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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
292+ 0.6% |
$10.3K - $10.8K
|
48.9K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.64K+ 36.63% |
$198K - $209K
|
21K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.9K+ 66.5% |
$806K - $850K
|
57.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.9K+ 2.03% |
$631K - $666K
|
900K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-160- 2.58% |
$5.63K - $5.94K
|
6.04K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
112KNew |
$3.93M - $4.15M
|
112K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.05K+ 51.89% |
$143K - $150K
|
11.9K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 0.05% |
$246 - $260
|
12.8K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.9KNew |
$1.16M - $1.22M
|
32.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.9K+ 115.08% |
$701K - $740K
|
37.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.66K+ 20.3% |
$129K - $136K
|
21.7K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-38.7K- 9.36% |
$1.36M - $1.44M
|
374K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.73K+ 14.84% |
$131K - $138K
|
28.9K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
594KNew |
$20.9M - $22.1M
|
594K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
363KNew |
$12.8M - $13.5M
|
363K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-117KClosed |
$4.11M - $4.33M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
365K+ 4.56% |
$12.8M - $13.6M
|
8.38M
$302M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.13K- 15.24% |
$39.7K - $41.9K
|
6.27K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43.5K+ 3.89% |
$1.53M - $1.61M
|
1.16M
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.13K+ 9.46% |
$74.9K - $79.1K
|
24.6K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.34K+ 38.05% |
$153K - $161K
|
15.7K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.23K- 1.9% |
$43.2K - $45.6K
|
63.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.01K- 4.9% |
$35.5K - $37.5K
|
19.6K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
195K+ 29.33% |
$6.86M - $7.24M
|
860K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 0.05% |
$2.32K - $2.45K
|
145K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.45K+ 1.13% |
$121K - $128K
|
308K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
93+ 0.93% |
$3.27K - $3.45K
|
10.1K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.66K+ 5.86% |
$93.6K - $98.9K
|
48.1K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-741- 0.68% |
$26.1K - $27.5K
|
108K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.36K- 5.72% |
$47.6K - $50.3K
|
22.3K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
864+ 3.29% |
$30.4K - $32.1K
|
27.1K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-193K- 46.87% |
$6.79M - $7.17M
|
219K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.23K+ 1.53% |
$43.2K - $45.7K
|
81.8K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 1.14% |
$1.86K - $1.97K
|
4.58K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
256KNew |
$9M - $9.5M
|
256K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.2K+ 1.08% |
$147K - $156K
|
392K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.67K+ 2.41% |
$93.7K - $98.9K
|
113K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.98K+ 14.33% |
$69.5K - $73.4K
|
15.8K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
61.8KNew |
$2.17M - $2.29M
|
61.8K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
55.7K+ 13.38% |
$1.96M - $2.07M
|
472K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.61K+ 19.95% |
$56.4K - $59.6K
|
9.65K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
538K+ 7.87% |
$18.9M - $20M
|
7.36M
$266M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
253K+ 1.09% |
$8.91M - $9.41M
|
23.5M
$849M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
43+ 0.45% |
$1.51K - $1.6K
|
9.67K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.26K+ 24.04% |
$79.4K - $83.8K
|
11.6K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-37.8K- 39.86% |
$1.33M - $1.4M
|
57.1K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
960+ 10.42% |
$33.8K - $35.6K
|
10.2K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.5K- 7.91% |
$650K - $686K
|
215K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51M+ 42.25% |
$88.2M - $93.1M
|
8.45M
$305M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
59.9KNew |
$2.11M - $2.23M
|
59.9K
$2.16M
|