Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

$27.78
-0.12 (-0.43%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Capital Group Dividend Growers ETF (NYSEARCA:CGDG)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$56.80M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$11.65M
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CGDG Institutional Buying and Selling by Quarter

Capital Group Dividend Growers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Private Advisor Group LLC13,388$383K0.0%N/A0.147%
4/30/2024 Mayflower 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%
4/29/2024 Benjamin 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%
4/23/2024 Raymond 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%
4/15/2024 Sunbelt 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%
2/7/2024Cary Street Partners Investment Advisory LLC243,174$6.61M0.3%+3.3%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC13,378$363K0.0%N/A0.000%
2/6/2024 Benjamin F. Edwards & Company Inc.35,917$976K0.0%N/A0.000%
2/5/2024Pillar Wealth Advisors LLC32,719$889K0.7%N/A0.000%
2/2/2024Valmark 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%
1/22/2024 Mayflower Financial Advisors LLC11,585$315K0.0%N/A0.000%
1/10/2024Creative Financial Designs Inc. ADV1,752$48K0.0%N/A0.000%
11/13/2023Cary 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, 19 institutional investors and hedge funds held shares of Capital Group Dividend Growers ETF. The most heavily invested institutionals were Confluence Wealth Services Inc. ($26.14M), Commonwealth Equity Services LLC ($20.53M), Capital International Investors ($15.07M), Valmark Advisers Inc. ($7.64M), Cary Street Partners Investment Advisory LLC ($6.61M), Cambridge Investment Research Advisors Inc. ($2.03M), and Benjamin F. Edwards & Company Inc. ($1.67M).Learn more on CGDG's institutional investors.

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

Of the 18 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. ($912.98K), Valmark Advisers Inc. ($281.33K), Commonwealth Equity Services LLC ($270.32K), Cary Street Partners Investment Advisory LLC ($243.17K), Benjamin F. Edwards & Company Inc. ($58.40K), Assetmark Inc. ($49.86K), and Raymond James Financial Services Advisors Inc. ($47.45K).

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

Institutional investors have bought a total of 2,070,105 shares in the last 24 months. This purchase volume represents approximately $56.80M 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 ($429K).

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

Institutional investors have sold a total of 429,000 shares in the last 24 months. This volume of shares sold represents approximately $11.65M in transactions.


This page (NYSEARCA:CGDG) was last updated on 5/1/2024 by MarketBeat.com Staff

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