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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
137+ 2.27% |
$4.82K - $5.09K
|
6.17K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$54.8K - $57.9K
|
1.56K
$58K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-458K- 10.42% |
$16.1M - $17M
|
3.94M
$147M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-889- 42.93% |
$31.3K - $33K
|
1.18K
$44K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
382KNew |
$13.4M - $14.2M
|
382K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 27.45% |
$733K - $774K
|
96.9K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.4K+ 4.7% |
$822K - $868K
|
521K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
84.3K+ 34.91% |
$2.97M - $3.13M
|
326K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
11.7KNew |
$411K - $434K
|
11.7K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-636- 1.08% |
$22.4K - $23.6K
|
58.1K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
199K+ 29.3% |
$6.98M - $7.37M
|
877K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.31K+ 11.11% |
$187K - $197K
|
53.1K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
259K+ 35.72% |
$9.09M - $9.6M
|
982K
$36.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
203K+ 166.82% |
$7.12M - $7.52M
|
324K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
129KNew |
$4.54M - $4.79M
|
129K
$4.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
28+ 0.2% |
$984 - $1.04K
|
14K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.1K+ 12.78% |
$953K - $1.01M
|
239K
$8.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-384K- 39.51% |
$13.5M - $14.3M
|
588K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.99K+ 15.83% |
$175K - $185K
|
36.5K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
57.5K+ 12.68% |
$2.02M - $2.13M
|
511K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.4K+ 35.74% |
$260K - $275K
|
28.1K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1MNew |
$600M - $633M
|
17.1M
$634M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21K+ 2.85% |
$740K - $781K
|
758K
$28.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
27.7KNew |
$973K - $1.03M
|
27.7K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55.3K+ 6.2% |
$1.94M - $2.05M
|
946K
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
17.5K+ 3.99% |
$614K - $648K
|
455K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 9.57% |
$51.9K - $54.8K
|
16.9K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
16.7K+ 7.24% |
$587K - $620K
|
247K
$9.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.3K+ 12.68% |
$2.44M - $2.57M
|
616K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
71.3KNew |
$2.51M - $2.65M
|
71.3K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
27.9K+ 5.75% |
$980K - $1.04M
|
513K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.18K+ 24.71% |
$147K - $155K
|
21.1K
$784K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.3K+ 19.99% |
$434K - $458K
|
74.1K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124K- 59.45% |
$4.36M - $4.6M
|
84.5K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 31.32% |
$433K - $458K
|
51.7K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.99K+ 8.59% |
$105K - $111K
|
37.7K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.29KNew |
$151K - $159K
|
4.29K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.25K+ 11.83% |
$290K - $306K
|
78K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 72.95% |
$39.8M - $42M
|
2.69M
$99.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.57K+ 5.98% |
$125K - $132K
|
63.2K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.32K- 8.65% |
$81.4K - $86K
|
24.5K
$910K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.69K+ 9.89% |
$341K - $360K
|
108K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-94.1K- 15.27% |
$3.31M - $3.49M
|
522K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
236+ 1.02% |
$8.3K - $8.76K
|
23.4K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
200+ 2.74% |
$7.03K - $7.42K
|
7.49K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
31K+ 22.58% |
$1.09M - $1.15M
|
169K
$6.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 0.17% |
$1.44K - $1.52K
|
23.6K
$879K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
955+ 5.43% |
$33.6K - $35.4K
|
18.6K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.36KNew |
$259K - $273K
|
7.36K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
240KNew |
$8.42M - $8.89M
|
240K
$8.91M
|