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 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.82K- 29.28% |
$151K - $161K
|
9.23K
$396K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
462+ 44.0% |
$18.3K - $19.5K
|
1.51K
$64.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
142New |
$5.62K - $5.99K
|
142
$6.09K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.5K+ 52.4% |
$654K - $698K
|
48.1K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.4K+ 39.85% |
$3.18M - $3.39M
|
282K
$12.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
112+ 0.01% |
$4.43K - $4.73K
|
971K
$41.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
485+ 4.0% |
$19.2K - $20.5K
|
12.6K
$541K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.59K+ 0.97% |
$62.8K - $67K
|
165K
$7.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.27K- 4.78% |
$129K - $138K
|
65.1K
$2.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27K+ 4.39% |
$1.07M - $1.14M
|
641K
$27.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.05K+ 43.57% |
$41.7K - $44.5K
|
3.47K
$149K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
25.8K+ 23.42% |
$1.02M - $1.09M
|
136K
$5.82M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
569New |
$22.5K - $24K
|
569
$24.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.06K+ 24.57% |
$121K - $129K
|
15.5K
$664K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
39.3K+ 135.61% |
$1.56M - $1.66M
|
68.3K
$2.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.92K+ 3.79% |
$155K - $165K
|
107K
$4.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-467- 4.62% |
$18.5K - $19.7K
|
9.65K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.4K+ 6.02% |
$532K - $567K
|
237K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155KNew |
$6.12M - $6.53M
|
155K
$6.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5- 0.08% |
$198 - $211
|
5.99K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.6K+ 107.43% |
$2.16M - $2.3M
|
105K
$4.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-92.5K- 11.59% |
$3.66M - $3.9M
|
705K
$30.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.36KNew |
$212K - $226K
|
5.36K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-57- 1.07% |
$2.26K - $2.41K
|
5.25K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
97.9K+ 27.83% |
$3.88M - $4.13M
|
450K
$19.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
184K+ 1051.89% |
$7.29M - $7.77M
|
202K
$8.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 5.96% |
$68.6K - $73.1K
|
30.8K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
67.7K+ 69.73% |
$2.68M - $2.86M
|
165K
$7.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.2K+ 9.29% |
$206K - $220K
|
61.2K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
67.9K+ 6.48% |
$2.69M - $2.86M
|
1.12M
$47.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
172KNew |
$6.83M - $7.28M
|
172K
$7.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.24K+ 13.12% |
$208K - $221K
|
45.2K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11.1K+ 7.21% |
$439K - $468K
|
165K
$7.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
145+ 1.36% |
$5.74K - $6.12K
|
10.8K
$462K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
40K+ 20.08% |
$1.59M - $1.69M
|
239K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
11.5K+ 2.9% |
$456K - $486K
|
408K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.29KNew |
$289K - $308K
|
7.29K
$313K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 6.06% |
$3.98M - $4.24M
|
1.76M
$75.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
5.93K+ 8.08% |
$235K - $250K
|
79.2K
$3.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.57KNew |
$220K - $235K
|
5.57K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
395+ 4.91% |
$15.6K - $16.7K
|
8.44K
$362K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 5.23% |
$42.5K - $45.3K
|
21.6K
$927K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.23KNew |
$48.7K - $51.9K
|
1.23K
$52.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-152K- 60.19% |
$6.04M - $6.43M
|
101K
$4.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-257K- 92.76% |
$10.2M - $10.8M
|
20K
$860K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
57.4K+ 66.54% |
$2.27M - $2.42M
|
144K
$6.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.9K+ 7.85% |
$392K - $418K
|
136K
$5.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
398New |
$15.8K - $16.8K
|
398
$17.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-596- 1.3% |
$23.6K - $25.2K
|
45.2K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.14K+ 19.57% |
$84.7K - $90.3K
|
13.1K
$560K
|
|