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 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
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
38+ 42.22% |
$1.21K - $1.5K
|
128
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.8K+ 59.62% |
$346K - $428K
|
29K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
29.3KNew |
$934K - $1.16M
|
29.3K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.78K+ 12.91% |
$88.8K - $110K
|
24.3K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.35KNew |
$235K - $290K
|
7.35K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.18KNew |
$37.7K - $46.6K
|
1.18K
$50.6K
|
|
|
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
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$224K - $276K
|
7K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229K- 23.48% |
$7.31M - $9.04M
|
746K
$32M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7KNew |
$597K - $738K
|
18.7K
$801K
|
|
|
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
|
Good Life Advisors, LLC
|
SELL
|
- |
-29K- 8.75% |
$927K - $1.15M
|
303K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96K+ 297.81% |
$286K - $354K
|
12K
$513K
|
|
|
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
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$68.7K - $84.9K
|
2.15K
$92.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.16K- 12.66% |
$68.9K - $85.2K
|
14.9K
$638K
|
|