769K+ 29.3% |
$20.3M - $21.7M
|
3.4M
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
705KNew |
$18.6M - $19.9M
|
705K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
692K+ 17.07% |
$18.3M - $19.5M
|
4.75M
$167M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
676K+ 94.22% |
$17.9M - $19.1M
|
1.39M
$49.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
664KNew |
$17.5M - $18.7M
|
664K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
626KNew |
$16.6M - $17.7M
|
626K
$22.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
590K+ 45.44% |
$15.6M - $16.6M
|
1.89M
$66.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
533KNew |
$14.1M - $15M
|
533K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
510K+ 72.13% |
$13.5M - $14.4M
|
1.22M
$42.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
482K+ 31.4% |
$12.7M - $13.6M
|
2.02M
$71M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
451K+ 57.83% |
$11.9M - $12.7M
|
1.23M
$43.4M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
382K+ 31.93% |
$10.1M - $10.8M
|
1.58M
$55.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
378K+ 65.94% |
$10M - $10.7M
|
952K
$33.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
347K+ 11.88% |
$9.16M - $9.78M
|
3.26M
$115M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
325K+ 3922.55% |
$8.59M - $9.18M
|
333K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
314K+ 1678.01% |
$8.3M - $8.86M
|
333K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
298KNew |
$7.88M - $8.41M
|
298K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
293K+ 18.42% |
$7.74M - $8.27M
|
1.88M
$66.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
273KNew |
$7.22M - $7.71M
|
273K
$9.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
231KNew |
$6.11M - $6.53M
|
231K
$8.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
208K+ 162.36% |
$5.51M - $5.89M
|
337K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
203K+ 122.24% |
$5.37M - $5.73M
|
369K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
202K+ 6200.0% |
$5.33M - $5.7M
|
205K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
190K+ 10.37% |
$5.03M - $5.37M
|
2.02M
$71.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
182K+ 53.58% |
$4.82M - $5.15M
|
523K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
169K+ 10.05% |
$4.46M - $4.76M
|
1.85M
$65.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
164K+ 63.0% |
$4.34M - $4.63M
|
425K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
154K+ 4.41% |
$4.08M - $4.36M
|
3.66M
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
150K+ 1906.65% |
$3.98M - $4.25M
|
158K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
147K+ 4912100.0% |
$3.89M - $4.16M
|
147K
$5.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 12.47% |
$3.11M - $3.32M
|
1.06M
$37.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
108K+ 59.04% |
$2.86M - $3.05M
|
291K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 12.42% |
$2.69M - $2.87M
|
920K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
93.7KNew |
$2.48M - $2.64M
|
93.7K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
93.2K+ 660.94% |
$2.46M - $2.63M
|
107K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
82.3K+ 33.35% |
$2.17M - $2.32M
|
329K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
78.1KNew |
$2.07M - $2.21M
|
78.1K
$2.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
74.1KNew |
$1.96M - $2.09M
|
74.1K
$2.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
64.6K+ 20.8% |
$1.71M - $1.82M
|
375K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.3K+ 15.63% |
$1.65M - $1.76M
|
461K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
61.3KNew |
$1.62M - $1.73M
|
61.3K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
60.6K+ 16.97% |
$1.6M - $1.71M
|
418K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.3KNew |
$1.46M - $1.56M
|
55.3K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.9KNew |
$1.45M - $1.55M
|
54.9K
$1.94M
|