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
|
Security National Bank
|
BUY
|
- |
3.71KNew |
$147K - $157K
|
3.71K
$159K
|
|
|
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
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46KNew |
$137K - $146K
|
3.46K
$149K
|
|
|
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
|
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
|
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 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
237New |
$9.38K - $10K
|
237
$10.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12.1K+ 5.77% |
$478K - $510K
|
221K
$9.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
134KNew |
$5.32M - $5.67M
|
134K
$5.76M
|
|
|
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
|
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 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
|
Security Financial Services, Inc.
|
BUY
|
- |
7.26K+ 78.95% |
$287K - $306K
|
16.5K
$706K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
131K+ 150.05% |
$5.17M - $5.51M
|
218K
$9.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 33.47% |
$403K - $430K
|
40.6K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.93K+ 5.85% |
$235K - $250K
|
107K
$4.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
611+ 83.02% |
$24.2K - $25.8K
|
1.35K
$57.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
107K+ 29.38% |
$4.25M - $4.53M
|
473K
$20.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.84K- 9.48% |
$112K - $120K
|
27.1K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12K+ 24.82% |
$476K - $507K
|
60.5K
$2.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
132KNew |
$5.23M - $5.58M
|
132K
$5.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3.93K+ 33.8% |
$155K - $166K
|
15.5K
$667K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.92K+ 3.12% |
$235K - $250K
|
196K
$8.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
33.9K+ 25.07% |
$1.34M - $1.43M
|
169K
$7.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.4K+ 10.22% |
$888K - $947K
|
242K
$10.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-41- 2.04% |
$1.62K - $1.73K
|
1.96K
$84.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.29K- 5.07% |
$130K - $139K
|
61.6K
$2.64M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
276+ 0.87% |
$10.9K - $11.6K
|
31.9K
$1.37M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.17K- 1.09% |
$165K - $176K
|
378K
$16.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-59.4K- 93.56% |
$2.35M - $2.51M
|
4.09K
$176K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.1K+ 5.33% |
$123K - $131K
|
61.3K
$2.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
58K+ 91.2% |
$2.3M - $2.45M
|
122K
$5.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
351K+ 1461.61% |
$13.9M - $14.8M
|
375K
$16.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.79KNew |
$190K - $202K
|
4.79K
$205K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
904K+ 21.9% |
$28.9M - $35.7M
|
5.03M
$216M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-96.6K- 47.76% |
$3.08M - $3.81M
|
106K
$4.53M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
880+ 4.68% |
$28.1K - $34.8K
|
19.7K
$844K
|
|