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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.92KNew |
$234K - $250K
|
5.92K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77M+ 14.32% |
$110M - $117M
|
22.1M
$949M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-128K- 77.85% |
$5.07M - $5.4M
|
36.4K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-5.47K- 1.13% |
$217K - $231K
|
477K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-51.6K- 20.11% |
$2.04M - $2.18M
|
205K
$8.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.97K+ 3.93% |
$197K - $210K
|
131K
$5.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
29.4K+ 7.11% |
$1.17M - $1.24M
|
444K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137K+ 27.3% |
$5.42M - $5.78M
|
638K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
750New |
$29.7K - $31.7K
|
750
$32.2K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.5K+ 8.13% |
$2.51M - $2.68M
|
844K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
34.6K+ 158.19% |
$1.37M - $1.46M
|
56.5K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
32+ 0.33% |
$1.27K - $1.35K
|
9.73K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.26K+ 55.9% |
$208K - $222K
|
14.7K
$629K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
844+ 5.87% |
$33.4K - $35.6K
|
15.2K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47M+ 20.81% |
$97.7M - $104M
|
14.3M
$614M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
271K+ 49.69% |
$10.7M - $11.4M
|
817K
$35M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.28K+ 10.74% |
$367K - $392K
|
95.7K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-397K- 20.47% |
$15.7M - $16.8M
|
1.54M
$66.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.06KNew |
$359K - $382K
|
9.06K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-392- 1.02% |
$15.5K - $16.5K
|
38.2K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.81KNew |
$309K - $330K
|
7.81K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
8.7KNew |
$344K - $367K
|
8.7K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.27K+ 18.53% |
$248K - $265K
|
40.1K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-769- 8.54% |
$30.4K - $32.5K
|
8.23K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-205- 3.83% |
$8.12K - $8.65K
|
5.15K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
52.8K+ 32.77% |
$2.09M - $2.23M
|
214K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.7KNew |
$581K - $619K
|
14.7K
$629K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.78K- 61.65% |
$110K - $117K
|
1.73K
$74K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 0.12% |
$119 - $127
|
2.52K
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-216- 0.91% |
$8.55K - $9.12K
|
23.5K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06M+ 17.92% |
$81.7M - $87.1M
|
13.6M
$582M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 20.19% |
$55M - $58.7M
|
8.27M
$355M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-11.4K- 19.64% |
$452K - $482K
|
46.8K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32+ 0.3% |
$1.27K - $1.35K
|
10.6K
$456K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.02K- 17.18% |
$119K - $127K
|
14.5K
$624K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-889- 15.5% |
$35.2K - $37.5K
|
4.85K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.19M- 5.02% |
$47.1M - $50.2M
|
22.5M
$965M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
780K+ 8.99% |
$30.9M - $32.9M
|
9.46M
$406M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.6K+ 5.62% |
$63.5K - $67.7K
|
30.1K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
117+ 0.22% |
$4.63K - $4.94K
|
54.1K
$2.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53K+ 3.06% |
$2.1M - $2.24M
|
1.79M
$76.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-921- 19.86% |
$36.5K - $38.9K
|
3.72K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-96.7K- 42.41% |
$3.83M - $4.08M
|
131K
$5.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
12.4K+ 4.14% |
$490K - $522K
|
311K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-35.5K- 13.97% |
$1.41M - $1.5M
|
219K
$9.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11.6K+ 2.59% |
$459K - $489K
|
459K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.25K+ 15.9% |
$88.9K - $94.8K
|
16.4K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
839K+ 494.48% |
$33.2M - $35.4M
|
1.01M
$43.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
68.8K+ 183.55% |
$2.72M - $2.9M
|
106K
$4.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$63.4K - $67.6K
|
1.6K
$68.7K
|
|