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 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331+ 3310.0% |
$11.6K - $12.4K
|
341
$13K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
305New |
$10.7K - $11.4K
|
305
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
300New |
$10.5K - $11.2K
|
300
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
290New |
$10.1K - $10.8K
|
290
$11.1K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
256New |
$8.95K - $9.56K
|
256
$9.79K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
247+ 3.38% |
$8.63K - $9.23K
|
7.56K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
240New |
$8.39K - $8.97K
|
240
$9.18K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
204+ 3.31% |
$7.13K - $7.62K
|
6.38K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
174+ 310.71% |
$6.08K - $6.5K
|
230
$8.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
146+ 1.39% |
$5.1K - $5.45K
|
10.6K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
129+ 0.25% |
$4.51K - $4.82K
|
51.3K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105New |
$3.67K - $3.92K
|
105
$4.02K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
90New |
$3.15K - $3.36K
|
90
$3.44K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
89+ 0.92% |
$3.11K - $3.33K
|
9.74K
$372K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.53% |
$3.01K - $3.21K
|
16.4K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
44+ 0.13% |
$1.54K - $1.64K
|
32.9K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40+ 0.34% |
$1.4K - $1.49K
|
11.7K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 3.25% |
$1.22K - $1.31K
|
1.11K
$42.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.28% |
$1.08K - $1.16K
|
11.3K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
14+ 0.16% |
$489 - $523
|
8.66K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 5.71% |
$140 - $149
|
74
$2.83K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$105 - $112
|
3
$115
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2+ 0.02% |
$69.9 - $74.7
|
11.7K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.03% |
$105 - $112
|
9.83K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-29- 0.36% |
$1.01K - $1.08K
|
7.93K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.16% |
$1.22K - $1.31K
|
21.6K
$827K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-111- 0.86% |
$3.88K - $4.15K
|
12.7K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.0% |
$5.91K - $6.31K
|
16.7K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-195- 0.24% |
$6.82K - $7.29K
|
80.8K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-418- 0.78% |
$14.6K - $15.6K
|
53.4K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-427- 3.93% |
$14.9K - $16K
|
10.4K
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-474- 5.45% |
$16.6K - $17.7K
|
8.23K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-480- 5.92% |
$16.8K - $17.9K
|
7.63K
$292K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-493- 0.69% |
$17.2K - $18.4K
|
70.8K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-547- 1.24% |
$19.1K - $20.4K
|
43.6K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-582- 0.83% |
$20.3K - $21.7K
|
69.6K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-650- 1.71% |
$22.7K - $24.3K
|
37.4K
$1.43M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-695- 11.0% |
$24.3K - $26K
|
5.62K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-775- 0.77% |
$27.1K - $29K
|
99.8K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-868- 18.95% |
$30.3K - $32.4K
|
3.71K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-879- 0.15% |
$30.7K - $32.8K
|
593K
$22.7M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-944- 11.49% |
$33K - $35.3K
|
7.27K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 4.93% |
$36.3K - $38.9K
|
20K
$767K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.05K- 2.52% |
$36.7K - $39.2K
|
40.6K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.1K- 2.24% |
$38.4K - $41K
|
47.8K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 2.18% |
$40.6K - $43.4K
|
52.2K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.2K- 4.87% |
$41.9K - $44.8K
|
23.4K
$897K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.33K- 3.6% |
$46.3K - $49.5K
|
35.5K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.36K- 5.56% |
$47.5K - $50.8K
|
23.1K
$883K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 15.72% |
$51.3K - $54.9K
|
7.88K
$301K
|