Purchases and Sales Made in Q2 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
861KNew |
$27.5M - $34M
|
861K
$35.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
559K+ 49.46% |
$17.9M - $22.1M
|
1.69M
$69.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
518KNew |
$16.5M - $20.5M
|
518K
$21.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
444K+ 761.74% |
$14.2M - $17.5M
|
503K
$20.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
380KNew |
$12.1M - $15M
|
380K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
343K+ 17.21% |
$10.9M - $13.5M
|
2.33M
$96.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
330K+ 125.64% |
$10.5M - $13M
|
593K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
326K+ 60.79% |
$10.4M - $12.9M
|
863K
$35.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
280K+ 140.68% |
$8.95M - $11.1M
|
480K
$19.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
270KNew |
$8.62M - $10.7M
|
270K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
197K+ 1993.95% |
$6.28M - $7.76M
|
206K
$8.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
180K+ 3.53% |
$5.74M - $7.1M
|
5.27M
$217M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
177KNew |
$5.64M - $6.97M
|
177K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164KNew |
$5.23M - $6.46M
|
164K
$6.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
161K+ 27.83% |
$5.13M - $6.35M
|
738K
$30.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118K+ 106.26% |
$3.77M - $4.67M
|
229K
$9.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
115K+ 139.14% |
$3.67M - $4.54M
|
198K
$8.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
114KNew |
$3.65M - $4.51M
|
114K
$4.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
97.5K+ 18.12% |
$3.11M - $3.85M
|
636K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
97.4K+ 48.18% |
$3.11M - $3.84M
|
299K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
94.7KNew |
$3.02M - $3.74M
|
94.7K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
73.6K+ 58.24% |
$2.35M - $2.91M
|
200K
$8.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
71.1K+ 31.24% |
$2.27M - $2.81M
|
299K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
66.2K+ 22.11% |
$2.11M - $2.61M
|
365K
$15.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
60.8K+ 9.71% |
$1.94M - $2.4M
|
687K
$28.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4K+ 21.01% |
$1.8M - $2.23M
|
325K
$13.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54.5K+ 603.34% |
$1.74M - $2.15M
|
63.5K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
47.5K+ 120.3% |
$1.52M - $1.88M
|
87K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
46.8K+ 5.64% |
$1.5M - $1.85M
|
878K
$36.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
46.8K+ 2.43% |
$1.49M - $1.85M
|
1.97M
$81.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$1.43M - $1.77M
|
44.8K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44.6K+ 7.45% |
$1.42M - $1.76M
|
643K
$26.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.9K+ 645.74% |
$1.34M - $1.66M
|
48.4K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.4K+ 97.85% |
$1.32M - $1.63M
|
83.7K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38.1K+ 39.23% |
$1.22M - $1.5M
|
135K
$5.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
37.3K+ 140.73% |
$1.19M - $1.47M
|
63.8K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.2K+ 9.83% |
$1.19M - $1.47M
|
415K
$17.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
33.2K+ 16.33% |
$1.06M - $1.31M
|
236K
$9.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.4K+ 2.0% |
$1.04M - $1.28M
|
1.65M
$68.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.6KNew |
$1.01M - $1.25M
|
31.6K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
30.2KNew |
$964K - $1.19M
|
30.2K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
28.2K+ 12.49% |
$900K - $1.11M
|
254K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.1K+ 5.86% |
$866K - $1.07M
|
490K
$20.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.1K+ 260.58% |
$834K - $1.03M
|
36.1K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
23.6K+ 4.33% |
$752K - $930K
|
568K
$23.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22.6K+ 6.11% |
$722K - $893K
|
393K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 34.57% |
$708K - $875K
|
86.3K
$3.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
21.7K+ 21.24% |
$693K - $857K
|
124K
$5.11M
|