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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.63K+ 7.73% |
$56.8K - $60.7K
|
22.7K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.21K+ 49.57% |
$182K - $195K
|
15.7K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
90.5K+ 10.33% |
$3.16M - $3.38M
|
966K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
850+ 9.91% |
$29.7K - $31.8K
|
9.43K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.85K+ 13.52% |
$274K - $293K
|
65.9K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19.8K+ 23.92% |
$692K - $739K
|
103K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.8K+ 51.52% |
$762K - $814K
|
64.1K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.9K+ 4.52% |
$973K - $1.04M
|
644K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.2K+ 42.78% |
$2.98M - $3.18M
|
284K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 4.69% |
$366K - $391K
|
234K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
21.6K+ 74.94% |
$756K - $808K
|
50.5K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
9.38K+ 6.58% |
$328K - $350K
|
152K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
136KNew |
$4.75M - $5.08M
|
136K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502K+ 19.56% |
$17.5M - $18.7M
|
3.06M
$123M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 5.96% |
$49.2K - $52.6K
|
25K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38K+ 12.37% |
$83.3K - $89.1K
|
21.6K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
407K+ 6.78% |
$14.2M - $15.2M
|
6.41M
$258M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77.2K+ 6.64% |
$2.7M - $2.88M
|
1.24M
$49.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
302K+ 1.77% |
$10.6M - $11.3M
|
17.4M
$697M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$4.68M - $5M
|
134K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.85K+ 21.55% |
$135K - $144K
|
21.7K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
195KNew |
$6.81M - $7.28M
|
195K
$7.83M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.96K+ 1.65% |
$138K - $148K
|
243K
$9.77M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
440+ 2.8% |
$15.4K - $16.4K
|
16.2K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
45.2K+ 36.13% |
$1.58M - $1.69M
|
170K
$6.85M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.28K+ 31.17% |
$115K - $123K
|
13.8K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
858K+ 11.64% |
$30M - $32M
|
8.22M
$330M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
182K+ 0.77% |
$6.35M - $6.79M
|
23.7M
$953M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.37K+ 21.41% |
$82.7K - $88.4K
|
13.4K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
305New |
$10.7K - $11.4K
|
305
$12.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.7K- 7.64% |
$583K - $624K
|
202K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
473+ 6.71% |
$16.5K - $17.7K
|
7.53K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-325K- 55.29% |
$11.4M - $12.1M
|
263K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.27K+ 96.33% |
$254K - $272K
|
14.8K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 6.08% |
$41.7K - $44.5K
|
20.8K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
240New |
$8.39K - $8.97K
|
240
$9.64K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
108K+ 16.84% |
$3.77M - $4.03M
|
748K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.7K+ 28.46% |
$478K - $511K
|
61.8K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.8K- 5.42% |
$413K - $442K
|
206K
$8.29M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
383+ 1.38% |
$13.4K - $14.3K
|
28.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.46K+ 16.32% |
$86K - $91.9K
|
17.5K
$705K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.97M+ 378.6% |
$68.9M - $73.7M
|
2.49M
$100M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.41K+ 3.31% |
$119K - $128K
|
106K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
174+ 310.71% |
$6.08K - $6.5K
|
230
$9.24K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
580+ 0.51% |
$20.3K - $21.7K
|
114K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.74K- 3.35% |
$95.8K - $102K
|
79.1K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
740New |
$25.9K - $27.6K
|
740
$29.7K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.13K+ 6.38% |
$214K - $229K
|
102K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
6.06KNew |
$212K - $226K
|
6.06K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.1K- 2.24% |
$38.4K - $41K
|
47.8K
$1.92M
|