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 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.9K+ 42.27% |
$415K - $444K
|
40K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11.5K+ 6.97% |
$402K - $430K
|
177K
$7.1M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$399K - $426K
|
11.4K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11.2K+ 27.03% |
$391K - $418K
|
52.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2KNew |
$390K - $417K
|
11.2K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.1KNew |
$387K - $414K
|
11.1K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11.1K+ 29.67% |
$387K - $413K
|
48.3K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
11K+ 153.41% |
$384K - $411K
|
18.2K
$729K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 5.56% |
$379K - $405K
|
206K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.5KNew |
$368K - $394K
|
10.5K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 4.69% |
$366K - $391K
|
234K
$9.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2K+ 21.32% |
$357K - $382K
|
58.1K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 51.38% |
$351K - $376K
|
29.6K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
10.1K+ 15.8% |
$351K - $376K
|
73.7K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10K+ 1.09% |
$350K - $374K
|
931K
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.86KNew |
$345K - $368K
|
9.86K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.83K+ 20.69% |
$344K - $367K
|
57.4K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.79KNew |
$342K - $366K
|
9.79K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7K+ 18.26% |
$339K - $362K
|
62.8K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.64K+ 17.34% |
$337K - $360K
|
65.2K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
9.38K+ 6.58% |
$328K - $350K
|
152K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.38K+ 12.8% |
$328K - $350K
|
82.7K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.33KNew |
$326K - $348K
|
9.33K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.82K+ 53.75% |
$308K - $330K
|
25.2K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.46KNew |
$296K - $316K
|
8.46K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.85K+ 13.52% |
$274K - $293K
|
65.9K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.79K+ 9.79% |
$272K - $291K
|
87.3K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.75K+ 54.77% |
$271K - $289K
|
21.9K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.65K+ 20.03% |
$267K - $286K
|
45.9K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.54K+ 110.84% |
$263K - $282K
|
14.3K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.53KNew |
$263K - $281K
|
7.53K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.48KNew |
$262K - $280K
|
7.48K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
7.41K+ 3.18% |
$259K - $277K
|
240K
$9.65M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.27K+ 96.33% |
$254K - $272K
|
14.8K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
7.23KNew |
$253K - $270K
|
7.23K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.15K+ 39.68% |
$250K - $267K
|
25.2K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.13K+ 20.87% |
$249K - $266K
|
41.3K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.99K+ 6.49% |
$244K - $261K
|
115K
$4.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.93K+ 25.05% |
$242K - $259K
|
34.6K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.89K+ 0.77% |
$241K - $258K
|
907K
$36.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.86K+ 97.99% |
$240K - $256K
|
13.9K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.85K+ 11.27% |
$239K - $256K
|
67.7K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.83KNew |
$239K - $255K
|
6.83K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.78K+ 18.56% |
$237K - $253K
|
43.3K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.72KNew |
$235K - $251K
|
6.72K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.67K+ 46.49% |
$233K - $249K
|
21K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.62KNew |
$231K - $247K
|
6.62K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.6KNew |
$230K - $246K
|
6.6K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.58K+ 16.28% |
$230K - $246K
|
47K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.5KNew |
$227K - $243K
|
6.5K
$261K
|