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T. Rowe Price Dividend Growth ETF (TDVG) Institutional Ownership

T. Rowe Price Dividend Growth ETF logo
$39.83
-0.03 (-0.08%)
(As of 11/4/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for T. Rowe Price Dividend Growth ETF (NYSEARCA:TDVG)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$76.05M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$31.51M
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TDVG Institutional Buying and Selling by Quarter

T. Rowe Price Dividend Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Beam Wealth Advisors Inc.11,898$487K0.1%+18.8%0.110%
11/4/2024Axxcess Wealth Management LLC48,340$1.98M0.0%+19.9%0.448%
11/4/2024Sigma Planning Corp47,852$1.96M0.1%N/A0.443%
10/31/2024 NavPoint Financial Inc.22,675$929K0.7%+1.4%0.210%
10/31/2024 Cozad Asset Management Inc.23,847$977K0.1%-11.5%0.221%
10/30/2024 United Advisor Group LLC181,239$7.42M1.7%+13.7%1.678%
10/29/2024 Empire Life Investments Inc.103,348$4.23M0.3%+34.1%0.957%
10/28/2024 TPG Advisors LLC88,002$3.61M2.8%+4.0%0.815%
10/28/2024 US Bancorp DE1,408$58K0.0%N/A0.013%
10/25/2024 Strategic Blueprint LLC16,836$690K0.0%-2.7%0.156%
10/23/2024 Allworth Financial LP1,424$58K0.0%+55.5%0.013%
10/22/2024 International Assets Investment Management LLC49,152$2.01M0.0%N/A0.455%
10/22/2024 Sequoia Financial Advisors LLC724,560$29.68M0.3%-2.4%6.709%
10/21/2024 Evernest Financial Advisors LLC9,930$407K0.1%-21.6%0.092%
10/19/2024Schaper Benz & Wise Investment Counsel Inc. WI5,340$219K0.0%N/A0.049%
10/18/2024Stratos Wealth Advisors LLC122,579$5.02M0.2%+1.7%1.135%
10/9/2024 Beaumont Financial Advisors LLC42,785$1.75M0.1%+8.7%0.396%
10/9/2024 Adirondack Trust Co.5,950$244K0.1%+41.7%0.055%
10/8/2024 CWM LLC15,424$632K0.0%+1,832.8%0.143%
10/8/2024 Dynamic Advisor Solutions LLC6,585$270K0.0%-6.9%0.061%
8/30/2024 Strategic Investment Solutions Inc. IL1,660$66K0.0%N/A0.015%
8/28/2024Souders Financial Advisors283,561$10.92M1.6%+3.4%2.626%
8/22/2024Cetera Investment Advisers128,092$4.93M0.0%+3.4%1.186%
8/21/2024Truist Financial Corp31,113$1.20M0.0%+38.2%0.288%
8/16/2024Northwestern Mutual Wealth Management Co.33,081$1.27M0.0%+20.3%0.306%
8/13/2024 TPG Advisors LLC84,626$3.26M2.8%N/A0.784%
8/13/2024Garden State Investment Advisory Services LLC16,149$622K0.2%+11.0%0.150%
8/12/2024Blair William & Co. IL7,242$279K0.0%N/A0.067%
8/10/2024Axxcess Wealth Management LLC40,328$1.55M0.0%+6.0%0.373%
8/10/2024 Yarger Wealth Strategies LLC247,699$9.54M5.7%+3.4%2.294%
8/8/2024Envestnet Asset Management Inc.441,223$16.99M0.0%+2.9%4.085%
8/8/2024Thoroughbred Financial Services LLC43,514$1.68M0.1%+0.7%0.403%
8/8/2024 Evernest Financial Advisors LLC12,663$488K0.2%-27.1%0.117%
8/8/2024Frontier Asset Management LLC281,622$10.84M3.9%-1.1%2.608%
8/7/2024Studio Investment Management LLC27,043$1.04M0.2%+9.7%0.250%
8/7/2024Beam Wealth Advisors Inc.10,011$385K0.1%+8.8%0.093%
8/6/2024Strategic Financial Concepts LLC18,541$714K0.0%N/A0.172%
8/2/2024 Cozad Asset Management Inc.26,937$1.04M0.1%+9.2%0.249%
7/31/2024Aptus Capital Advisors LLC17,776$684K0.0%-13.5%0.165%
7/31/2024Commonwealth Equity Services LLC416,309$16.03M0.0%+9.0%3.855%
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Here’s the full story for you.
