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
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.91K+ 16.99% |
$67.3K - $71K
|
13.2K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.61K+ 19.95% |
$56.4K - $59.6K
|
9.65K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.6K+ 22.66% |
$56.2K - $59.3K
|
8.65K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$54.8K - $57.9K
|
1.56K
$58K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 9.57% |
$51.9K - $54.8K
|
16.9K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.4K+ 7.59% |
$49.1K - $51.8K
|
19.8K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.33K+ 3.74% |
$46.7K - $49.3K
|
36.8K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$46.5K - $49.1K
|
1.32K
$49.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 29.34% |
$46.2K - $48.7K
|
5.79K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 2.02% |
$44.7K - $47.2K
|
64.1K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.23K+ 1.53% |
$43.2K - $45.7K
|
81.8K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15K+ 27.39% |
$40.4K - $42.6K
|
5.34K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.15K+ 13.1% |
$40.3K - $42.6K
|
9.9K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.13K+ 16.62% |
$39.7K - $41.9K
|
7.92K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.08K+ 5.01% |
$38.1K - $40.2K
|
22.7K
$845K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 5.34% |
$37K - $39.1K
|
20.8K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
960+ 10.42% |
$33.8K - $35.6K
|
10.2K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
955+ 5.43% |
$33.6K - $35.4K
|
18.6K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
940+ 0.43% |
$33.1K - $34.9K
|
218K
$8.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
869+ 11.51% |
$30.6K - $32.3K
|
8.42K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
869+ 12.26% |
$30.6K - $32.3K
|
7.96K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
864+ 3.29% |
$30.4K - $32.1K
|
27.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
847+ 4.94% |
$29.8K - $31.4K
|
18K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
770New |
$27.1K - $28.6K
|
770
$28.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
693+ 11.82% |
$24.4K - $25.7K
|
6.56K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
683+ 0.59% |
$24K - $25.4K
|
116K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
656+ 7.55% |
$23.1K - $24.4K
|
9.35K
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$19.3K - $20.4K
|
550
$20.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
538+ 8.59% |
$18.9K - $20K
|
6.8K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
523+ 1.29% |
$18.4K - $19.4K
|
40.9K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
464+ 0.46% |
$16.3K - $17.2K
|
101K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
449+ 0.83% |
$15.8K - $16.7K
|
54.4K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
420+ 7.34% |
$14.8K - $15.6K
|
6.14K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$14.1K - $14.8K
|
400
$14.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
383+ 1.18% |
$13.5K - $14.2K
|
32.9K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
369New |
$13K - $13.7K
|
369
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
329New |
$11.6K - $12.2K
|
329
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
329+ 2.05% |
$11.6K - $12.2K
|
16.4K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
292+ 0.6% |
$10.3K - $10.8K
|
48.9K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
270+ 0.52% |
$9.49K - $10K
|
52.3K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
257New |
$9.04K - $9.54K
|
257
$9.56K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
236+ 1.02% |
$8.3K - $8.76K
|
23.4K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
211+ 1.98% |
$7.42K - $7.83K
|
10.9K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
210+ 1.85% |
$7.38K - $7.8K
|
11.6K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
200+ 2.74% |
$7.03K - $7.42K
|
7.49K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
186+ 34.51% |
$6.54K - $6.9K
|
725
$27K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
175New |
$6.15K - $6.5K
|
175
$6.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
168+ 1.63% |
$5.91K - $6.24K
|
10.5K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
143+ 2.09% |
$5.03K - $5.31K
|
6.98K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
137+ 2.27% |
$4.82K - $5.09K
|
6.17K
$230K
|