Who owns CAPITAL GROUP DIVIDEND GROWE?
- Ticker: CGDG
- CUSIP Number: 14021l109
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Analyze quarterly positions in Capital Group Dividend Growe with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold CAPITAL GROUP DIVIDEND GROWE this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Capital Research and Management Company - Division 3 | 17M | $530M | 21465% | Sep 2024 |
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Envestnet Asset Management | 3.1M | $94M | 164% | Sep 2024 |
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Capital Group Private Client Services | 1.7M | $53M | 17% | Sep 2024 |
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LPL Financial | 1.1M | $32M | 138% | Sep 2024 |
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Confluence Wealth Services | 1.1M | $32M | 5% | Sep 2024 |
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Commonwealth Equity Services | 995k | $31M | 15% | Sep 2024 |
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Mml Investors Services | 595k | $18M | 64% | Sep 2024 |
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ValMark Advisers | 411k | $13M | 4% | Sep 2024 |
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Cetera Investment Advisers | 407k | $12M | 871% | Jun 2024 |
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Cambridge Investment Research Advisors | 404k | $12M | 177% | Sep 2024 |
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Jane Street | 366k | $11M | 81% | Sep 2024 |
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Old Mission Capital | 306k | $8.7M | 128% | Jun 2024 |
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Rothschild Investment | 290k | $8.9M | 27% | Sep 2024 |
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Bank of America Corporation | 280k | $8.6M | 100% | Sep 2024 |
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Sweeney & Michel | 274k | $8.5M | 2% | Sep 2024 |
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Royal Bank of Canada | 272k | $8.3M | 167% | Sep 2024 |
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Advisor Group Holdings | 268k | $8.2M | 86% | Sep 2024 |
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Assetmark | 258k | $7.9M | 258% | Sep 2024 |
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Royal Harbor Partners | 257k | $7.9M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 238k | $7.3M | 73% | Sep 2024 |
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Cary Street Partner Investment Advisory | 229k | $7.0M | -22% | Sep 2024 |
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Private Advisor | 218k | $6.7M | 123% | Sep 2024 |
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Morgan Stanley | 216k | $6.2M | 142% | Jun 2024 |
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Raymond James & Associates | 210k | $6.4M | 49% | Sep 2024 |
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Concurrent Investment Advisors | 186k | $5.7M | -1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 179k | $5.5M | 47% | Sep 2024 |
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Stifel Financial | 164k | $4.7M | 2% | Jun 2024 |
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Smartleaf Asset Management | 162k | $5.0M | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 161k | $4.9M | 516% | Sep 2024 |
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Benjamin Edwards | 144k | $4.4M | 100% | Sep 2024 |
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Janney Montgomery Scott | 134k | $4.1M | 1102% | Sep 2024 |
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Captrust Financial Advisors | 120k | $3.7M | 7% | Sep 2024 |
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Orion Portfolio Solutions | 109k | $3.3M | 100% | Sep 2024 |
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Ameritas Advisory Services | 97k | $3.0M | 15% | Sep 2024 |
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Benjamin F. Edwards & Company | 96k | $2.7M | 65% | Jun 2024 |
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U.S. Capital Wealth Advisors | 88k | $2.7M | 6% | Sep 2024 |
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Virtu Financial | 85k | $2.6M | 184% | Sep 2024 |
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Wealth Enhancement Advisory Services | 75k | $2.1M | 78% | Jun 2024 |
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Cullen Frost Bankers | 71k | $2.2M | 61% | Sep 2024 |
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Harbour Investments | 71k | $2.2M | 15% | Sep 2024 |
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Atria Wealth Solutions | 71k | $2.2M | 470% | Sep 2024 |
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Kestra Advisory Services | 70k | $2.1M | 28% | Sep 2024 |
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Tempus Wealth Planning | 54k | $1.7M | 26% | Sep 2024 |
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Dynamic Advisors Solutions | 51k | $1.6M | 6% | Sep 2024 |
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Flow Traders US | 50k | $1.5M | 100% | Sep 2024 |
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Seamount Financial Group | 44k | $1.3M | 9% | Sep 2024 |
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Mayflower Financial Advisors | 44k | $1.3M | 14% | Sep 2024 |
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HighTower Advisors | 43k | $1.2M | 38% | Jun 2024 |
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Proequities | 40k | $1.2B | 118% | Sep 2024 |
