Purchases and Sales Made in Q4 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1MNew |
$600M - $633M
|
17.1M
$608M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.81M+ 35.96% |
$204M - $216M
|
22M
$784M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51M+ 42.25% |
$88.2M - $93.1M
|
8.45M
$301M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 13.64% |
$47M - $49.6M
|
11.1M
$397M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 72.95% |
$39.8M - $42M
|
2.69M
$95.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.08M+ 14.69% |
$38.1M - $40.2M
|
8.46M
$301M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04M+ 9.86% |
$36.6M - $38.7M
|
11.6M
$414M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01M+ 14.29% |
$35.5M - $37.4M
|
8.07M
$288M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
860K+ 10.61% |
$30.2M - $31.9M
|
8.97M
$320M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
775K+ 28.63% |
$27.2M - $28.8M
|
3.48M
$124M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
696K+ 23.21% |
$24.5M - $25.9M
|
3.7M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
644K+ 17.01% |
$22.7M - $23.9M
|
4.43M
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
606K+ 11.23% |
$21.3M - $22.5M
|
6.01M
$214M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
594KNew |
$20.9M - $22.1M
|
594K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
580K+ 29.27% |
$20.4M - $21.5M
|
2.56M
$91.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
538K+ 7.87% |
$18.9M - $20M
|
7.36M
$263M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
422K+ 39.82% |
$14.8M - $15.7M
|
1.48M
$52.8M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
404KNew |
$14.2M - $15M
|
404K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
404K+ 12.33% |
$14.2M - $15M
|
3.68M
$131M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
402K+ 484.17% |
$14.1M - $14.9M
|
485K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
401KNew |
$14.1M - $14.9M
|
401K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
389K+ 9.0% |
$13.7M - $14.4M
|
4.71M
$168M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
382KNew |
$13.4M - $14.2M
|
382K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
374KNew |
$13.1M - $13.9M
|
374K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
371KNew |
$13M - $13.8M
|
371K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
365K+ 4.56% |
$12.8M - $13.6M
|
8.38M
$299M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
363KNew |
$12.8M - $13.5M
|
363K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
350KNew |
$12.3M - $13M
|
350K
$12.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
316KNew |
$11.1M - $11.7M
|
316K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
315KNew |
$11.1M - $11.7M
|
315K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
287KNew |
$10.1M - $10.6M
|
287K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
259K+ 35.72% |
$9.09M - $9.6M
|
982K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
256KNew |
$9M - $9.5M
|
256K
$9.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
253K+ 1.09% |
$8.91M - $9.41M
|
23.5M
$839M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
240KNew |
$8.42M - $8.89M
|
240K
$8.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
233KNew |
$8.19M - $8.64M
|
233K
$8.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
207K+ 25.25% |
$7.27M - $7.68M
|
1.03M
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
203K+ 166.82% |
$7.12M - $7.52M
|
324K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200K+ 850.23% |
$7.02M - $7.41M
|
223K
$7.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
199K+ 29.3% |
$6.98M - $7.37M
|
877K
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
197KNew |
$6.91M - $7.3M
|
197K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
195KNew |
$6.86M - $7.24M
|
195K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
195K+ 29.33% |
$6.86M - $7.24M
|
860K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
189K+ 3322.72% |
$6.64M - $7.01M
|
195K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
183KNew |
$6.45M - $6.81M
|
183K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
180K+ 10.87% |
$6.32M - $6.67M
|
1.83M
$65.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163K+ 17.24% |
$5.74M - $6.06M
|
1.11M
$39.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
158KNew |
$5.57M - $5.88M
|
158K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
156K+ 44.09% |
$5.49M - $5.8M
|
511K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
152KNew |
$5.34M - $5.64M
|
152K
$5.42M
|