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 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
464
+ 0.46%
$16.3K - $17.2K
101K $3.59M
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
449
+ 0.83%
$15.8K - $16.7K
54.4K $1.94M
Jan 29, 2025 Q4 2024
Carnegie Lake Advisors LLC

Princeton, NJ
BUY
 -
420
+ 7.34%
$14.8K - $15.6K
6.14K $219K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
400
+ 33.33%
$14.1K - $14.8K
1.6K $57K
Jan 13, 2025 Q4 2024
Professional Financial Advisors, LLC

BUY
 -
383
+ 1.18%
$13.5K - $14.2K
32.9K $1.17M
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
369
New
$13K - $13.7K
369 $13.2K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
329
New
$11.6K - $12.2K
329 $11.7K
Feb 12, 2025 Q4 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
329
+ 2.05%
$11.6K - $12.2K
16.4K $583K
Feb 14, 2025 Q4 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
292
+ 0.6%
$10.3K - $10.8K
48.9K $1.74M
Feb 03, 2025 Q4 2024
Wealth Care Investment Partners, LLC

BUY
 -
270
+ 0.52%
$9.49K - $10K
52.3K $1.86M
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
236
+ 1.02%
$8.3K - $8.76K
23.4K $834K
Feb 13, 2025 Q4 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
211
+ 1.98%
$7.42K - $7.83K
10.9K $387K
Feb 10, 2025 Q4 2024
Signature Wealth Management Group

BUY
 -
210
+ 1.85%
$7.38K - $7.8K
11.6K $412K
Feb 04, 2025 Q4 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
200
+ 2.74%
$7.03K - $7.42K
7.49K $267K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
186
+ 34.51%
$6.54K - $6.9K
725 $25.8K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
175
New
$6.15K - $6.5K
175 $6.24K
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
168
+ 1.63%
$5.91K - $6.24K
10.5K $374K
Jan 13, 2025 Q4 2024
180 Wealth Advisors, LLC

BUY
 -
143
+ 2.09%
$5.03K - $5.31K
6.98K $249K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
137
+ 2.27%
$4.82K - $5.09K
6.17K $220K
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
123
+ 2.13%
$4.32K - $4.57K
5.9K $210K
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
109
+ 0.37%
$3.83K - $4.05K
29.5K $1.05M
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$3.52K - $3.71K
100 $3.57K
Jan 17, 2025 Q4 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
94
+ 0.83%
$3.31K - $3.49K
11.4K $405K
Feb 13, 2025 Q4 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
93
+ 0.93%
$3.27K - $3.45K
10.1K $359K
Jan 14, 2025 Q4 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
70
New
$2.46K - $2.6K
70 $2.5K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
66
+ 0.05%
$2.32K - $2.45K
145K $5.16M
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
56
New
$1.97K - $2.08K
56 $2K
Feb 14, 2025 Q4 2024
Acorn Financial Advisory Services Inc

BUY
 -
53
+ 0.89%
$1.86K - $1.97K
5.98K $213K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
51
New
$1.79K - $1.89K
51 $1.82K
Feb 13, 2025 Q4 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
43
+ 0.45%
$1.51K - $1.6K
9.67K $345K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
42
+ 0.38%
$1.48K - $1.56K
11.2K $400K
Feb 04, 2025 Q4 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
41
+ 0.17%
$1.44K - $1.52K
23.6K $842K
Jan 22, 2025 Q4 2024
Tru Independence LLC

BUY
 -
40
+ 0.46%
$1.41K - $1.48K
8.81K $314K
Feb 06, 2025 Q4 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
28
+ 0.2%
$984 - $1.04K
14K $501K
Jan 27, 2025 Q4 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
28
+ 0.5%
$984 - $1.04K
5.65K $202K
Feb 14, 2025 Q4 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
27
+ 0.32%
$949 - $1K
8.58K $306K
Jan 16, 2025 Q4 2024
Lincoln Capital LLC

BUY
 -
22
+ 0.13%
$774 - $817
16.4K $583K
Jan 17, 2025 Q4 2024
Octavia Wealth Advisors, LLC

BUY
 -
22
+ 0.2%
$774 - $817
11.2K $401K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
20
New
$703 - $742
20 $713
Feb 12, 2025 Q4 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
10
New
$352 - $371
10 $357
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
8
+ 0.29%
$281 - $297
2.79K $99.4K
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
7
+ 0.02%
$246 - $260
39.1K $1.39M
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
7
+ 0.9%
$246 - $260
781 $27.8K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
7
+ 0.25%
$246 - $260
2.78K $99.2K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
6
+ 0.18%
$211 - $223
3.39K $121K
Jan 30, 2025 Q4 2024
Maryland Capital Advisors Inc.

BUY
 -
5
New
$176 - $186
5 $178
Feb 11, 2025 Q4 2024
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
2
+ 0.01%
$70.3 - $74.2
15.1K $537K
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2025 Q4 2024
Black Diamond Wealth Management Inc.

SELL
 -
-1
- -0.0%
$35.2 - $37.1
82.7K $2.95M

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