Purchases and Sales Made in Q4 2022 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75M+ 160.9% |
$36.5M - $42.7M
|
2.84M
$100M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48M+ 118.07% |
$30.9M - $36.2M
|
2.74M
$96.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12M+ 78.8% |
$23.4M - $27.4M
|
2.55M
$89.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.01M+ 64.62% |
$21M - $24.7M
|
2.58M
$90.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
917K+ 239.0% |
$19.1M - $22.4M
|
1.3M
$45.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
854K+ 57.43% |
$17.8M - $20.8M
|
2.34M
$82.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
800KNew |
$16.6M - $19.5M
|
800K
$28.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
672K+ 48.89% |
$14M - $16.4M
|
2.05M
$72.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
635K+ 25.89% |
$13.2M - $15.5M
|
3.09M
$109M
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
511KNew |
$10.6M - $12.5M
|
511K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
457KNew |
$9.51M - $11.1M
|
457K
$16.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
439K+ 48.61% |
$9.14M - $10.7M
|
1.34M
$47.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
434K+ 53.11% |
$9.04M - $10.6M
|
1.25M
$44.1M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
416KNew |
$8.66M - $10.1M
|
416K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
407K+ 878.18% |
$8.47M - $9.92M
|
453K
$16M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
385K+ 68.62% |
$8.02M - $9.4M
|
947K
$33.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
349K+ 167.4% |
$7.26M - $8.5M
|
557K
$19.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
342K+ 55.33% |
$7.12M - $8.34M
|
960K
$33.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
310K+ 69.71% |
$6.46M - $7.57M
|
756K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
289K+ 168.04% |
$6.01M - $7.04M
|
461K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
286K+ 57.69% |
$5.94M - $6.96M
|
781K
$27.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
284KNew |
$5.91M - $6.92M
|
284K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
278K+ 110.2% |
$5.78M - $6.77M
|
529K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
252KNew |
$5.24M - $6.14M
|
252K
$8.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
244K+ 1562.25% |
$5.09M - $5.96M
|
260K
$9.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
218K+ 42.07% |
$4.53M - $5.3M
|
734K
$25.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
184K+ 628.03% |
$3.83M - $4.49M
|
213K
$7.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
163KNew |
$3.39M - $3.98M
|
163K
$5.75M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
140K+ 45.91% |
$2.92M - $3.42M
|
446K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
130K+ 145.0% |
$2.7M - $3.16M
|
219K
$7.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
129K+ 92.57% |
$2.69M - $3.15M
|
269K
$9.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 113.15% |
$2.53M - $2.97M
|
229K
$8.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 25.3% |
$2.42M - $2.83M
|
575K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
98.1K+ 77.89% |
$2.04M - $2.39M
|
224K
$7.89M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
83.1K+ 223.48% |
$1.73M - $2.03M
|
120K
$4.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
80.7K+ 2402.41% |
$1.68M - $1.97M
|
84.1K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
73.9K+ 221.82% |
$1.54M - $1.8M
|
107K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.2K+ 80.41% |
$1.4M - $1.64M
|
151K
$5.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
67K+ 81.8% |
$1.39M - $1.63M
|
149K
$5.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
62.9KNew |
$1.31M - $1.53M
|
62.9K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60.1K+ 170.04% |
$1.25M - $1.47M
|
95.5K
$3.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.4K+ 11.14% |
$1.24M - $1.45M
|
593K
$20.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54.2KNew |
$1.13M - $1.32M
|
54.2K
$1.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50.7K+ 126.04% |
$1.05M - $1.24M
|
90.9K
$3.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.9K+ 133.47% |
$997K - $1.17M
|
83.8K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.5K+ 62.9% |
$946K - $1.11M
|
118K
$4.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
42.1KNew |
$875K - $1.03M
|
42.1K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
41.7KNew |
$869K - $1.02M
|
41.7K
$1.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41.4K+ 15.12% |
$862K - $1.01M
|
316K
$11.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40.5K+ 239.88% |
$842K - $987K
|
57.4K
$2.02M
|