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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.8KNew |
$666K - $710K
|
16.8K
$721K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20.1K+ 100.67% |
$796K - $848K
|
40.1K
$1.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.41K- 1.81% |
$55.8K - $59.5K
|
76.4K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
51.3K+ 15.05% |
$2.03M - $2.17M
|
392K
$16.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
24.6K+ 64.21% |
$973K - $1.04M
|
62.9K
$2.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.9KNew |
$430K - $459K
|
10.9K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
6.67KNew |
$264K - $282K
|
6.67K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58.7K+ 9.22% |
$2.32M - $2.48M
|
695K
$29.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9K- 0.38% |
$356K - $380K
|
2.38M
$102M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23.8K+ 91.43% |
$944K - $1.01M
|
49.9K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
351K+ 15.05% |
$13.9M - $14.8M
|
2.69M
$115M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-726- 2.5% |
$28.7K - $30.6K
|
28.4K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.02K+ 0.63% |
$159K - $170K
|
646K
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.21K+ 14.94% |
$206K - $220K
|
40.1K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
393+ 0.53% |
$15.6K - $16.6K
|
75K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.28K+ 2.74% |
$249K - $265K
|
236K
$10.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
6.35K+ 0.61% |
$251K - $268K
|
1.04M
$44.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.51% |
$6.73K - $7.18K
|
11.4K
$489K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
36.8K+ 4.99% |
$1.46M - $1.55M
|
775K
$33.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
110K+ 505.02% |
$4.34M - $4.63M
|
131K
$5.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.35K+ 3.22% |
$93K - $99.2K
|
75.4K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
142K+ 1443.57% |
$5.62M - $5.99M
|
152K
$6.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.3K+ 13.51% |
$686K - $732K
|
146K
$6.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
222New |
$8.79K - $9.37K
|
222
$9.52K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.11K+ 3.44% |
$163K - $174K
|
123K
$5.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5.54K+ 3.16% |
$219K - $234K
|
181K
$7.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
591+ 2.92% |
$23.4K - $24.9K
|
20.8K
$892K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.19K+ 24.07% |
$86.5K - $92.2K
|
11.3K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
39+ 52.0% |
$1.54K - $1.65K
|
114
$4.89K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-376- 4.74% |
$14.9K - $15.9K
|
7.56K
$324K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
7.17KNew |
$284K - $303K
|
7.17K
$307K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.6K+ 3.6% |
$380K - $405K
|
276K
$11.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.07K+ 92.02% |
$121K - $129K
|
6.4K
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.16K+ 39.14% |
$165K - $176K
|
14.8K
$634K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
10.6K+ 5.4% |
$420K - $448K
|
207K
$8.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.4K+ 153.22% |
$727K - $775K
|
30.3K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
158K+ 28.74% |
$6.27M - $6.68M
|
709K
$30.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
211+ 12.94% |
$8.35K - $8.91K
|
1.84K
$79K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 2.17% |
$78.3K - $83.5K
|
93.2K
$4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.54K+ 29.62% |
$299K - $318K
|
33K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.25K- 29.97% |
$208K - $222K
|
12.3K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14.4KNew |
$572K - $610K
|
14.4K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
6.88K+ 8.44% |
$272K - $290K
|
88.4K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-234- 0.71% |
$9.26K - $9.88K
|
32.8K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
66.6K+ 8.19% |
$2.64M - $2.81M
|
880K
$37.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
12.2K+ 6.23% |
$483K - $515K
|
208K
$8.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.85K+ 5.67% |
$73.3K - $78.2K
|
34.5K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43.1K+ 4.38% |
$1.71M - $1.82M
|
1.03M
$44M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
65.7K+ 7.49% |
$2.6M - $2.77M
|
943K
$40.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 19.56% |
$451K - $481K
|
69.6K
$2.99M
|
|