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 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 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
38+ 0.77% |
$1.57K - $1.65K
|
4.96K
$213K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21M+ 39.11% |
$87.4M - $93.2M
|
7.85M
$337M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06M+ 17.92% |
$81.7M - $87.1M
|
13.6M
$582M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 20.19% |
$55M - $58.7M
|
8.27M
$355M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 8.91% |
$54.1M - $57.6M
|
16.7M
$716M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28M+ 19.1% |
$50.7M - $54.1M
|
7.99M
$343M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09M+ 11.08% |
$43.3M - $46.1M
|
11M
$470M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
839K+ 494.48% |
$33.2M - $35.4M
|
1.01M
$43.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
780K+ 8.99% |
$30.9M - $32.9M
|
9.46M
$406M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668K+ 4.0% |
$26.5M - $28.2M
|
17.4M
$746M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
495K+ 8.55% |
$19.6M - $20.9M
|
6.28M
$269M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
442K+ 12.9% |
$17.5M - $18.6M
|
3.86M
$166M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369K+ 298.37% |
$14.6M - $15.6M
|
493K
$21.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
351K+ 15.05% |
$13.9M - $14.8M
|
2.69M
$115M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
351K+ 1461.61% |
$13.9M - $14.8M
|
375K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
271K+ 49.69% |
$10.7M - $11.4M
|
817K
$35M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
258K+ 8.94% |
$10.2M - $10.9M
|
3.14M
$135M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
249K+ 44.07% |
$9.87M - $10.5M
|
815K
$34.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
249KNew |
$9.85M - $10.5M
|
249K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
249KNew |
$9.85M - $10.5M
|
249K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
247K+ 91.81% |
$9.78M - $10.4M
|
516K
$22.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
244K+ 32.22% |
$9.65M - $10.3M
|
1M
$42.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
243K+ 15.56% |
$9.62M - $10.3M
|
1.81M
$77.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
231K+ 19.74% |
$9.14M - $9.75M
|
1.4M
$60.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
214K+ 164.77% |
$8.49M - $9.05M
|
345K
$14.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
184K+ 1051.89% |
$7.29M - $7.77M
|
202K
$8.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
175K+ 84.7% |
$6.92M - $7.38M
|
381K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
174K+ 302.9% |
$6.9M - $7.35M
|
232K
$9.94M
|
|