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 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.46K+ 430.78% |
$375K - $399K
|
11.7K
$500K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.28K+ 10.74% |
$367K - $392K
|
95.7K
$4.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.12K+ 2.32% |
$361K - $385K
|
402K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.06KNew |
$359K - $382K
|
9.06K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9KNew |
$356K - $380K
|
9K
$386K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.95K+ 33.14% |
$354K - $378K
|
35.9K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.93KNew |
$354K - $377K
|
8.93K
$383K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.72K+ 9.09% |
$345K - $368K
|
105K
$4.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
8.7KNew |
$344K - $367K
|
8.7K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.25KNew |
$327K - $348K
|
8.25K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.81KNew |
$309K - $330K
|
7.81K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.81KNew |
$309K - $329K
|
7.81K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.76K+ 9.35% |
$307K - $328K
|
90.7K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.71K+ 14.04% |
$305K - $325K
|
62.6K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
7.59K+ 7.95% |
$300K - $320K
|
103K
$4.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.54K+ 29.62% |
$299K - $318K
|
33K
$1.42M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
7.52KNew |
$298K - $317K
|
7.52K
$322K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.29K+ 58.54% |
$289K - $308K
|
19.7K
$847K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.29KNew |
$289K - $308K
|
7.29K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.26K+ 78.95% |
$287K - $306K
|
16.5K
$706K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.23K+ 29.15% |
$286K - $305K
|
32K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.21K+ 137.39% |
$285K - $304K
|
12.5K
$534K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
7.17KNew |
$284K - $303K
|
7.17K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.09KNew |
$281K - $299K
|
7.09K
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7K+ 26.41% |
$277K - $295K
|
33.5K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.84K+ 27.44% |
$271K - $289K
|
31.8K
$1.36M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
6.76K+ 4.6% |
$268K - $285K
|
154K
$6.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
6.67KNew |
$264K - $282K
|
6.67K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.64KNew |
$263K - $280K
|
6.64K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.53K+ 16.97% |
$259K - $276K
|
45K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.46KNew |
$256K - $273K
|
6.46K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.33K+ 39.35% |
$250K - $267K
|
22.4K
$961K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.3KNew |
$249K - $266K
|
6.3K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.27K+ 18.53% |
$248K - $265K
|
40.1K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.2K+ 1.56% |
$245K - $262K
|
403K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.15K+ 3.36% |
$244K - $260K
|
189K
$8.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.97K+ 26.82% |
$236K - $252K
|
28.2K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
5.93K+ 8.08% |
$235K - $250K
|
79.2K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.86K+ 3.07% |
$232K - $248K
|
197K
$8.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$230K - $245K
|
5.81K
$249K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
5.54K+ 41.56% |
$219K - $234K
|
18.9K
$809K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.5K+ 5.32% |
$218K - $232K
|
109K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 0.86% |
$216K - $230K
|
635K
$27.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
5.44KNew |
$215K - $229K
|
5.44K
$233K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.31K+ 50.81% |
$210K - $224K
|
15.8K
$676K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.26K+ 55.9% |
$208K - $222K
|
14.7K
$629K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.21K+ 14.94% |
$206K - $220K
|
40.1K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.02KNew |
$199K - $212K
|
5.02K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.01K+ 69.1% |
$198K - $211K
|
12.3K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.97KNew |
$197K - $210K
|
4.97K
$213K
|
|