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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137K+ 12.26% |
$4.79M - $5.12M
|
1.25M
$48M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
137K+ 43.24% |
$4.78M - $5.11M
|
453K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
136KNew |
$4.75M - $5.08M
|
136K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136K+ 21.95% |
$4.74M - $5.06M
|
753K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
134K+ 15.62% |
$4.69M - $5.02M
|
994K
$38M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$4.68M - $5M
|
134K
$5.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
132K+ 12.85% |
$4.61M - $4.92M
|
1.16M
$44.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
129K+ 121.37% |
$4.5M - $4.81M
|
235K
$8.98M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123K+ 1063.67% |
$4.31M - $4.61M
|
135K
$5.16M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
116K+ 22.78% |
$4.07M - $4.35M
|
627K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
114KNew |
$3.98M - $4.26M
|
114K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
108K+ 16.84% |
$3.77M - $4.03M
|
748K
$28.6M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
107KNew |
$3.72M - $3.98M
|
107K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 10.42% |
$3.69M - $3.95M
|
1.12M
$42.9M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
102K+ 179.24% |
$3.57M - $3.81M
|
159K
$6.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100K+ 386.81% |
$3.51M - $3.75M
|
126K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99K+ 47.91% |
$3.46M - $3.7M
|
306K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98.7K+ 11.26% |
$3.45M - $3.69M
|
975K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.5K+ 9.72% |
$3.27M - $3.49M
|
1.06M
$40.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90.9K+ 105.45% |
$3.18M - $3.4M
|
177K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
90.5K+ 10.33% |
$3.16M - $3.38M
|
966K
$37M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
88.6K+ 40.48% |
$3.1M - $3.31M
|
308K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.8K+ 5.67% |
$3.03M - $3.24M
|
1.62M
$61.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.2K+ 42.78% |
$2.98M - $3.18M
|
284K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
84.3K+ 70.8% |
$2.95M - $3.15M
|
203K
$7.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
77.9K+ 360.67% |
$2.72M - $2.91M
|
99.5K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77.7K+ 15.44% |
$2.72M - $2.9M
|
581K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77.2K+ 6.64% |
$2.7M - $2.88M
|
1.24M
$47.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.7K+ 18.07% |
$2.64M - $2.83M
|
494K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 128.07% |
$2.58M - $2.76M
|
131K
$5.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
72.5K+ 380.65% |
$2.54M - $2.71M
|
91.6K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.8K+ 117.02% |
$2.37M - $2.53M
|
126K
$4.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
66.8K+ 13.08% |
$2.33M - $2.49M
|
577K
$22.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65.7K+ 15.79% |
$2.3M - $2.45M
|
482K
$18.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61.4K+ 105903.45% |
$2.15M - $2.29M
|
61.5K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
60.6K+ 7.87% |
$2.12M - $2.27M
|
831K
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
60.6K+ 69.98% |
$2.12M - $2.27M
|
147K
$5.63M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
59.9K+ 325.17% |
$2.09M - $2.24M
|
78.3K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57.4K+ 17.88% |
$2.01M - $2.15M
|
379K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
57K+ 11.74% |
$1.99M - $2.13M
|
542K
$20.7M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
55.3K+ 17.05% |
$1.93M - $2.06M
|
379K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
53.5KNew |
$1.87M - $2M
|
53.5K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
53.3K+ 103.21% |
$1.86M - $1.99M
|
105K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
52.4K+ 136.08% |
$1.83M - $1.96M
|
90.9K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50.9K+ 5.29% |
$1.78M - $1.9M
|
1.01M
$38.8M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50.8K+ 65.18% |
$1.78M - $1.9M
|
129K
$4.93M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
48.1K+ 27.12% |
$1.68M - $1.8M
|
226K
$8.63M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
47KNew |
$1.64M - $1.76M
|
47K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.3K+ 9.22% |
$1.58M - $1.69M
|
536K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
45.2K+ 36.13% |
$1.58M - $1.69M
|
170K
$6.52M
|