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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
944K+ 195.25% |
$39M - $41M
|
1.43M
$61.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
545KNew |
$22.5M - $23.7M
|
545K
$23.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
320KNew |
$13.2M - $13.9M
|
320K
$13.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
232K+ 2.36% |
$9.57M - $10.1M
|
10.1M
$431M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
199K+ 65.86% |
$8.23M - $8.66M
|
502K
$21.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
116K+ 47.01% |
$4.79M - $5.04M
|
363K
$15.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.2K+ 8.06% |
$3.81M - $4.01M
|
1.24M
$53M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
90.1K+ 43.93% |
$3.72M - $3.92M
|
295K
$12.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.7K+ 4.94% |
$3.54M - $3.72M
|
1.82M
$78M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
64.9K+ 61.97% |
$2.68M - $2.82M
|
170K
$7.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
62.9K+ 3.13% |
$2.6M - $2.73M
|
2.07M
$88.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
61.4K+ 48.5% |
$2.54M - $2.67M
|
188K
$8.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49.6KNew |
$2.05M - $2.15M
|
49.6K
$2.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.7K+ 8.7% |
$2.01M - $2.12M
|
608K
$26.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
47.6K+ 192.02% |
$1.97M - $2.07M
|
72.4K
$3.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
47.1K+ 80.73% |
$1.95M - $2.05M
|
105K
$4.52M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
45.8K+ 54.24% |
$1.89M - $1.99M
|
130K
$5.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
45.1K+ 21.98% |
$1.86M - $1.96M
|
250K
$10.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
40.5K+ 20.45% |
$1.67M - $1.76M
|
238K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
39.7K+ 63.11% |
$1.64M - $1.72M
|
103K
$4.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
38.1K+ 4.92% |
$1.58M - $1.66M
|
813K
$34.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32.2K+ 4.46% |
$1.33M - $1.4M
|
755K
$32.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.5K+ 25.1% |
$1.14M - $1.2M
|
137K
$5.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
26.5K+ 29.33% |
$1.09M - $1.15M
|
117K
$5.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
22.2K+ 130.17% |
$916K - $963K
|
39.2K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
19.5K+ 2.91% |
$808K - $849K
|
691K
$29.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
17.8KNew |
$737K - $775K
|
17.8K
$765K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.8K+ 1220.0% |
$610K - $642K
|
16K
$685K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
14.7K+ 11.47% |
$609K - $640K
|
143K
$6.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
13.3KNew |
$551K - $579K
|
13.3K
$571K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 13.45% |
$518K - $545K
|
106K
$4.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
12.2K+ 5.46% |
$504K - $530K
|
235K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 3.96% |
$471K - $495K
|
299K
$12.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
11.3K+ 45.51% |
$468K - $492K
|
36.2K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 15.41% |
$443K - $466K
|
80.3K
$3.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.7K+ 12.13% |
$443K - $466K
|
99.1K
$4.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.78KNew |
$404K - $425K
|
9.78K
$419K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9.71K+ 5.37% |
$401K - $422K
|
190K
$8.16M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.43KNew |
$348K - $367K
|
8.43K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
7.96KNew |
$329K - $346K
|
7.96K
$341K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
7.75K+ 0.86% |
$320K - $337K
|
913K
$39.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.44KNew |
$308K - $324K
|
7.44K
$319K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.1K+ 1.35% |
$293K - $309K
|
534K
$22.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
6.8K+ 6.95% |
$281K - $296K
|
105K
$4.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.49KNew |
$268K - $282K
|
6.49K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.99K+ 18.08% |
$247K - $260K
|
39.1K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.42K+ 33.53% |
$224K - $235K
|
21.6K
$925K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.14K+ 19.62% |
$212K - $223K
|
31.3K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.12K+ 34.58% |
$211K - $222K
|
19.9K
$854K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.01K+ 3.89% |
$207K - $218K
|
134K
$5.74M
|
|