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 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 4.28% |
$44K - $48.7K
|
32.5K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.29K+ 3.86% |
$42.6K - $47.1K
|
34.8K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26K+ 37.36% |
$41.5K - $45.9K
|
4.63K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.26K+ 3.15% |
$41.5K - $45.9K
|
41.2K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 9.52% |
$41.2K - $45.6K
|
14.4K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.67% |
$38.5K - $42.6K
|
26.2K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 1.73% |
$37.4K - $41.4K
|
67K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 16.37% |
$35K - $38.7K
|
7.55K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
930+ 36.7% |
$30.7K - $33.9K
|
3.46K
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
914+ 1.79% |
$30.1K - $33.3K
|
52K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$29.7K - $32.8K
|
900
$33.1K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
810+ 7.75% |
$26.7K - $29.5K
|
11.3K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
785+ 9.93% |
$25.9K - $28.6K
|
8.69K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
751+ 4.65% |
$24.8K - $27.4K
|
16.9K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
725+ 1.89% |
$23.9K - $26.4K
|
39.1K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
606+ 3.93% |
$20K - $22.1K
|
16K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
602+ 1.51% |
$19.8K - $22K
|
40.4K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
599+ 8.3% |
$19.7K - $21.9K
|
7.81K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
595New |
$19.6K - $21.7K
|
595
$21.9K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
590New |
$19.4K - $21.5K
|
590
$21.7K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
584New |
$19.2K - $21.3K
|
584
$21.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
584+ 4.84% |
$19.2K - $21.3K
|
12.7K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
473+ 1.52% |
$15.6K - $17.3K
|
31.5K
$1.16M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
440+ 0.55% |
$14.5K - $16.1K
|
80.6K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
370+ 1.27% |
$12.2K - $13.5K
|
29.4K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
336+ 4.76% |
$11.1K - $12.3K
|
7.4K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
313New |
$10.3K - $11.4K
|
313
$11.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
304+ 7.29% |
$10K - $11.1K
|
4.48K
$164K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
300+ 2.1% |
$9.89K - $10.9K
|
14.6K
$536K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
211New |
$6.95K - $7.7K
|
211
$7.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
188+ 1.26% |
$6.2K - $6.86K
|
15.1K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
135+ 0.38% |
$4.45K - $4.92K
|
35.5K
$1.3M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
114+ 0.49% |
$3.76K - $4.16K
|
23.2K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
101+ 0.39% |
$3.33K - $3.68K
|
26K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
71+ 0.63% |
$2.34K - $2.59K
|
11.3K
$414K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.59% |
$2.18K - $2.41K
|
11.2K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
39+ 0.39% |
$1.29K - $1.42K
|
9.99K
$367K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
38+ 0.4% |
$1.25K - $1.39K
|
9.63K
$354K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30+ 15.0% |
$989 - $1.09K
|
230
$8.45K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
22+ 0.16% |
$725 - $803
|
14K
$515K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
16+ 0.18% |
$527 - $584
|
8.77K
$322K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 0.21% |
$396 - $438
|
5.63K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.13% |
$363 - $401
|
8.55K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$132 - $146
|
19.4K
$713K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.11% |
$98.9 - $109
|
2.78K
$102K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.39% |
$98.9 - $109
|
774
$28.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-9- 0.04% |
$297 - $328
|
23.6K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-37- 0.25% |
$1.22K - $1.35K
|
14.5K
$532K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 2.25% |
$1.22K - $1.35K
|
1.61K
$59.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-50- 0.02% |
$1.65K - $1.82K
|
234K
$8.59M
|