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 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
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
48+ 10.32% |
$1.9K - $2.03K
|
513
$22K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
3.79KNew |
$150K - $160K
|
3.79K
$162K
|
|
|
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
|
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
|
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
|
Kropog Financial Group, LLC
Mandeville, LA |
BUY
|
- |
4.45K+ 1.19% |
$176K - $188K
|
379K
$16.2M
|
|
|
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
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
96.6K+ 116.76% |
$3.82M - $4.08M
|
179K
$7.69M
|
|
|
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
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.01K+ 69.1% |
$198K - $211K
|
12.3K
$525K
|
|
|
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
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.27K- 4.78% |
$129K - $138K
|
65.1K
$2.79M
|
|
|
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
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-168K- 74.63% |
$6.66M - $7.1M
|
57.1K
$2.45M
|
|
|
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 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
|
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
|
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
|
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
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28.1K- 58.39% |
$1.11M - $1.19M
|
20K
$859K
|
|
|
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
|
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
|
|