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 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18.6KNew |
$653K - $689K
|
18.6K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
18K+ 2.21% |
$633K - $668K
|
832K
$30.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 28.75% |
$624K - $659K
|
79.5K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 174.71% |
$621K - $656K
|
27.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.7K+ 7.28% |
$621K - $656K
|
260K
$9.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2K+ 12.45% |
$534K - $564K
|
137K
$5.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 19.75% |
$455K - $481K
|
78.6K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 9.43% |
$446K - $471K
|
147K
$5.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12KNew |
$420K - $444K
|
12K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.9K+ 9.17% |
$419K - $442K
|
142K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 28.74% |
$383K - $404K
|
48.8K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.5K+ 31.09% |
$371K - $391K
|
44.4K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 7.53% |
$356K - $376K
|
145K
$5.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
9.98K+ 10.72% |
$351K - $370K
|
103K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.76K+ 12.67% |
$343K - $362K
|
86.8K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.23K+ 35.75% |
$324K - $343K
|
35K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.7KNew |
$306K - $323K
|
8.7K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.22KNew |
$289K - $305K
|
8.22K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
8.09K+ 21.83% |
$284K - $300K
|
45.1K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.9KNew |
$278K - $293K
|
7.9K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.83KNew |
$275K - $291K
|
7.83K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.51K+ 11.42% |
$264K - $279K
|
73.3K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.4K+ 56.01% |
$260K - $275K
|
20.6K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.31KNew |
$257K - $271K
|
7.31K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.22K+ 5.48% |
$254K - $268K
|
139K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.03K+ 9.5% |
$247K - $261K
|
81K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7KNew |
$246K - $260K
|
7K
$258K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6.95K+ 98.76% |
$244K - $258K
|
14K
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.92K+ 8.69% |
$243K - $257K
|
86.5K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.18K+ 6.87% |
$217K - $229K
|
96K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.04K+ 9.42% |
$212K - $224K
|
70.2K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5.59K+ 6.44% |
$196K - $207K
|
92.4K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.15K+ 12.14% |
$181K - $191K
|
47.5K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.86K+ 8.68% |
$171K - $180K
|
60.8K
$2.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
4.38K+ 39.99% |
$154K - $163K
|
15.3K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.28K+ 42.53% |
$151K - $159K
|
14.3K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.96K+ 20.39% |
$139K - $147K
|
23.4K
$863K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.78K+ 36.47% |
$133K - $140K
|
14.1K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.67K+ 1595.65% |
$129K - $136K
|
3.9K
$144K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.65KNew |
$128K - $135K
|
3.65K
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 14.53% |
$118K - $125K
|
26.5K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.22K+ 1.91% |
$113K - $120K
|
172K
$6.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 21.92% |
$113K - $119K
|
17.8K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.17K+ 19.32% |
$111K - $118K
|
19.6K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.13K+ 0.49% |
$110K - $116K
|
639K
$23.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3K+ 4.73% |
$105K - $111K
|
66.3K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 0.9% |
$85.9K - $90.6K
|
272K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.41K+ 4.74% |
$84.9K - $89.6K
|
53.4K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.3K+ 38.33% |
$80.9K - $85.4K
|
8.3K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.96K+ 11.44% |
$68.8K - $72.6K
|
19.1K
$704K
|