Latest Institutional Transactions on Capital Group Divid Value ETF (CGDV)
This table provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10KNew |
$256K - $300K
|
10K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41New |
$1.05K - $1.23K
|
41
$1.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$76.7K - $90.1K
|
3K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 65.75% |
$294K - $345K
|
5.98K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
21.7KNew |
$553K - $650K
|
21.7K
$797K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
500New |
$12.8K - $15K
|
500
$18.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
175New |
$4.47K - $5.26K
|
175
$6.45K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
885New |
$22.6K - $26.6K
|
885
$32.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.4K+ 17.98% |
$343K - $403K
|
88.1K
$3.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.53K+ 12.7% |
$64.6K - $76K
|
22.4K
$826K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.67KNew |
$247K - $291K
|
9.67K
$356K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
49.2K+ 16.88% |
$1.26M - $1.48M
|
340K
$12.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
41New |
$1.05K - $1.23K
|
41
$1.51K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-8- 1.85% |
$211 - $226
|
424
$15.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$232K - $247K
|
8.76K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-300K- 54.56% |
$7.93M - $8.47M
|
250K
$9.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$10.6K - $11.3K
|
400
$14.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
500+ 2.41% |
$13.2K - $14.1K
|
21.2K
$782K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.56K+ 4.1% |
$41.2K - $44K
|
39.5K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.4K+ 26.14% |
$89.9K - $96K
|
16.4K
$604K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.8KNew |
$417K - $445K
|
15.8K
$581K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
45.2KNew |
$1.13M - $1.22M
|
45.2K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
41New |
$1.02K - $1.11K
|
41
$1.51K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
793New |
$19.8K - $21.4K
|
793
$29.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
27.6K+ 10.25% |
$687K - $746K
|
297K
$10.9M
|
|
| Q1 2023 | |||||||
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-55.9K- 97.07% |
$1.32M - $1.41M
|
1.69K
$62.3K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60KNew |
$1.41M - $1.51M
|
60K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.71KNew |
$205K - $219K
|
8.71K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.32KNew |
$196K - $209K
|
8.32K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
35KNew |
$824K - $881K
|
35K
$1.29M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
21.5KNew |
$505K - $540K
|
21.5K
$791K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
163KNew |
$3.39M - $3.98M
|
163K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.7KNew |
$263K - $309K
|
12.7K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 1.0% |
$104 - $122
|
505
$18.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.98K+ 33.91% |
$41.3K - $48.3K
|
7.83K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
62.9KNew |
$1.31M - $1.53M
|
62.9K
$2.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.92KNew |
$206K - $242K
|
9.92K
$365K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$240K - $281K
|
11.5K
$425K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
19.5KNew |
$406K - $476K
|
19.5K
$719K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.75KNew |
$38.1K - $45.5K
|
1.75K
$64.3K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.9K- 99.67% |
$559K - $604K
|
75
$2.76K
|
|