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 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
43.2K+ 13.23% |
$1.51M - $1.62M
|
370K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
266KNew |
$9.3M - $9.94M
|
266K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 2.99% |
$95.3K - $102K
|
88.6K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
382K+ 8.12% |
$13.4M - $14.3M
|
5.09M
$205M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-195- 0.24% |
$6.82K - $7.29K
|
80.8K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-161K- 25.12% |
$5.61M - $6M
|
478K
$19.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
77.9K+ 360.67% |
$2.72M - $2.91M
|
99.5K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890New |
$31.1K - $33.3K
|
890
$35.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.01K+ 6.13% |
$175K - $187K
|
86.6K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12.4K+ 27.36% |
$432K - $462K
|
57.5K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
146+ 1.39% |
$5.1K - $5.45K
|
10.6K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.15K+ 39.68% |
$250K - $267K
|
25.2K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 5.56% |
$379K - $405K
|
206K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
442+ 0.91% |
$15.4K - $16.5K
|
49.2K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.46KNew |
$296K - $316K
|
8.46K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
43.4K+ 12.14% |
$1.52M - $1.62M
|
401K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.44K- 3.18% |
$85.2K - $91.1K
|
74.3K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.09K+ 23.45% |
$108K - $115K
|
16.3K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.99K+ 0.75% |
$69.4K - $74.2K
|
267K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.93K+ 25.05% |
$242K - $259K
|
34.6K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.8K- 8.25% |
$1.18M - $1.26M
|
375K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 32.1% |
$644K - $689K
|
75.9K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.1K+ 14.73% |
$38.6K - $41.2K
|
8.6K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.13K+ 20.87% |
$249K - $266K
|
41.3K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
574K+ 12.95% |
$20.1M - $21.4M
|
5.01M
$201M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
32K+ 6.24% |
$1.12M - $1.19M
|
545K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.31K+ 15.79% |
$185K - $198K
|
38.9K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-66.7K- 3.35% |
$2.33M - $2.49M
|
1.92M
$77.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
60.6K+ 7.87% |
$2.12M - $2.27M
|
831K
$33.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.82K+ 53.75% |
$308K - $330K
|
25.2K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58KNew |
$55.2K - $59K
|
1.58K
$63.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.89K+ 0.77% |
$241K - $258K
|
907K
$36.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 16.23% |
$460K - $492K
|
94.2K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.1K- 4.46% |
$424K - $453K
|
260K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
341+ 3.44% |
$11.9K - $12.7K
|
10.2K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 4.28% |
$35K - $37.4K
|
24.4K
$980K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.1K+ 3.79% |
$738K - $789K
|
578K
$23.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.75K- 4.48% |
$61.2K - $65.5K
|
37.4K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
877+ 11.35% |
$30.7K - $32.8K
|
8.6K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-42.3K- 32.54% |
$1.48M - $1.58M
|
87.6K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.1K+ 1.8% |
$597K - $638K
|
963K
$38.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552+ 100.36% |
$19.3K - $20.6K
|
1.1K
$44.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
29K+ 12.11% |
$1.01M - $1.08M
|
269K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-547- 1.24% |
$19.1K - $20.4K
|
43.6K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.82KNew |
$203K - $217K
|
5.82K
$234K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
27.5K+ 15.64% |
$960K - $1.03M
|
203K
$8.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 15.72% |
$51.3K - $54.9K
|
7.88K
$317K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-474- 5.45% |
$16.6K - $17.7K
|
8.23K
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
404+ 1.96% |
$14.1K - $15.1K
|
21K
$845K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2+ 0.02% |
$69.9 - $74.7
|
11.7K
$470K
|