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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 27.53% |
$1.52M - $1.63M
|
202K
$7.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
43.4K+ 12.14% |
$1.52M - $1.62M
|
401K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
43.2K+ 13.23% |
$1.51M - $1.62M
|
370K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.4K+ 38.4% |
$1.48M - $1.58M
|
153K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.3KNew |
$1.48M - $1.58M
|
42.3K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40.8K+ 16.34% |
$1.43M - $1.53M
|
291K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.6K+ 11.45% |
$1.38M - $1.48M
|
385K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
39.2K+ 67.84% |
$1.37M - $1.47M
|
97K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39K+ 34.9% |
$1.36M - $1.46M
|
151K
$5.77M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
38.1K+ 5.03% |
$1.33M - $1.42M
|
796K
$30.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
37.9K+ 39.08% |
$1.32M - $1.41M
|
135K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.8K+ 180.84% |
$1.32M - $1.41M
|
58.8K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.5K+ 135.02% |
$1.31M - $1.4M
|
65.3K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.5KNew |
$1.31M - $1.4M
|
37.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.4K+ 6.03% |
$1.31M - $1.4M
|
658K
$25.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36.2K+ 21.34% |
$1.27M - $1.35M
|
206K
$7.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33.2K+ 8.21% |
$1.16M - $1.24M
|
437K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32.4K+ 9.94% |
$1.13M - $1.21M
|
358K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
32K+ 6.24% |
$1.12M - $1.19M
|
545K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31K+ 7.04% |
$1.08M - $1.16M
|
471K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
30.9K+ 109.36% |
$1.08M - $1.15M
|
59.1K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
29K+ 12.11% |
$1.01M - $1.08M
|
269K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.9K+ 4.52% |
$973K - $1.04M
|
644K
$24.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
27.5K+ 15.64% |
$960K - $1.03M
|
203K
$7.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.8K+ 13.89% |
$937K - $1M
|
220K
$8.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.3K+ 6.04% |
$921K - $984K
|
462K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
26.1K+ 43.58% |
$913K - $976K
|
86.1K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.1K+ 8.15% |
$912K - $975K
|
346K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
25.5K+ 182.32% |
$891K - $953K
|
39.5K
$1.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
25K+ 7.93% |
$874K - $934K
|
340K
$13M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24.5K+ 28.19% |
$855K - $914K
|
111K
$4.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24.2K+ 35.22% |
$847K - $905K
|
93K
$3.56M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
24.2K+ 9.79% |
$846K - $905K
|
272K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.7K+ 17.26% |
$827K - $884K
|
161K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
23.5K+ 6.48% |
$821K - $878K
|
386K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
22.8K+ 79.59% |
$796K - $851K
|
51.4K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22K+ 20.43% |
$768K - $821K
|
130K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.8K+ 51.52% |
$762K - $814K
|
64.1K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
21.6K+ 74.94% |
$756K - $808K
|
50.5K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.1K+ 3.79% |
$738K - $789K
|
578K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$722K - $772K
|
20.7K
$790K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
20.4K+ 11.13% |
$713K - $763K
|
204K
$7.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.2KNew |
$705K - $754K
|
20.2K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19.8K+ 23.92% |
$692K - $739K
|
103K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.5K+ 11.58% |
$682K - $729K
|
188K
$7.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.4K+ 28.01% |
$679K - $725K
|
88.7K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19K+ 14.72% |
$664K - $710K
|
148K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.5K+ 220.2% |
$648K - $693K
|
27K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 32.1% |
$644K - $689K
|
75.9K
$2.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
18K+ 5.15% |
$629K - $673K
|
368K
$14.1M
|