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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.13K+ 47.09% |
$203K - $217K
|
16K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.96K- 18.06% |
$117K - $125K
|
13.4K
$576K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2+ 0.03% |
$79.2 - $84.4
|
7.1K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.39M+ 465.45% |
$55.1M - $58.7M
|
1.69M
$72.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46KNew |
$137K - $146K
|
3.46K
$149K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.7K+ 10.24% |
$1.06M - $1.13M
|
287K
$12.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24.6K+ 46.83% |
$975K - $1.04M
|
77.2K
$3.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
28.6K+ 4.44% |
$1.13M - $1.21M
|
672K
$28.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3.71KNew |
$147K - $157K
|
3.71K
$159K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.39K- 1.94% |
$292K - $312K
|
374K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
3.74K+ 0.78% |
$148K - $158K
|
483K
$20.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.6K- 17.65% |
$182K - $194K
|
21.4K
$919K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.2K+ 14.07% |
$285K - $304K
|
58.3K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.12% |
$317 - $338
|
6.9K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
215+ 2.5% |
$8.51K - $9.08K
|
8.83K
$379K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
16.5K+ 16.77% |
$653K - $696K
|
115K
$4.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
7.73KNew |
$306K - $326K
|
7.73K
$331K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7K+ 26.41% |
$277K - $295K
|
33.5K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
546New |
$21.6K - $23K
|
546
$23.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-312- 20.5% |
$12.4K - $13.2K
|
1.21K
$51.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.69K+ 8.38% |
$107K - $114K
|
34.8K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
5.54K+ 41.56% |
$219K - $234K
|
18.9K
$809K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16K+ 44.15% |
$632K - $673K
|
52.1K
$2.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
492New |
$19.5K - $20.8K
|
492
$21.1K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.25% |
$752 - $802
|
7.49K
$321K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
480+ 8.32% |
$19K - $20.3K
|
6.25K
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.64K+ 3.15% |
$144K - $153K
|
119K
$5.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
175K+ 84.7% |
$6.92M - $7.38M
|
381K
$16.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.75K+ 3.03% |
$148K - $158K
|
128K
$5.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.96K+ 23.38% |
$197K - $210K
|
26.2K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
134KNew |
$5.32M - $5.67M
|
134K
$5.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12.1K+ 5.77% |
$478K - $510K
|
221K
$9.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
237New |
$9.38K - $10K
|
237
$10.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1+ 0.01% |
$39.6 - $42.2
|
11K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
49.1K+ 24.84% |
$1.94M - $2.07M
|
247K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
228+ 0.74% |
$9.03K - $9.62K
|
31.2K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.9K+ 11.5% |
$1.14M - $1.22M
|
280K
$12M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.4K+ 25.46% |
$610K - $651K
|
76K
$3.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19.2K+ 21.39% |
$762K - $812K
|
109K
$4.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.89K+ 4.77% |
$74.8K - $79.8K
|
41.5K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
392K+ 23.18% |
$15.5M - $16.5M
|
2.08M
$89.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
39.7K+ 2.01% |
$1.57M - $1.67M
|
2.01M
$86.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
90.3KNew |
$3.58M - $3.81M
|
90.3K
$3.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.26K+ 78.95% |
$287K - $306K
|
16.5K
$706K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36.2K+ 5.27% |
$1.43M - $1.53M
|
723K
$31M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 4.66% |
$14.3K - $15.3K
|
7.41K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
59.6K+ 43.13% |
$2.36M - $2.52M
|
198K
$8.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-11.8K- 99.42% |
$469K - $500K
|
69
$2.96K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.84KNew |
$231K - $246K
|
5.84K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
14.1K+ 12.35% |
$558K - $595K
|
128K
$5.5M
|
|