Purchases and Sales Made in Q3 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.51K+ 67.73% |
$149K - $165K
|
11.2K
$409K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.39K+ 62.58% |
$145K - $160K
|
11.4K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.38K+ 3.17% |
$144K - $160K
|
142K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.33K+ 30.77% |
$143K - $158K
|
18.4K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.18K+ 10.12% |
$138K - $152K
|
45.4K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.15K+ 3.37% |
$137K - $151K
|
128K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.1KNew |
$135K - $149K
|
4.1K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.06K+ 26.08% |
$134K - $148K
|
19.6K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.06K+ 18.65% |
$134K - $148K
|
25.8K
$946K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.99K+ 5.05% |
$132K - $146K
|
83.1K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.95K+ 578.48% |
$130K - $144K
|
4.63K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.9K+ 57.78% |
$129K - $142K
|
10.7K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.81K+ 28.16% |
$126K - $139K
|
17.3K
$635K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.73K+ 9.66% |
$123K - $136K
|
42.4K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.71K+ 12.05% |
$122K - $135K
|
34.5K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.63K+ 0.56% |
$120K - $132K
|
649K
$23.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.54K+ 0.99% |
$117K - $129K
|
360K
$13.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.53K+ 4.64% |
$116K - $129K
|
79.6K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.5K+ 503.17% |
$115K - $128K
|
4.19K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.5K+ 8.45% |
$115K - $128K
|
44.9K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.48K+ 4.41% |
$115K - $127K
|
82.3K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 18.92% |
$115K - $127K
|
21.9K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.44K+ 7.25% |
$113K - $126K
|
51K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.4K+ 50.6% |
$112K - $124K
|
10.1K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.4K+ 9.85% |
$112K - $124K
|
37.9K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$112K - $123K
|
3.38K
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.25K+ 1.71% |
$107K - $119K
|
193K
$7.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.12K+ 43.1% |
$103K - $114K
|
10.4K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.12K+ 14.15% |
$103K - $114K
|
25.1K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.06K+ 6.71% |
$101K - $112K
|
48.6K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.04K+ 1.83% |
$100K - $111K
|
169K
$6.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.97K+ 23.83% |
$97.8K - $108K
|
15.4K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.96K+ 14.44% |
$97.7K - $108K
|
23.5K
$860K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.8K+ 7.87% |
$92.2K - $102K
|
38.3K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.75K+ 38.72% |
$90.8K - $100K
|
9.87K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.71K+ 0.7% |
$89.4K - $99K
|
388K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.6K+ 4.88% |
$85.8K - $94.9K
|
56K
$2.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.58K+ 3.71% |
$85.2K - $94.3K
|
72.2K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.33K+ 2.66% |
$76.7K - $84.9K
|
89.9K
$3.29M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 32.13% |
$76.5K - $84.7K
|
9.55K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$74.8K - $82.8K
|
2.27K
$83.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.24K+ 14.62% |
$74K - $81.9K
|
17.6K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$73K - $80.8K
|
2.22K
$81.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 10.6% |
$65.1K - $72K
|
20.6K
$755K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.94K+ 1.97% |
$63.8K - $70.6K
|
100K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 3.4% |
$63.6K - $70.4K
|
58.7K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.93K+ 2.07% |
$63.4K - $70.2K
|
94.9K
$3.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 7.74% |
$55.1K - $61K
|
23.3K
$852K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 2.98% |
$51.5K - $57K
|
54K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.42K+ 3.15% |
$46.8K - $51.8K
|
46.4K
$1.7M
|