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 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.8K+ 1220.0% |
$610K - $642K
|
16K
$685K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
14.7K+ 11.47% |
$609K - $640K
|
143K
$6.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
14.6K+ 5.04% |
$605K - $636K
|
305K
$13.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
14.6K+ 12.0% |
$603K - $635K
|
136K
$5.84M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 9.31% |
$553K - $581K
|
157K
$6.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
13.3KNew |
$551K - $579K
|
13.3K
$571K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 13.45% |
$518K - $545K
|
106K
$4.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
12.4K+ 11.6% |
$514K - $541K
|
120K
$5.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
12.2K+ 5.46% |
$504K - $530K
|
235K
$10.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
11.5K+ 14.88% |
$475K - $499K
|
88.7K
$3.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 3.96% |
$471K - $495K
|
299K
$12.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
11.3K+ 45.51% |
$468K - $492K
|
36.2K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 15.41% |
$443K - $466K
|
80.3K
$3.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.7K+ 12.13% |
$443K - $466K
|
99.1K
$4.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.5K+ 5.34% |
$435K - $457K
|
207K
$8.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.78KNew |
$404K - $425K
|
9.78K
$419K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9.71K+ 5.37% |
$401K - $422K
|
190K
$8.16M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.43KNew |
$348K - $367K
|
8.43K
$362K
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.32K+ 24.46% |
$344K - $362K
|
42.4K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
8.06K+ 0.78% |
$333K - $350K
|
1.05M
$44.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
7.96KNew |
$329K - $346K
|
7.96K
$341K
|
|
|
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 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
7.31KNew |
$302K - $318K
|
7.31K
$313K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.1K+ 1.35% |
$293K - $309K
|
534K
$22.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.08K+ 5.32% |
$293K - $308K
|
140K
$6.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
6.8K+ 6.95% |
$281K - $296K
|
105K
$4.49M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.73K+ 3.43% |
$278K - $293K
|
203K
$8.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.49KNew |
$268K - $282K
|
6.49K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.99K+ 18.08% |
$247K - $260K
|
39.1K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.42K+ 33.53% |
$224K - $235K
|
21.6K
$925K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
5.17KNew |
$214K - $225K
|
5.17K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.14K+ 19.62% |
$212K - $223K
|
31.3K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5.12K+ 2.47% |
$212K - $223K
|
212K
$9.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.12K+ 34.58% |
$211K - $222K
|
19.9K
$854K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.03K+ 4.23% |
$208K - $219K
|
124K
$5.32M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.01K+ 3.89% |
$207K - $218K
|
134K
$5.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5KNew |
$207K - $217K
|
5K
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.92K+ 5.08% |
$204K - $214K
|
102K
$4.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.9K+ 37.5% |
$203K - $213K
|
18K
$771K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.84K+ 3.79% |
$200K - $210K
|
132K
$5.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.69KNew |
$194K - $204K
|
4.69K
$201K
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
4.61KNew |
$191K - $200K
|
4.61K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.46K+ 1.06% |
$184K - $194K
|
426K
$18.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.42K+ 28.42% |
$183K - $192K
|
20K
$856K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.37K+ 1.93% |
$181K - $190K
|
231K
$9.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.32K+ 20.66% |
$179K - $188K
|
25.3K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.24K+ 6.6% |
$175K - $184K
|
68.5K
$2.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.15K+ 3.08% |
$171K - $180K
|
139K
$5.94M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.6K+ 3.35% |
$149K - $156K
|
111K
$4.75M
|
|