Latest Institutional Purchases of Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

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
Aug 04, 2025 Q2 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
2.57K
New
$82.1K - $102K
2.57K $110K
Jul 11, 2025 Q2 2025
Umb Bank, N.A.

BUY
 -
2.15K
New
$68.7K - $84.9K
2.15K $92.2K
Jul 17, 2025 Q2 2025
Beacon Capital Management, LLC

BUY
 -
1.98K
New
$63.3K - $78.3K
1.98K $85.1K
Jul 28, 2025 Q2 2025
Creekside Partners

Petaluma, CA
BUY
 -
1.54K
+ 24.56%
$49.1K - $60.7K
7.79K $334K
Aug 13, 2025 Q2 2025
Banco De Sabadell, S.A

Miami, FL
BUY
 -
1.18K
New
$37.7K - $46.6K
1.18K $50.6K
Jul 30, 2025 Q2 2025
Fny Investment Advisers, LLC

BUY
 -
900
New
$28.7K - $35.5K
900 $38.6K
Aug 25, 2025 Q2 2025
Nautilus Advisors LLC

La Jolla, CA
BUY
 -
880
+ 4.68%
$28.1K - $34.8K
19.7K $844K
Jul 31, 2025 Q2 2025
Washington Trust Advisors, Inc.

BUY
 -
747
New
$23.9K - $29.5K
747 $32K
Jul 09, 2025 Q2 2025
Beacon Financial Group

BUY
 -
692
+ 9.16%
$22.1K - $27.3K
8.25K $354K
Jul 11, 2025 Q2 2025
Lantz Financial LLC

BUY
 -
494
+ 1.17%
$15.8K - $19.5K
42.6K $1.83M
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
191
New
$6.1K - $7.54K
191 $8.19K
Jul 22, 2025 Q2 2025
Iron Horse Wealth Management, LLC

BUY
 -
170
New
$5.43K - $6.71K
170 $7.29K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
97
New
$3.1K - $3.83K
97 $4.16K
Jul 25, 2025 Q2 2025
Lion Street Advisors, LLC

BUY
 -
54
+ 0.66%
$1.72K - $2.13K
8.28K $355K
Aug 14, 2025 Q2 2025
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
38
+ 42.22%
$1.21K - $1.5K
128 $5.49K
Aug 13, 2025 Q2 2025
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
34
New
$1.09K - $1.34K
34 $1.46K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Marshall Wace, LLP

London, X0
BUY
 -
220K
New
$7.69M - $8.22M
220K $9.43M
May 05, 2025 Q1 2025
Balentine LLC

Atlanta, GA
BUY
 -
73.8K
+ 128.07%
$2.58M - $2.76M
131K $5.63M
Aug 14, 2025 Q1 2025
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
66.4K
New
$2.32M - $2.48M
66.4K $2.85M
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
37.4K
+ 6.03%
$1.31M - $1.4M
658K $28.2M
May 15, 2025 Q1 2025
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
20.7K
New
$722K - $772K
20.7K $886K
May 09, 2025 Q1 2025
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
19.5K
+ 11.58%
$682K - $729K
188K $8.06M
May 15, 2025 Q1 2025
Sentinus, LLC

Oak Brook, IL
BUY
 -
9.33K
New
$326K - $348K
9.33K $400K
May 15, 2025 Q1 2025
Qube Research & Technologies LTD

London, X0
BUY
 -
6.83K
New
$239K - $255K
6.83K $293K
Apr 30, 2025 Q1 2025
John W. Brooker & Co., Cp As

BUY
 -
6.67K
+ 46.49%
$233K - $249K
21K $901K
Apr 09, 2025 Q1 2025
Worth Asset Management, LLC

BUY
 -
6.6K
New
$230K - $246K
6.6K $283K
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
6.47K
New
$226K - $242K
6.47K $277K
May 15, 2025 Q1 2025
Kmt Wealth Management, LLC

El Segundo, CA
BUY
 -
6.19K
New
$216K - $231K
6.19K $265K
Apr 15, 2025 Q1 2025
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
6.13K
New
$214K - $229K
6.13K $263K
Apr 21, 2025 Q1 2025
Advisor Resource Council

BUY
 -
5.82K
New
$203K - $217K
5.82K $249K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
1.19K
+ 6.08%
$41.7K - $44.5K
20.8K $891K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
774
New
$27.1K - $28.9K
774 $33.2K
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
740
New
$25.9K - $27.6K
740 $31.7K
Apr 28, 2025 Q1 2025
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
615
+ 8.41%
$21.5K - $23K
7.92K $340K
May 09, 2025 Q1 2025
Headlands Technologies LLC

Chicago, IL
BUY
 -
331
+ 3310.0%
$11.6K - $12.4K
341 $14.6K
May 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
305
New
$10.7K - $11.4K
305 $13.1K
May 01, 2025 Q1 2025
Bank Plus Trust Department

Jackson, MS
BUY
 -
300
New
$10.5K - $11.2K
300 $12.9K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
290
New
$10.1K - $10.8K
290 $12.4K
May 08, 2025 Q1 2025
Plante Moran Financial Advisors, LLC

BUY
 -
105
New
$3.67K - $3.92K
105 $4.5K
May 16, 2025 Q1 2025
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
89
+ 0.92%
$3.11K - $3.33K
9.74K $418K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
35
+ 3.25%
$1.22K - $1.31K
1.11K $47.7K
Q4 2024
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
382K
New
$13.4M - $14.2M
382K $16.4M
Feb 13, 2025 Q4 2024
Quadrature Capital LTD

London, X0
BUY
 -
256K
New
$9M - $9.5M
256K $11M
Jan 17, 2025 Q4 2024
Commons Capital, LLC

Needham, MA
BUY
 -
30.6K
New
$1.08M - $1.14M
30.6K $1.31M
Jan 29, 2025 Q4 2024
Jsf Financial, LLC

BUY
 -
12K
New
$420K - $444K
12K $513K
Feb 12, 2025 Q4 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
9.05K
New
$318K - $336K
9.05K $388K
Jan 30, 2025 Q4 2024
Pur Efi Wealth, LLC

Boston, MA
BUY
 -
8.7K
New
$306K - $323K
8.7K $373K
Jan 16, 2025 Q4 2024
Sfg Wealth Management, Llc.

BUY
 -
7.83K
New
$275K - $291K
7.83K $336K

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