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 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$722K - $772K
|
20.7K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
30.9K+ 109.36% |
$1.08M - $1.15M
|
59.1K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.9K+ 6.31% |
$136K - $146K
|
65.7K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
23.5K+ 6.48% |
$821K - $878K
|
386K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
90New |
$3.15K - $3.36K
|
90
$3.65K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.19KNew |
$216K - $231K
|
6.19K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.4K+ 7.16% |
$224K - $239K
|
95.9K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.29K- 3.09% |
$80.1K - $85.6K
|
71.8K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.58K+ 4.59% |
$195K - $209K
|
127K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2KNew |
$390K - $417K
|
11.2K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
251KNew |
$8.78M - $9.38M
|
251K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 5.52% |
$209K - $224K
|
114K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.22M+ 19.12% |
$77.6M - $82.9M
|
13.8M
$562M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
581KNew |
$20.3M - $21.7M
|
581K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50.8K+ 65.18% |
$1.78M - $1.9M
|
129K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.85K+ 11.27% |
$239K - $256K
|
67.7K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.86K- 35.9% |
$310K - $331K
|
15.8K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
372K+ 6419.13% |
$13M - $13.9M
|
378K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
352+ 1005.71% |
$12.3K - $13.2K
|
387
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
26.1K+ 43.58% |
$913K - $976K
|
86.1K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
835New |
$29.2K - $31.2K
|
835
$33.9K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-22.3K- 19.61% |
$781K - $835K
|
91.6K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.21KNew |
$217K - $232K
|
6.21K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
883+ 3.26% |
$30.9K - $33K
|
28K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.2K- 4.87% |
$41.9K - $44.8K
|
23.4K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.21K+ 0.63% |
$182K - $195K
|
833K
$33.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-427- 3.93% |
$14.9K - $16K
|
10.4K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.2K- 0.39% |
$498K - $532K
|
3.68M
$150M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.33KNew |
$81.4K - $87K
|
2.33K
$94.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.37K+ 78.53% |
$118K - $126K
|
7.65K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136K+ 21.95% |
$4.74M - $5.06M
|
753K
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40.8K+ 16.34% |
$1.43M - $1.53M
|
291K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.8K+ 180.84% |
$1.32M - $1.41M
|
58.8K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11.1K+ 29.67% |
$387K - $413K
|
48.3K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.71K+ 24.24% |
$130K - $139K
|
19K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.6K+ 1.21% |
$90.9K - $97.2K
|
218K
$8.85M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 14.51% |
$60.2K - $64.3K
|
13.6K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
324K+ 8.82% |
$11.3M - $12.1M
|
4M
$163M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251K+ 51.86% |
$8.77M - $9.38M
|
735K
$29.8M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
644+ 1.13% |
$22.5K - $24.1K
|
57.7K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145KClosed |
$5.06M - $5.41M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.2K+ 42.78% |
$2.98M - $3.18M
|
284K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.82KNew |
$134K - $143K
|
3.82K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
290New |
$10.1K - $10.8K
|
290
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
3.23K+ 17.64% |
$113K - $121K
|
21.6K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.34M+ 14.99% |
$47M - $50.2M
|
10.3M
$419M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.21K+ 49.57% |
$182K - $195K
|
15.7K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
90.5K+ 10.33% |
$3.16M - $3.38M
|
966K
$39.2M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
850+ 9.91% |
$29.7K - $31.8K
|
9.43K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.85K+ 13.52% |
$274K - $293K
|
65.9K
$2.68M
|