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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40.4KNew |
$1.42M - $1.5M
|
40.4K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.3K+ 10.07% |
$1.42M - $1.49M
|
440K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
36.7K+ 81.82% |
$1.29M - $1.36M
|
81.6K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
35.8K+ 4.04% |
$1.26M - $1.33M
|
921K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35.5K+ 3.83% |
$1.25M - $1.32M
|
962K
$35.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 5.34% |
$1.23M - $1.3M
|
689K
$25.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
34.5K+ 150.52% |
$1.21M - $1.28M
|
57.4K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.6KNew |
$1.18M - $1.25M
|
33.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.9KNew |
$1.16M - $1.22M
|
32.9K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
31K+ 22.58% |
$1.09M - $1.15M
|
169K
$6.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 15.74% |
$1.09M - $1.15M
|
227K
$8.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
30.6KNew |
$1.08M - $1.14M
|
30.6K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.6KNew |
$1.08M - $1.14M
|
30.6K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.7K+ 17.52% |
$1.04M - $1.1M
|
199K
$7.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29KNew |
$1.02M - $1.08M
|
29K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.8K+ 4.66% |
$1.01M - $1.07M
|
647K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.6KNew |
$1.01M - $1.06M
|
28.6K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28.4K+ 145.03% |
$997K - $1.05M
|
47.9K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.2KNew |
$992K - $1.05M
|
28.2K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
27.9K+ 5.75% |
$980K - $1.04M
|
513K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
27.7KNew |
$973K - $1.03M
|
27.7K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.1K+ 12.78% |
$953K - $1.01M
|
239K
$8.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
26KNew |
$913K - $964K
|
26K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.8K+ 28.98% |
$871K - $920K
|
110K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.7KNew |
$868K - $916K
|
24.7K
$918K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.5K+ 88.75% |
$861K - $909K
|
52.1K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.4K+ 4.7% |
$822K - $868K
|
521K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
23.1K+ 126.41% |
$813K - $858K
|
41.4K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23K+ 334.62% |
$810K - $855K
|
29.9K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.7K+ 15.97% |
$800K - $844K
|
165K
$6.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.5K+ 14.48% |
$755K - $798K
|
170K
$6.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.2KNew |
$744K - $786K
|
21.2K
$787K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21K+ 2.85% |
$740K - $781K
|
758K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 27.45% |
$733K - $774K
|
96.9K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
20K+ 23.22% |
$702K - $742K
|
106K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.9K+ 115.08% |
$701K - $740K
|
37.3K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19K+ 81.82% |
$669K - $707K
|
42.3K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18.6KNew |
$653K - $689K
|
18.6K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.5K+ 15.88% |
$649K - $685K
|
135K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
18K+ 2.21% |
$633K - $668K
|
832K
$31M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 28.75% |
$624K - $659K
|
79.5K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 174.71% |
$621K - $656K
|
27.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.7K+ 7.28% |
$621K - $656K
|
260K
$9.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
17.5K+ 3.99% |
$614K - $648K
|
455K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16.7K+ 55.97% |
$588K - $621K
|
46.6K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
16.7K+ 7.24% |
$587K - $620K
|
247K
$9.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4K+ 2.72% |
$578K - $610K
|
621K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2K+ 12.45% |
$534K - $564K
|
137K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
15.1K+ 13.67% |
$529K - $559K
|
125K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15K+ 11.77% |
$528K - $557K
|
143K
$5.3M
|