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 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.43K+ 11.39% |
$110K - $136K
|
33.6K
$1.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.1K+ 260.58% |
$834K - $1.03M
|
36.1K
$1.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.28K+ 31.72% |
$201K - $248K
|
26.1K
$1.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
861KNew |
$27.5M - $34M
|
861K
$34.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
465+ 0.14% |
$14.8K - $18.4K
|
341K
$13.7M
|
|
| Q1 2025 | |||||||
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-695- 11.0% |
$24.3K - $26K
|
5.62K
$226K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.55K+ 0.84% |
$159K - $170K
|
547K
$22M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.49M+ 170.64% |
$87.2M - $93.2M
|
3.96M
$159M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.48K+ 78.79% |
$192K - $205K
|
12.4K
$500K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.5K+ 43.64% |
$576K - $615K
|
54.2K
$2.18M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 61.59% |
$580K - $620K
|
43.6K
$1.75M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.14K+ 7.24% |
$74.6K - $79.8K
|
31.6K
$1.27M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
59.9K+ 325.17% |
$2.09M - $2.24M
|
78.3K
$3.15M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
89+ 0.92% |
$3.11K - $3.33K
|
9.74K
$391K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-111- 0.86% |
$3.88K - $4.15K
|
12.7K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
218KNew |
$7.63M - $8.16M
|
218K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.1K+ 30.49% |
$213K - $228K
|
26.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.01M+ 35.9% |
$105M - $112M
|
11.4M
$458M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.7K+ 1.45% |
$199K - $213K
|
398K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.25M+ 26.63% |
$78.7M - $84.1M
|
10.7M
$430M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.5K- 60.6% |
$648K - $693K
|
12.1K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.83K+ 10.19% |
$64.1K - $68.5K
|
19.8K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
235K+ 15.6% |
$8.22M - $8.79M
|
1.74M
$70.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
645K+ 18.54% |
$22.6M - $24.1M
|
4.13M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 10.42% |
$3.69M - $3.95M
|
1.12M
$45M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.33KNew |
$326K - $348K
|
9.33K
$375K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.53% |
$3.01K - $3.21K
|
16.4K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-331K- 88.56% |
$11.6M - $12.4M
|
42.8K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-480- 5.92% |
$16.8K - $17.9K
|
7.63K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
459K+ 60.8% |
$16.1M - $17.2M
|
1.21M
$48.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 5.05% |
$127K - $136K
|
75.5K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50.9K+ 5.29% |
$1.78M - $1.9M
|
1.01M
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
220KNew |
$7.69M - $8.22M
|
220K
$8.84M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-224K- 60.91% |
$7.82M - $8.36M
|
144K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.83KNew |
$239K - $255K
|
6.83K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.4K+ 6.03% |
$1.31M - $1.4M
|
658K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-332K- 70.32% |
$11.6M - $12.4M
|
140K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.5K+ 9.72% |
$3.27M - $3.49M
|
1.06M
$42.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
134K+ 15.62% |
$4.69M - $5.02M
|
994K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.5K+ 135.02% |
$1.31M - $1.4M
|
65.3K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.4K- 92.45% |
$1.06M - $1.14M
|
2.49K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
158K+ 793.06% |
$5.52M - $5.9M
|
178K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.99K- 6.22% |
$69.7K - $74.5K
|
30.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
102K+ 179.24% |
$3.57M - $3.81M
|
159K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2.69K- 11.97% |
$93.9K - $100K
|
19.8K
$794K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137K+ 12.26% |
$4.79M - $5.12M
|
1.25M
$50.4M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.73KNew |
$60.3K - $64.4K
|
1.73K
$69.3K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.73K+ 42.15% |
$95.3K - $102K
|
9.19K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.73K+ 0.83% |
$60.6K - $64.7K
|
211K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.1K+ 6.85% |
$38.3K - $41K
|
17.1K
$688K
|
|