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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.47KNew |
$226K - $242K
|
6.47K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.4K+ 7.16% |
$224K - $239K
|
95.9K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.26KNew |
$219K - $234K
|
6.26K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.21KNew |
$217K - $232K
|
6.21K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.19KNew |
$216K - $231K
|
6.19K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.13K+ 6.38% |
$214K - $229K
|
102K
$4.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.13KNew |
$214K - $229K
|
6.13K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.1K+ 30.49% |
$213K - $228K
|
26.1K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
6.06KNew |
$212K - $226K
|
6.06K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.01KNew |
$210K - $224K
|
6.01K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 5.52% |
$209K - $224K
|
114K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.92K+ 151.67% |
$207K - $221K
|
9.82K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.85K+ 9.26% |
$205K - $219K
|
69K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.82KNew |
$203K - $217K
|
5.82K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.7K+ 1.45% |
$199K - $213K
|
398K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.58K+ 4.59% |
$195K - $209K
|
127K
$5.11M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.48K+ 78.79% |
$192K - $205K
|
12.4K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.31K+ 15.79% |
$185K - $198K
|
38.9K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.21K+ 0.63% |
$182K - $195K
|
833K
$33.5M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.21K+ 49.57% |
$182K - $195K
|
15.7K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.01K+ 6.13% |
$175K - $187K
|
86.6K
$3.48M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.55K+ 0.84% |
$159K - $170K
|
547K
$22M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44K+ 12.67% |
$155K - $166K
|
39.5K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 28.38% |
$143K - $153K
|
18.5K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.03K+ 48.51% |
$141K - $151K
|
12.4K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.96K+ 1.65% |
$138K - $148K
|
243K
$9.77M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.9K+ 6.31% |
$136K - $146K
|
65.7K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.85K+ 21.55% |
$135K - $144K
|
21.7K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.82KNew |
$134K - $143K
|
3.82K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.71K+ 24.24% |
$130K - $139K
|
19K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 5.05% |
$127K - $136K
|
75.5K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.45K+ 3.19% |
$120K - $129K
|
112K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.41K+ 3.31% |
$119K - $128K
|
106K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.37K+ 78.53% |
$118K - $126K
|
7.65K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.28K+ 31.17% |
$115K - $123K
|
13.8K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
3.23K+ 17.64% |
$113K - $121K
|
21.6K
$866K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.14K+ 14.49% |
$110K - $117K
|
24.8K
$997K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.09K+ 23.45% |
$108K - $115K
|
16.3K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.96K+ 2.54% |
$103K - $110K
|
119K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.73K+ 42.15% |
$95.3K - $102K
|
9.19K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.6K+ 1.21% |
$90.9K - $97.2K
|
218K
$8.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 1.79% |
$90.2K - $96.5K
|
147K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.58K+ 0.78% |
$90K - $96.2K
|
332K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.51K+ 11.64% |
$87.6K - $93.7K
|
24K
$966K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.46K+ 16.32% |
$86K - $91.9K
|
17.5K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38K+ 12.37% |
$83.3K - $89.1K
|
21.6K
$870K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.38K+ 12.02% |
$83.1K - $88.8K
|
22.2K
$890K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.37K+ 21.41% |
$82.7K - $88.4K
|
13.4K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.33KNew |
$81.4K - $87K
|
2.33K
$93.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.24K+ 41.97% |
$78.3K - $83.7K
|
7.58K
$305K
|