Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
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
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 127 - 2023-12-31 23,488,827 $700,907,000 -1,107,013
   Advisor Group Holdings Inc. 75 - 2024-03-31 3,575,426 $116,201,000 -822,759
   WNY Asset Management LLC 2 - 2024-03-31 1,555,808 $50,564,000 -7,415
   JANNEY MONTGOMERY SCOTT LLC 144 - 2024-03-31 1,498,462 $48,700,000 -18,608
   Summit Investment Advisory Services LLC 1 - 2024-03-31 825,033 $26,814,000 -9,861
   AXXCESS WEALTH MANAGEMENT LLC 36 - 2023-12-31 639,440 $19,081,000 -14,155
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 229 - 2024-03-31 533,850 $17,350,000 -23,718
   Ergawealth Advisors Inc. 4 - 2024-03-31 495,075 $16,090,000 -6,290
   RSM US WEALTH MANAGEMENT LLC 110 - 2024-03-31 145,265 $4,721,000 -6,461
   Holistic Planning LLC 6 - 2024-03-31 122,281 $3,974,000 -9,056
   HIGHTOWER ADVISORS, LLC 1061 - 2024-03-31 118,539 $3,852,000 -64,905
   Affiance Financial LLC 22 - 2024-03-31 85,403 $2,776,000 -4,625
   ATRIA INVESTMENTS LLC 546 - 2023-12-31 77,116 $2,301,000 -16,936
   Mutual Advisors LLC 271 - 2024-03-31 61,214 $1,989,000 -58,398
   BARNES PETTEY FINANCIAL ADVISORS LLC 17 - 2024-03-31 52,550 $1,708,000 -101
   Ameritas Advisory Services LLC 196 - 2023-12-31 56,210 $1,690,000 -21,921
   WealthCare Investment Partners LLC 34 - 2024-03-31 50,103 $1,628,000 -200
   PEAPACK GLADSTONE FINANCIAL CORP 359 - 2024-03-31 45,650 $1,484,000 -80
   CONTINENTAL INVESTORS SERVICES INC. 14 - 2024-03-31 32,482 $1,056,000 -5,414
   Belpointe Asset Management LLC 296 - 2024-03-31 27,752 $902,000 -84
   CAPWEALTH ADVISORS, LLC 58 - 2024-03-31 27,559 $896,000 -1,075
   NBC SECURITIES INC. 286 - 2024-03-31 25,294 $822,000 -946
   IFP Advisors Inc 508 - 2023-12-31 19,957 $595,000 -45,506
   PRIVATE TRUST CO NA 337 - 2024-03-31 17,316 $563,000 -1,267
   Total Clarity Wealth Management Inc. 146 - 2024-03-31 15,242 $495,000 -32
   Ascent Group LLC 352 - 2023-12-31 15,815 $483,000 -228
   MERCER GLOBAL ADVISORS INC /ADV 1366 - 2023-12-31 15,406 $460,000 -25,686
   Signature Wealth Management Group 85 - 2024-03-31 11,647 $362,000 -302
   WealthTrust Asset Management LLC 55 - 2024-03-31 11,114 $361,000 -640
   Octavia Wealth Advisors LLC 160 - 2024-03-31 10,376 $338,000 -288
   Envision Financial Planning LLC 20 - 2024-03-31 9,559 $311,000 -934
   tru Independence LLC 101 - 2024-03-31 8,741 $284,000 -266
   Strategic Investment Solutions Inc. /IL 106 - 2023-12-31 8,465 $253,000 -196,600
   TOWER RESEARCH CAPITAL LLC 2190 - 2023-12-31 5,983 $179,000 -11,485
   FTB Advisors Inc. 666 - 2024-03-31 3,367 $109,000 -43
  35 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us