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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
7.41K+ 3.18% |
$259K - $277K
|
240K
$9.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14.8K+ 9.76% |
$518K - $554K
|
167K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
52.4K+ 136.08% |
$1.83M - $1.96M
|
90.9K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.2KNew |
$705K - $754K
|
20.2K
$811K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.75K+ 54.77% |
$271K - $289K
|
21.9K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.65K+ 20.03% |
$267K - $286K
|
45.9K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-650- 1.71% |
$22.7K - $24.3K
|
37.4K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11.5K+ 6.97% |
$402K - $430K
|
177K
$7.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 6.98% |
$50.6K - $54.1K
|
22.2K
$893K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
72.5K+ 380.65% |
$2.54M - $2.71M
|
91.6K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 1.73% |
$38.8K - $41.5K
|
65.2K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.16% |
$1.22K - $1.31K
|
21.6K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19K+ 14.72% |
$664K - $710K
|
148K
$5.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.37K+ 22.98% |
$48K - $51.3K
|
7.35K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
140K+ 35.27% |
$4.91M - $5.24M
|
538K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.79K+ 9.79% |
$272K - $291K
|
87.3K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.72KNew |
$235K - $251K
|
6.72K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
132K+ 12.85% |
$4.61M - $4.92M
|
1.16M
$46.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77.7K+ 15.44% |
$2.72M - $2.9M
|
581K
$23.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.4K+ 38.4% |
$1.48M - $1.58M
|
153K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.05K- 2.52% |
$36.7K - $39.2K
|
40.6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16.7K+ 11.32% |
$583K - $623K
|
164K
$6.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.07M+ 36.56% |
$142M - $152M
|
15.2M
$611M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33.2K+ 8.21% |
$1.16M - $1.24M
|
437K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
11K+ 153.41% |
$384K - $411K
|
18.2K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.5KNew |
$1.31M - $1.4M
|
37.5K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
615+ 8.41% |
$21.5K - $23K
|
7.92K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.83K+ 20.69% |
$344K - $367K
|
57.4K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 4.93% |
$36.3K - $38.9K
|
20K
$805K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99K+ 47.91% |
$3.46M - $3.7M
|
306K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
419New |
$14.6K - $15.7K
|
419
$16.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.38K+ 12.8% |
$328K - $350K
|
82.7K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39K+ 34.9% |
$1.36M - $1.46M
|
151K
$6.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.96K+ 2.54% |
$103K - $110K
|
119K
$4.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24.2K+ 35.22% |
$847K - $905K
|
93K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.67K- 1.84% |
$198K - $212K
|
302K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
177K+ 38.98% |
$6.2M - $6.62M
|
632K
$25.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.8K+ 117.02% |
$2.37M - $2.53M
|
126K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
18K+ 5.15% |
$629K - $673K
|
368K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90.9K+ 105.45% |
$3.18M - $3.4M
|
177K
$7.11M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86M+ 738.97% |
$99.8M - $107M
|
3.24M
$130M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.8K+ 13.89% |
$937K - $1M
|
220K
$8.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
22.8K+ 79.59% |
$796K - $851K
|
51.4K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.1K+ 8.15% |
$912K - $975K
|
346K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.92K+ 151.67% |
$207K - $221K
|
9.82K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.24K+ 41.97% |
$78.3K - $83.7K
|
7.58K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.45K+ 3.19% |
$120K - $129K
|
112K
$4.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.7K+ 17.26% |
$827K - $884K
|
161K
$6.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
353+ 0.44% |
$12.3K - $13.2K
|
81.2K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14K+ 16.13% |
$488K - $521K
|
100K
$4.04M
|