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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
29.4K+ 7.11% |
$1.17M - $1.24M
|
444K
$19M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.9K+ 11.5% |
$1.14M - $1.22M
|
280K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27K+ 4.39% |
$1.07M - $1.14M
|
641K
$27.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
26.8KNew |
$1.06M - $1.13M
|
26.8K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.2K+ 27.1% |
$1.04M - $1.11M
|
123K
$5.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
25.8K+ 23.42% |
$1.02M - $1.09M
|
136K
$5.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
25.1K+ 11.29% |
$995K - $1.06M
|
248K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.6K+ 16.34% |
$976K - $1.04M
|
175K
$7.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
22.5K+ 3.8% |
$891K - $950K
|
616K
$26.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22K+ 29.74% |
$873K - $931K
|
96.2K
$4.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
21.5K+ 173.11% |
$851K - $908K
|
33.9K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 14.47% |
$812K - $865K
|
162K
$6.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
20.1K+ 50.49% |
$797K - $850K
|
60K
$2.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20.1K+ 100.67% |
$796K - $848K
|
40.1K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
19.6K+ 39.65% |
$775K - $827K
|
69K
$2.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19.2K+ 21.39% |
$762K - $812K
|
109K
$4.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.4K+ 153.22% |
$727K - $775K
|
30.3K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18.2K+ 24.54% |
$722K - $769K
|
92.5K
$3.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.3K+ 13.51% |
$686K - $732K
|
146K
$6.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.8KNew |
$666K - $710K
|
16.8K
$721K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.5K+ 52.4% |
$654K - $698K
|
48.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.8KNew |
$584K - $623K
|
14.8K
$633K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
14.8KNew |
$584K - $623K
|
14.8K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.7KNew |
$581K - $619K
|
14.7K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 16.7% |
$571K - $608K
|
101K
$4.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.4K+ 6.58% |
$569K - $606K
|
233K
$9.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
14.1KNew |
$557K - $594K
|
14.1K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.8K+ 2.06% |
$546K - $582K
|
683K
$29.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.4K+ 6.02% |
$532K - $567K
|
237K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7K+ 20.21% |
$501K - $534K
|
75.3K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
12.4K+ 4.14% |
$490K - $522K
|
311K
$13.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12.1K+ 5.77% |
$478K - $510K
|
221K
$9.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 11.91% |
$461K - $492K
|
110K
$4.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11.6K+ 2.59% |
$459K - $489K
|
459K
$19.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
11.5K+ 2.9% |
$456K - $486K
|
408K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 216.68% |
$441K - $470K
|
16.3K
$698K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1KNew |
$440K - $469K
|
11.1K
$477K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11.1K+ 7.21% |
$439K - $468K
|
165K
$7.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.9KNew |
$430K - $459K
|
10.9K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.8K+ 30.8% |
$428K - $457K
|
45.9K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.3KNew |
$407K - $434K
|
10.3K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.2K+ 4.43% |
$403K - $430K
|
240K
$10.3M
|
|