Purchases and Sales Made in Q4 2024 in Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

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 28, 2025 Q4 2024
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
1.91K
+ 16.99%
$67.3K - $71K
13.2K $486K
Jan 23, 2025 Q4 2024
Litman Gregory Wealth Management LLC

BUY
 -
1.33K
+ 3.74%
$46.7K - $49.3K
36.8K $1.36M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1.31K
+ 29.34%
$46.2K - $48.7K
5.79K $214K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
1.15K
+ 27.39%
$40.4K - $42.6K
5.34K $197K
Jan 22, 2025 Q4 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.15K
+ 13.1%
$40.3K - $42.6K
9.9K $366K
Jan 22, 2025 Q4 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
1.13K
+ 16.62%
$39.7K - $41.9K
7.92K $293K
Jan 27, 2025 Q4 2024
Trilogy Capital Inc.

BUY
 -
1.08K
+ 5.01%
$38.1K - $40.2K
22.7K $839K
Jan 24, 2025 Q4 2024
Burford Brothers, Inc.

Dallas, TX
BUY
 -
1.05K
+ 5.34%
$37K - $39.1K
20.8K $767K
Jan 21, 2025 Q4 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
940
+ 0.43%
$33.1K - $34.9K
218K $8.06M
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
913
+ 4.24%
$32.1K - $33.9K
22.4K $828K
Jan 10, 2025 Q4 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
869
+ 12.26%
$30.6K - $32.3K
7.96K $294K
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
693
+ 11.82%
$24.4K - $25.7K
6.56K $242K
Jan 30, 2025 Q4 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
683
+ 0.59%
$24K - $25.4K
116K $4.3M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
550
New
$19.3K - $20.4K
550 $20.3K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
538
+ 8.59%
$18.9K - $20K
6.8K $251K
Jan 21, 2025 Q4 2024
Lantz Financial LLC

BUY
 -
523
+ 1.29%
$18.4K - $19.4K
40.9K $1.51M
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
464
+ 0.46%
$16.3K - $17.2K
101K $3.71M
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
449
+ 0.83%
$15.8K - $16.7K
54.4K $2.01M
Jan 29, 2025 Q4 2024
Carnegie Lake Advisors LLC

Princeton, NJ
BUY
 -
420
+ 7.34%
$14.8K - $15.6K
6.14K $227K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
400
+ 33.33%
$14.1K - $14.8K
1.6K $59.1K
Jan 13, 2025 Q4 2024
Professional Financial Advisors, LLC

BUY
 -
383
+ 1.18%
$13.5K - $14.2K
32.9K $1.21M
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
369
New
$13K - $13.7K
369 $13.6K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
257
New
$9.04K - $9.54K
257 $9.49K
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
168
+ 1.63%
$5.91K - $6.24K
10.5K $388K
Jan 13, 2025 Q4 2024
180 Wealth Advisors, LLC

BUY
 -
143
+ 2.09%
$5.03K - $5.31K
6.98K $258K
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
123
+ 2.13%
$4.32K - $4.57K
5.9K $218K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$3.52K - $3.71K
100 $3.69K
Jan 17, 2025 Q4 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
94
+ 0.83%
$3.31K - $3.49K
11.4K $419K
Jan 14, 2025 Q4 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
70
New
$2.46K - $2.6K
70 $2.58K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
51
New
$1.79K - $1.89K
51 $1.88K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
42
+ 0.38%
$1.48K - $1.56K
11.2K $414K
Jan 22, 2025 Q4 2024
Tru Independence LLC

BUY
 -
40
+ 0.46%
$1.41K - $1.48K
8.81K $325K
Jan 27, 2025 Q4 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
28
+ 0.5%
$984 - $1.04K
5.65K $209K
Jan 17, 2025 Q4 2024
Octavia Wealth Advisors, LLC

BUY
 -
22
+ 0.2%
$774 - $817
11.2K $415K
Jan 16, 2025 Q4 2024
Lincoln Capital LLC

BUY
 -
22
+ 0.13%
$774 - $817
16.4K $604K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
20
New
$703 - $742
20 $738
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
7
+ 0.25%
$246 - $260
2.78K $103K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
7
+ 0.9%
$246 - $260
781 $28.8K
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
7
+ 0.02%
$246 - $260
39.1K $1.44M
Jan 30, 2025 Q4 2024
Maryland Capital Advisors Inc.

BUY
 -
5
New
$176 - $186
5 $185
Jan 24, 2025 Q4 2024
Kpp Advisory Services LLC

Louisville, KY
SELL
 -
-118
- 0.04%
$4.15K - $4.38K
265K $9.79M
Jan 22, 2025 Q4 2024
Steel Peak Wealth Management LLC

SELL
 -
-126
- 0.33%
$4.43K - $4.68K
38.2K $1.41M
Jan 14, 2025 Q4 2024
Capital Planning LLC

SELL
 -
-146
- 0.35%
$5.13K - $5.42K
41.7K $1.54M
Jan 15, 2025 Q4 2024
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-199
- 1.23%
$7K - $7.39K
15.9K $588K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-400
- 25.0%
$14.1K - $14.8K
1.2K $44.3K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-418
- 0.03%
$14.7K - $15.5K
1.37M $50.7M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

SELL
 -
-453
- 0.23%
$15.9K - $16.8K
193K $7.13M
Jan 17, 2025 Q4 2024
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
SELL
 -
-824
- 0.76%
$29K - $30.6K
108K $3.99M
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

SELL
 -
-1.05K
- 8.29%
$36.9K - $38.9K
11.6K $428K

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