Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-631K- 97.23% |
$22.2M - $23.4M
|
18K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-302K- 84.09% |
$10.6M - $11.2M
|
57.1K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-88.2K- 21.13% |
$3.1M - $3.27M
|
329K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-58.7K- 88.93% |
$2.06M - $2.18M
|
7.31K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.2K- 99.88% |
$1.7M - $1.79M
|
58
$2.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.3K- 4.51% |
$1.42M - $1.5M
|
855K
$31.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.6K- 30.93% |
$1.36M - $1.43M
|
86.2K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.4K- 54.01% |
$471K - $497K
|
11.4K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.51K- 2.08% |
$299K - $316K
|
401K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.66K- 0.62% |
$269K - $284K
|
1.23M
$45.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.14K- 3.34% |
$251K - $265K
|
207K
$7.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-6.46K- 7.77% |
$227K - $240K
|
76.8K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 13.13% |
$115K - $122K
|
21.7K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.35K- 3.26% |
$82.7K - $87.3K
|
69.9K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 1.35% |
$67.7K - $71.5K
|
140K
$5.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.53K- 1.86% |
$53.8K - $56.8K
|
80.8K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.36K- 0.75% |
$47.9K - $50.5K
|
180K
$6.63M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 8.29% |
$36.9K - $38.9K
|
11.6K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-824- 0.76% |
$29K - $30.6K
|
108K
$3.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-453- 0.23% |
$15.9K - $16.8K
|
193K
$7.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-418- 0.03% |
$14.7K - $15.5K
|
1.37M
$50.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 25.0% |
$14.1K - $14.8K
|
1.2K
$44.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 1.23% |
$7K - $7.39K
|
15.9K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-146- 0.35% |
$5.13K - $5.42K
|
41.7K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-126- 0.33% |
$4.43K - $4.68K
|
38.2K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-118- 0.04% |
$4.15K - $4.38K
|
265K
$9.74M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89M- 41.15% |
$62.4M - $69M
|
2.71M
$99.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-154K- 89.64% |
$5.06M - $5.61M
|
17.8K
$653K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 16.21% |
$3.93M - $4.35M
|
617K
$22.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85.1K- 74.12% |
$2.81M - $3.11M
|
29.7K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79.3K- 21.34% |
$2.61M - $2.89M
|
292K
$10.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44.1K- 34.02% |
$1.45M - $1.61M
|
85.5K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-42.6K- 33.87% |
$1.4M - $1.55M
|
83.2K
$3.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-41.4K- 2.37% |
$1.37M - $1.51M
|
1.7M
$62.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-33.6K- 4.14% |
$1.11M - $1.22M
|
777K
$28.6M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.3K- 13.12% |
$1.06M - $1.18M
|
214K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21.7K- 36.93% |
$716K - $793K
|
37.1K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 66.85% |
$667K - $738K
|
10K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14.1K- 18.55% |
$464K - $513K
|
61.7K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 21.09% |
$421K - $466K
|
47.8K
$1.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.5K- 10.68% |
$378K - $418K
|
95.8K
$3.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 3.3% |
$343K - $379K
|
305K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-4.34K- 0.6% |
$143K - $158K
|
724K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.1K- 4.72% |
$135K - $150K
|
82.7K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.93K- 3.47% |
$129K - $143K
|
109K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.45K- 2.23% |
$114K - $126K
|
151K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.68K- 10.15% |
$88.2K - $97.7K
|
23.7K
$871K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.57K- 2.95% |
$51.8K - $57.4K
|
51.8K
$1.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.56K- 6.0% |
$51.5K - $56.9K
|
24.5K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.36K- 7.03% |
$44.9K - $49.7K
|
18K
$662K
|
|