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 |
|---|---|---|---|---|---|---|---|
|
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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.4K+ 6.03% |
$1.31M - $1.4M
|
658K
$28.2M
|
|
|
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
|
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
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 6.08% |
$41.7K - $44.5K
|
20.8K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
305New |
$10.7K - $11.4K
|
305
$13.1K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331+ 3310.0% |
$11.6K - $12.4K
|
341
$14.6K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.5K+ 11.58% |
$682K - $729K
|
188K
$8.06M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.47KNew |
$226K - $242K
|
6.47K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105New |
$3.67K - $3.92K
|
105
$4.5K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 128.07% |
$2.58M - $2.76M
|
131K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.91K- 65.34% |
$172K - $183K
|
2.61K
$112K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-944- 11.49% |
$33K - $35.3K
|
7.27K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
774New |
$27.1K - $28.9K
|
774
$33.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 3.25% |
$1.22K - $1.31K
|
1.11K
$47.7K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
300New |
$10.5K - $11.2K
|
300
$12.9K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.67K+ 46.49% |
$233K - $249K
|
21K
$901K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
615+ 8.41% |
$21.5K - $23K
|
7.92K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.82KNew |
$203K - $217K
|
5.82K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.67K- 41.14% |
$163K - $175K
|
6.68K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$359K - $384K
|
85.9K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.13KNew |
$214K - $229K
|
6.13K
$263K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.13K- 15.24% |
$39.7K - $41.9K
|
6.27K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-117KClosed |
$4.11M - $4.33M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
770New |
$27.1K - $28.6K
|
770
$33K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.46KNew |
$86.5K - $91.4K
|
2.46K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
256KNew |
$9M - $9.5M
|
256K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.36K- 5.72% |
$47.6K - $50.3K
|
22.3K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6+ 0.18% |
$211 - $223
|
3.39K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.05KNew |
$318K - $336K
|
9.05K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
175New |
$6.15K - $6.5K
|
175
$7.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.76KNew |
$203K - $214K
|
5.76K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-56.1K- 3.29% |
$1.97M - $2.08M
|
1.65M
$70.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.18K+ 12.29% |
$76.7K - $81K
|
19.9K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
382KNew |
$13.4M - $14.2M
|
382K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-889- 42.93% |
$31.3K - $33K
|
1.18K
$50.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124K- 59.45% |
$4.36M - $4.6M
|
84.5K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$46.5K - $49.1K
|
1.32K
$56.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.7KNew |
$306K - $323K
|
8.7K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5New |
$176 - $186
|
5
$214
|
|