Latest Institutional Transactions on Capital Group Divid Value ETF (CGDV)
This table provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.29KNew |
$169K - $209K
|
5.29K
$217K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5.43KNew |
$174K - $215K
|
5.43K
$223K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
261K+ 91.99% |
$8.35M - $10.3M
|
546K
$22.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.96M+ 34.79% |
$126M - $156M
|
15.3M
$629M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59.2K+ 24.64% |
$1.89M - $2.34M
|
299K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-257- 38.53% |
$8.21K - $10.1K
|
410
$16.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 14.5% |
$349K - $432K
|
86.4K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
263+ 1.66% |
$8.4K - $10.4K
|
16.1K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
18K+ 7.17% |
$575K - $711K
|
269K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.99KNew |
$191K - $237K
|
5.99K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.4K+ 5.44% |
$1.83M - $2.27M
|
1.11M
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-281- 3.73% |
$8.97K - $11.1K
|
7.25K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-263K- 45.26% |
$8.39M - $10.4M
|
318K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.2KNew |
$772K - $955K
|
24.2K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
358K+ 11.69% |
$11.4M - $14.1M
|
3.42M
$140M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.26K+ 7.19% |
$296K - $366K
|
138K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-600K- 91.1% |
$19.1M - $23.7M
|
58.6K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-185- 1.45% |
$5.91K - $7.31K
|
12.6K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
13.7K+ 5.03% |
$436K - $540K
|
285K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
12.4KNew |
$397K - $491K
|
12.4K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
74.7KNew |
$2.39M - $2.95M
|
74.7K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
140K+ 53.56% |
$4.46M - $5.51M
|
400K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225K+ 18.52% |
$7.18M - $8.89M
|
1.44M
$59M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
387K+ 269.34% |
$12.4M - $15.3M
|
531K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
472K+ 7.36% |
$15.1M - $18.6M
|
6.88M
$282M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-849- 11.13% |
$27.1K - $33.5K
|
6.78K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.75KNew |
$311K - $385K
|
9.75K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
59.8K+ 5.9% |
$1.91M - $2.36M
|
1.07M
$44M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
103K+ 53.08% |
$3.3M - $4.09M
|
298K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-473K- 37.72% |
$15.1M - $18.7M
|
781K
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
499K+ 12.46% |
$15.9M - $19.7M
|
4.5M
$184M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
204K+ 21.09% |
$6.51M - $8.05M
|
1.17M
$47.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66.4K+ 12.15% |
$2.12M - $2.62M
|
613K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-12.8K- 3.33% |
$410K - $507K
|
373K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21M+ 11.71% |
$38.6M - $47.7M
|
11.5M
$472M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
971+ 1.01% |
$31K - $38.3K
|
96.9K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47M+ 23.09% |
$78.9M - $97.6M
|
13.2M
$540M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
29+ 0.3% |
$926 - $1.15K
|
9.7K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191New |
$6.1K - $7.54K
|
191
$7.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.9K+ 74.06% |
$477K - $590K
|
35.1K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.81K- 6.08% |
$154K - $190K
|
74.3K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2M+ 11.52% |
$63.9M - $79M
|
19.4M
$793M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
38+ 42.22% |
$1.21K - $1.5K
|
128
$5.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
29.9K+ 6.61% |
$956K - $1.18M
|
483K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
169K+ 193.15% |
$5.4M - $6.68M
|
257K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
661K+ 17.95% |
$21.1M - $26.1M
|
4.34M
$178M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
30.1KNew |
$961K - $1.19M
|
30.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.8K+ 59.62% |
$346K - $428K
|
29K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-429- 4.55% |
$13.7K - $16.9K
|
9K
$369K
|