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 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40+ 0.34% |
$1.4K - $1.49K
|
11.7K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
338+ 102.74% |
$11.8K - $12.6K
|
667
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.5K+ 11.58% |
$682K - $729K
|
188K
$7.56M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31K+ 7.04% |
$1.08M - $1.16M
|
471K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22M+ 15.16% |
$42.7M - $45.7M
|
9.29M
$373M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 92.95% |
$50.7K - $54.2K
|
3.01K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
60.6K+ 69.98% |
$2.12M - $2.27M
|
147K
$5.92M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203K+ 23.74% |
$7.09M - $7.58M
|
1.06M
$42.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-879- 0.15% |
$30.7K - $32.8K
|
593K
$23.8M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-70.7K- 24.65% |
$2.47M - $2.64M
|
216K
$8.68M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331+ 3310.0% |
$11.6K - $12.4K
|
341
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.0% |
$5.91K - $6.31K
|
16.7K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.4KNew |
$468K - $500K
|
13.4K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.87K- 4.01% |
$205K - $219K
|
141K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.36K- 5.56% |
$47.5K - $50.8K
|
23.1K
$928K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.42K+ 0.38% |
$49.6K - $53K
|
375K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32.4K+ 9.94% |
$1.13M - $1.21M
|
358K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 5.71% |
$140 - $149
|
74
$2.97K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201K+ 335.11% |
$7.01M - $7.5M
|
261K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-418- 0.78% |
$14.6K - $15.6K
|
53.4K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105New |
$3.67K - $3.92K
|
105
$4.22K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.47KNew |
$226K - $242K
|
6.47K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.7K+ 18.07% |
$2.64M - $2.83M
|
494K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
225KNew |
$7.85M - $8.39M
|
225K
$9.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
53.3K+ 103.21% |
$1.86M - $1.99M
|
105K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.4K+ 22.21% |
$433K - $463K
|
68.1K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.03K+ 48.51% |
$141K - $151K
|
12.4K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
750+ 7.46% |
$26.2K - $28K
|
10.8K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 49.26% |
$451K - $482K
|
39.1K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
183K+ 318.63% |
$6.39M - $6.83M
|
240K
$9.65M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.47M+ 33.97% |
$261M - $279M
|
29.5M
$1.18B
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-233K- 81.15% |
$8.13M - $8.69M
|
54.1K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.73K+ 27.59% |
$60.5K - $64.6K
|
8K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.26KNew |
$219K - $234K
|
6.26K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.64K+ 17.34% |
$337K - $360K
|
65.2K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.1KNew |
$387K - $414K
|
11.1K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
107KNew |
$3.72M - $3.98M
|
107K
$4.28M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.51K+ 11.64% |
$87.6K - $93.7K
|
24K
$966K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65.7K+ 15.79% |
$2.3M - $2.45M
|
482K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.82K+ 8.6% |
$63.6K - $68K
|
23K
$924K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8KNew |
$481K - $515K
|
13.8K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
114KNew |
$3.98M - $4.26M
|
114K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.34K- 1.67% |
$81.7K - $87.4K
|
138K
$5.55M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-5.62K- 1.4% |
$196K - $210K
|
396K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
48.1K+ 27.12% |
$1.68M - $1.8M
|
226K
$9.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98.7K+ 11.26% |
$3.45M - $3.69M
|
975K
$39.2M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.51K- 37.45% |
$297K - $318K
|
14.2K
$571K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
38.1K+ 5.03% |
$1.33M - $1.42M
|
796K
$32M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.79KNew |
$342K - $366K
|
9.79K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7K+ 18.26% |
$339K - $362K
|
62.8K
$2.52M
|