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 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.92K+ 5.7% |
$93.4K - $115K
|
54.2K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.12K+ 4.73% |
$132K - $163K
|
91.2K
$3.67M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5K+ 7.07% |
$160K - $198K
|
75.8K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.96K+ 48.79% |
$222K - $275K
|
21.2K
$853K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 6.64% |
$378K - $467K
|
190K
$7.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
444K+ 761.74% |
$14.2M - $17.5M
|
503K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.4K+ 6.49% |
$427K - $528K
|
219K
$8.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
15.6K+ 7.66% |
$498K - $616K
|
219K
$8.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-47- 47.0% |
$1.5K - $1.86K
|
53
$2.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
47.5K+ 120.3% |
$1.52M - $1.88M
|
87K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$68.7K - $84.9K
|
2.15K
$86.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
494+ 1.17% |
$15.8K - $19.5K
|
42.6K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.16K- 12.66% |
$68.9K - $85.2K
|
14.9K
$598K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
60.8K+ 9.71% |
$1.94M - $2.4M
|
687K
$27.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-6.41K- 4.43% |
$205K - $253K
|
138K
$5.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.1K+ 5.86% |
$866K - $1.07M
|
490K
$19.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 229.97% |
$677K - $838K
|
30.4K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
518KNew |
$16.5M - $20.5M
|
518K
$20.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
270KNew |
$8.62M - $10.7M
|
270K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-108K- 75.61% |
$3.46M - $4.28M
|
35K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-458- 2.72% |
$14.6K - $18.1K
|
16.4K
$659K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
525+ 6.06% |
$16.8K - $20.7K
|
9.19K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38.1K+ 39.23% |
$1.22M - $1.5M
|
135K
$5.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.4K+ 2.0% |
$1.04M - $1.28M
|
1.65M
$66.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.46K+ 5.7% |
$174K - $216K
|
101K
$4.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11.9KNew |
$380K - $470K
|
11.9K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
94.7KNew |
$3.02M - $3.74M
|
94.7K
$3.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
692+ 9.16% |
$22.1K - $27.3K
|
8.25K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.6KNew |
$1.01M - $1.25M
|
31.6K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.69K+ 8.76% |
$150K - $185K
|
58.2K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.4K- 19.57% |
$1.16M - $1.44M
|
149K
$6.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-894- 0.46% |
$28.5K - $35.3K
|
195K
$7.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-58- 0.73% |
$1.85K - $2.29K
|
7.87K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
161K+ 27.83% |
$5.13M - $6.35M
|
738K
$29.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164KNew |
$5.23M - $6.46M
|
164K
$6.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
97.4K+ 48.18% |
$3.11M - $3.84M
|
299K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$1.43M - $1.77M
|
44.8K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 12.49% |
$131K - $162K
|
37K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.04K- 1.5% |
$33.2K - $41.1K
|
68.6K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.3K+ 5.03% |
$73.6K - $91K
|
48.1K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
537+ 8.46% |
$17.1K - $21.2K
|
6.89K
$277K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.87K+ 14.43% |
$283K - $350K
|
70.4K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.28K+ 9.43% |
$72.9K - $90.2K
|
26.5K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-557K- 4.37% |
$17.8M - $22M
|
12.2M
$490M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
280K+ 140.68% |
$8.95M - $11.1M
|
480K
$19.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$165K - $204K
|
5.16K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
18.8K+ 23.67% |
$601K - $743K
|
98.3K
$3.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17.4K+ 27.47% |
$556K - $688K
|
80.8K
$3.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54.5K+ 603.34% |
$1.74M - $2.15M
|
63.5K
$2.55M
|