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Susquehanna International | 37k | $1.1M | 100% | Sep 2024 |
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Jacobi Capital Management | 37k | $1.0M | 100% | Jun 2024 |
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International Assets Investment Management | 33k | $1.1M | 100% | Sep 2024 |
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Bleakley Financial Group | 31k | $940k | 91% | Sep 2024 |
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Principal Securities | 27k | $821k | 100% | Sep 2024 |
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Pensionmark Financial Group | 26k | $796k | 2% | Sep 2024 |
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Jones Financial Companies, L.L | 19k | $582k | 100% | Sep 2024 |
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Continental Investors Services | 19k | $571k | 100% | Sep 2024 |
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Koshinski Asset Management | 17k | $516k | 100% | Sep 2024 |
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Sigma Planning | 17k | $509k | 4% | Sep 2024 |
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Wedbush Morgan Securities | 16k | $489k | 100% | Sep 2024 |
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Insigneo Advisory Services | 16k | $489k | 100% | Sep 2024 |
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Founders Financial Securities | 16k | $475k | 45% | Sep 2024 |
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LongView Wealth Management | 15k | $459k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 15k | $425k | 44% | Jun 2024 |
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PFG Advisors | 15k | $452k | 100% | Sep 2024 |
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Park Avenue Securities | 14k | $433k | 100% | Sep 2024 |
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Signature Estate and Investment Advisors | 13k | $409k | 36% | Sep 2024 |
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Continuum Advisory | 13k | $397k | 88% | Sep 2024 |
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Mutual Advisors | 13k | $399k | 45% | Sep 2024 |
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Kingsview Wealth Management | 12k | $372k | 4% | Sep 2024 |
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RFG Advisory | 12k | $365k | 100% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 12k | $357k | 100% | Sep 2024 |
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Putnam Fl Investment Management | 12k | $354k | -64% | Sep 2024 |
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Simplicity Wealth | 11k | $332k | -33% | Sep 2024 |
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Oak Hill Wealth Advisors | 10k | $312k | 100% | Sep 2024 |
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Goss Wealth Management | 9.4k | $268k | 47% | Jun 2024 |
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Private Trust Co Na | 9.1k | $259k | 100% | Jun 2024 |
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Bond & Devick Financial Network | 8.2k | $253k | 100% | Sep 2024 |
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Atria Investments | 8.0k | $246k | 100% | Sep 2024 |
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Gateway Wealth Partners | 7.9k | $244k | 100% | Sep 2024 |
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Sanctuary Advisors | 7.6k | $230k | 100% | Sep 2024 |
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Beta Wealth | 7.4k | $226k | 100% | Sep 2024 |
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New Century Financial Group | 6.9k | $211k | 100% | Sep 2024 |
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Creative Financial Designs | 6.4k | $197k | 140% | Sep 2024 |
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Larson Financial Group | 3.7k | $112k | 0% | Sep 2024 |
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Sunbelt Securities | 2.3k | $71k | 0% | Sep 2024 |
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IFP Advisors | 2.2k | $63k | 66% | Jun 2024 |
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Brian McDonald | 1.7k | $52k | 0% | Sep 2024 |
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Arvest Investments | 1.3k | $41k | 0% | Sep 2024 |
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Strategic Investment Solutions | 1.2k | $36k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 751.00 | $23k | 100% | Sep 2024 |
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Oarsman Capital | 713.00 | $22k | 100% | Sep 2024 |
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FTB Advisors | 617.00 | $19k | 100% | Sep 2024 |
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CarsonAllaria Wealth Management | 552.00 | $17k | 0% | Sep 2024 |
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Clear Point Advisors | 406.00 | $13k | 1% | Sep 2024 |
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Westside Investment Management | 400.00 | $12k | 100% | Sep 2024 |
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CWM | 392.00 | $12k | 100% | Sep 2024 |
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Global Retirement Partners | 309.00 | $9.5k | 100% | Sep 2024 |
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ICA Group Wealth Management | 50.00 | $1.4k | 0% | Jun 2024 |
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Wells Fargo & Company | 1.00 | $24.000000 | 0% | Sep 2024 |
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Who sold out of Capital Group Dividend Growe?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pillar Wealth Advisors | Mar 2024 | 35k | $1.0M |