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 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.3K+ 12.68% |
$2.44M - $2.57M
|
616K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1MNew |
$600M - $633M
|
17.1M
$615M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
71.3KNew |
$2.51M - $2.65M
|
71.3K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
27.9K+ 5.75% |
$980K - $1.04M
|
513K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.18K+ 24.71% |
$147K - $155K
|
21.1K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124K- 59.45% |
$4.36M - $4.6M
|
84.5K
$3.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 31.32% |
$433K - $458K
|
51.7K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.99K+ 8.59% |
$105K - $111K
|
37.7K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.29KNew |
$151K - $159K
|
4.29K
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.3K+ 19.99% |
$434K - $458K
|
74.1K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.25K+ 11.83% |
$290K - $306K
|
78K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 72.95% |
$39.8M - $42M
|
2.69M
$96.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.32K- 8.65% |
$81.4K - $86K
|
24.5K
$882K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.69K+ 9.89% |
$341K - $360K
|
108K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-94.1K- 15.27% |
$3.31M - $3.49M
|
522K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
236+ 1.02% |
$8.3K - $8.76K
|
23.4K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
200+ 2.74% |
$7.03K - $7.42K
|
7.49K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
31K+ 22.58% |
$1.09M - $1.15M
|
169K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.57K+ 5.98% |
$125K - $132K
|
63.2K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 0.17% |
$1.44K - $1.52K
|
23.6K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
955+ 5.43% |
$33.6K - $35.4K
|
18.6K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.36KNew |
$259K - $273K
|
7.36K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
240KNew |
$8.42M - $8.89M
|
240K
$8.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.7K+ 210.98% |
$515K - $544K
|
21.6K
$779K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.5K+ 15.88% |
$649K - $685K
|
135K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.44K+ 4.43% |
$121K - $128K
|
81.1K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.33K+ 63.12% |
$293K - $309K
|
21.5K
$777K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
270+ 0.52% |
$9.49K - $10K
|
52.3K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83.3K+ 26.47% |
$2.93M - $3.09M
|
398K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 3.42% |
$352K - $372K
|
282K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.55KNew |
$265K - $280K
|
7.55K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.4K- 18.09% |
$295K - $312K
|
38K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.41K+ 51.25% |
$120K - $127K
|
10.1K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16.7K+ 55.97% |
$588K - $621K
|
46.6K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-198- 1.97% |
$6.96K - $7.35K
|
9.83K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.3K- 4.51% |
$1.42M - $1.5M
|
855K
$30.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83.6K+ 27.61% |
$2.94M - $3.1M
|
386K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.76K+ 19.37% |
$203K - $214K
|
35.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
207K+ 25.25% |
$7.27M - $7.68M
|
1.03M
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.8K+ 4.66% |
$1.01M - $1.07M
|
647K
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$46.5K - $49.1K
|
1.32K
$47.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163K+ 17.24% |
$5.74M - $6.06M
|
1.11M
$40M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
287KNew |
$10.1M - $10.6M
|
287K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 5.34% |
$1.23M - $1.3M
|
689K
$24.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
422K+ 39.82% |
$14.8M - $15.7M
|
1.48M
$53.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-88.2K- 21.13% |
$3.1M - $3.27M
|
329K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
656+ 7.55% |
$23.1K - $24.4K
|
9.35K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.97K+ 7.21% |
$105K - $110K
|
44.2K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
683+ 0.59% |
$24K - $25.4K
|
116K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.7KNew |
$306K - $323K
|
8.7K
$314K
|