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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.14K+ 7.24% |
$74.6K - $79.8K
|
31.6K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.99K+ 0.75% |
$69.4K - $74.2K
|
267K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 0.32% |
$69.2K - $74K
|
628K
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.94K+ 2.77% |
$67.6K - $72.3K
|
71.8K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.83K+ 10.19% |
$64.1K - $68.5K
|
19.8K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.82K+ 8.6% |
$63.6K - $68K
|
23K
$924K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 3.58% |
$61.4K - $65.6K
|
50.8K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.73K+ 0.83% |
$60.6K - $64.7K
|
211K
$8.46M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.73K+ 27.59% |
$60.5K - $64.6K
|
8K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.73KNew |
$60.3K - $64.4K
|
1.73K
$69.3K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 14.51% |
$60.2K - $64.3K
|
13.6K
$546K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 21.57% |
$59.7K - $63.8K
|
9.63K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.68K+ 10.57% |
$58.9K - $62.9K
|
17.6K
$708K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63KNew |
$57K - $60.9K
|
1.63K
$65.5K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.63K+ 7.73% |
$56.8K - $60.7K
|
22.7K
$910K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58KNew |
$55.2K - $59K
|
1.58K
$63.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 92.95% |
$50.7K - $54.2K
|
3.01K
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 6.98% |
$50.6K - $54.1K
|
22.2K
$893K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.42K+ 0.38% |
$49.6K - $53K
|
375K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 5.96% |
$49.2K - $52.6K
|
25K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.39K+ 18.9% |
$48.6K - $52K
|
8.75K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.37K+ 22.98% |
$48K - $51.3K
|
7.35K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.41% |
$45.9K - $49.1K
|
55.8K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 6.08% |
$41.7K - $44.5K
|
20.8K
$835K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 1.73% |
$38.8K - $41.5K
|
65.2K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.1K+ 14.73% |
$38.6K - $41.2K
|
8.6K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.1K+ 6.85% |
$38.3K - $41K
|
17.1K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.05KNew |
$36.7K - $39.2K
|
1.05K
$42.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 4.28% |
$35K - $37.4K
|
24.4K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
950+ 15.47% |
$33.2K - $35.5K
|
7.09K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890New |
$31.1K - $33.3K
|
890
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
883+ 3.26% |
$30.9K - $33K
|
28K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
877+ 11.35% |
$30.7K - $32.8K
|
8.6K
$346K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
850+ 9.91% |
$29.7K - $31.8K
|
9.43K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
835New |
$29.2K - $31.2K
|
835
$33.6K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
774New |
$27.1K - $28.9K
|
774
$31.1K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
750+ 7.46% |
$26.2K - $28K
|
10.8K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
740New |
$25.9K - $27.6K
|
740
$29.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
730+ 5.2% |
$25.5K - $27.3K
|
14.8K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
667+ 5.77% |
$23.3K - $24.9K
|
12.2K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
644+ 1.13% |
$22.5K - $24.1K
|
57.7K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
615+ 8.41% |
$21.5K - $23K
|
7.92K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
580+ 0.51% |
$20.3K - $21.7K
|
114K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552+ 100.36% |
$19.3K - $20.6K
|
1.1K
$44.3K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
473+ 6.71% |
$16.5K - $17.7K
|
7.53K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
442+ 0.91% |
$15.4K - $16.5K
|
49.2K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
440+ 2.8% |
$15.4K - $16.4K
|
16.2K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
439New |
$15.3K - $16.4K
|
439
$17.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
419New |
$14.6K - $15.7K
|
419
$16.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
404+ 1.96% |
$14.1K - $15.1K
|
21K
$845K
|