Institutional shares held 287 Million
3K calls
400 puts
Total value of holdings $9.97B
$104K calls
$13K puts
# of Institutions 484


Latest Institutional Activity in CGDV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 15.2M ($531M)
Q1 2025
D.A. Davidson & Co. Shares Held: 3.24M ($113M)
Q1 2025
Advance Capital Management, Inc. Shares Held: 12.7M ($445M)
Q1 2025
Avaii Wealth Management, LLC Shares Held: 599K ($20.9M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 5.01M ($175M)

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 228K ($7.95M)
Q1 2025
Wj Wealth Management, LLC Shares Held: 478K ($16.7M)
Q1 2025
Reuter James Wealth Management, LLC Shares Held: 299K ($10.4M)
Q1 2025
Johnson Bixby & Associates, LLC Shares Held: 1.92M ($67.1M)
Q1 2025
Clg LLC Shares Held: 87.6K ($3.06M)

About CGDV

Track Institutional and Insider Activities on CGDV

Follow CAPITAL GROUP DIVID VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CGDV shares.

Notify only if
Any

Insider Trading

Get notified when an Capital Group Divid Value ETF insider buys or sells CGDV shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to CAPITAL GROUP DIVID VALUE ETF

Track Activities on CGDV