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 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.21K+ 49.57% |
$182K - $195K
|
15.7K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.01K+ 6.13% |
$175K - $187K
|
86.6K
$3.31M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.55K+ 0.84% |
$159K - $170K
|
547K
$20.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.22% |
$156K - $167K
|
143K
$5.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44K+ 12.67% |
$155K - $166K
|
39.5K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 28.38% |
$143K - $153K
|
18.5K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.03K+ 48.51% |
$141K - $151K
|
12.4K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.96K+ 1.65% |
$138K - $148K
|
243K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.9K+ 6.31% |
$136K - $146K
|
65.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.85K+ 21.55% |
$135K - $144K
|
21.7K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.82KNew |
$134K - $143K
|
3.82K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.71K+ 24.24% |
$130K - $139K
|
19K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 5.05% |
$127K - $136K
|
75.5K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.52K+ 3.81% |
$123K - $132K
|
95.9K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.45K+ 3.19% |
$120K - $129K
|
112K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.41K+ 3.31% |
$119K - $128K
|
106K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.38K+ 50.91% |
$118K - $126K
|
10K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.37K+ 78.53% |
$118K - $126K
|
7.65K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.28K+ 31.17% |
$115K - $123K
|
13.8K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.25K+ 56.08% |
$113K - $121K
|
9.03K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
3.23K+ 17.64% |
$113K - $121K
|
21.6K
$824K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.14K+ 14.49% |
$110K - $117K
|
24.8K
$949K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.09K+ 23.45% |
$108K - $115K
|
16.3K
$622K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.96K+ 2.54% |
$103K - $110K
|
119K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.93K+ 2.07% |
$103K - $110K
|
145K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.73K+ 42.15% |
$95.3K - $102K
|
9.19K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
2.69K+ 1.37% |
$94.1K - $101K
|
199K
$7.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.68K+ 6.21% |
$93.6K - $100K
|
45.8K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.6K+ 1.21% |
$90.9K - $97.2K
|
218K
$8.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 1.79% |
$90.2K - $96.5K
|
147K
$5.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.58K+ 0.78% |
$90K - $96.2K
|
332K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.51K+ 11.64% |
$87.6K - $93.7K
|
24K
$920K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.46K+ 16.32% |
$86K - $91.9K
|
17.5K
$671K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38K+ 12.37% |
$83.3K - $89.1K
|
21.6K
$828K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.38K+ 12.02% |
$83.1K - $88.8K
|
22.2K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.37K+ 21.41% |
$82.7K - $88.4K
|
13.4K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.33KNew |
$81.4K - $87K
|
2.33K
$89.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.24K+ 41.97% |
$78.3K - $83.7K
|
7.58K
$290K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.14K+ 7.24% |
$74.6K - $79.8K
|
31.6K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2K+ 11.24% |
$69.9K - $74.7K
|
19.8K
$757K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.99K+ 0.75% |
$69.4K - $74.2K
|
267K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 0.32% |
$69.2K - $74K
|
628K
$24M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.94K+ 2.77% |
$67.6K - $72.3K
|
71.8K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.83K+ 10.19% |
$64.1K - $68.5K
|
19.8K
$758K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.82K+ 8.6% |
$63.6K - $68K
|
23K
$879K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.79K+ 7.98% |
$62.5K - $66.8K
|
24.2K
$926K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 3.58% |
$61.4K - $65.6K
|
50.8K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.73K+ 0.83% |
$60.6K - $64.7K
|
211K
$8.06M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.73K+ 27.59% |
$60.5K - $64.6K
|
8K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.73KNew |
$60.3K - $64.4K
|
1.73K
$66K
|