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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-174K- 43.25% |
$6.07M - $6.48M
|
228K
$7.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-96.4K- 24.38% |
$3.37M - $3.6M
|
299K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$359K - $384K
|
85.9K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.67K- 41.14% |
$163K - $175K
|
6.68K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.55K- 0.43% |
$124K - $133K
|
828K
$27.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 15.72% |
$51.3K - $54.9K
|
7.88K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-582- 0.83% |
$20.3K - $21.7K
|
69.6K
$2.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-474- 5.45% |
$16.6K - $17.7K
|
8.23K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-29- 0.36% |
$1.01K - $1.08K
|
7.93K
$266K
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-631K- 97.23% |
$22.2M - $23.4M
|
18K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-458K- 10.42% |
$16.1M - $17M
|
3.94M
$132M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-384K- 39.51% |
$13.5M - $14.3M
|
588K
$19.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-360K- 97.16% |
$12.7M - $13.4M
|
10.5K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-302K- 84.09% |
$10.6M - $11.2M
|
57.1K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-150K- 50.51% |
$5.26M - $5.55M
|
146K
$4.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124K- 59.45% |
$4.36M - $4.6M
|
84.5K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-117KClosed |
$4.11M - $4.33M
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-94.1K- 15.27% |
$3.31M - $3.49M
|
522K
$17.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-63.3K- 76.07% |
$2.22M - $2.35M
|
19.9K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-58.7K- 88.93% |
$2.06M - $2.18M
|
7.31K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-56.1K- 3.29% |
$1.97M - $2.08M
|
1.65M
$55.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.3K- 4.51% |
$1.42M - $1.5M
|
855K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-38.7K- 9.36% |
$1.36M - $1.44M
|
374K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.6K- 30.93% |
$1.36M - $1.43M
|
86.2K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-37.8K- 39.86% |
$1.33M - $1.4M
|
57.1K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.2K- 89.41% |
$1.17M - $1.23M
|
3.93K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.5K- 3.48% |
$793K - $837K
|
626K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-21.4K- 27.29% |
$752K - $794K
|
57K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.5K- 7.91% |
$650K - $686K
|
215K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.4K- 54.01% |
$471K - $497K
|
11.4K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11K- 2.91% |
$388K - $409K
|
367K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 3.42% |
$352K - $372K
|
282K
$9.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.4K- 18.09% |
$295K - $312K
|
38K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.66K- 0.62% |
$269K - $284K
|
1.23M
$41.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.14K- 3.34% |
$251K - $265K
|
207K
$6.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-6.46K- 7.77% |
$227K - $240K
|
76.8K
$2.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.51K- 4.71% |
$159K - $167K
|
91.3K
$3.06M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.6K- 18.34% |
$126K - $134K
|
16K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 13.13% |
$115K - $122K
|
21.7K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.35K- 3.26% |
$82.7K - $87.3K
|
69.9K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.32K- 8.65% |
$81.4K - $86K
|
24.5K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2K- 8.19% |
$70.5K - $74.4K
|
22.5K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.94K- 0.54% |
$68.3K - $72.1K
|
358K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 1.35% |
$67.7K - $71.5K
|
140K
$4.7M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 19.09% |
$64.1K - $67.7K
|
7.73K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.55K- 37.77% |
$54.4K - $57.5K
|
2.55K
$85.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.53K- 1.86% |
$53.8K - $56.8K
|
80.8K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.36K- 5.72% |
$47.6K - $50.3K
|
22.3K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.23K- 1.9% |
$43.2K - $45.6K
|
63.6K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.13K- 15.24% |
$39.7K - $41.9K
|
6.27K
$210K
|
|