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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

$30.12
-0.03 (-0.10%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Growers ETF (NYSEARCA:CGDG)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$173.69M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$25.53M
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CGDG Institutional Buying and Selling by Quarter

Capital Group Dividend Growers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc8,015$246K0.0%N/A0.069%
11/1/2024Assetmark Inc.257,673$7.92M0.0%+258.0%2.221%
11/1/2024Beta Wealth Group Inc.7,359$226K0.1%N/A0.063%
10/31/2024 Concurrent Investment Advisors LLC185,733$5.71M0.2%-1.5%1.601%
10/30/2024 Ameritas Advisory Services LLC97,289$2.99M0.1%+15.3%0.839%
10/29/2024 Janney Montgomery Scott LLC134,162$4.12M0.0%+1,101.7%1.157%
10/28/2024 Creative Financial Designs Inc. ADV6,407$197K0.0%+139.9%0.055%
10/25/2024 Valmark Advisers Inc.411,365$12.64M0.2%+4.0%3.546%
10/25/2024 Gateway Wealth Partners LLC7,935$244K0.1%N/A0.068%
10/24/2024 Patriot Financial Group Insurance Agency LLC11,615$357K0.0%N/A0.100%
10/24/2024 Wealth Enhancement Advisory Services LLC95,428$2.93M0.0%+27.4%0.823%
10/23/2024 Trueblood Wealth Management LLC18,315$563K0.3%+36.8%0.158%
10/23/2024 Strategic Investment Solutions Inc. IL1,168$36K0.0%N/A0.010%
10/22/2024 International Assets Investment Management LLC32,686$1.06M0.0%N/A0.282%
10/22/2024 Private Advisor Group LLC218,031$6.70M0.0%+123.4%1.880%
10/22/2024 Tempus Wealth Planning LLC53,903$1.66M0.6%+26.3%0.465%
10/21/2024 Sweeney & Michel LLC274,130$8.51M3.4%+1.8%2.363%
10/19/2024New Century Financial Group LLC6,866$211K0.1%N/A0.059%
10/18/2024Seamount Financial Group Inc.43,505$1.34M1.0%+8.8%0.375%
10/18/2024Commonwealth Equity Services LLC994,625$30.56M0.0%+14.9%8.574%
10/18/2024Raymond James & Associates209,908$6.45M0.0%+48.5%1.810%
10/16/2024 Bleakley Financial Group LLC30,602$940K0.0%+90.5%0.264%
10/10/2024 Koshinski Asset Management Inc.16,780$515K0.0%N/A0.145%
10/10/2024 Concourse Financial Group Securities Inc.40,151$1.24M0.1%+117.7%0.346%
10/10/2024 Simplicity Wealth LLC10,810$332K0.0%-32.7%0.093%
10/9/2024 LongView Wealth Management14,944$459K0.1%N/A0.129%
10/8/2024 Dynamic Advisor Solutions LLC51,018$1.57M0.0%+6.2%0.440%
10/3/2024 Park Avenue Securities LLC14,103$433K0.0%N/A0.122%
8/22/2024Cetera Investment Advisers406,950$11.58M0.0%+871.1%3.508%
8/16/2024Northwestern Mutual Wealth Management Co.121,988$3.47M0.0%+2,172.5%1.052%
8/13/2024Benjamin F. Edwards & Company Inc.96,180$2.74M0.0%+64.7%0.829%
8/10/2024Virtu Financial LLC29,770$847K0.1%N/A0.257%
8/8/2024Envestnet Asset Management Inc.1,162,475$33.07M0.0%+312.8%10.021%
8/8/2024 Trueblood Wealth Management LLC13,388$381K0.2%+69.2%0.115%
8/6/2024Cullen Frost Bankers Inc.44,187$1.26M0.0%N/A0.381%
8/5/2024 Private Advisor Group LLC97,600$2.78M0.0%+629.0%0.841%
8/3/2024Mayflower Financial Advisors LLC38,301$1.09M0.1%+5.1%0.330%
8/2/2024Founders Financial Securities LLC10,651$303K0.0%N/A0.092%
8/1/2024 Valmark Advisers Inc.395,515$11.25M0.2%+1.4%3.410%
7/31/2024 Confluence Wealth Services Inc.998,782$28.42M2.3%+9.4%8.610%
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7/31/2024Commonwealth Equity Services LLC865,727$24.63M0.0%+20.7%7.463%
7/31/2024 Concurrent Investment Advisors LLC188,501$5.36M0.2%N/A1.625%
7/31/2024Rothschild Investment LLC228,650$6.51M0.5%N/A1.971%
7/29/2024 Ameritas Advisory Services LLC84,398$2.40M0.1%+39.8%0.728%
7/26/2024Harbour Investments Inc.61,894$1.76M0.1%-1.7%0.534%
7/26/2024 Cambridge Investment Research Advisors Inc.145,594$4.14M0.0%+105.0%1.255%
7/26/2024Signature Estate & Investment Advisors LLC9,770$278K0.0%N/A0.084%
7/25/2024 Tempus Wealth Planning LLC42,687$1.21M0.5%+107.6%0.368%
7/23/2024 Concourse Financial Group Securities Inc.18,442$529K0.0%+4,420.1%0.159%
7/20/2024Continuum Advisory LLC7,020$200K0.0%N/A0.061%
7/19/2024Raymond James & Associates141,334$4.02M0.0%+92.3%1.218%
7/16/2024 Envestnet Portfolio Solutions Inc.26,140$744K0.0%N/A0.225%
7/16/2024 Wealth Enhancement Advisory Services LLC74,913$2.13M0.0%+77.6%0.646%
7/15/2024 Dynamic Advisor Solutions LLC48,046$1.37M0.0%N/A0.414%
7/11/2024 U.S. Capital Wealth Advisors LLC82,318$2.34M0.1%+129.8%0.710%
7/10/2024 Simplicity Wealth LLC16,063$457K0.0%N/A0.138%
7/10/2024 Sweeney & Michel LLC269,232$7.72M3.3%+0.8%2.321%
5/24/2024Cetera Advisors LLC8,779$251K0.0%N/A0.076%
5/16/2024Jane Street Group LLC164,637$4.71M0.0%+99.3%1.419%
5/16/2024 Sweeney & Michel LLC267,155$7.73M3.4%N/A2.303%
5/14/2024Capital International Investors80,000$2.29M0.0%-85.6%0.690%
5/14/2024Capital Group Private Client Services Inc.1,469,800$42.08M0.4%+8.3%12.671%
5/14/2024OLD Mission Capital LLC133,951$3.84M0.1%+102.4%1.155%
5/7/2024Pillar Wealth Advisors LLC35,036$1.00M0.8%+7.1%0.385%
5/3/2024Larson Financial Group LLC3,650$104K0.0%+92.1%0.040%
5/1/2024 Private Advisor Group LLC13,388$383K0.0%N/A0.147%
4/30/2024Mayflower Financial Advisors LLC36,428$1.04M0.1%+214.4%0.400%
4/29/2024Commonwealth Equity Services LLC717,184$20.53M0.0%+60.5%7.881%
4/29/2024Benjamin F. Edwards & Company Inc.58,403$1.67M0.0%+62.6%0.642%
4/26/2024 Trueblood Wealth Management LLC7,914$227K0.1%N/A0.087%
4/25/2024 Cambridge Investment Research Advisors Inc.71,034$2.03M0.0%+92.1%0.781%
4/23/2024Raymond James Financial Services Advisors Inc.47,452$1.36M0.0%N/A0.521%
4/22/2024 Confluence Wealth Services Inc.912,978$26.14M2.3%+46.3%0.000%
4/19/2024 Tempus Wealth Planning LLC20,560$589K0.3%+164.8%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC42,191$1.21M0.0%N/A0.000%
4/15/2024Sunbelt Securities Inc.2,300$66K0.0%N/A0.000%
2/13/2024Capital International Investors555,000$15.07M0.0%-43.6%0.000%
2/9/2024Assetmark Inc.49,864$1.35M0.0%N/A0.000%
2/7/2024 Cary Street Partners Investment Advisory LLC243,174$6.61M0.3%+3.3%0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC13,378$363K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.35,917$976K0.0%N/A0.000%
2/5/2024Pillar Wealth Advisors LLC32,719$889K0.7%N/A0.000%
2/2/2024 Valmark Advisers Inc.281,334$7.64M0.1%N/A0.000%
2/1/2024Larson Financial Group LLC1,900$52K0.0%N/A0.000%
1/25/2024 Confluence Wealth Services Inc.624,119$16.95M1.9%N/A0.000%
1/24/2024 Tempus Wealth Planning LLC7,765$211K0.1%N/A0.000%
1/22/2024Mayflower Financial Advisors LLC11,585$315K0.0%N/A0.000%
1/10/2024 Creative Financial Designs Inc. ADV1,752$48K0.0%N/A0.000%
11/13/2023 Cary Street Partners Investment Advisory LLC235,384$5.84M0.3%N/A0.000%
(Data available from 1/1/2016 forward)

CGDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDG shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Capital Group Dividend Growers ETF. The most heavily invested institutionals were Capital Group Private Client Services Inc. ($42.08M), Envestnet Asset Management Inc. ($33.07M), Commonwealth Equity Services LLC ($30.56M), Confluence Wealth Services Inc. ($28.42M), Valmark Advisers Inc. ($12.64M), Cetera Investment Advisers ($11.58M), and Sweeney & Michel LLC ($8.51M).Learn more on CGDG's institutional investors.

Which institutional investors have been buying Capital Group Dividend Growers ETF stock?

Of the 52 institutional investors that purchased Capital Group Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Wealth Services Inc. ($998.78K), Envestnet Asset Management Inc. ($880.87K), Commonwealth Equity Services LLC ($547.76K), Cetera Investment Advisers ($365.04K), Valmark Advisers Inc. ($302.73K), Sweeney & Michel LLC ($274.13K), and Cary Street Partners Investment Advisory LLC ($243.17K).

How much institutional buying is happening at Capital Group Dividend Growers ETF?

Institutional investors have bought a total of 6,106,418 shares in the last 24 months. This purchase volume represents approximately $173.69M in transactions.

Which Capital Group Dividend Growers ETF major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Dividend Growers ETF stock in the last 24 months: Capital International Investors ($904K), Simplicity Wealth LLC ($5.25K), Concurrent Investment Advisors LLC ($2.77K), and Harbour Investments Inc. ($1.07K).

How much institutional selling is happening at Capital Group Dividend Growers ETF?

Institutional investors have sold a total of 913,088 shares in the last 24 months. This volume of shares sold represents approximately $25.53M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 11/2/2024 by MarketBeat.com Staff
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