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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.8K+ 1220.0% |
$610K - $642K
|
16K
$685K
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
11.3K+ 45.51% |
$468K - $492K
|
36.2K
$1.55M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
45.8K+ 54.24% |
$1.89M - $1.99M
|
130K
$5.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-376- 0.15% |
$15.5K - $16.3K
|
252K
$10.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
45.1K+ 21.98% |
$1.86M - $1.96M
|
250K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
13.3KNew |
$551K - $579K
|
13.3K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 4.2% |
$101K - $106K
|
60.8K
$2.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-238- 2.82% |
$9.84K - $10.3K
|
8.2K
$352K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
79+ 9.59% |
$3.27K - $3.43K
|
903
$38.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.7K+ 8.7% |
$2.01M - $2.12M
|
608K
$26.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.8K- 16.81% |
$528K - $555K
|
63.2K
$2.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-46- 0.35% |
$1.9K - $2K
|
13K
$556K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
90.1K+ 43.93% |
$3.72M - $3.92M
|
295K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.37K- 1.11% |
$56.7K - $59.7K
|
122K
$5.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-375- 1.03% |
$15.5K - $16.3K
|
36K
$1.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
22.2K+ 130.17% |
$916K - $963K
|
39.2K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
12.2K+ 5.46% |
$504K - $530K
|
235K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.16K+ 3.08% |
$47.8K - $50.3K
|
38.7K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 3.96% |
$471K - $495K
|
299K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
460+ 7.77% |
$19K - $20K
|
6.38K
$274K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
47.1K+ 80.73% |
$1.95M - $2.05M
|
105K
$4.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.69KNew |
$194K - $204K
|
4.69K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
7.96KNew |
$329K - $346K
|
7.96K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1+ 0.01% |
$41.3 - $43.5
|
11K
$474K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.14K+ 19.62% |
$212K - $223K
|
31.3K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.99K+ 18.08% |
$247K - $260K
|
39.1K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.2K+ 8.06% |
$3.81M - $4.01M
|
1.24M
$53M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
831+ 0.5% |
$34.3K - $36.1K
|
166K
$7.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26- 37.68% |
$1.07K - $1.13K
|
43
$1.84K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
3.54K+ 0.79% |
$146K - $154K
|
449K
$19.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.37K+ 1.93% |
$181K - $190K
|
231K
$9.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32.2K+ 4.46% |
$1.33M - $1.4M
|
755K
$32.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
14.7K+ 11.47% |
$609K - $640K
|
143K
$6.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.12K+ 34.58% |
$211K - $222K
|
19.9K
$854K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
118+ 0.28% |
$4.88K - $5.13K
|
42.8K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
39.7K+ 63.11% |
$1.64M - $1.72M
|
103K
$4.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
62.9K+ 3.13% |
$2.6M - $2.73M
|
2.07M
$88.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.78KNew |
$404K - $425K
|
9.78K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.7K+ 12.13% |
$443K - $466K
|
99.1K
$4.25M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
111New |
$4.59K - $4.83K
|
111
$4.76K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
462+ 2.16% |
$19.1K - $20.1K
|
21.9K
$939K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
411+ 93.84% |
$17K - $17.9K
|
849
$36.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.66K+ 5.12% |
$68.5K - $72K
|
34K
$1.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5KNew |
$207K - $217K
|
5K
$214K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
40.5K+ 20.45% |
$1.67M - $1.76M
|
238K
$10.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 15.41% |
$443K - $466K
|
80.3K
$3.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.42K+ 33.53% |
$224K - $235K
|
21.6K
$925K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
19.5K+ 2.91% |
$808K - $849K
|
691K
$29.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-157- 0.24% |
$6.49K - $6.82K
|
64.9K
$2.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
804+ 4.28% |
$33.2K - $34.9K
|
19.6K
$841K
|
|