Latest Institutional Purchases of Capital Group Divid Value ETF (CGDV)
This list provides information on the latest institutional transactions involving Capital Group Divid Value ETF (CGDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73M+ 22.69% |
$385M - $411M
|
52.6M
$2.25B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.88M+ 51.36% |
$312M - $333M
|
23.2M
$996M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77M+ 14.32% |
$110M - $117M
|
22.1M
$949M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69M+ 20.4% |
$106M - $113M
|
15.9M
$680M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47M+ 20.81% |
$97.7M - $104M
|
14.3M
$614M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21M+ 39.11% |
$87.4M - $93.2M
|
7.85M
$337M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06M+ 17.92% |
$81.7M - $87.1M
|
13.6M
$582M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.69MNew |
$66.9M - $71.3M
|
1.69M
$72.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.39M+ 465.45% |
$55.1M - $58.7M
|
1.69M
$72.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 20.19% |
$55M - $58.7M
|
8.27M
$355M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 8.91% |
$54.1M - $57.6M
|
16.7M
$716M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28M+ 19.1% |
$50.7M - $54.1M
|
7.99M
$343M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09M+ 11.08% |
$43.3M - $46.1M
|
11M
$470M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
839K+ 494.48% |
$33.2M - $35.4M
|
1.01M
$43.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
780K+ 8.99% |
$30.9M - $32.9M
|
9.46M
$406M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668K+ 4.0% |
$26.5M - $28.2M
|
17.4M
$746M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
495K+ 8.55% |
$19.6M - $20.9M
|
6.28M
$269M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
446KNew |
$17.6M - $18.8M
|
446K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
442K+ 12.9% |
$17.5M - $18.6M
|
3.86M
$166M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
392K+ 23.18% |
$15.5M - $16.5M
|
2.08M
$89.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369K+ 298.37% |
$14.6M - $15.6M
|
493K
$21.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
351K+ 15.05% |
$13.9M - $14.8M
|
2.69M
$115M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
351K+ 1461.61% |
$13.9M - $14.8M
|
375K
$16.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
281K+ 32.62% |
$11.1M - $11.9M
|
1.14M
$49.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
271K+ 49.69% |
$10.7M - $11.4M
|
817K
$35M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
258K+ 8.94% |
$10.2M - $10.9M
|
3.14M
$135M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
249K+ 44.07% |
$9.87M - $10.5M
|
815K
$34.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
249KNew |
$9.85M - $10.5M
|
249K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
249KNew |
$9.85M - $10.5M
|
249K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
247K+ 91.81% |
$9.78M - $10.4M
|
516K
$22.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
244K+ 32.22% |
$9.65M - $10.3M
|
1M
$42.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
243K+ 15.56% |
$9.62M - $10.3M
|
1.81M
$77.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
231K+ 19.74% |
$9.14M - $9.75M
|
1.4M
$60.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
214K+ 164.77% |
$8.49M - $9.05M
|
345K
$14.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
184K+ 1051.89% |
$7.29M - $7.77M
|
202K
$8.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
175K+ 84.7% |
$6.92M - $7.38M
|
381K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
174K+ 302.9% |
$6.9M - $7.35M
|
232K
$9.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
172KNew |
$6.83M - $7.28M
|
172K
$7.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
167K+ 11.62% |
$6.62M - $7.06M
|
1.61M
$68.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
158K+ 28.74% |
$6.27M - $6.68M
|
709K
$30.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
155K+ 2.94% |
$6.14M - $6.54M
|
5.43M
$233M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155KNew |
$6.12M - $6.53M
|
155K
$6.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
142K+ 1443.57% |
$5.62M - $5.99M
|
152K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137K+ 27.3% |
$5.42M - $5.78M
|
638K
$27.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
134KNew |
$5.32M - $5.67M
|
134K
$5.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
132KNew |
$5.23M - $5.58M
|
132K
$5.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
131K+ 150.05% |
$5.17M - $5.51M
|
218K
$9.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
127KNew |
$5.01M - $5.35M
|
127K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114K+ 9.51% |
$4.52M - $4.82M
|
1.31M
$56.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
113K+ 10.51% |
$4.46M - $4.76M
|
1.19M
$50.8M
|
|