Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / SHS CREATION UNI
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Number of holders
-
384
-
Total 13F shares, excl. options
-
224,475,555
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Shares change
-
+34,620,530
-
Total reported value, excl. options
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$8,172,676,463
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Value change
-
+$1,262,802,249
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Number of buys
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295
-
Number of sells
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69
-
Price
-
$36.44
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) had 401 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 224,475,555 shares of stock of the company.
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 table shows 401 institutional shareholders of the security as of 30 Sep 2024.
| 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.