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 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
|
|
|
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
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.12K+ 3.3% |
$124K - $132K
|
97.8K
$4.19M
|
|
|
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
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.75K- 3.18% |
$188K - $201K
|
145K
$6.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
19K+ 9.74% |
$753K - $802K
|
214K
$9.18M
|
|
|
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
|
Act Advisors, Llc.
|
BUY
|
- |
446KNew |
$17.6M - $18.8M
|
446K
$19.1M
|
|
|
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 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.53K- 5.15% |
$140K - $149K
|
65K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.5K+ 43.56% |
$772K - $823K
|
64.3K
$2.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
276+ 0.87% |
$10.9K - $11.6K
|
31.9K
$1.37M
|
|
|
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
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
14.1K+ 130.89% |
$557K - $593K
|
24.8K
$1.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.15K+ 29.01% |
$164K - $175K
|
18.5K
$792K
|
|
|
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
|
Cooper Financial Group
|
SELL
|
- |
-4K- 3.83% |
$158K - $169K
|
101K
$4.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.62K+ 7.49% |
$104K - $111K
|
37.6K
$1.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
58K+ 91.2% |
$2.3M - $2.45M
|
122K
$5.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
102K+ 51.17% |
$4.05M - $4.32M
|
302K
$13M
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
40.9K+ 10.75% |
$1.62M - $1.73M
|
421K
$18.1M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.16K+ 2.51% |
$125K - $133K
|
129K
$5.52M
|
|
|
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
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.31K+ 29.14% |
$201K - $249K
|
28K
$1.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.29KNew |
$169K - $209K
|
5.29K
$227K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
9.94KNew |
$317K - $393K
|
9.94K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.8K+ 59.62% |
$346K - $428K
|
29K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
387K+ 269.34% |
$12.4M - $15.3M
|
531K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-263K- 45.26% |
$8.39M - $10.4M
|
318K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
13.7K+ 5.03% |
$436K - $540K
|
285K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.6K+ 101.96% |
$83K - $103K
|
5.15K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233K+ 9354.38% |
$7.43M - $9.19M
|
235K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191New |
$6.1K - $7.54K
|
191
$8.19K
|
|