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 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 14.51% |
$60.2K - $64.3K
|
13.6K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 21.57% |
$59.7K - $63.8K
|
9.63K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.68K+ 10.57% |
$58.9K - $62.9K
|
17.6K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63KNew |
$57K - $60.9K
|
1.63K
$62.4K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.63K+ 7.73% |
$56.8K - $60.7K
|
22.7K
$867K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58KNew |
$55.2K - $59K
|
1.58K
$60.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 0.79% |
$53.8K - $57.5K
|
196K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 92.95% |
$50.7K - $54.2K
|
3.01K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 6.98% |
$50.6K - $54.1K
|
22.2K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.42K+ 0.38% |
$49.6K - $53K
|
375K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 5.96% |
$49.2K - $52.6K
|
25K
$958K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.39K+ 18.9% |
$48.6K - $52K
|
8.75K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.37K+ 22.98% |
$48K - $51.3K
|
7.35K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.41% |
$45.9K - $49.1K
|
55.8K
$2.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.21K+ 2.95% |
$42.1K - $45.1K
|
42.1K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 6.08% |
$41.7K - $44.5K
|
20.8K
$795K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.19K+ 2.08% |
$41.5K - $44.4K
|
58.3K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 1.73% |
$38.8K - $41.5K
|
65.2K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.1K+ 14.73% |
$38.6K - $41.2K
|
8.6K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.1K+ 6.85% |
$38.3K - $41K
|
17.1K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.05KNew |
$36.7K - $39.2K
|
1.05K
$40.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 4.28% |
$35K - $37.4K
|
24.4K
$933K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
950+ 15.47% |
$33.2K - $35.5K
|
7.09K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890New |
$31.1K - $33.3K
|
890
$34K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
883+ 3.26% |
$30.9K - $33K
|
28K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
877+ 11.35% |
$30.7K - $32.8K
|
8.6K
$329K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
850+ 9.91% |
$29.7K - $31.8K
|
9.43K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
835New |
$29.2K - $31.2K
|
835
$31.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
774New |
$27.1K - $28.9K
|
774
$29.6K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
750+ 7.46% |
$26.2K - $28K
|
10.8K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
740New |
$25.9K - $27.6K
|
740
$28.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
730+ 5.2% |
$25.5K - $27.3K
|
14.8K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
667+ 5.77% |
$23.3K - $24.9K
|
12.2K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
644+ 1.13% |
$22.5K - $24.1K
|
57.7K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
615+ 8.41% |
$21.5K - $23K
|
7.92K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
580+ 0.51% |
$20.3K - $21.7K
|
114K
$4.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552+ 100.36% |
$19.3K - $20.6K
|
1.1K
$42.2K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
511+ 3.13% |
$17.9K - $19.1K
|
16.9K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
473+ 6.71% |
$16.5K - $17.7K
|
7.53K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
442+ 0.91% |
$15.4K - $16.5K
|
49.2K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
440+ 2.8% |
$15.4K - $16.4K
|
16.2K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
439New |
$15.3K - $16.4K
|
439
$16.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
419New |
$14.6K - $15.7K
|
419
$16K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
404+ 1.96% |
$14.1K - $15.1K
|
21K
$804K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
383+ 1.38% |
$13.4K - $14.3K
|
28.2K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
371+ 5.32% |
$13K - $13.9K
|
7.35K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
353+ 0.44% |
$12.3K - $13.2K
|
81.2K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
352+ 1005.71% |
$12.3K - $13.2K
|
387
$14.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
341+ 3.44% |
$11.9K - $12.7K
|
10.2K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
338+ 102.74% |
$11.8K - $12.6K
|
667
$25.5K
|