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 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.1K+ 9.07% |
$43.4K - $46.3K
|
13.2K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
BUY
|
- |
235+ 1.43% |
$9.3K - $9.92K
|
16.6K
$714K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-402- 2.54% |
$15.9K - $17K
|
15.4K
$661K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.18K- 17.37% |
$46.8K - $49.9K
|
5.62K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
112K+ 131.52% |
$4.43M - $4.72M
|
197K
$8.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
25.1K+ 11.29% |
$995K - $1.06M
|
248K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.4K+ 6.58% |
$569K - $606K
|
233K
$9.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.23K- 0.89% |
$48.8K - $52K
|
137K
$5.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.53K+ 16.97% |
$259K - $276K
|
45K
$1.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 17.08% |
$40.8K - $43.5K
|
5.01K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
19.7K+ 378.61% |
$779K - $831K
|
24.9K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.95K+ 33.14% |
$354K - $378K
|
35.9K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.15K- 5.98% |
$45.3K - $48.3K
|
18K
$773K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.15K+ 3.36% |
$244K - $260K
|
189K
$8.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-34.5K- 20.05% |
$1.36M - $1.45M
|
137K
$5.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.68K- 0.66% |
$66.5K - $70.9K
|
252K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.77KNew |
$189K - $201K
|
4.77K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
244K+ 32.22% |
$9.65M - $10.3M
|
1M
$42.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.02KNew |
$199K - $212K
|
5.02K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-26.2K- 2.01% |
$1.04M - $1.1M
|
1.27M
$54.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
22.5K+ 3.8% |
$891K - $950K
|
616K
$26.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.71K+ 14.04% |
$305K - $325K
|
62.6K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.63K- 2.19% |
$64.4K - $68.6K
|
72.6K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-58- 0.23% |
$2.3K - $2.45K
|
25.4K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21.6K+ 409.55% |
$854K - $911K
|
26.8K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
415+ 2.62% |
$16.4K - $17.5K
|
16.2K
$697K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
5.44KNew |
$215K - $229K
|
5.44K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.2K+ 4.43% |
$403K - $430K
|
240K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.69K- 2.36% |
$66.8K - $71.2K
|
69.8K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21M+ 39.11% |
$87.4M - $93.2M
|
7.85M
$337M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32K+ 16.4% |
$1.27M - $1.35M
|
227K
$9.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
7.29K+ 7.7% |
$288K - $307K
|
102K
$4.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668K+ 4.0% |
$26.5M - $28.2M
|
17.4M
$746M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-247- 1.78% |
$9.78K - $10.4K
|
13.6K
$584K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.6K+ 16.34% |
$976K - $1.04M
|
175K
$7.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
32.8K+ 47.2% |
$1.3M - $1.39M
|
102K
$4.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
392+ 1.05% |
$15.5K - $16.5K
|
37.7K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.55K+ 36.07% |
$220K - $234K
|
20.9K
$897K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
16.2KNew |
$639K - $682K
|
16.2K
$693K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
99.6K+ 8.49% |
$3.94M - $4.2M
|
1.27M
$54.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.02K- 4.2% |
$79.9K - $85.2K
|
46.1K
$1.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.25K+ 7.1% |
$49.4K - $52.6K
|
18.8K
$806K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.96K+ 78.46% |
$276K - $294K
|
15.8K
$679K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
7.59K+ 7.95% |
$300K - $320K
|
103K
$4.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-24.4K- 8.95% |
$967K - $1.03M
|
249K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.81KNew |
$309K - $329K
|
7.81K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.62K- 32.21% |
$183K - $195K
|
9.73K
$417K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
818+ 104.34% |
$32.4K - $34.5K
|
1.6K
$68.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$39.6 - $42.2
|
9.99K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.1% |
$673 - $718
|
17.9K
$766K
|
|