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 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
152KNew |
$5.34M - $5.64M
|
152K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 14.78% |
$4.59M - $4.85M
|
1.01M
$36.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
129KNew |
$4.54M - $4.79M
|
129K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
128K+ 47.95% |
$4.51M - $4.76M
|
396K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
126K+ 62.82% |
$4.43M - $4.68M
|
327K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
123K+ 225.96% |
$4.33M - $4.57M
|
178K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122K+ 12.24% |
$4.28M - $4.52M
|
1.12M
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115K+ 13.57% |
$4.04M - $4.27M
|
962K
$34.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
114KNew |
$4.01M - $4.23M
|
114K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
112KNew |
$3.93M - $4.15M
|
112K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
108KNew |
$3.79M - $4M
|
108K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
106K+ 16.25% |
$3.71M - $3.92M
|
756K
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
102K+ 604.78% |
$3.59M - $3.79M
|
119K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.6K+ 24.6% |
$3.36M - $3.55M
|
484K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92.6K+ 28.42% |
$3.26M - $3.44M
|
419K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
85.7K+ 6.02% |
$3.01M - $3.18M
|
1.51M
$54.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
84.9K+ 17.96% |
$2.98M - $3.15M
|
557K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
84.3K+ 34.91% |
$2.97M - $3.13M
|
326K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83.6K+ 27.61% |
$2.94M - $3.1M
|
386K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83.3K+ 26.47% |
$2.93M - $3.09M
|
398K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
80.5K+ 11.67% |
$2.83M - $2.99M
|
770K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
76.7K+ 14.17% |
$2.7M - $2.85M
|
617K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
75.4K+ 163.14% |
$2.65M - $2.8M
|
122K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71.8KNew |
$2.53M - $2.67M
|
71.8K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
71.3KNew |
$2.51M - $2.65M
|
71.3K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.3K+ 12.68% |
$2.44M - $2.57M
|
616K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69.3KNew |
$2.44M - $2.57M
|
69.3K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66KNew |
$2.32M - $2.45M
|
66K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
63.7K+ 18.09% |
$2.24M - $2.37M
|
416K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
61.8KNew |
$2.17M - $2.29M
|
61.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
59.9KNew |
$2.11M - $2.23M
|
59.9K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.2K+ 13.33% |
$2.08M - $2.2M
|
503K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
58KNew |
$2.04M - $2.15M
|
58K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
57.8KNew |
$2.03M - $2.15M
|
57.8K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
57.5K+ 12.68% |
$2.02M - $2.13M
|
511K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
57.4K+ 7.02% |
$2.02M - $2.13M
|
876K
$31.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
55.7KNew |
$1.96M - $2.07M
|
55.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
55.7K+ 13.38% |
$1.96M - $2.07M
|
472K
$17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.5K+ 14.57% |
$1.95M - $2.06M
|
436K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55.3K+ 6.2% |
$1.94M - $2.05M
|
946K
$34.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
53.8KNew |
$1.89M - $2M
|
53.8K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
51.8K+ 2.68% |
$1.82M - $1.92M
|
1.99M
$71.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
51.8K+ 148.63% |
$1.82M - $1.92M
|
86.6K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50.7K+ 6.53% |
$1.78M - $1.88M
|
828K
$29.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
49.8K+ 2.38% |
$1.75M - $1.85M
|
2.14M
$77.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
49KNew |
$1.72M - $1.82M
|
49K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.4K+ 17.35% |
$1.66M - $1.76M
|
320K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.5K+ 10.46% |
$1.64M - $1.73M
|
491K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
46.2K+ 22.65% |
$1.62M - $1.71M
|
250K
$9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.9K+ 15.3% |
$1.61M - $1.7M
|
346K
$12.4M
|