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 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
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32K+ 16.4% |
$1.27M - $1.35M
|
227K
$9.73M
|
|
|
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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.75K- 13.29% |
$69.4K - $74K
|
11.4K
$491K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.17K+ 18.74% |
$165K - $176K
|
26.4K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.2% |
$39.6 - $42.2
|
501
$21.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.6K+ 35.69% |
$380K - $405K
|
36.5K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
252+ 1.96% |
$9.98K - $10.6K
|
13.1K
$561K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.07K+ 23.02% |
$82K - $87.4K
|
11.1K
$474K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7K+ 20.21% |
$501K - $534K
|
75.3K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
31.7K+ 62.43% |
$1.26M - $1.34M
|
82.6K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
503+ 1.94% |
$19.9K - $21.2K
|
26.4K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22K+ 29.74% |
$873K - $931K
|
96.2K
$4.12M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
43.4KNew |
$1.72M - $1.83M
|
43.4K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.53K- 2.61% |
$219K - $233K
|
206K
$8.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.78K+ 11.96% |
$150K - $160K
|
35.4K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
359New |
$14.2K - $15.2K
|
359
$15.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
715+ 6.05% |
$28.3K - $30.2K
|
12.5K
$538K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 11.09% |
$74.1K - $79K
|
18.8K
$804K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
67.3K+ 22.49% |
$2.67M - $2.84M
|
367K
$15.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.92KNew |
$195K - $208K
|
4.92K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49K- 58.53% |
$1.94M - $2.07M
|
34.7K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-127- 1.61% |
$5.03K - $5.36K
|
7.74K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.05KNew |
$200K - $213K
|
5.05K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
362+ 0.87% |
$14.3K - $15.3K
|
42.1K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
20.1K+ 50.49% |
$797K - $850K
|
60K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
78.4K+ 65.71% |
$3.1M - $3.31M
|
198K
$8.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-84.7K- 29.47% |
$3.35M - $3.58M
|
203K
$8.69M
|
|