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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
389K+ 9.0% |
$13.7M - $14.4M
|
4.71M
$174M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
315KNew |
$11.1M - $11.7M
|
315K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
233KNew |
$8.19M - $8.64M
|
233K
$8.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200K+ 850.23% |
$7.02M - $7.41M
|
223K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
197KNew |
$6.91M - $7.3M
|
197K
$7.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
189K+ 3322.72% |
$6.64M - $7.01M
|
195K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
183KNew |
$6.45M - $6.81M
|
183K
$6.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
180K+ 10.87% |
$6.32M - $6.67M
|
1.83M
$67.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
158KNew |
$5.57M - $5.88M
|
158K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
156K+ 44.09% |
$5.49M - $5.8M
|
511K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
152KNew |
$5.34M - $5.64M
|
152K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
128K+ 47.95% |
$4.51M - $4.76M
|
396K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
126K+ 62.82% |
$4.43M - $4.68M
|
327K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
123K+ 225.96% |
$4.33M - $4.57M
|
178K
$6.55M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
108KNew |
$3.79M - $4M
|
108K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
102K+ 604.78% |
$3.59M - $3.79M
|
119K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
80.5K+ 11.67% |
$2.83M - $2.99M
|
770K
$28.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66KNew |
$2.32M - $2.45M
|
66K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.2K+ 13.33% |
$2.08M - $2.2M
|
503K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
58KNew |
$2.04M - $2.15M
|
58K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
57.8KNew |
$2.03M - $2.15M
|
57.8K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
55.7KNew |
$1.96M - $2.07M
|
55.7K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.5K+ 14.57% |
$1.95M - $2.06M
|
436K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
53.8KNew |
$1.89M - $2M
|
53.8K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
51.8K+ 2.68% |
$1.82M - $1.92M
|
1.99M
$73.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.4K+ 17.35% |
$1.66M - $1.76M
|
320K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.5K+ 10.46% |
$1.64M - $1.73M
|
491K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.9K+ 15.3% |
$1.61M - $1.7M
|
346K
$12.8M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.7K+ 16.6% |
$1.61M - $1.7M
|
321K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
43.1KNew |
$1.52M - $1.6M
|
43.1K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
43.1K+ 530.27% |
$1.51M - $1.6M
|
51.2K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
41.9K+ 77.22% |
$1.47M - $1.56M
|
96.1K
$3.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.5K+ 0.38% |
$1.42M - $1.5M
|
10.8M
$400M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40.4KNew |
$1.42M - $1.5M
|
40.4K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
36.7K+ 81.82% |
$1.29M - $1.36M
|
81.6K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
35.8K+ 4.04% |
$1.26M - $1.33M
|
921K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
34.5K+ 150.52% |
$1.21M - $1.28M
|
57.4K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.6KNew |
$1.18M - $1.25M
|
33.6K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 15.74% |
$1.09M - $1.15M
|
227K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
30.6KNew |
$1.08M - $1.14M
|
30.6K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29KNew |
$1.02M - $1.08M
|
29K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.6KNew |
$1.01M - $1.06M
|
28.6K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28.4K+ 145.03% |
$997K - $1.05M
|
47.9K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
26KNew |
$913K - $964K
|
26K
$959K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.5K+ 88.75% |
$861K - $909K
|
52.1K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
23.1K+ 126.41% |
$813K - $858K
|
41.4K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23K+ 334.62% |
$810K - $855K
|
29.9K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.7K+ 15.97% |
$800K - $844K
|
165K
$6.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.5K+ 14.48% |
$755K - $798K
|
170K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.2KNew |
$744K - $786K
|
21.2K
$782K
|