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
|
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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-205- 3.83% |
$8.12K - $8.65K
|
5.15K
$221K
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.27K+ 18.53% |
$248K - $265K
|
40.1K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-11.4K- 19.64% |
$452K - $482K
|
46.8K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 20.19% |
$55M - $58.7M
|
8.27M
$355M
|
|
|
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
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-216- 0.91% |
$8.55K - $9.12K
|
23.5K
$1.01M
|
|
|
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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.78K- 61.65% |
$110K - $117K
|
1.73K
$74K
|
|
|
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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.75K+ 7.68% |
$69.2K - $73.8K
|
24.5K
$1.05M
|
|
|
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
|
|
|
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
|
Betterment LLC
New York, NY |
SELL
|
- |
-22.6K- 16.0% |
$893K - $952K
|
118K
$5.08M
|
|
|
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
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
231K+ 19.74% |
$9.14M - $9.75M
|
1.4M
$60.1M
|
|
|
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
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
97.2KNew |
$3.85M - $4.1M
|
97.2K
$4.17M
|
|
|
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
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.98K+ 0.8% |
$118K - $126K
|
376K
$16.1M
|
|
|
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
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.3KNew |
$407K - $434K
|
10.3K
$441K
|
|
|
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
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.7% |
$54.8K - $58.4K
|
49.8K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.78K+ 30.96% |
$110K - $117K
|
11.8K
$504K
|
|
|
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
|
|