Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
223,867,594
-
Share change
-
+34,553,836
-
Total reported value
-
$8,150,522,387
-
Price per share
-
$36.44
-
Number of holders
-
383
-
Value change
-
+$1,260,371,828
-
Number of buys
-
293
-
Number of sells
-
69
Institutional Holders of CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) as of Q3 2024
As of 30 Sep 2024,
CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) was held by
383 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
223,867,594 shares.
The largest 10 holders included
Capital International Investors, LPL Financial LLC, Advance Capital Management, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, ENVESTNET ASSET MANAGEMENT INC, Raymond James Financial Services Advisors, Inc., WELLS FARGO & COMPANY/MN, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
384
institutional shareholders reporting positions in this security
for the Q3 2024 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.