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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.87K- 4.01% |
$205K - $219K
|
141K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.42K+ 0.38% |
$49.6K - $53K
|
375K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32.4K+ 9.94% |
$1.13M - $1.21M
|
358K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 5.71% |
$140 - $149
|
74
$3.01K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201K+ 335.11% |
$7.01M - $7.5M
|
261K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105New |
$3.67K - $3.92K
|
105
$4.26K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.47KNew |
$226K - $242K
|
6.47K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.7K+ 18.07% |
$2.64M - $2.83M
|
494K
$20.1M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 49.26% |
$451K - $482K
|
39.1K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
750+ 7.46% |
$26.2K - $28K
|
10.8K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.03K+ 48.51% |
$141K - $151K
|
12.4K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
225KNew |
$7.85M - $8.39M
|
225K
$9.12M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
183K+ 318.63% |
$6.39M - $6.83M
|
240K
$9.75M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.73K+ 27.59% |
$60.5K - $64.6K
|
8K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-233K- 81.15% |
$8.13M - $8.69M
|
54.1K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.26KNew |
$219K - $234K
|
6.26K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.64K+ 17.34% |
$337K - $360K
|
65.2K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.1KNew |
$387K - $414K
|
11.1K
$450K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
107KNew |
$3.72M - $3.98M
|
107K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.47M+ 33.97% |
$261M - $279M
|
29.5M
$1.2B
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
38.1K+ 5.03% |
$1.33M - $1.42M
|
796K
$32.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98.7K+ 11.26% |
$3.45M - $3.69M
|
975K
$39.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.34K- 1.67% |
$81.7K - $87.4K
|
138K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
114KNew |
$3.98M - $4.26M
|
114K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8KNew |
$481K - $515K
|
13.8K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65.7K+ 15.79% |
$2.3M - $2.45M
|
482K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.51K+ 11.64% |
$87.6K - $93.7K
|
24K
$976K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-5.62K- 1.4% |
$196K - $210K
|
396K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67M+ 19.8% |
$58.5M - $62.5M
|
10.1M
$411M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7K+ 18.26% |
$339K - $362K
|
62.8K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.79KNew |
$342K - $366K
|
9.79K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$399K - $426K
|
11.4K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 128.07% |
$2.58M - $2.76M
|
131K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
950+ 15.47% |
$33.2K - $35.5K
|
7.09K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
466K+ 31.43% |
$16.3M - $17.4M
|
1.95M
$79.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.6K+ 11.45% |
$1.38M - $1.48M
|
385K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
256New |
$8.95K - $9.56K
|
256
$10.4K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 3.58% |
$61.4K - $65.6K
|
50.8K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
37.9K+ 39.08% |
$1.32M - $1.41M
|
135K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13.1K+ 28.18% |
$459K - $491K
|
59.8K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
227K+ 23.06% |
$7.92M - $8.46M
|
1.21M
$49.1M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.46K- 0.16% |
$121K - $129K
|
2.14M
$86.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123K+ 1063.67% |
$4.31M - $4.61M
|
135K
$5.48M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
204+ 3.31% |
$7.13K - $7.62K
|
6.38K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.9K+ 42.27% |
$415K - $444K
|
40K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.91K- 65.34% |
$172K - $183K
|
2.61K
$106K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.03% |
$105 - $112
|
9.83K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 28.38% |
$143K - $153K
|
18.5K
$750K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 2.18% |
$40.6K - $43.4K
|
52.2K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16.8K+ 47.24% |
$586K - $627K
|
52.3K
$2.12M
|