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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.58K+ 0.78% |
$90K - $96.2K
|
332K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 8.7% |
$5.57M - $5.96M
|
1.99M
$68M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.99K+ 6.49% |
$244K - $261K
|
115K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
439New |
$15.3K - $16.4K
|
439
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.4K+ 28.01% |
$679K - $725K
|
88.7K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
730+ 5.2% |
$25.5K - $27.3K
|
14.8K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
667+ 5.77% |
$23.3K - $24.9K
|
12.2K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
7.23KNew |
$253K - $270K
|
7.23K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
366K+ 140.39% |
$12.8M - $13.7M
|
626K
$21.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
17.1K+ 111.6% |
$599K - $640K
|
32.5K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
207KNew |
$7.25M - $7.75M
|
207K
$7.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.37K+ 80.6% |
$223K - $238K
|
14.3K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.67K- 41.14% |
$163K - $175K
|
6.68K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.79K+ 7.98% |
$62.5K - $66.8K
|
24.2K
$827K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.8K+ 5.67% |
$3.03M - $3.24M
|
1.62M
$55.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
599KNew |
$20.9M - $22.4M
|
599K
$20.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.2K+ 19.89% |
$461K - $493K
|
79.5K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.39K+ 2.99% |
$188K - $201K
|
186K
$6.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 51.38% |
$351K - $376K
|
29.6K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.78K+ 18.56% |
$237K - $253K
|
43.3K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.54K+ 110.84% |
$263K - $282K
|
14.3K
$489K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.13KNew |
$214K - $229K
|
6.13K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$359K - $384K
|
85.9K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.05KNew |
$36.7K - $39.2K
|
1.05K
$35.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.55K- 0.43% |
$124K - $133K
|
828K
$28.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.35KNew |
$222K - $237K
|
6.35K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63KNew |
$57K - $60.9K
|
1.63K
$55.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.48KNew |
$262K - $280K
|
7.48K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.62K+ 473.28% |
$266K - $284K
|
9.22K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
25.5K+ 182.32% |
$891K - $953K
|
39.5K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 45.31% |
$459K - $491K
|
42.2K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2K+ 21.32% |
$357K - $382K
|
58.1K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.5KNew |
$368K - $394K
|
10.5K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.55K+ 10.89% |
$299K - $319K
|
87.1K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-582- 0.83% |
$20.3K - $21.7K
|
69.6K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.53KNew |
$263K - $281K
|
7.53K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.28% |
$1.08K - $1.16K
|
11.3K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-29- 0.36% |
$1.01K - $1.08K
|
7.93K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-96.4K- 24.38% |
$3.37M - $3.6M
|
299K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.68K+ 10.57% |
$58.9K - $62.9K
|
17.6K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.3K+ 9.22% |
$1.58M - $1.69M
|
536K
$18.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.3KNew |
$1.48M - $1.58M
|
42.3K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.68K+ 6.21% |
$93.6K - $100K
|
45.8K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44K+ 12.67% |
$155K - $166K
|
39.5K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$459K - $490K
|
13.1K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
2.69K+ 1.37% |
$94.1K - $101K
|
199K
$6.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 21.57% |
$59.7K - $63.8K
|
9.63K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
17KNew |
$595K - $636K
|
17K
$581K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10K+ 1.09% |
$350K - $374K
|
931K
$31.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
66.8K+ 13.08% |
$2.33M - $2.49M
|
577K
$19.7M
|