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
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
172KNew |
$6.83M - $7.28M
|
172K
$7.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
167K+ 11.62% |
$6.62M - $7.06M
|
1.61M
$68.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
158K+ 28.74% |
$6.27M - $6.68M
|
709K
$30.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155KNew |
$6.12M - $6.53M
|
155K
$6.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
142K+ 1443.57% |
$5.62M - $5.99M
|
152K
$6.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
132KNew |
$5.23M - $5.58M
|
132K
$5.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114K+ 9.51% |
$4.52M - $4.82M
|
1.31M
$56.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
113K+ 10.51% |
$4.46M - $4.76M
|
1.19M
$50.8M
|
|
|
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
|
|
|
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
|
|