Purchases and Sales Made in Q1 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.47M+ 33.97% |
$261M - $279M
|
29.5M
$1.13B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.07M+ 36.56% |
$142M - $152M
|
15.2M
$582M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.01M+ 35.9% |
$105M - $112M
|
11.4M
$436M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86M+ 738.97% |
$99.8M - $107M
|
3.24M
$124M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.49M+ 170.64% |
$87.2M - $93.2M
|
3.96M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.25M+ 26.63% |
$78.7M - $84.1M
|
10.7M
$410M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.22M+ 19.12% |
$77.6M - $82.9M
|
13.8M
$529M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.97M+ 378.6% |
$68.9M - $73.7M
|
2.49M
$95.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.92M+ 17.73% |
$67.1M - $71.7M
|
12.7M
$488M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85M+ 47.06% |
$64.8M - $69.3M
|
5.79M
$222M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67M+ 19.8% |
$58.5M - $62.5M
|
10.1M
$387M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.34M+ 14.99% |
$47M - $50.2M
|
10.3M
$394M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22M+ 15.16% |
$42.7M - $45.7M
|
9.29M
$355M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1M+ 89.28% |
$38.4M - $41M
|
2.33M
$89M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
858K+ 11.64% |
$30M - $32M
|
8.22M
$315M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
712K+ 64.07% |
$24.9M - $26.6M
|
1.82M
$69.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
645K+ 18.54% |
$22.6M - $24.1M
|
4.13M
$158M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
608K+ 116.46% |
$21.3M - $22.7M
|
1.13M
$43.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
599KNew |
$20.9M - $22.4M
|
599K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
581KNew |
$20.3M - $21.7M
|
581K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
574K+ 12.95% |
$20.1M - $21.4M
|
5.01M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502K+ 19.56% |
$17.5M - $18.7M
|
3.06M
$117M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
466K+ 31.43% |
$16.3M - $17.4M
|
1.95M
$74.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
459K+ 60.8% |
$16.1M - $17.2M
|
1.21M
$46.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
407K+ 6.78% |
$14.2M - $15.2M
|
6.41M
$245M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
382K+ 8.12% |
$13.4M - $14.3M
|
5.09M
$195M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
372K+ 6419.13% |
$13M - $13.9M
|
378K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
366K+ 140.39% |
$12.8M - $13.7M
|
626K
$23.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
355K+ 1516.6% |
$12.4M - $13.3M
|
378K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
324K+ 8.82% |
$11.3M - $12.1M
|
4M
$153M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
302K+ 1.77% |
$10.6M - $11.3M
|
17.4M
$664M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
266KNew |
$9.3M - $9.94M
|
266K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
251KNew |
$8.78M - $9.38M
|
251K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251K+ 51.86% |
$8.77M - $9.38M
|
735K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
235K+ 15.6% |
$8.22M - $8.79M
|
1.74M
$66.7M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
227K+ 23.06% |
$7.92M - $8.46M
|
1.21M
$46.2M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
225KNew |
$7.85M - $8.39M
|
225K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
220KNew |
$7.69M - $8.22M
|
220K
$8.42M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
218KNew |
$7.63M - $8.16M
|
218K
$8.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
207KNew |
$7.25M - $7.75M
|
207K
$7.93M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203K+ 23.74% |
$7.09M - $7.58M
|
1.06M
$40.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201K+ 335.11% |
$7.01M - $7.5M
|
261K
$9.97M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
195KNew |
$6.81M - $7.28M
|
195K
$7.46M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
183K+ 318.63% |
$6.39M - $6.83M
|
240K
$9.19M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
182K+ 0.77% |
$6.35M - $6.79M
|
23.7M
$907M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
182K+ 607.47% |
$6.35M - $6.79M
|
212K
$8.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
177K+ 38.98% |
$6.2M - $6.62M
|
632K
$24.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 8.7% |
$5.57M - $5.96M
|
1.99M
$76.2M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
158K+ 793.06% |
$5.52M - $5.9M
|
178K
$6.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
140K+ 35.27% |
$4.91M - $5.24M
|
538K
$20.6M
|