7/26/2024Financial Connections Group Inc.52,828$2.03M1.1%-33.4%0.489%
7/26/2024Harbour Investments Inc.3,498$135K0.0%+9.7%0.032%
7/26/2024 NavPoint Financial Inc.22,372$861K0.7%+1.7%0.207%
7/26/2024 Cambridge Investment Research Advisors Inc.28,507$1.10M0.0%-72.0%0.264%
7/26/2024Signature Estate & Investment Advisors LLC29,401$1.13M0.0%N/A0.272%
7/20/2024Continuum Advisory LLC21,735$837K0.1%+11.0%0.201%
7/16/2024 Envestnet Portfolio Solutions Inc.12,829$494K0.0%+15.1%0.119%
7/16/2024 Wealth Enhancement Advisory Services LLC7,138$275K0.0%+12.9%0.066%
7/16/2024 EWG Elevate Inc.100,939$3.89M1.4%N/A0.935%
7/16/2024 Sequoia Financial Advisors LLC742,393$28.58M0.3%+5.0%6.874%
7/11/2024 John W. Brooker & Co. CPAs14,625$563K0.3%+11.3%0.135%
7/10/2024 CWM LLC798$31K0.0%N/A0.007%
5/24/2024Cetera Advisors LLC5,503$209K0.0%N/A0.051%
5/24/2024Cetera Investment Advisers123,840$4.71M0.0%+346.7%1.147%
5/14/2024Axxcess Wealth Management LLC38,033$1.45M0.0%-2.9%0.352%
5/9/2024Souders Financial Advisors274,201$10.42M1.6%+1.2%2.539%
5/8/2024 Cozad Asset Management Inc.24,667$937K0.1%+16.2%0.228%
5/8/2024Thoroughbred Financial Services LLC43,191$1.64M0.2%-1.1%0.400%
5/6/2024 Envestnet Portfolio Solutions Inc.11,150$424K0.0%-46.2%0.103%
5/4/2024Financial Connections Group Inc.79,304$3.01M3.3%+44.2%0.734%
5/2/2024 Centerpoint Advisors LLC1,422$54K0.0%N/A0.013%
5/1/2024 Janney Montgomery Scott LLC7,168$272K0.0%N/A0.066%
5/1/2024Grant Street Asset Management Inc.103,483$3.93M1.3%-1.1%0.958%
5/1/2024 Sequoia Financial Advisors LLC706,941$26.86M0.3%+2.2%6.546%
4/30/2024Beam Wealth Advisors Inc.9,201$350K0.2%N/A0.085%
4/30/2024 Perigon Wealth Management LLC19,018$723K0.0%+6.4%0.176%
4/29/2024Commonwealth Equity Services LLC381,834$14.51M0.0%+5.5%3.536%
4/29/2024RWA Wealth Partners LLC55,086$2.09M0.0%+4.0%0.510%
4/29/2024 Yarger Wealth Strategies LLC239,520$9.10M6.2%+112.4%2.218%
4/24/2024 First Pacific Financial795$30K0.0%+280.4%0.007%
4/23/2024 Strategic Blueprint LLC17,460$663K0.0%-30.7%0.163%
4/18/2024 Capital Advisors Ltd. LLC26,590$1.01M0.1%+5.0%0.248%
4/15/2024 Future Financial Wealth Managment LLC15,844$602K0.5%-2.7%0.148%
3/29/2024 Adirondack Trust Co.4,037$150K0.1%+22.6%0.042%
2/21/2024WNY Asset Management LLC306,202$10.80M1.8%+2.2%3.157%
2/16/2024Studio Investment Management LLC26,507$935K0.2%+44.5%0.273%
2/15/2024Garden State Investment Advisory Services LLC12,711$448K0.2%+2.6%0.131%
2/13/2024Cornerstone Advisory LLC44,848$1.58M0.2%+1.1%0.462%
2/9/2024Advisory Services Network LLC39,698$1.40M0.0%-1.9%0.409%
2/9/2024 Cambridge Investment Research Advisors Inc.101,709$3.59M0.0%+8.0%1.049%
2/9/2024Thoroughbred Financial Services LLC43,663$1.54M0.1%-6.2%0.450%
2/8/2024Wade G W & Inc.77,796$2.74M0.1%+65.9%0.802%
2/8/2024 Empire Life Investments Inc.73,548$2.59M0.2%-22.5%0.758%
2/7/2024 Envestnet Portfolio Solutions Inc.20,715$731K0.0%-2.7%0.214%
2/7/2024 Principal Securities Inc.7,212$254K0.0%N/A0.074%
2/6/2024 NavPoint Financial Inc.22,113$780K0.7%N/A0.228%
2/6/2024Axxcess Wealth Management LLC39,178$1.38M0.0%+1.1%0.404%
2/6/2024Benjamin F. Edwards & Company Inc.1,322$47K0.0%-85.0%0.014%
2/2/2024Truist Financial Corp22,255$785K0.0%-4.1%0.229%
2/2/2024Atria Wealth Solutions Inc.40,451$1.43M0.0%-1.9%0.417%
The Final Frontier (Ad)

