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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67M+ 19.8% |
$58.5M - $62.5M
|
10.1M
$407M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
466K+ 31.43% |
$16.3M - $17.4M
|
1.95M
$78.2M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
950+ 15.47% |
$33.2K - $35.5K
|
7.09K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 128.07% |
$2.58M - $2.76M
|
131K
$5.28M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$399K - $426K
|
11.4K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.6K+ 11.45% |
$1.38M - $1.48M
|
385K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
256New |
$8.95K - $9.56K
|
256
$10.3K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 3.58% |
$61.4K - $65.6K
|
50.8K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123K+ 1063.67% |
$4.31M - $4.61M
|
135K
$5.43M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
37.9K+ 39.08% |
$1.32M - $1.41M
|
135K
$5.41M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13.1K+ 28.18% |
$459K - $491K
|
59.8K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
227K+ 23.06% |
$7.92M - $8.46M
|
1.21M
$48.6M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.46K- 0.16% |
$121K - $129K
|
2.14M
$85.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
355K+ 1516.6% |
$12.4M - $13.3M
|
378K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
204+ 3.31% |
$7.13K - $7.62K
|
6.38K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.9K+ 42.27% |
$415K - $444K
|
40K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.91K- 65.34% |
$172K - $183K
|
2.61K
$105K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.03% |
$105 - $112
|
9.83K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 28.38% |
$143K - $153K
|
18.5K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.33K- 3.6% |
$46.3K - $49.5K
|
35.5K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 2.18% |
$40.6K - $43.4K
|
52.2K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16.8K+ 47.24% |
$586K - $627K
|
52.3K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
24.2K+ 9.79% |
$846K - $905K
|
272K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
116K+ 22.78% |
$4.07M - $4.35M
|
627K
$25.2M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
10.1K+ 15.8% |
$351K - $376K
|
73.7K
$2.96M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
608K+ 116.46% |
$21.3M - $22.7M
|
1.13M
$45.4M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
84.3K+ 70.8% |
$2.95M - $3.15M
|
203K
$8.17M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
55.3K+ 17.05% |
$1.93M - $2.06M
|
379K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.86K+ 97.99% |
$240K - $256K
|
13.9K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
300New |
$10.5K - $11.2K
|
300
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
47KNew |
$1.64M - $1.76M
|
47K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.58K+ 16.28% |
$230K - $246K
|
47K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.5KNew |
$227K - $243K
|
6.5K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
774New |
$27.1K - $28.9K
|
774
$31.1K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.14K+ 14.49% |
$110K - $117K
|
24.8K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.85K+ 9.26% |
$205K - $219K
|
69K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.86KNew |
$345K - $368K
|
9.86K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 3.87% |
$382K - $409K
|
271K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 3.25% |
$1.22K - $1.31K
|
1.11K
$44.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1M+ 89.28% |
$38.4M - $41M
|
2.33M
$93.5M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-944- 11.49% |
$33K - $35.3K
|
7.27K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.01KNew |
$210K - $224K
|
6.01K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-775- 0.77% |
$27.1K - $29K
|
99.8K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 1.79% |
$90.2K - $96.5K
|
147K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 0.32% |
$69.2K - $74K
|
628K
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.67K+ 46.49% |
$233K - $249K
|
21K
$844K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.52K- 3.43% |
$53.3K - $56.9K
|
42.9K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.94K+ 2.77% |
$67.6K - $72.3K
|
71.8K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 26.53% |
$483K - $516K
|
65.9K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.41% |
$45.9K - $49.1K
|
55.8K
$2.24M
|