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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.55KNew |
$265K - $280K
|
7.55K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.4K- 18.09% |
$295K - $312K
|
38K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.41K+ 51.25% |
$120K - $127K
|
10.1K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16.7K+ 55.97% |
$588K - $621K
|
46.6K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-198- 1.97% |
$6.96K - $7.35K
|
9.83K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.3K- 4.51% |
$1.42M - $1.5M
|
855K
$29.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83.6K+ 27.61% |
$2.94M - $3.1M
|
386K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.76K+ 19.37% |
$203K - $214K
|
35.5K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
207K+ 25.25% |
$7.27M - $7.68M
|
1.03M
$35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.8K+ 4.66% |
$1.01M - $1.07M
|
647K
$22.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$46.5K - $49.1K
|
1.32K
$45.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163K+ 17.24% |
$5.74M - $6.06M
|
1.11M
$37.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
287KNew |
$10.1M - $10.6M
|
287K
$9.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 5.34% |
$1.23M - $1.3M
|
689K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
422K+ 39.82% |
$14.8M - $15.7M
|
1.48M
$50.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
656+ 7.55% |
$23.1K - $24.4K
|
9.35K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.97K+ 7.21% |
$105K - $110K
|
44.2K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
683+ 0.59% |
$24K - $25.4K
|
116K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.7KNew |
$306K - $323K
|
8.7K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5New |
$176 - $186
|
5
$171
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200K+ 850.23% |
$7.02M - $7.41M
|
223K
$7.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 25.0% |
$14.1K - $14.8K
|
1.2K
$41K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 13.13% |
$115K - $122K
|
21.7K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.86K+ 8.68% |
$171K - $180K
|
60.8K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 7.53% |
$356K - $376K
|
145K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-58.7K- 88.93% |
$2.06M - $2.18M
|
7.31K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 15.74% |
$1.09M - $1.15M
|
227K
$7.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
80.5K+ 11.67% |
$2.83M - $2.99M
|
770K
$26.3M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.29% |
$36.9K - $38.9K
|
11.6K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
158KNew |
$5.57M - $5.88M
|
158K
$5.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.6KNew |
$1.01M - $1.06M
|
28.6K
$977K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
420+ 7.34% |
$14.8K - $15.6K
|
6.14K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.15K+ 12.14% |
$181K - $191K
|
47.5K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-453- 0.23% |
$15.9K - $16.8K
|
193K
$6.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.22KNew |
$289K - $305K
|
8.22K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12KNew |
$420K - $444K
|
12K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.3K+ 38.33% |
$80.9K - $85.4K
|
8.3K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.66K- 0.62% |
$269K - $284K
|
1.23M
$42M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
233KNew |
$8.19M - $8.64M
|
233K
$7.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 174.71% |
$621K - $656K
|
27.8K
$949K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.9% |
$246 - $260
|
781
$26.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.53K- 1.86% |
$53.8K - $56.8K
|
80.8K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40.4KNew |
$1.42M - $1.5M
|
40.4K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.41K+ 4.74% |
$84.9K - $89.6K
|
53.4K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.7K+ 15.97% |
$800K - $844K
|
165K
$5.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.5K+ 31.09% |
$371K - $391K
|
44.4K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.91K+ 16.99% |
$67.3K - $71K
|
13.2K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7KNew |
$246K - $260K
|
7K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.9K+ 15.3% |
$1.61M - $1.7M
|
346K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.96K+ 20.39% |
$139K - $147K
|
23.4K
$798K
|