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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.9K+ 16.11% |
$1.95M - $2.41M
|
439K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
34New |
$1.09K - $1.34K
|
34
$1.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$3.1K - $3.83K
|
97
$4.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-101K- 94.44% |
$3.21M - $3.97M
|
5.93K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50.2KNew |
$1.6M - $1.98M
|
50.2K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96K+ 297.81% |
$286K - $354K
|
12K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-29K- 8.75% |
$927K - $1.15M
|
303K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-129K- 72.71% |
$4.13M - $5.1M
|
48.5K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7KNew |
$597K - $738K
|
18.7K
$801K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229K- 23.48% |
$7.31M - $9.04M
|
746K
$32M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$224K - $276K
|
7K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.29KNew |
$265K - $327K
|
8.29K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
300New |
$9.58K - $11.8K
|
300
$12.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 25.32% |
$37.4K - $46.2K
|
3.45K
$148K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.15KNew |
$165K - $203K
|
5.15K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.57KNew |
$82.1K - $102K
|
2.57K
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
747New |
$23.9K - $29.5K
|
747
$32K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$28.7K - $35.5K
|
900
$38.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.1K+ 58.45% |
$195K - $241K
|
16.5K
$709K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.16K+ 12.57% |
$101K - $125K
|
28.3K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.54K+ 24.56% |
$49.1K - $60.7K
|
7.79K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-631- 7.86% |
$20.1K - $24.9K
|
7.39K
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
54+ 0.66% |
$1.72K - $2.13K
|
8.28K
$355K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180K- 16.98% |
$5.73M - $7.09M
|
878K
$37.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.03K+ 12.19% |
$161K - $199K
|
46.3K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170New |
$5.43K - $6.71K
|
170
$7.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4K+ 21.01% |
$1.8M - $2.23M
|
325K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-31.6K- 77.71% |
$1.01M - $1.25M
|
9.06K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.98KNew |
$63.3K - $78.3K
|
1.98K
$85.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.41KNew |
$173K - $214K
|
5.41K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.85KNew |
$187K - $231K
|
5.85K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-47- 47.0% |
$1.5K - $1.86K
|
53
$2.27K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.16K- 12.66% |
$68.9K - $85.2K
|
14.9K
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
494+ 1.17% |
$15.8K - $19.5K
|
42.6K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$68.7K - $84.9K
|
2.15K
$92.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
692+ 9.16% |
$22.1K - $27.3K
|
8.25K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$165K - $204K
|
5.16K
$221K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66.4KNew |
$2.32M - $2.48M
|
66.4K
$2.85M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
89+ 0.92% |
$3.11K - $3.33K
|
9.74K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
220KNew |
$7.69M - $8.22M
|
220K
$9.43M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.83KNew |
$239K - $255K
|
6.83K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.4K+ 6.03% |
$1.31M - $1.4M
|
658K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.33KNew |
$326K - $348K
|
9.33K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.19KNew |
$216K - $231K
|
6.19K
$265K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$722K - $772K
|
20.7K
$886K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
290New |
$10.1K - $10.8K
|
290
$12.4K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
740New |
$25.9K - $27.6K
|
740
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
305New |
$10.7K - $11.4K
|
305
$13.1K
|
|