Purchases and Sales Made in Q4 2023 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.82M+ 682.77% |
$97.6M - $115M
|
4.38M
$154M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.21M+ 117.18% |
$56.5M - $66.4M
|
4.1M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88M+ 38.74% |
$48M - $56.4M
|
6.72M
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.78M+ 26.18% |
$45.5M - $53.4M
|
8.57M
$302M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.45M+ 71.79% |
$37M - $43.5M
|
3.46M
$122M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.39M+ 23.49% |
$35.4M - $41.6M
|
7.28M
$257M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1M+ 29.52% |
$25.6M - $30.1M
|
4.4M
$155M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
977K+ 51.87% |
$25M - $29.4M
|
2.86M
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
923K+ 19.44% |
$23.6M - $27.7M
|
5.67M
$200M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
824K+ 14.96% |
$21.1M - $24.8M
|
6.33M
$223M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706K+ 2509.71% |
$18M - $21.2M
|
734K
$25.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
634KNew |
$16.2M - $19M
|
634K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
629K+ 31.04% |
$16.1M - $18.9M
|
2.65M
$93.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
561K+ 17.18% |
$14.3M - $16.8M
|
3.82M
$135M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
510KNew |
$13M - $15.3M
|
510K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
497K+ 26.89% |
$12.7M - $14.9M
|
2.35M
$82.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
479KNew |
$12.3M - $14.4M
|
479K
$16.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
469K+ 12.83% |
$12M - $14.1M
|
4.12M
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
445K+ 104.8% |
$11.4M - $13.4M
|
870K
$30.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
364K+ 358.13% |
$9.3M - $10.9M
|
465K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
355K+ 1104.7% |
$9.07M - $10.7M
|
387K
$13.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
346K+ 2176.36% |
$8.86M - $10.4M
|
362K
$12.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
346K+ 130.26% |
$8.85M - $10.4M
|
612K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
330K+ 27.12% |
$8.44M - $9.92M
|
1.55M
$54.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
283KNew |
$7.24M - $8.51M
|
283K
$9.99M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
269KNew |
$6.88M - $8.09M
|
269K
$9.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
258K+ 27.14% |
$6.61M - $7.76M
|
1.21M
$42.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
241K+ 947.93% |
$6.17M - $7.25M
|
267K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
233K+ 18.07% |
$5.95M - $6.99M
|
1.52M
$53.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
226K+ 67.7% |
$5.77M - $6.78M
|
559K
$19.7M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
206KNew |
$5.28M - $6.2M
|
206K
$7.28M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
197KNew |
$5.05M - $5.93M
|
197K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177K+ 16.7% |
$4.53M - $5.32M
|
1.24M
$43.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
172K+ 46.63% |
$4.4M - $5.17M
|
541K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
150K+ 16.25% |
$3.82M - $4.49M
|
1.07M
$37.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
143K+ 351.55% |
$3.65M - $4.29M
|
183K
$6.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
143K+ 615.63% |
$3.64M - $4.28M
|
166K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
140K+ 13.37% |
$3.59M - $4.22M
|
1.19M
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 193.52% |
$3.43M - $4.03M
|
204K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
133K+ 35.44% |
$3.4M - $3.99M
|
508K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
131KNew |
$3.36M - $3.95M
|
131K
$4.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123K+ 8.84% |
$3.15M - $3.7M
|
1.52M
$53.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121K+ 13.89% |
$3.09M - $3.63M
|
990K
$34.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
120K+ 9.76% |
$3.07M - $3.61M
|
1.35M
$47.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
120K+ 1340.03% |
$3.06M - $3.59M
|
128K
$4.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
110K+ 156.46% |
$2.81M - $3.3M
|
180K
$6.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
110K+ 52.23% |
$2.8M - $3.3M
|
320K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
107K+ 274.92% |
$2.74M - $3.22M
|
146K
$5.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
107K+ 94.61% |
$2.73M - $3.21M
|
220K
$7.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
106KNew |
$2.72M - $3.2M
|
106K
$3.75M
|