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 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
19.6K+ 39.65% |
$775K - $827K
|
69K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.5K+ 1.71% |
$2.95M - $3.14M
|
4.42M
$189M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$230K - $245K
|
5.81K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
97.2KNew |
$3.85M - $4.1M
|
97.2K
$4.17M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.23K+ 29.15% |
$286K - $305K
|
32K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
231K+ 19.74% |
$9.14M - $9.75M
|
1.4M
$60.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
57.9K+ 22.43% |
$2.29M - $2.45M
|
316K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-22.6K- 16.0% |
$893K - $952K
|
118K
$5.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.75K+ 7.68% |
$69.2K - $73.8K
|
24.5K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.98K+ 0.8% |
$118K - $126K
|
376K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.3KNew |
$407K - $434K
|
10.3K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-31.9K- 11.69% |
$1.26M - $1.34M
|
241K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
214K+ 164.77% |
$8.49M - $9.05M
|
345K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78.1K+ 13.97% |
$3.09M - $3.3M
|
637K
$27.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.86K+ 3.07% |
$232K - $248K
|
197K
$8.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
83.6K+ 126.45% |
$3.31M - $3.53M
|
150K
$6.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.8KNew |
$584K - $623K
|
14.8K
$633K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 14.68% |
$43.7K - $46.6K
|
8.62K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73M+ 22.69% |
$385M - $411M
|
52.6M
$2.25B
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
442K+ 12.9% |
$17.5M - $18.6M
|
3.86M
$166M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 1.08% |
$120K - $128K
|
285K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17KNew |
$46.2K - $49.2K
|
1.17K
$50K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9KNew |
$356K - $380K
|
9K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.16K- 1.44% |
$244K - $260K
|
422K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
32.4K+ 7.3% |
$1.28M - $1.37M
|
476K
$20.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.7K- 15.55% |
$739K - $788K
|
101K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 0.86% |
$216K - $230K
|
635K
$27.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.3KNew |
$249K - $266K
|
6.3K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 14.47% |
$812K - $865K
|
162K
$6.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38.9K+ 8.07% |
$1.54M - $1.64M
|
521K
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.65K- 1.08% |
$263K - $281K
|
607K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
495K+ 8.55% |
$19.6M - $20.9M
|
6.28M
$269M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
58+ 3.62% |
$2.3K - $2.45K
|
1.66K
$71.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.2K+ 19.78% |
$1.31M - $1.4M
|
201K
$8.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.64KNew |
$263K - $280K
|
6.64K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.7% |
$54.8K - $58.4K
|
49.8K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.89KNew |
$233K - $249K
|
5.89K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 11.91% |
$461K - $492K
|
110K
$4.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
53.7K+ 18.66% |
$2.12M - $2.26M
|
341K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-277- 5.31% |
$11K - $11.7K
|
4.94K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
30.7K+ 9.98% |
$1.21M - $1.29M
|
338K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
258K+ 8.94% |
$10.2M - $10.9M
|
3.14M
$135M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
475+ 4.15% |
$18.8K - $20K
|
11.9K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.6K- 1.47% |
$500K - $534K
|
849K
$36.4M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47.5K+ 12.41% |
$1.88M - $2.01M
|
430K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 216.68% |
$441K - $470K
|
16.3K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
62K+ 155.07% |
$2.46M - $2.62M
|
102K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
79+ 0.33% |
$3.13K - $3.33K
|
24.3K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-130K- 17.28% |
$5.13M - $5.47M
|
620K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
26.8KNew |
$1.06M - $1.13M
|
26.8K
$1.15M
|
|