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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1MNew |
$600M - $633M
|
17.1M
$629M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 72.95% |
$39.8M - $42M
|
2.69M
$99.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
422K+ 39.82% |
$14.8M - $15.7M
|
1.48M
$54.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
389K+ 9.0% |
$13.7M - $14.4M
|
4.71M
$174M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
382KNew |
$13.4M - $14.2M
|
382K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
315KNew |
$11.1M - $11.7M
|
315K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
287KNew |
$10.1M - $10.6M
|
287K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
259K+ 35.72% |
$9.09M - $9.6M
|
982K
$36.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
240KNew |
$8.42M - $8.89M
|
240K
$8.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
233KNew |
$8.19M - $8.64M
|
233K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
207K+ 25.25% |
$7.27M - $7.68M
|
1.03M
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
203K+ 166.82% |
$7.12M - $7.52M
|
324K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200K+ 850.23% |
$7.02M - $7.41M
|
223K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
197KNew |
$6.91M - $7.3M
|
197K
$7.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
189K+ 3322.72% |
$6.64M - $7.01M
|
195K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
183KNew |
$6.45M - $6.81M
|
183K
$6.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
180K+ 10.87% |
$6.32M - $6.67M
|
1.83M
$67.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163K+ 17.24% |
$5.74M - $6.06M
|
1.11M
$41M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
158KNew |
$5.57M - $5.88M
|
158K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
156K+ 44.09% |
$5.49M - $5.8M
|
511K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
152KNew |
$5.34M - $5.64M
|
152K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
129KNew |
$4.54M - $4.79M
|
129K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
128K+ 47.95% |
$4.51M - $4.76M
|
396K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
126K+ 62.82% |
$4.43M - $4.68M
|
327K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
123K+ 225.96% |
$4.33M - $4.57M
|
178K
$6.55M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
108KNew |
$3.79M - $4M
|
108K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
102K+ 604.78% |
$3.59M - $3.79M
|
119K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
84.3K+ 34.91% |
$2.97M - $3.13M
|
326K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83.6K+ 27.61% |
$2.94M - $3.1M
|
386K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83.3K+ 26.47% |
$2.93M - $3.09M
|
398K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
80.5K+ 11.67% |
$2.83M - $2.99M
|
770K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
71.3KNew |
$2.51M - $2.65M
|
71.3K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.3K+ 12.68% |
$2.44M - $2.57M
|
616K
$22.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.2K+ 13.33% |
$2.08M - $2.2M
|
503K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
58KNew |
$2.04M - $2.15M
|
58K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
57.8KNew |
$2.03M - $2.15M
|
57.8K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
57.5K+ 12.68% |
$2.02M - $2.13M
|
511K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
55.7KNew |
$1.96M - $2.07M
|
55.7K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.5K+ 14.57% |
$1.95M - $2.06M
|
436K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55.3K+ 6.2% |
$1.94M - $2.05M
|
946K
$34.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
53.8KNew |
$1.89M - $2M
|
53.8K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
51.8K+ 2.68% |
$1.82M - $1.92M
|
1.99M
$73.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.4K+ 17.35% |
$1.66M - $1.76M
|
320K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.5K+ 10.46% |
$1.64M - $1.73M
|
491K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.9K+ 15.3% |
$1.61M - $1.7M
|
346K
$12.8M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.7K+ 16.6% |
$1.61M - $1.7M
|
321K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
43.1KNew |
$1.52M - $1.6M
|
43.1K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
43.1K+ 530.27% |
$1.51M - $1.6M
|
51.2K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
41.9K+ 77.22% |
$1.47M - $1.56M
|
96.1K
$3.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.5K+ 0.38% |
$1.42M - $1.5M
|
10.8M
$400M
|