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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
861KNew |
$27.5M - $34M
|
861K
$34.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
518KNew |
$16.5M - $20.5M
|
518K
$20.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
444K+ 761.74% |
$14.2M - $17.5M
|
503K
$20.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
280K+ 140.68% |
$8.95M - $11.1M
|
480K
$19.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
270KNew |
$8.62M - $10.7M
|
270K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164KNew |
$5.23M - $6.46M
|
164K
$6.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
161K+ 27.83% |
$5.13M - $6.35M
|
738K
$29.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
97.4K+ 48.18% |
$3.11M - $3.84M
|
299K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
94.7KNew |
$3.02M - $3.74M
|
94.7K
$3.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
60.8K+ 9.71% |
$1.94M - $2.4M
|
687K
$27.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54.5K+ 603.34% |
$1.74M - $2.15M
|
63.5K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
47.5K+ 120.3% |
$1.52M - $1.88M
|
87K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$1.43M - $1.77M
|
44.8K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38.1K+ 39.23% |
$1.22M - $1.5M
|
135K
$5.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.4K+ 2.0% |
$1.04M - $1.28M
|
1.65M
$66.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.6KNew |
$1.01M - $1.25M
|
31.6K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.1K+ 5.86% |
$866K - $1.07M
|
490K
$19.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.1K+ 260.58% |
$834K - $1.03M
|
36.1K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 229.97% |
$677K - $838K
|
30.4K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
18.8K+ 23.67% |
$601K - $743K
|
98.3K
$3.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17.4K+ 27.47% |
$556K - $688K
|
80.8K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
15.6K+ 7.66% |
$498K - $616K
|
219K
$8.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.4K+ 6.49% |
$427K - $528K
|
219K
$8.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11.9KNew |
$380K - $470K
|
11.9K
$478K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 6.64% |
$378K - $467K
|
190K
$7.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.87K+ 14.43% |
$283K - $350K
|
70.4K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.96K+ 48.79% |
$222K - $275K
|
21.2K
$853K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.28K+ 31.72% |
$201K - $248K
|
26.1K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.46K+ 5.7% |
$174K - $216K
|
101K
$4.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$165K - $204K
|
5.16K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5K+ 7.07% |
$160K - $198K
|
75.8K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.69K+ 8.76% |
$150K - $185K
|
58.2K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.12K+ 4.73% |
$132K - $163K
|
91.2K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 12.49% |
$131K - $162K
|
37K
$1.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.43K+ 11.39% |
$110K - $136K
|
33.6K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.92K+ 5.7% |
$93.4K - $115K
|
54.2K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.3K+ 5.03% |
$73.6K - $91K
|
48.1K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.28K+ 9.43% |
$72.9K - $90.2K
|
26.5K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$68.7K - $84.9K
|
2.15K
$86.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
692+ 9.16% |
$22.1K - $27.3K
|
8.25K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
537+ 8.46% |
$17.1K - $21.2K
|
6.89K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
525+ 6.06% |
$16.8K - $20.7K
|
9.19K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
494+ 1.17% |
$15.8K - $19.5K
|
42.6K
$1.71M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
465+ 0.14% |
$14.8K - $18.4K
|
341K
$13.7M
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.47M+ 33.97% |
$261M - $279M
|
29.5M
$1.18B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.07M+ 36.56% |
$142M - $152M
|
15.2M
$611M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.01M+ 35.9% |
$105M - $112M
|
11.4M
$458M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86M+ 738.97% |
$99.8M - $107M
|
3.24M
$130M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.49M+ 170.64% |
$87.2M - $93.2M
|
3.96M
$159M
|
|