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 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
611+ 83.02% |
$24.2K - $25.8K
|
1.35K
$57.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
609+ 10.21% |
$24.1K - $25.7K
|
6.58K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
591+ 2.92% |
$23.4K - $24.9K
|
20.8K
$892K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
584+ 6.05% |
$23.1K - $24.7K
|
10.2K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
569New |
$22.5K - $24K
|
569
$24.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
568+ 10.92% |
$22.5K - $24K
|
5.77K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
546New |
$21.6K - $23K
|
546
$23.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
503+ 1.94% |
$19.9K - $21.2K
|
26.4K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
492New |
$19.5K - $20.8K
|
492
$21.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
485+ 4.0% |
$19.2K - $20.5K
|
12.6K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
484+ 0.31% |
$19.2K - $20.4K
|
156K
$6.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
475+ 4.15% |
$18.8K - $20K
|
11.9K
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
462+ 44.0% |
$18.3K - $19.5K
|
1.51K
$64.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
415+ 2.62% |
$16.4K - $17.5K
|
16.2K
$697K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
398New |
$15.8K - $16.8K
|
398
$17.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
392+ 1.05% |
$15.5K - $16.5K
|
37.7K
$1.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
362+ 0.87% |
$14.3K - $15.3K
|
42.1K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
359New |
$14.2K - $15.2K
|
359
$15.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
276+ 0.87% |
$10.9K - $11.6K
|
31.9K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
252+ 1.96% |
$9.98K - $10.6K
|
13.1K
$561K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
250+ 2.27% |
$9.9K - $10.6K
|
11.3K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
238+ 2.44% |
$9.42K - $10K
|
9.98K
$428K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
237New |
$9.38K - $10K
|
237
$10.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
222New |
$8.79K - $9.37K
|
222
$9.52K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
211+ 12.94% |
$8.35K - $8.91K
|
1.84K
$79K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
145+ 1.36% |
$5.74K - $6.12K
|
10.8K
$462K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
142New |
$5.62K - $5.99K
|
142
$6.09K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
122+ 0.41% |
$4.83K - $5.15K
|
30.2K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
117+ 0.22% |
$4.63K - $4.94K
|
54.1K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
112+ 0.01% |
$4.43K - $4.73K
|
971K
$41.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
58+ 3.62% |
$2.3K - $2.45K
|
1.66K
$71.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
48+ 10.32% |
$1.9K - $2.03K
|
513
$22K
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
32+ 0.33% |
$1.27K - $1.35K
|
9.73K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32+ 0.3% |
$1.27K - $1.35K
|
10.6K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
26+ 0.18% |
$1.03K - $1.1K
|
14.8K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
18+ 0.33% |
$713 - $760
|
5.45K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.1% |
$673 - $718
|
17.9K
$766K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.11% |
$673 - $718
|
16.1K
$691K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
16+ 0.18% |
$633 - $675
|
8.84K
$379K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 0.18% |
$396 - $422
|
5.67K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.12% |
$317 - $338
|
6.9K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 0.12% |
$119 - $127
|
2.52K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.07% |
$79.2 - $84.4
|
2.79K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2+ 0.03% |
$79.2 - $84.4
|
7.1K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$39.6 - $42.2
|
9.99K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.2% |
$39.6 - $42.2
|
501
$21.5K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
904K+ 21.9% |
$28.9M - $35.7M
|
5.03M
$216M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
387K+ 269.34% |
$12.4M - $15.3M
|
531K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233K+ 9354.38% |
$7.43M - $9.19M
|
235K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.9K+ 16.11% |
$1.95M - $2.41M
|
439K
$18.8M
|
|