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 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
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.64K+ 1.71% |
$64.7K - $69K
|
97K
$4.16M
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10.8K+ 17.95% |
$427K - $455K
|
70.8K
$3.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.12K+ 2.32% |
$361K - $385K
|
402K
$17.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
4.12K+ 1.6% |
$163K - $174K
|
261K
$11.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.62K+ 3.49% |
$302K - $322K
|
226K
$9.7M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
34KNew |
$1.35M - $1.44M
|
34K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.63K+ 11.42% |
$64.6K - $68.8K
|
15.9K
$682K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.3K+ 4.92% |
$3.22M - $3.43M
|
1.73M
$74.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
26+ 0.18% |
$1.03K - $1.1K
|
14.8K
$636K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
388+ 3.07% |
$15.4K - $16.4K
|
13K
$558K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
52.4KNew |
$2.08M - $2.21M
|
52.4K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.68K+ 50.44% |
$106K - $113K
|
7.98K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
609+ 10.21% |
$24.1K - $25.7K
|
6.58K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-666- 1.8% |
$26.4K - $28.1K
|
36.4K
$1.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.6K+ 8.84% |
$854K - $911K
|
266K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.3K- 1.68% |
$51.3K - $54.7K
|
75.9K
$3.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.93KNew |
$354K - $377K
|
8.93K
$383K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.42KNew |
$95.8K - $102K
|
2.42K
$104K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 0.18% |
$396 - $422
|
5.67K
$243K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.8K+ 7.08% |
$150K - $160K
|
57.4K
$2.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-4.11K- 9.14% |
$163K - $174K
|
40.9K
$1.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
155K+ 2.94% |
$6.14M - $6.54M
|
5.43M
$233M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.1K+ 129.56% |
$636K - $678K
|
28.4K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
983+ 10.7% |
$38.9K - $41.5K
|
10.2K
$436K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.23K+ 2.89% |
$88.1K - $93.9K
|
79.3K
$3.4M
|
|