Latest Institutional Transactions on Capital Group Divid Value ETF (CGDV)
This table provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.69MNew |
$66.9M - $71.3M
|
1.69M
$72.4M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.29K+ 58.54% |
$289K - $308K
|
19.7K
$847K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
6.76K+ 4.6% |
$268K - $285K
|
154K
$6.59M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32.3K+ 7.79% |
$1.28M - $1.36M
|
448K
$19.2M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.31K+ 50.81% |
$210K - $224K
|
15.8K
$676K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-118K- 22.66% |
$4.69M - $5M
|
404K
$17.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
7.52KNew |
$298K - $317K
|
7.52K
$322K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-26- 1.07% |
$1.03K - $1.1K
|
2.41K
$103K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
107K+ 14808.14% |
$4.25M - $4.53M
|
108K
$4.63M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.72K+ 9.09% |
$345K - $368K
|
105K
$4.49M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.06K- 8.82% |
$319K - $340K
|
83.2K
$3.57M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.56K+ 0.5% |
$181K - $193K
|
921K
$39.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.38K+ 2.79% |
$134K - $143K
|
124K
$5.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
243K+ 15.56% |
$9.62M - $10.3M
|
1.81M
$77.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-237- 0.28% |
$9.38K - $10K
|
85.3K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.44K+ 0.66% |
$96.5K - $103K
|
374K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69M+ 20.4% |
$106M - $113M
|
15.9M
$680M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.88M+ 51.36% |
$312M - $333M
|
23.2M
$996M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
68.3K+ 17.06% |
$2.7M - $2.88M
|
468K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
122+ 0.41% |
$4.83K - $5.15K
|
30.2K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
61.2K+ 29.17% |
$2.42M - $2.58M
|
271K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
21.5K+ 173.11% |
$851K - $908K
|
33.9K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.97K+ 26.82% |
$236K - $252K
|
28.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
949+ 12.04% |
$37.6K - $40.1K
|
8.83K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
740New |
$29.3K - $31.2K
|
740
$31.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.97KNew |
$197K - $210K
|
4.97K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.2K+ 27.1% |
$1.04M - $1.11M
|
123K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-243- 3.74% |
$9.62K - $10.3K
|
6.25K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 47.2% |
$127K - $135K
|
9.98K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.33K+ 39.35% |
$250K - $267K
|
22.4K
$961K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 8.91% |
$54.1M - $57.6M
|
16.7M
$716M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
97.4K+ 4155.23% |
$3.85M - $4.11M
|
99.7K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
238+ 2.44% |
$9.42K - $10K
|
9.98K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
113K+ 10.51% |
$4.46M - $4.76M
|
1.19M
$50.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
250+ 2.27% |
$9.9K - $10.6K
|
11.3K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
100K+ 9.03% |
$3.98M - $4.24M
|
1.21M
$52M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62K+ 3.18% |
$2.46M - $2.62M
|
2.01M
$86.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28M+ 19.1% |
$50.7M - $54.1M
|
7.99M
$343M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
247K+ 91.81% |
$9.78M - $10.4M
|
516K
$22.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.6K- 0.35% |
$616K - $657K
|
4.49M
$192M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18.2K+ 24.54% |
$722K - $769K
|
92.5K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369K+ 298.37% |
$14.6M - $15.6M
|
493K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
484+ 0.31% |
$19.2K - $20.4K
|
156K
$6.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.2KNew |
$1.43M - $1.53M
|
36.2K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
167K+ 11.62% |
$6.62M - $7.06M
|
1.61M
$68.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.21K+ 137.39% |
$285K - $304K
|
12.5K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1KNew |
$440K - $469K
|
11.1K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63.2K- 89.88% |
$2.5M - $2.67M
|
7.12K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
36.3K+ 165.16% |
$1.44M - $1.53M
|
58.3K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.25KNew |
$327K - $348K
|
8.25K
$354K
|
|