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 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-628K- 88.64% |
$26M - $27.3M
|
80.5K
$3.45M
|
|
|
Jan 30, 2026
Q4 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-196K- 52.39% |
$8.1M - $8.52M
|
178K
$7.63M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-165K- 48.79% |
$6.81M - $7.17M
|
173K
$7.42M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-84.2K- 4.05% |
$3.48M - $3.66M
|
2M
$85.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-58.9K- 51.29% |
$2.43M - $2.56M
|
55.9K
$2.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-55.9K- 38.64% |
$2.31M - $2.43M
|
88.8K
$3.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-29K- 28.79% |
$1.2M - $1.26M
|
71.6K
$3.07M
|
|
|
Jan 30, 2026
Q4 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-28.4K- 4.61% |
$1.17M - $1.23M
|
587K
$25.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26K- 53.02% |
$1.07M - $1.13M
|
23K
$986K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-25K- 6.82% |
$1.03M - $1.09M
|
342K
$14.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.1K- 33.91% |
$664K - $698K
|
31.3K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.8K- 16.81% |
$528K - $555K
|
63.2K
$2.71M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.4K- 11.31% |
$515K - $541K
|
97.6K
$4.19M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10.3K- 13.51% |
$427K - $449K
|
66.1K
$2.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-7.42K- 7.55% |
$307K - $322K
|
90.9K
$3.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.73K- 2.37% |
$237K - $249K
|
236K
$10.1M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.48K- 0.78% |
$102K - $108K
|
317K
$13.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.82K- 75.21% |
$75.2K - $79.1K
|
600
$25.7K
|
|
|
Jan 27, 2026
Q4 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.79K- 8.6% |
$74.1K - $78K
|
19.1K
$818K
|
|
|
Jan 26, 2026
Q4 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.79K- 2.57% |
$74.1K - $77.9K
|
68K
$2.91M
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.79K- 6.79% |
$74.1K - $77.9K
|
24.6K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 12.69% |
$59.9K - $63K
|
9.97K
$427K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.37K- 1.11% |
$56.7K - $59.7K
|
122K
$5.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.29K- 20.17% |
$53.4K - $56.1K
|
5.11K
$219K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.17K- 15.65% |
$48.2K - $50.7K
|
6.28K
$269K
|
|
|
Jan 26, 2026
Q4 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.16K- 2.57% |
$47.9K - $50.4K
|
44K
$1.89M
|
|
|
Jan 26, 2026
Q4 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-747- 1.83% |
$30.9K - $32.5K
|
40.1K
$1.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-654- 0.48% |
$27K - $28.4K
|
135K
$5.81M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-544- 4.63% |
$22.5K - $23.6K
|
11.2K
$481K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-537- 7.1% |
$22.2K - $23.3K
|
7.02K
$301K
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-517- 33.35% |
$21.4K - $22.5K
|
1.03K
$44.3K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 6.17% |
$18.1K - $19.1K
|
6.68K
$286K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-378- 3.92% |
$15.6K - $16.4K
|
9.27K
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-376- 0.15% |
$15.5K - $16.3K
|
252K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-375- 1.03% |
$15.5K - $16.3K
|
36K
$1.54M
|
|
|
Jan 28, 2026
Q4 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-330- 4.65% |
$13.6K - $14.3K
|
6.76K
$290K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-255- 1.53% |
$10.5K - $11.1K
|
16.4K
$703K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-238- 2.82% |
$9.84K - $10.3K
|
8.2K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-217- 2.35% |
$8.97K - $9.43K
|
9.01K
$386K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-157- 0.24% |
$6.49K - $6.82K
|
64.9K
$2.78M
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-118- 1.59% |
$4.88K - $5.13K
|
7.3K
$313K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-46- 0.35% |
$1.9K - $2K
|
13K
$556K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26- 37.68% |
$1.07K - $1.13K
|
43
$1.84K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.19M- 5.02% |
$47.1M - $50.2M
|
22.5M
$965M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-813K- 61.12% |
$32.2M - $34.3M
|
517K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-397K- 20.47% |
$15.7M - $16.8M
|
1.54M
$66.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-257K- 92.76% |
$10.2M - $10.8M
|
20K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-168K- 74.63% |
$6.66M - $7.1M
|
57.1K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-152K- 60.19% |
$6.04M - $6.43M
|
101K
$4.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-130K- 17.28% |
$5.13M - $5.47M
|
620K
$26.6M
|
|