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 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.6K+ 3.35% |
$149K - $156K
|
111K
$4.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.59K+ 10.38% |
$148K - $156K
|
38.1K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 45.77% |
$146K - $154K
|
11.3K
$483K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
3.54K+ 0.79% |
$146K - $154K
|
449K
$19.3M
|
|
|
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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.02K+ 56.33% |
$125K - $131K
|
8.38K
$360K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.99K+ 15.97% |
$124K - $130K
|
21.7K
$932K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.72K+ 4.51% |
$113K - $118K
|
63.2K
$2.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 4.2% |
$101K - $106K
|
60.8K
$2.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.43K+ 15.16% |
$100K - $106K
|
18.5K
$792K
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.38K+ 3.88% |
$98.2K - $103K
|
63.7K
$2.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.34K+ 0.99% |
$96.9K - $102K
|
238K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 12.36% |
$94.4K - $99.2K
|
20.8K
$890K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.18K+ 1.08% |
$90.2K - $94.9K
|
204K
$8.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2.12K+ 2.08% |
$87.5K - $92K
|
104K
$4.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.78K+ 28.41% |
$73.4K - $77.2K
|
8.03K
$344K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.66K+ 5.12% |
$68.5K - $72K
|
34K
$1.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.43KNew |
$59K - $62K
|
1.43K
$61.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 2.54% |
$52.4K - $55.2K
|
51.2K
$2.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.16K+ 3.08% |
$47.8K - $50.3K
|
38.7K
$1.66M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.13K+ 18.07% |
$46.7K - $49.1K
|
7.38K
$317K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
831+ 0.5% |
$34.3K - $36.1K
|
166K
$7.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
804+ 4.28% |
$33.2K - $34.9K
|
19.6K
$841K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
604+ 4.18% |
$25K - $26.3K
|
15.1K
$645K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
596+ 0.79% |
$24.6K - $25.9K
|
75.6K
$3.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
586+ 1.9% |
$24.2K - $25.5K
|
31.4K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
584+ 1.69% |
$24.1K - $25.4K
|
35K
$1.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
584New |
$24.1K - $25.4K
|
584
$25K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
462+ 2.16% |
$19.1K - $20.1K
|
21.9K
$939K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
460+ 7.77% |
$19K - $20K
|
6.38K
$274K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
419+ 7.18% |
$17.3K - $18.2K
|
6.26K
$268K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
411+ 93.84% |
$17K - $17.9K
|
849
$36.4K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
363+ 4.85% |
$15K - $15.8K
|
7.85K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
185+ 0.76% |
$7.65K - $8.04K
|
24.5K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
152+ 1.72% |
$6.28K - $6.61K
|
8.98K
$385K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
118+ 0.28% |
$4.88K - $5.13K
|
42.8K
$1.83M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
111New |
$4.59K - $4.83K
|
111
$4.76K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
109+ 0.81% |
$4.5K - $4.74K
|
13.5K
$580K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
79+ 9.59% |
$3.27K - $3.43K
|
903
$38.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.05% |
$1.36K - $1.43K
|
61.2K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25+ 21.93% |
$1.03K - $1.09K
|
139
$5.96K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11+ 10.48% |
$455 - $478
|
116
$4.97K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$41.3 - $43.5
|
1
$42.9
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1+ 0.01% |
$41.3 - $43.5
|
11K
$474K
|
|
| 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
|
|