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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123K+ 1063.67% |
$4.31M - $4.61M
|
135K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
116K+ 22.78% |
$4.07M - $4.35M
|
627K
$25.2M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
114KNew |
$3.98M - $4.26M
|
114K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
108K+ 16.84% |
$3.77M - $4.03M
|
748K
$30.1M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
107KNew |
$3.72M - $3.98M
|
107K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 10.42% |
$3.69M - $3.95M
|
1.12M
$45M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
102K+ 179.24% |
$3.57M - $3.81M
|
159K
$6.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100K+ 386.81% |
$3.51M - $3.75M
|
126K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99K+ 47.91% |
$3.46M - $3.7M
|
306K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98.7K+ 11.26% |
$3.45M - $3.69M
|
975K
$39.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.5K+ 9.72% |
$3.27M - $3.49M
|
1.06M
$42.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90.9K+ 105.45% |
$3.18M - $3.4M
|
177K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
90.5K+ 10.33% |
$3.16M - $3.38M
|
966K
$38.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
88.6K+ 40.48% |
$3.1M - $3.31M
|
308K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.2K+ 42.78% |
$2.98M - $3.18M
|
284K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
84.3K+ 70.8% |
$2.95M - $3.15M
|
203K
$8.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
77.9K+ 360.67% |
$2.72M - $2.91M
|
99.5K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77.7K+ 15.44% |
$2.72M - $2.9M
|
581K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77.2K+ 6.64% |
$2.7M - $2.88M
|
1.24M
$49.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.7K+ 18.07% |
$2.64M - $2.83M
|
494K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 128.07% |
$2.58M - $2.76M
|
131K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
72.5K+ 380.65% |
$2.54M - $2.71M
|
91.6K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.8K+ 117.02% |
$2.37M - $2.53M
|
126K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65.7K+ 15.79% |
$2.3M - $2.45M
|
482K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
60.6K+ 7.87% |
$2.12M - $2.27M
|
831K
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
60.6K+ 69.98% |
$2.12M - $2.27M
|
147K
$5.92M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
59.9K+ 325.17% |
$2.09M - $2.24M
|
78.3K
$3.15M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57.4K+ 17.88% |
$2.01M - $2.15M
|
379K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
55.3K+ 17.05% |
$1.93M - $2.06M
|
379K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
53.3K+ 103.21% |
$1.86M - $1.99M
|
105K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
52.4K+ 136.08% |
$1.83M - $1.96M
|
90.9K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50.9K+ 5.29% |
$1.78M - $1.9M
|
1.01M
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50.8K+ 65.18% |
$1.78M - $1.9M
|
129K
$5.17M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
48.1K+ 27.12% |
$1.68M - $1.8M
|
226K
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
47KNew |
$1.64M - $1.76M
|
47K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.3K+ 9.22% |
$1.58M - $1.69M
|
536K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
45.2K+ 36.13% |
$1.58M - $1.69M
|
170K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
43.4K+ 12.14% |
$1.52M - $1.62M
|
401K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
43.2K+ 13.23% |
$1.51M - $1.62M
|
370K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.4K+ 38.4% |
$1.48M - $1.58M
|
153K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.3KNew |
$1.48M - $1.58M
|
42.3K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40.8K+ 16.34% |
$1.43M - $1.53M
|
291K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.6K+ 11.45% |
$1.38M - $1.48M
|
385K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39K+ 34.9% |
$1.36M - $1.46M
|
151K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
38.1K+ 5.03% |
$1.33M - $1.42M
|
796K
$32M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
37.9K+ 39.08% |
$1.32M - $1.41M
|
135K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.8K+ 180.84% |
$1.32M - $1.41M
|
58.8K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.5K+ 135.02% |
$1.31M - $1.4M
|
65.3K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.5KNew |
$1.31M - $1.4M
|
37.5K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.4K+ 6.03% |
$1.31M - $1.4M
|
658K
$26.5M
|