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 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33.2K+ 8.21% |
$1.16M - $1.24M
|
437K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32.4K+ 9.94% |
$1.13M - $1.21M
|
358K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
32K+ 6.24% |
$1.12M - $1.19M
|
545K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31K+ 7.04% |
$1.08M - $1.16M
|
471K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
30.9K+ 109.36% |
$1.08M - $1.15M
|
59.1K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
29K+ 12.11% |
$1.01M - $1.08M
|
269K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.9K+ 4.52% |
$973K - $1.04M
|
644K
$25.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
27.5K+ 15.64% |
$960K - $1.03M
|
203K
$8.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.8K+ 13.89% |
$937K - $1M
|
220K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
26.1K+ 43.58% |
$913K - $976K
|
86.1K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.1K+ 8.15% |
$912K - $975K
|
346K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24.5K+ 28.19% |
$855K - $914K
|
111K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24.2K+ 35.22% |
$847K - $905K
|
93K
$3.74M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
24.2K+ 9.79% |
$846K - $905K
|
272K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.7K+ 17.26% |
$827K - $884K
|
161K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
23.5K+ 6.48% |
$821K - $878K
|
386K
$15.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
22.8K+ 79.59% |
$796K - $851K
|
51.4K
$2.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22K+ 20.43% |
$768K - $821K
|
130K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.8K+ 51.52% |
$762K - $814K
|
64.1K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
21.6K+ 74.94% |
$756K - $808K
|
50.5K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.1K+ 3.79% |
$738K - $789K
|
578K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$722K - $772K
|
20.7K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.2KNew |
$705K - $754K
|
20.2K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19.8K+ 23.92% |
$692K - $739K
|
103K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.5K+ 11.58% |
$682K - $729K
|
188K
$7.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.4K+ 28.01% |
$679K - $725K
|
88.7K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19K+ 14.72% |
$664K - $710K
|
148K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 32.1% |
$644K - $689K
|
75.9K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
18K+ 5.15% |
$629K - $673K
|
368K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
17.1K+ 111.6% |
$599K - $640K
|
32.5K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.1K+ 1.8% |
$597K - $638K
|
963K
$38.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
17KNew |
$595K - $636K
|
17K
$684K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16.8K+ 47.24% |
$586K - $627K
|
52.3K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16.7K+ 11.32% |
$583K - $623K
|
164K
$6.59M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 61.59% |
$580K - $620K
|
43.6K
$1.75M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.5K+ 43.64% |
$576K - $615K
|
54.2K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14.8K+ 9.76% |
$518K - $554K
|
167K
$6.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14K+ 16.13% |
$488K - $521K
|
100K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
13.9K+ 3475.0% |
$486K - $519K
|
14.3K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 26.53% |
$483K - $516K
|
65.9K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8KNew |
$481K - $515K
|
13.8K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.7K+ 28.46% |
$478K - $511K
|
61.8K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.4KNew |
$468K - $500K
|
13.4K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 16.23% |
$460K - $492K
|
94.2K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 45.31% |
$459K - $491K
|
42.2K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13.1K+ 28.18% |
$459K - $491K
|
59.8K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$459K - $490K
|
13.1K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 49.26% |
$451K - $482K
|
39.1K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.4K+ 22.21% |
$433K - $463K
|
68.1K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12.4K+ 27.36% |
$432K - $462K
|
57.5K
$2.31M
|