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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.92M+ 17.73% |
$67.1M - $71.7M
|
12.7M
$427M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
599KNew |
$20.9M - $22.4M
|
599K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
366K+ 140.39% |
$12.8M - $13.7M
|
626K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
207KNew |
$7.25M - $7.75M
|
207K
$6.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
182K+ 607.47% |
$6.35M - $6.79M
|
212K
$7.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 8.7% |
$5.57M - $5.96M
|
1.99M
$66.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
129K+ 121.37% |
$4.5M - $4.81M
|
235K
$7.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100K+ 386.81% |
$3.51M - $3.75M
|
126K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
88.6K+ 40.48% |
$3.1M - $3.31M
|
308K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.8K+ 5.67% |
$3.03M - $3.24M
|
1.62M
$54.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
66.8K+ 13.08% |
$2.33M - $2.49M
|
577K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61.4K+ 105903.45% |
$2.15M - $2.29M
|
61.5K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57.4K+ 17.88% |
$2.01M - $2.15M
|
379K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.3K+ 9.22% |
$1.58M - $1.69M
|
536K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.3KNew |
$1.48M - $1.58M
|
42.3K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
39.2K+ 67.84% |
$1.37M - $1.47M
|
97K
$3.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36.2K+ 21.34% |
$1.27M - $1.35M
|
206K
$6.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
27.5K+ 15.64% |
$960K - $1.03M
|
203K
$6.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
25.5K+ 182.32% |
$891K - $953K
|
39.5K
$1.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
25K+ 7.93% |
$874K - $934K
|
340K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24.5K+ 28.19% |
$855K - $914K
|
111K
$3.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22K+ 20.43% |
$768K - $821K
|
130K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.4K+ 28.01% |
$679K - $725K
|
88.7K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
17.1K+ 111.6% |
$599K - $640K
|
32.5K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
17KNew |
$595K - $636K
|
17K
$571K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.2K+ 19.89% |
$461K - $493K
|
79.5K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 45.31% |
$459K - $491K
|
42.2K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$459K - $490K
|
13.1K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11.2K+ 27.03% |
$391K - $418K
|
52.6K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.5KNew |
$368K - $394K
|
10.5K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2K+ 21.32% |
$357K - $382K
|
58.1K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 51.38% |
$351K - $376K
|
29.6K
$992K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$350K - $374K
|
10K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10K+ 1.09% |
$350K - $374K
|
931K
$31.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.55K+ 10.89% |
$299K - $319K
|
87.1K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.62K+ 473.28% |
$266K - $284K
|
9.22K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.54K+ 110.84% |
$263K - $282K
|
14.3K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.53KNew |
$263K - $281K
|
7.53K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.48KNew |
$262K - $280K
|
7.48K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
7.23KNew |
$253K - $270K
|
7.23K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.99K+ 6.49% |
$244K - $261K
|
115K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.78K+ 18.56% |
$237K - $253K
|
43.3K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.6KNew |
$230K - $246K
|
6.6K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.37K+ 80.6% |
$223K - $238K
|
14.3K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.35KNew |
$222K - $237K
|
6.35K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.13KNew |
$214K - $229K
|
6.13K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.39K+ 2.99% |
$188K - $201K
|
186K
$6.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.22% |
$156K - $167K
|
143K
$4.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44K+ 12.67% |
$155K - $166K
|
39.5K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.52K+ 3.81% |
$123K - $132K
|
95.9K
$3.21M
|