And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.

Here’s the full story for you.
2/1/2024RWA Wealth Partners LLC52,961$1.87M0.0%+4.7%0.546%
1/31/2024 Beaumont Financial Advisors LLC40,629$1.43M0.1%-3.6%0.419%
1/30/2024Capital Analysts LLC11,113$392K0.0%-16.2%0.115%
1/26/2024Geneos Wealth Management Inc.6,685$236K0.0%+8.2%0.069%
1/26/2024 Sequoia Financial Advisors LLC691,710$24.40M0.3%N/A7.131%
1/25/2024 Strategic Blueprint LLC25,207$889K0.1%-16.1%0.260%
1/25/2024Grant Street Asset Management Inc.104,666$3.69M1.3%+24.1%1.079%
1/24/2024Souders Financial Advisors270,843$9.55M1.6%+2.4%2.792%
1/24/2024Stratos Wealth Advisors LLC117,892$4.16M0.2%-4.2%1.215%
1/18/2024 John W. Brooker & Co. CPAs10,423$368K0.2%N/A0.107%
(Data available from 1/1/2016 forward)

TDVG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDVG shares?

During the previous two years, 89 institutional investors and hedge funds held shares of T. Rowe Price Dividend Growth ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($29.68M), Affinia Financial Group LLC ($20.46M), Envestnet Asset Management Inc. ($16.99M), Commonwealth Equity Services LLC ($16.03M), Souders Financial Advisors ($10.92M), Frontier Asset Management LLC ($10.84M), and WNY Asset Management LLC ($10.80M).Learn more on TDVG's institutional investors.

Which institutional investors have been buying T. Rowe Price Dividend Growth ETF stock?

Of the 83 institutional investors that purchased T. Rowe Price Dividend Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sequoia Financial Advisors LLC ($742.39K), Affinia Financial Group LLC ($698.51K), Envestnet Asset Management Inc. ($425.28K), Aptus Capital Advisors LLC ($346.09K), Frontier Asset Management LLC ($313.82K), WNY Asset Management LLC ($306.20K), and Yarger Wealth Strategies LLC ($247.70K).

How much institutional buying is happening at T. Rowe Price Dividend Growth ETF?

Institutional investors have bought a total of 5,354,169 shares in the last 24 months. This purchase volume represents approximately $179.06M in transactions.

Which T. Rowe Price Dividend Growth ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold T. Rowe Price Dividend Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aptus Capital Advisors LLC ($666.89K), Fiduciary Planning LLC ($145.85K), Empire Life Investments Inc. ($123.80K), Cambridge Investment Research Advisors Inc. ($118.85K), Affinia Financial Group LLC ($69.04K), Cary Street Partners Investment Advisory LLC ($55.14K), and Envestnet Asset Management Inc. ($42.04K).

How much institutional selling is happening at T. Rowe Price Dividend Growth ETF?

Institutional investors have sold a total of 1,469,726 shares in the last 24 months. This volume of shares sold represents approximately $48.45M in transactions.


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This page (NYSEARCA:TDVG) was last updated on 11/4/2024 by MarketBeat.com Staff
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