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 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
|
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
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.41K- 1.81% |
$55.8K - $59.5K
|
76.4K
$3.28M
|
|
|
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
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.8KNew |
$666K - $710K
|
16.8K
$721K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.23K+ 2.89% |
$88.1K - $93.9K
|
79.3K
$3.4M
|
|
|
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
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.1K+ 129.56% |
$636K - $678K
|
28.4K
$1.22M
|
|
|
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
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
6.35K+ 0.61% |
$251K - $268K
|
1.04M
$44.6M
|
|
|
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
|
Bogart Wealth, LLC
|
SELL
|
- |
-9K- 0.38% |
$356K - $380K
|
2.38M
$102M
|
|
|
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
|
Touchstone Capital, Inc.
|
BUY
|
- |
6.67KNew |
$264K - $282K
|
6.67K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.9KNew |
$430K - $459K
|
10.9K
$466K
|
|
|
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
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
51.3K+ 15.05% |
$2.03M - $2.17M
|
392K
$16.8M
|
|
|
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
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.35K+ 3.22% |
$93K - $99.2K
|
75.4K
$3.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
110K+ 505.02% |
$4.34M - $4.63M
|
131K
$5.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.51% |
$6.73K - $7.18K
|
11.4K
$489K
|
|
|
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
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.6K+ 3.6% |
$380K - $405K
|
276K
$11.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
7.17KNew |
$284K - $303K
|
7.17K
$307K
|
|
|
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
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
39+ 52.0% |
$1.54K - $1.65K
|
114
$4.89K
|
|
|
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
|
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 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
142K+ 1443.57% |
$5.62M - $5.99M
|
152K
$6.51M
|
|