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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
30.6KNew |
$1.08M - $1.14M
|
30.6K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
180K+ 10.87% |
$6.32M - $6.67M
|
1.83M
$67.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.67K+ 1595.65% |
$129K - $136K
|
3.9K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.76K+ 12.67% |
$343K - $362K
|
86.8K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-824- 0.76% |
$29K - $30.6K
|
108K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$703 - $742
|
20
$733
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 9.43% |
$446K - $471K
|
147K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.4K+ 56.01% |
$260K - $275K
|
20.6K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
51.8K+ 2.68% |
$1.82M - $1.92M
|
1.99M
$72.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
57.8KNew |
$2.03M - $2.15M
|
57.8K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
55.7KNew |
$1.96M - $2.07M
|
55.7K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
94+ 0.83% |
$3.31K - $3.49K
|
11.4K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
22+ 0.13% |
$774 - $817
|
16.4K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.17K+ 19.32% |
$111K - $118K
|
19.6K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
108KNew |
$3.79M - $4M
|
108K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 21.92% |
$113K - $119K
|
17.8K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2K+ 12.45% |
$534K - $564K
|
137K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
41.9K+ 77.22% |
$1.47M - $1.56M
|
96.1K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.83KNew |
$275K - $291K
|
7.83K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 1.23% |
$7K - $7.39K
|
15.9K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.5K+ 10.46% |
$1.64M - $1.73M
|
491K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3K+ 4.73% |
$105K - $111K
|
66.3K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.51K- 2.08% |
$299K - $316K
|
401K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.9K+ 9.17% |
$419K - $442K
|
142K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7+ 0.02% |
$246 - $260
|
39.1K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
42+ 0.38% |
$1.48K - $1.56K
|
11.2K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.4K+ 17.35% |
$1.66M - $1.76M
|
320K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
197KNew |
$6.91M - $7.3M
|
197K
$7.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
315KNew |
$11.1M - $11.7M
|
315K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
156K+ 44.09% |
$5.49M - $5.8M
|
511K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
70New |
$2.46K - $2.6K
|
70
$2.56K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18.6KNew |
$653K - $689K
|
18.6K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 29.34% |
$46.2K - $48.7K
|
5.79K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 19.75% |
$455K - $481K
|
78.6K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
43.1KNew |
$1.52M - $1.6M
|
43.1K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100New |
$3.52K - $3.71K
|
100
$3.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.25% |
$246 - $260
|
2.78K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
102K+ 604.78% |
$3.59M - $3.79M
|
119K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-146- 0.35% |
$5.13K - $5.42K
|
41.7K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
189K+ 3322.72% |
$6.64M - $7.01M
|
195K
$7.13M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
8.09K+ 21.83% |
$284K - $300K
|
45.1K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.04K+ 9.42% |
$212K - $224K
|
70.2K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29KNew |
$1.02M - $1.08M
|
29K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
9.98K+ 10.72% |
$351K - $370K
|
103K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
369New |
$13K - $13.7K
|
369
$13.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
123+ 2.13% |
$4.32K - $4.57K
|
5.9K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.5K+ 14.48% |
$755K - $798K
|
170K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
152KNew |
$5.34M - $5.64M
|
152K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
143+ 2.09% |
$5.03K - $5.31K
|
6.98K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
383+ 1.18% |
$13.5K - $14.2K
|
32.9K
$1.2M
|