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 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
16+ 0.18% |
$633 - $675
|
8.84K
$379K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.53K+ 3.33% |
$100K - $107K
|
78.3K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.3K+ 78.5% |
$2.03M - $2.16M
|
117K
$5M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.11% |
$673 - $718
|
16.1K
$691K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-8.65K- 3.21% |
$343K - $365K
|
261K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.13K+ 0.66% |
$164K - $174K
|
631K
$27.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
80.1K+ 2.43% |
$3.17M - $3.38M
|
3.38M
$145M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
9.11K+ 1.76% |
$361K - $384K
|
527K
$22.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09M+ 11.08% |
$43.3M - $46.1M
|
11M
$470M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.76K+ 9.35% |
$307K - $328K
|
90.7K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 2.52% |
$54.1K - $57.7K
|
55.6K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
249K+ 44.07% |
$9.87M - $10.5M
|
815K
$34.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.81K+ 18.44% |
$151K - $161K
|
24.5K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.69K- 4.15% |
$107K - $114K
|
62.2K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.15K+ 38200.0% |
$45.4K - $48.4K
|
1.15K
$49.3K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10.1K+ 11.35% |
$400K - $426K
|
99.1K
$4.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-76- 0.61% |
$3.01K - $3.21K
|
12.5K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-11.8K- 10.73% |
$468K - $499K
|
98.3K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-31.5K- 9.87% |
$1.25M - $1.33M
|
288K
$12.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 6.83% |
$1.11K - $1.18K
|
438
$18.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-101- 1.02% |
$4K - $4.26K
|
9.8K
$420K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
20.8K+ 32.56% |
$822K - $876K
|
84.5K
$3.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.51K+ 5.6% |
$99.5K - $106K
|
47.3K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.66K+ 8.36% |
$105K - $112K
|
34.5K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
69.8K+ 14.25% |
$2.76M - $2.94M
|
559K
$24M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.17% |
$9.9K - $10.6K
|
21.2K
$907K
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
15.8K+ 6.68% |
$625K - $666K
|
252K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-193- 2.53% |
$7.64K - $8.15K
|
7.45K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
14.1KNew |
$557K - $594K
|
14.1K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.37K+ 7.85% |
$93.9K - $100K
|
32.6K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-812- 2.43% |
$32.1K - $34.3K
|
32.6K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
3.84K+ 1.75% |
$152K - $162K
|
223K
$9.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.8K+ 2.06% |
$546K - $582K
|
683K
$29.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.52K+ 36.18% |
$179K - $191K
|
17K
$730K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
105KNew |
$4.17M - $4.45M
|
105K
$4.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.2K- 3.57% |
$47.5K - $50.6K
|
32.4K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-30.1K- 10.27% |
$1.19M - $1.27M
|
263K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
28.6K+ 16.18% |
$1.13M - $1.21M
|
205K
$8.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
13.4K+ 2.67% |
$530K - $565K
|
516K
$22.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.7K+ 1.88% |
$422K - $450K
|
579K
$24.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-47.8K- 5.07% |
$1.89M - $2.02M
|
894K
$38.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.95KNew |
$394K - $420K
|
9.95K
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.13K+ 47.09% |
$203K - $217K
|
16K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.96K- 18.06% |
$117K - $125K
|
13.4K
$576K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2+ 0.03% |
$79.2 - $84.4
|
7.1K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
127KNew |
$5.01M - $5.35M
|
127K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46KNew |
$137K - $146K
|
3.46K
$149K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.7K+ 10.24% |
$1.06M - $1.13M
|
287K
$12.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24.6K+ 46.83% |
$975K - $1.04M
|
77.2K
$3.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
28.6K+ 4.44% |
$1.13M - $1.21M
|
672K
$28.8M
|
|