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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.41K+ 4.74% |
$84.9K - $89.6K
|
53.4K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40.4KNew |
$1.42M - $1.5M
|
40.4K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.53K- 1.86% |
$53.8K - $56.8K
|
80.8K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.9% |
$246 - $260
|
781
$29.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.7K+ 15.97% |
$800K - $844K
|
165K
$6.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.5K+ 31.09% |
$371K - $391K
|
44.4K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.91K+ 16.99% |
$67.3K - $71K
|
13.2K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7KNew |
$246K - $260K
|
7K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.9K+ 15.3% |
$1.61M - $1.7M
|
346K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.96K+ 20.39% |
$139K - $147K
|
23.4K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
58KNew |
$2.04M - $2.15M
|
58K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.08K+ 5.01% |
$38.1K - $40.2K
|
22.7K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
464+ 0.46% |
$16.3K - $17.2K
|
101K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
126K+ 62.82% |
$4.43M - $4.68M
|
327K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.65KNew |
$128K - $135K
|
3.65K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.14K- 3.34% |
$251K - $265K
|
207K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.5K+ 14.57% |
$1.95M - $2.06M
|
436K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.2KNew |
$744K - $786K
|
21.2K
$787K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 1.35% |
$67.7K - $71.5K
|
140K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
389K+ 9.0% |
$13.7M - $14.4M
|
4.71M
$175M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28+ 0.5% |
$984 - $1.04K
|
5.65K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.35K- 3.26% |
$82.7K - $87.3K
|
69.9K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
449+ 0.83% |
$15.8K - $16.7K
|
54.4K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.5K+ 88.75% |
$861K - $909K
|
52.1K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.28K+ 42.53% |
$151K - $159K
|
14.3K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 0.9% |
$85.9K - $90.6K
|
272K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
36.7K+ 81.82% |
$1.29M - $1.36M
|
81.6K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.22K+ 1.91% |
$113K - $120K
|
172K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15K+ 27.39% |
$40.4K - $42.6K
|
5.34K
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
538+ 8.59% |
$18.9K - $20K
|
6.8K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-118- 0.04% |
$4.15K - $4.38K
|
265K
$9.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 5.34% |
$37K - $39.1K
|
20.8K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
128K+ 47.95% |
$4.51M - $4.76M
|
396K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-6.46K- 7.77% |
$227K - $240K
|
76.8K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
123K+ 225.96% |
$4.33M - $4.57M
|
178K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.13K+ 0.49% |
$110K - $116K
|
639K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.51K+ 11.42% |
$264K - $279K
|
73.3K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.96K+ 11.44% |
$68.8K - $72.6K
|
19.1K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.4K- 54.01% |
$471K - $497K
|
11.4K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
34.5K+ 150.52% |
$1.21M - $1.28M
|
57.4K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
43.1K+ 530.27% |
$1.51M - $1.6M
|
51.2K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.2K+ 13.33% |
$2.08M - $2.2M
|
503K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.03K+ 9.5% |
$247K - $261K
|
81K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.7K+ 7.28% |
$621K - $656K
|
260K
$9.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 14.53% |
$118K - $125K
|
26.5K
$986K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.92K+ 8.69% |
$243K - $257K
|
86.5K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.33K+ 3.74% |
$46.7K - $49.3K
|
36.8K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.22K+ 5.48% |
$254K - $268K
|
139K
$5.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
168+ 1.63% |
$5.91K - $6.24K
|
10.5K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.2K- 99.88% |
$1.7M - $1.79M
|
58
$2.16K
|