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 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.13K+ 0.49% |
$110K - $116K
|
639K
$22.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.13KNew |
$110K - $116K
|
3.13K
$112K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3K+ 4.73% |
$105K - $111K
|
66.3K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.99K+ 8.59% |
$105K - $111K
|
37.7K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.97K+ 7.21% |
$105K - $110K
|
44.2K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.67K+ 2.41% |
$93.7K - $98.9K
|
113K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.66K+ 5.86% |
$93.6K - $98.9K
|
48.1K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.46KNew |
$86.5K - $91.4K
|
2.46K
$87.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 0.9% |
$85.9K - $90.6K
|
272K
$9.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.41K+ 4.74% |
$84.9K - $89.6K
|
53.4K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.3K+ 38.33% |
$80.9K - $85.4K
|
8.3K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.26K+ 24.04% |
$79.4K - $83.8K
|
11.6K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.18K+ 12.29% |
$76.7K - $81K
|
19.9K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.13K+ 9.46% |
$74.9K - $79.1K
|
24.6K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.98K+ 14.33% |
$69.5K - $73.4K
|
15.8K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.96K+ 11.44% |
$68.8K - $72.6K
|
19.1K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.91K+ 16.99% |
$67.3K - $71K
|
13.2K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.61K+ 19.95% |
$56.4K - $59.6K
|
9.65K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.6K+ 22.66% |
$56.2K - $59.3K
|
8.65K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$54.8K - $57.9K
|
1.56K
$55.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 9.57% |
$51.9K - $54.8K
|
16.9K
$602K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 2.15% |
$50.6K - $53.5K
|
68.4K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.4K+ 7.59% |
$49.1K - $51.8K
|
19.8K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.33K+ 3.74% |
$46.7K - $49.3K
|
36.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$46.5K - $49.1K
|
1.32K
$47.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 29.34% |
$46.2K - $48.7K
|
5.79K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 2.02% |
$44.7K - $47.2K
|
64.1K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.23K+ 1.53% |
$43.2K - $45.7K
|
81.8K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15K+ 27.39% |
$40.4K - $42.6K
|
5.34K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.15K+ 13.1% |
$40.3K - $42.6K
|
9.9K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.13K+ 16.62% |
$39.7K - $41.9K
|
7.92K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.08K+ 5.01% |
$38.1K - $40.2K
|
22.7K
$810K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 5.34% |
$37K - $39.1K
|
20.8K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
960+ 10.42% |
$33.8K - $35.6K
|
10.2K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
955+ 5.43% |
$33.6K - $35.4K
|
18.6K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
940+ 0.43% |
$33.1K - $34.9K
|
218K
$7.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
913+ 4.24% |
$32.1K - $33.9K
|
22.4K
$799K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
869+ 12.26% |
$30.6K - $32.3K
|
7.96K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
869+ 11.51% |
$30.6K - $32.3K
|
8.42K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
864+ 3.29% |
$30.4K - $32.1K
|
27.1K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
847+ 4.94% |
$29.8K - $31.4K
|
18K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
770New |
$27.1K - $28.6K
|
770
$27.5K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
748+ 13.43% |
$26.3K - $27.8K
|
6.32K
$225K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
693+ 11.82% |
$24.4K - $25.7K
|
6.56K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
688+ 9.89% |
$24.2K - $25.5K
|
7.64K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
683+ 0.59% |
$24K - $25.4K
|
116K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
656+ 7.55% |
$23.1K - $24.4K
|
9.35K
$333K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$19.3K - $20.4K
|
550
$19.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
538+ 8.59% |
$18.9K - $20K
|
6.8K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
523+ 1.29% |
$18.4K - $19.4K
|
40.9K
$1.46M
|