Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
47,069,110
-
Share change
-
+7,961,435
-
Total reported value
-
$1,174,123,676
-
Price per share
-
$24.94
-
Number of holders
-
156
-
Value change
-
+$198,890,479
-
Number of buys
-
119
-
Number of sells
-
31
Institutional Holders of CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) as of Q1 2023
As of 31 Mar 2023,
CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) was held by
156 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
47,069,110 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., LPL Financial LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Raymond James Financial Services Advisors, Inc., RAYMOND JAMES & ASSOCIATES, COMMONWEALTH EQUITY SERVICES, LLC, ADVISOR GROUP HOLDINGS, INC., UBS Group AG, Cambridge Investment Research Advisors, Inc., and Confluence Wealth Services, Inc..
This page lists
159
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.