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 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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.46K+ 430.78% |
$375K - $399K
|
11.7K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
14.8KNew |
$584K - $623K
|
14.8K
$633K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
103KNew |
$4.08M - $4.35M
|
103K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.07% |
$79.2 - $84.4
|
2.79K
$119K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
174K+ 302.9% |
$6.9M - $7.35M
|
232K
$9.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.05K+ 0.89% |
$121K - $129K
|
346K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
18+ 0.33% |
$713 - $760
|
5.45K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114K+ 9.51% |
$4.52M - $4.82M
|
1.31M
$56.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
249KNew |
$9.85M - $10.5M
|
249K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
249KNew |
$9.85M - $10.5M
|
249K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-728- 1.07% |
$28.8K - $30.7K
|
67.4K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 16.7% |
$571K - $608K
|
101K
$4.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.71K- 86.54% |
$107K - $114K
|
421
$18.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 0.3% |
$5.86K - $6.25K
|
49K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
568+ 10.92% |
$22.5K - $24K
|
5.77K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.5K+ 5.32% |
$218K - $232K
|
109K
$4.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-813K- 61.12% |
$32.2M - $34.3M
|
517K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.2K+ 5.61% |
$402K - $429K
|
191K
$8.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.8K- 18.41% |
$544K - $580K
|
60.9K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.8K- 5.75% |
$547K - $583K
|
226K
$9.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
3.79KNew |
$150K - $160K
|
3.79K
$162K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
20.8K+ 12.28% |
$822K - $877K
|
190K
$8.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.84K+ 27.44% |
$271K - $289K
|
31.8K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.64K- 7.3% |
$65K - $69.3K
|
20.9K
$895K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.76K- 82.05% |
$69.8K - $74.5K
|
386
$16.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
48+ 10.32% |
$1.9K - $2.03K
|
513
$22K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.94K- 1.35% |
$314K - $335K
|
578K
$24.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
584+ 6.05% |
$23.1K - $24.7K
|
10.2K
$439K
|
|
|
Nov 10, 2025
Q3 2025
|
Kropog Financial Group, LLC
Mandeville, LA |
BUY
|
- |
4.45K+ 1.19% |
$176K - $188K
|
379K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.2K- 2.07% |
$246K - $262K
|
293K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.2K+ 1.56% |
$245K - $262K
|
403K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.8K+ 30.8% |
$428K - $457K
|
45.9K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.46KNew |
$256K - $273K
|
6.46K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.82K+ 62.04% |
$389K - $414K
|
25.6K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.14K- 2.31% |
$124K - $133K
|
133K
$5.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.11K- 1.0% |
$44K - $46.9K
|
110K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.19K- 3.44% |
$86.8K - $92.5K
|
61.6K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
42.8K+ 17.31% |
$1.7M - $1.81M
|
290K
$12.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.01K+ 69.1% |
$198K - $211K
|
12.3K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.09KNew |
$281K - $299K
|
7.09K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
96.6K+ 116.76% |
$3.82M - $4.08M
|
179K
$7.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
73K+ 22.71% |
$2.89M - $3.08M
|
394K
$16.9M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.8K+ 6.61% |
$783K - $835K
|
319K
$13.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
281K+ 32.62% |
$11.1M - $11.9M
|
1.14M
$49.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
61K+ 40.51% |
$2.42M - $2.58M
|
212K
$9.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.86K+ 36.53% |
$351K - $374K
|
33.1K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-168K- 74.63% |
$6.66M - $7.1M
|
57.1K
$2.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28.1K- 58.39% |
$1.11M - $1.19M
|
20K
$859K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.9K+ 29.62% |
$948K - $1.01M
|
105K
$4.49M
|
|