Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Capital Group Dividend Value Etf (CGDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    22
Total shares held : 
132,341,018  
% of shares held : 
14.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  150  
Amount of shares held : 
25,237,133  
% of shares held change : 
  2.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 1,611,681
 1.22%
 
Increased Positions :
159
 25,770,332
 19.47%
 
Unchanged Positions :
30
 973,389
 0.74%
 
Decreased Positions :
31
-1,720,096
-1.3%
 
Closed Positions :
9
-424,784
-0.32%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   EverSource Wealth Advisors LLC 141 - 2024-03-31 47,984 $1,432,000 0
   Stokes Family Office LLC 122 - 2024-03-31 25,788 $838,000 0
   ORBA Wealth Advisors L.L.C. 45 - 2024-03-31 21,650 $704,000 0
   BANQUE PICTET & CIE SA 246 - 2024-03-31 21,469 $698,000 0
   HUNTER ASSOCIATES INC. 170 - 2024-03-31 17,100 $556,000 0
   BAKER TILLY FINANCIAL LLC 234 - 2024-03-31 16,405 $533,000 0
   STONNINGTON GROUP LLC 152 - 2023-03-31 19,520 $493,000 0
   Lion Street Advisors LLC 192 - 2024-03-31 9,191 $274,000 0
   Strategic Family Wealth Counselors L.L.C. 98 - 2024-03-31 8,316 $270,000 0
   Gimbal Financial 37 - 2024-03-31 8,217 $267,000 0
   WEALTHSOURCE PARTNERS LLC 437 - 2023-12-31 8,710 $260,000 0
   High Falls Advisors Inc 111 - 2024-03-31 7,033 $229,000 0
   Brown Miller Wealth Management LLC 118 - 2024-03-31 6,955 $226,000 0
   FinTrust Capital Advisors LLC 382 - 2024-03-31 3,000 $98,000 0
   Winch Advisory Services LLC 113 - 2024-03-31 2,770 $90,000 0
   GPS Wealth Strategies Group LLC 445 - 2024-03-31 2,140 $70,000 0
   Ronald Blue Trust Inc. 1001 - 2024-03-31 1,200 $39,000 0
   Transcendent Capital Group LLC 215 - 2024-03-31 1,113 $36,000 0
   Archer Investment Corp 485 - 2024-03-31 771 $25,000 0
   NVWM LLC 285 - 2024-03-31 500 $16,000 0
   JDM Financial Group LLC 120 - 2024-03-31 424 $14,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1069 - 2024-03-31 41 $1,000 0
   GRADIENT INVESTMENTS LLC 1857 *New 2024-03-31 0 $0 0

  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results