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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.92M+ 17.73% |
$67.1M - $71.7M
|
12.7M
$452M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
182K+ 607.47% |
$6.35M - $6.79M
|
212K
$7.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
129K+ 121.37% |
$4.5M - $4.81M
|
235K
$8.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100K+ 386.81% |
$3.51M - $3.75M
|
126K
$4.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
88.6K+ 40.48% |
$3.1M - $3.31M
|
308K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
66.8K+ 13.08% |
$2.33M - $2.49M
|
577K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61.4K+ 105903.45% |
$2.15M - $2.29M
|
61.5K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57.4K+ 17.88% |
$2.01M - $2.15M
|
379K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
39.2K+ 67.84% |
$1.37M - $1.47M
|
97K
$3.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36.2K+ 21.34% |
$1.27M - $1.35M
|
206K
$7.31M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
25K+ 7.93% |
$874K - $934K
|
340K
$12.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24.5K+ 28.19% |
$855K - $914K
|
111K
$3.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22K+ 20.43% |
$768K - $821K
|
130K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
17KNew |
$595K - $636K
|
17K
$604K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$459K - $490K
|
13.1K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11.2K+ 27.03% |
$391K - $418K
|
52.6K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$350K - $374K
|
10K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10K+ 1.09% |
$350K - $374K
|
931K
$33M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.6KNew |
$230K - $246K
|
6.6K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.22% |
$156K - $167K
|
143K
$5.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44K+ 12.67% |
$155K - $166K
|
39.5K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.52K+ 3.81% |
$123K - $132K
|
95.9K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.25K+ 56.08% |
$113K - $121K
|
9.03K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
2.69K+ 1.37% |
$94.1K - $101K
|
199K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.68K+ 6.21% |
$93.6K - $100K
|
45.8K
$1.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.38K+ 12.02% |
$83.1K - $88.8K
|
22.2K
$786K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2K+ 11.24% |
$69.9K - $74.7K
|
19.8K
$702K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 21.57% |
$59.7K - $63.8K
|
9.63K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 0.79% |
$53.8K - $57.5K
|
196K
$6.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.39K+ 18.9% |
$48.6K - $52K
|
8.75K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.21K+ 2.95% |
$42.1K - $45.1K
|
42.1K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
371+ 5.32% |
$13K - $13.9K
|
7.35K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
247+ 3.38% |
$8.63K - $9.23K
|
7.56K
$268K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$105 - $112
|
3
$106
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1MNew |
$600M - $633M
|
17.1M
$605M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.81M+ 35.96% |
$204M - $216M
|
22M
$780M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51M+ 42.25% |
$88.2M - $93.1M
|
8.45M
$300M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 13.64% |
$47M - $49.6M
|
11.1M
$395M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 72.95% |
$39.8M - $42M
|
2.69M
$95.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.08M+ 14.69% |
$38.1M - $40.2M
|
8.46M
$300M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04M+ 9.86% |
$36.6M - $38.7M
|
11.6M
$412M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01M+ 14.29% |
$35.5M - $37.4M
|
8.07M
$286M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
860K+ 10.61% |
$30.2M - $31.9M
|
8.97M
$318M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
775K+ 28.63% |
$27.2M - $28.8M
|
3.48M
$123M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
696K+ 23.21% |
$24.5M - $25.9M
|
3.7M
$131M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
644K+ 17.01% |
$22.7M - $23.9M
|
4.43M
$157M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
606K+ 11.23% |
$21.3M - $22.5M
|
6.01M
$213M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
594KNew |
$20.9M - $22.1M
|
594K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
580K+ 29.27% |
$20.4M - $21.5M
|
2.56M
$90.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
538K+ 7.87% |
$18.9M - $20M
|
7.36M
$261M
|
|