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 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
110K+ 505.02% |
$4.34M - $4.63M
|
131K
$5.63M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
107K+ 14808.14% |
$4.25M - $4.53M
|
108K
$4.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
105KNew |
$4.17M - $4.45M
|
105K
$4.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
103KNew |
$4.08M - $4.35M
|
103K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 6.06% |
$3.98M - $4.24M
|
1.76M
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
100K+ 9.03% |
$3.98M - $4.24M
|
1.21M
$52M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
99.6K+ 8.49% |
$3.94M - $4.2M
|
1.27M
$54.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
97.9K+ 27.83% |
$3.88M - $4.13M
|
450K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
97.4K+ 4155.23% |
$3.85M - $4.11M
|
99.7K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
97.2KNew |
$3.85M - $4.1M
|
97.2K
$4.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
96.6K+ 116.76% |
$3.82M - $4.08M
|
179K
$7.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
83.6K+ 126.45% |
$3.31M - $3.53M
|
150K
$6.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.4K+ 39.85% |
$3.18M - $3.39M
|
282K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
80.1K+ 2.43% |
$3.17M - $3.38M
|
3.38M
$145M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78.1K+ 13.97% |
$3.09M - $3.3M
|
637K
$27.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.5K+ 1.71% |
$2.95M - $3.14M
|
4.42M
$189M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
73K+ 22.71% |
$2.89M - $3.08M
|
394K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
68.8K+ 183.55% |
$2.72M - $2.9M
|
106K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
68.3K+ 17.06% |
$2.7M - $2.88M
|
468K
$20.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
67.9K+ 6.48% |
$2.69M - $2.86M
|
1.12M
$47.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
66.6K+ 8.19% |
$2.64M - $2.81M
|
880K
$37.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.5K+ 8.13% |
$2.51M - $2.68M
|
844K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62K+ 3.18% |
$2.46M - $2.62M
|
2.01M
$86.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
62K+ 155.07% |
$2.46M - $2.62M
|
102K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
61.2K+ 29.17% |
$2.42M - $2.58M
|
271K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
61K+ 40.51% |
$2.42M - $2.58M
|
212K
$9.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58.7K+ 9.22% |
$2.32M - $2.48M
|
695K
$29.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
57.9K+ 22.43% |
$2.29M - $2.45M
|
316K
$13.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.6K+ 107.43% |
$2.16M - $2.3M
|
105K
$4.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53K+ 3.06% |
$2.1M - $2.24M
|
1.79M
$76.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
52.8K+ 32.77% |
$2.09M - $2.23M
|
214K
$9.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
52.4KNew |
$2.08M - $2.21M
|
52.4K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
51.3K+ 15.05% |
$2.03M - $2.17M
|
392K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.3K+ 78.5% |
$2.03M - $2.16M
|
117K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47.5K+ 12.41% |
$1.88M - $2.01M
|
430K
$18.5M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
43.4KNew |
$1.72M - $1.83M
|
43.4K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43.1K+ 4.38% |
$1.71M - $1.82M
|
1.03M
$44M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
40K+ 20.08% |
$1.59M - $1.69M
|
239K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
39.3K+ 135.61% |
$1.56M - $1.66M
|
68.3K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38.9K+ 8.07% |
$1.54M - $1.64M
|
521K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.2KNew |
$1.43M - $1.53M
|
36.2K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
34.6K+ 158.19% |
$1.37M - $1.46M
|
56.5K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.2K+ 19.78% |
$1.31M - $1.4M
|
201K
$8.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
32.8K+ 47.2% |
$1.3M - $1.39M
|
102K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
32.4K+ 7.3% |
$1.28M - $1.37M
|
476K
$20.4M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32.3K+ 7.79% |
$1.28M - $1.36M
|
448K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32K+ 16.4% |
$1.27M - $1.35M
|
227K
$9.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
31.7K+ 62.43% |
$1.26M - $1.34M
|
82.6K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
30.7K+ 9.98% |
$1.21M - $1.29M
|
338K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
29.4K+ 7.11% |
$1.17M - $1.24M
|
444K
$19M
|
|