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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.97K+ 3.93% |
$197K - $210K
|
131K
$5.63M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.79KNew |
$190K - $202K
|
4.79K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.77KNew |
$189K - $201K
|
4.77K
$205K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.56K+ 0.5% |
$181K - $193K
|
921K
$39.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kropog Financial Group, LLC
Mandeville, LA |
BUY
|
- |
4.45K+ 1.19% |
$176K - $188K
|
379K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.17K+ 18.74% |
$165K - $176K
|
26.4K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.13K+ 0.66% |
$164K - $174K
|
631K
$27.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
4.12K+ 1.6% |
$163K - $174K
|
261K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.02K+ 0.63% |
$159K - $170K
|
646K
$27.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.81K+ 18.44% |
$151K - $161K
|
24.5K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.8K+ 7.08% |
$150K - $160K
|
57.4K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
3.79KNew |
$150K - $160K
|
3.79K
$162K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3.71KNew |
$147K - $157K
|
3.71K
$159K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46KNew |
$137K - $146K
|
3.46K
$149K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.38K+ 2.79% |
$134K - $143K
|
124K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 47.2% |
$127K - $135K
|
9.98K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.06K+ 24.57% |
$121K - $129K
|
15.5K
$664K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.05K+ 0.89% |
$121K - $129K
|
346K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 1.08% |
$120K - $128K
|
285K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.98K+ 0.8% |
$118K - $126K
|
376K
$16.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.69K+ 8.38% |
$107K - $114K
|
34.8K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.68K+ 50.44% |
$106K - $113K
|
7.98K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.53K+ 3.33% |
$100K - $107K
|
78.3K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.44K+ 0.66% |
$96.5K - $103K
|
374K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.37K+ 7.85% |
$93.9K - $100K
|
32.6K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.35K+ 3.22% |
$93K - $99.2K
|
75.4K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.25K+ 15.9% |
$88.9K - $94.8K
|
16.4K
$702K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.23K+ 2.89% |
$88.1K - $93.9K
|
79.3K
$3.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.19K+ 24.07% |
$86.5K - $92.2K
|
11.3K
$483K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.89K+ 4.77% |
$74.8K - $79.8K
|
41.5K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.75K+ 7.68% |
$69.2K - $73.8K
|
24.5K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.63K+ 11.42% |
$64.6K - $68.8K
|
15.9K
$682K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.6K+ 5.62% |
$63.5K - $67.7K
|
30.1K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$63.4K - $67.6K
|
1.6K
$68.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 2.52% |
$54.1K - $57.7K
|
55.6K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.23KNew |
$48.7K - $51.9K
|
1.23K
$52.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17KNew |
$46.2K - $49.2K
|
1.17K
$50K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.15K+ 38200.0% |
$45.4K - $48.4K
|
1.15K
$49.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 14.68% |
$43.7K - $46.6K
|
8.62K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.1K+ 9.07% |
$43.4K - $46.3K
|
13.2K
$565K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 5.23% |
$42.5K - $45.3K
|
21.6K
$927K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.05K+ 43.57% |
$41.7K - $44.5K
|
3.47K
$149K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
983+ 10.7% |
$38.9K - $41.5K
|
10.2K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
949+ 12.04% |
$37.6K - $40.1K
|
8.83K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
844+ 5.87% |
$33.4K - $35.6K
|
15.2K
$652K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
818+ 104.34% |
$32.4K - $34.5K
|
1.6K
$68.7K
|
|