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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18K+ 2.29% |
$37.5K - $46.4K
|
52.6K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
16.5K+ 6.89% |
$528K - $653K
|
257K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.1K+ 2.35% |
$353K - $437K
|
482K
$19.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 0.16% |
$287 - $355
|
5.66K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.2K+ 9.83% |
$1.19M - $1.47M
|
415K
$16.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.9K+ 21.83% |
$475K - $587K
|
83K
$3.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
66.2K+ 22.11% |
$2.11M - $2.61M
|
365K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
322+ 26.83% |
$10.3K - $12.7K
|
1.52K
$61.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25.3K- 59.03% |
$807K - $998K
|
17.5K
$712K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.09K+ 54.32% |
$131K - $162K
|
11.6K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
177KNew |
$5.64M - $6.97M
|
177K
$7.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.82K+ 2.8% |
$89.9K - $111K
|
103K
$4.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-589- 2.55% |
$18.8K - $23.3K
|
22.5K
$914K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.39K- 9.56% |
$108K - $134K
|
32.1K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
46.8K+ 5.64% |
$1.5M - $1.85M
|
878K
$35.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.17K+ 5.87% |
$197K - $244K
|
111K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7.62K- 27.06% |
$243K - $301K
|
20.5K
$834K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
917+ 2.45% |
$29.3K - $36.2K
|
38.3K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4K+ 21.01% |
$1.8M - $2.23M
|
325K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.4K+ 97.85% |
$1.32M - $1.63M
|
83.7K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
180K+ 3.53% |
$5.74M - $7.1M
|
5.27M
$214M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.03K+ 13.64% |
$33K - $40.8K
|
8.62K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11- 0.03% |
$351 - $434
|
31.6K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.21K+ 1.59% |
$38.5K - $47.6K
|
77.1K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-24.6K- 6.7% |
$786K - $973K
|
343K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.64K- 42.05% |
$180K - $223K
|
7.78K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
13.7K+ 129.97% |
$437K - $541K
|
24.2K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
23.6K+ 4.33% |
$752K - $930K
|
568K
$23.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.56K- 25.91% |
$146K - $180K
|
13.1K
$530K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 6.78% |
$355K - $439K
|
175K
$7.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170New |
$5.43K - $6.71K
|
170
$6.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
115K+ 139.14% |
$3.67M - $4.54M
|
198K
$8.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
326K+ 60.79% |
$10.4M - $12.9M
|
863K
$35M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.5K+ 45.54% |
$334K - $413K
|
33.5K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
18.9K+ 10.7% |
$604K - $746K
|
196K
$7.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.07K+ 10.35% |
$97.9K - $121K
|
32.7K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 34.57% |
$708K - $875K
|
86.3K
$3.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.03K- 2.24% |
$32.8K - $40.6K
|
44.8K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
595+ 1.12% |
$19K - $23.5K
|
54K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22.6K+ 6.11% |
$722K - $893K
|
393K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
71.1K+ 31.24% |
$2.27M - $2.81M
|
299K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.03K+ 12.19% |
$161K - $199K
|
46.3K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.65K- 8.44% |
$117K - $144K
|
39.6K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7K- 76.11% |
$223K - $276K
|
2.2K
$89.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.44K+ 2.01% |
$46K - $56.9K
|
73.1K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
658+ 6.42% |
$21K - $26K
|
10.9K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.78K+ 11.66% |
$216K - $268K
|
64.9K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
330K+ 125.64% |
$10.5M - $13M
|
593K
$24.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-730- 4.26% |
$23.3K - $28.8K
|
16.4K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 6.16% |
$48K - $59.4K
|
25.9K
$1.05M
|