Latest Institutional Purchases of Capital Group Divid Value ETF (CGDV)
This list provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
944K+ 195.25% |
$39M - $41M
|
1.43M
$61.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
545KNew |
$22.5M - $23.7M
|
545K
$23.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
320KNew |
$13.2M - $13.9M
|
320K
$13.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
232K+ 2.36% |
$9.57M - $10.1M
|
10.1M
$431M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.7K+ 4.94% |
$3.54M - $3.72M
|
1.82M
$78M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
64.9K+ 61.97% |
$2.68M - $2.82M
|
170K
$7.28M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
61.4K+ 48.5% |
$2.54M - $2.67M
|
188K
$8.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49.6KNew |
$2.05M - $2.15M
|
49.6K
$2.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
47.6K+ 192.02% |
$1.97M - $2.07M
|
72.4K
$3.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
38.1K+ 4.92% |
$1.58M - $1.66M
|
813K
$34.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.5K+ 25.1% |
$1.14M - $1.2M
|
137K
$5.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
17.8KNew |
$737K - $775K
|
17.8K
$765K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 13.45% |
$518K - $545K
|
106K
$4.53M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.43KNew |
$348K - $367K
|
8.43K
$362K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
7.75K+ 0.86% |
$320K - $337K
|
913K
$39.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.44KNew |
$308K - $324K
|
7.44K
$319K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.1K+ 1.35% |
$293K - $309K
|
534K
$22.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.92K+ 5.08% |
$204K - $214K
|
102K
$4.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.46K+ 1.06% |
$184K - $194K
|
426K
$18.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 45.77% |
$146K - $154K
|
11.3K
$483K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.22K+ 1.51% |
$133K - $140K
|
217K
$9.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
3.19K+ 8.18% |
$132K - $139K
|
42.2K
$1.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.34K+ 0.99% |
$96.9K - $102K
|
238K
$10.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 2.54% |
$52.4K - $55.2K
|
51.2K
$2.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
596+ 0.79% |
$24.6K - $25.9K
|
75.6K
$3.24M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
363+ 4.85% |
$15K - $15.8K
|
7.85K
$337K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11+ 10.48% |
$455 - $478
|
116
$4.97K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73M+ 22.69% |
$385M - $411M
|
52.6M
$2.25B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.88M+ 51.36% |
$312M - $333M
|
23.2M
$996M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77M+ 14.32% |
$110M - $117M
|
22.1M
$949M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69M+ 20.4% |
$106M - $113M
|
15.9M
$680M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47M+ 20.81% |
$97.7M - $104M
|
14.3M
$614M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21M+ 39.11% |
$87.4M - $93.2M
|
7.85M
$337M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06M+ 17.92% |
$81.7M - $87.1M
|
13.6M
$582M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.69MNew |
$66.9M - $71.3M
|
1.69M
$72.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.39M+ 465.45% |
$55.1M - $58.7M
|
1.69M
$72.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 20.19% |
$55M - $58.7M
|
8.27M
$355M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 8.91% |
$54.1M - $57.6M
|
16.7M
$716M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28M+ 19.1% |
$50.7M - $54.1M
|
7.99M
$343M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09M+ 11.08% |
$43.3M - $46.1M
|
11M
$470M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
839K+ 494.48% |
$33.2M - $35.4M
|
1.01M
$43.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
780K+ 8.99% |
$30.9M - $32.9M
|
9.46M
$406M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668K+ 4.0% |
$26.5M - $28.2M
|
17.4M
$746M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
495K+ 8.55% |
$19.6M - $20.9M
|
6.28M
$269M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
446KNew |
$17.6M - $18.8M
|
446K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
442K+ 12.9% |
$17.5M - $18.6M
|
3.86M
$166M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
392K+ 23.18% |
$15.5M - $16.5M
|
2.08M
$89.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369K+ 298.37% |
$14.6M - $15.6M
|
493K
$21.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
351K+ 15.05% |
$13.9M - $14.8M
|
2.69M
$115M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
351K+ 1461.61% |
$13.9M - $14.8M
|
375K
$16.1M
|
|