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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 0.18% |
$396 - $422
|
5.67K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.12% |
$317 - $338
|
6.9K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 0.12% |
$119 - $127
|
2.52K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.07% |
$79.2 - $84.4
|
2.79K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2+ 0.03% |
$79.2 - $84.4
|
7.1K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$39.6 - $42.2
|
9.99K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.2% |
$39.6 - $42.2
|
501
$21.5K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
904K+ 21.9% |
$28.9M - $35.7M
|
5.03M
$216M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
387K+ 269.34% |
$12.4M - $15.3M
|
531K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233K+ 9354.38% |
$7.43M - $9.19M
|
235K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.9K+ 16.11% |
$1.95M - $2.41M
|
439K
$18.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4K+ 21.01% |
$1.8M - $2.23M
|
325K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50.2KNew |
$1.6M - $1.98M
|
50.2K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
29.3KNew |
$934K - $1.16M
|
29.3K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7KNew |
$597K - $738K
|
18.7K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
13.7K+ 5.03% |
$436K - $540K
|
285K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.8K+ 59.62% |
$346K - $428K
|
29K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
9.94KNew |
$317K - $393K
|
9.94K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96K+ 297.81% |
$286K - $354K
|
12K
$513K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.29KNew |
$265K - $327K
|
8.29K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.35KNew |
$235K - $290K
|
7.35K
$315K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$224K - $276K
|
7K
$300K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.31K+ 29.14% |
$201K - $249K
|
28K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.1K+ 58.45% |
$195K - $241K
|
16.5K
$709K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.85KNew |
$187K - $231K
|
5.85K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.41KNew |
$173K - $214K
|
5.41K
$232K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.29KNew |
$169K - $209K
|
5.29K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$165K - $204K
|
5.16K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.15KNew |
$165K - $203K
|
5.15K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.03K+ 12.19% |
$161K - $199K
|
46.3K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.16K+ 12.57% |
$101K - $125K
|
28.3K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.78K+ 12.91% |
$88.8K - $110K
|
24.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.6K+ 101.96% |
$83K - $103K
|
5.15K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.57KNew |
$82.1K - $102K
|
2.57K
$110K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$68.7K - $84.9K
|
2.15K
$92.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.98KNew |
$63.3K - $78.3K
|
1.98K
$85.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.54K+ 24.56% |
$49.1K - $60.7K
|
7.79K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.18KNew |
$37.7K - $46.6K
|
1.18K
$50.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$28.7K - $35.5K
|
900
$38.6K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
880+ 4.68% |
$28.1K - $34.8K
|
19.7K
$844K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
747New |
$23.9K - $29.5K
|
747
$32K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
692+ 9.16% |
$22.1K - $27.3K
|
8.25K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
300New |
$9.58K - $11.8K
|
300
$12.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191New |
$6.1K - $7.54K
|
191
$8.19K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170New |
$5.43K - $6.71K
|
170
$7.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$3.1K - $3.83K
|
97
$4.16K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
54+ 0.66% |
$1.72K - $2.13K
|
8.28K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
38+ 42.22% |
$1.21K - $1.5K
|
128
$5.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
34New |
$1.09K - $1.34K
|
34
$1.46K
|
|