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 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.46KNew |
$296K - $316K
|
8.46K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.85K+ 13.52% |
$274K - $293K
|
65.9K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.79K+ 9.79% |
$272K - $291K
|
87.3K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.75K+ 54.77% |
$271K - $289K
|
21.9K
$837K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.65K+ 20.03% |
$267K - $286K
|
45.9K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.62K+ 473.28% |
$266K - $284K
|
9.22K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.54K+ 110.84% |
$263K - $282K
|
14.3K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.53KNew |
$263K - $281K
|
7.53K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.48KNew |
$262K - $280K
|
7.48K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
7.41K+ 3.18% |
$259K - $277K
|
240K
$9.19M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.27K+ 96.33% |
$254K - $272K
|
14.8K
$567K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
7.23KNew |
$253K - $270K
|
7.23K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.15K+ 39.68% |
$250K - $267K
|
25.2K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.13K+ 20.87% |
$249K - $266K
|
41.3K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.99K+ 6.49% |
$244K - $261K
|
115K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.93K+ 25.05% |
$242K - $259K
|
34.6K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.89K+ 0.77% |
$241K - $258K
|
907K
$34.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.86K+ 97.99% |
$240K - $256K
|
13.9K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.85K+ 11.27% |
$239K - $256K
|
67.7K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.83KNew |
$239K - $255K
|
6.83K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.78K+ 18.56% |
$237K - $253K
|
43.3K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.72KNew |
$235K - $251K
|
6.72K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.67K+ 46.49% |
$233K - $249K
|
21K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.62KNew |
$231K - $247K
|
6.62K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.6KNew |
$230K - $246K
|
6.6K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.58K+ 16.28% |
$230K - $246K
|
47K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.5KNew |
$227K - $243K
|
6.5K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.47KNew |
$226K - $242K
|
6.47K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.4K+ 7.16% |
$224K - $239K
|
95.9K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.37K+ 80.6% |
$223K - $238K
|
14.3K
$546K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.35KNew |
$222K - $237K
|
6.35K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.26KNew |
$219K - $234K
|
6.26K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.21KNew |
$217K - $232K
|
6.21K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.19KNew |
$216K - $231K
|
6.19K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.13K+ 6.38% |
$214K - $229K
|
102K
$3.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.13KNew |
$214K - $229K
|
6.13K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.1K+ 30.49% |
$213K - $228K
|
26.1K
$998K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
6.06KNew |
$212K - $226K
|
6.06K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.01KNew |
$210K - $224K
|
6.01K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 5.52% |
$209K - $224K
|
114K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.99K+ 3.47% |
$209K - $224K
|
178K
$6.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.92K+ 151.67% |
$207K - $221K
|
9.82K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.85K+ 9.26% |
$205K - $219K
|
69K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.82KNew |
$203K - $217K
|
5.82K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.7K+ 1.45% |
$199K - $213K
|
398K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.58K+ 4.59% |
$195K - $209K
|
127K
$4.87M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.48K+ 78.79% |
$192K - $205K
|
12.4K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.39K+ 2.99% |
$188K - $201K
|
186K
$7.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.31K+ 15.79% |
$185K - $198K
|
38.9K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.21K+ 0.63% |
$182K - $195K
|
833K
$31.9M
|