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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$19.3K - $20.4K
|
550
$19.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-418- 0.03% |
$14.7K - $15.5K
|
1.37M
$48M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.7K+ 16.6% |
$1.61M - $1.7M
|
321K
$11.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
257New |
$9.04K - $9.54K
|
257
$8.98K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
869+ 12.26% |
$30.6K - $32.3K
|
7.96K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
4.38K+ 39.99% |
$154K - $163K
|
15.3K
$536K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6.95K+ 98.76% |
$244K - $258K
|
14K
$489K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
693+ 11.82% |
$24.4K - $25.7K
|
6.56K
$229K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-631K- 97.23% |
$22.2M - $23.4M
|
18K
$630K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.5K+ 0.38% |
$1.42M - $1.5M
|
10.8M
$378M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
51New |
$1.79K - $1.89K
|
51
$1.78K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.3K- 13.12% |
$1.06M - $1.18M
|
214K
$7.47M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.51KNew |
$182K - $201K
|
5.51K
$193K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
440+ 0.55% |
$14.5K - $16.1K
|
80.6K
$2.82M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
618KNew |
$20.4M - $22.5M
|
618K
$21.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44.1K- 34.02% |
$1.45M - $1.61M
|
85.5K
$2.99M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.4KNew |
$410K - $454K
|
12.4K
$435K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30+ 15.0% |
$989 - $1.09K
|
230
$8.04K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-106- 0.82% |
$3.49K - $3.87K
|
12.9K
$449K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
16.1K+ 4.71% |
$532K - $589K
|
359K
$12.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.5K- 10.68% |
$378K - $418K
|
95.8K
$3.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.56K- 6.0% |
$51.5K - $56.9K
|
24.5K
$855K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
246K+ 8.14% |
$8.12M - $8.99M
|
3.27M
$114M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54.7K+ 6.61% |
$1.8M - $1.99M
|
882K
$30.8M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.13% |
$363 - $401
|
8.55K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
59.7K+ 10.96% |
$1.97M - $2.18M
|
604K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 16.37% |
$35K - $38.7K
|
7.55K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41K+ 23.94% |
$1.35M - $1.49M
|
212K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.29K+ 3.86% |
$42.6K - $47.1K
|
34.8K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
357K+ 1623.92% |
$11.8M - $13M
|
379K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
373K+ 78.54% |
$12.3M - $13.6M
|
847K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 16.25% |
$4.58M - $5.07M
|
995K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14K+ 43.34% |
$461K - $510K
|
46.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.9K+ 50.63% |
$1.88M - $2.08M
|
169K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
150K+ 8.17% |
$4.94M - $5.46M
|
1.98M
$69.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
11K+ 2.74% |
$363K - $402K
|
413K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.6K+ 4.88% |
$85.8K - $94.9K
|
56K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.2K+ 5.93% |
$204K - $226K
|
111K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77K+ 13.45% |
$2.54M - $2.81M
|
650K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.1K- 4.72% |
$135K - $150K
|
82.7K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.2K+ 1305.99% |
$863K - $955K
|
28.2K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32K+ 3.57% |
$1.05M - $1.17M
|
927K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
9.51K+ 11.38% |
$313K - $347K
|
93K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98.7K+ 22.04% |
$3.25M - $3.6M
|
547K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 27.31% |
$38.2M - $42.3M
|
5.4M
$189M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-9- 0.04% |
$297 - $328
|
23.6K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.93K- 3.47% |
$129K - $143K
|
109K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.12K+ 14.15% |
$103K - $114K
|
25.1K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.71K+ 0.7% |
$89.4K - $99K
|
388K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 66.85% |
$667K - $738K
|
10K
$351K
|
|