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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
6.01KNew |
$198K - $219K
|
6.01K
$223K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
5.57KNew |
$184K - $203K
|
5.57K
$207K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.51KNew |
$182K - $201K
|
5.51K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.06K+ 26.08% |
$134K - $148K
|
19.6K
$730K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.71K+ 12.05% |
$122K - $135K
|
34.5K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 18.92% |
$115K - $127K
|
21.9K
$813K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.4K+ 9.85% |
$112K - $124K
|
37.9K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.75K+ 38.72% |
$90.8K - $100K
|
9.87K
$367K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 32.13% |
$76.5K - $84.7K
|
9.55K
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$74.8K - $82.8K
|
2.27K
$84.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$73K - $80.8K
|
2.22K
$82.4K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26K+ 37.36% |
$41.5K - $45.9K
|
4.63K
$172K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 9.52% |
$41.2K - $45.6K
|
14.4K
$535K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 5.09% |
$40.2K - $44.5K
|
25.2K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 1.73% |
$37.4K - $41.4K
|
67K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
930+ 36.7% |
$30.7K - $33.9K
|
3.46K
$129K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$29.7K - $32.8K
|
900
$33.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
595New |
$19.6K - $21.7K
|
595
$22.1K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
584New |
$19.2K - $21.3K
|
584
$21.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
313New |
$10.3K - $11.4K
|
313
$11.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
211New |
$6.95K - $7.7K
|
211
$7.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
101+ 0.39% |
$3.33K - $3.68K
|
26K
$966K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133K+ 33.74% |
$4.12M - $4.43M
|
526K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
54.2KNew |
$1.69M - $1.81M
|
54.2K
$2.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44KNew |
$1.37M - $1.47M
|
44K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6KNew |
$921K - $988K
|
29.6K
$1.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
19.7K+ 39.97% |
$612K - $656K
|
68.9K
$2.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
16.8KNew |
$522K - $560K
|
16.8K
$624K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$438K - $470K
|
14.1K
$524K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
12.1K+ 53.78% |
$375K - $402K
|
34.5K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$373K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
9.22KNew |
$287K - $308K
|
9.22K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.4K+ 1.9% |
$230K - $247K
|
397K
$14.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
7.09KNew |
$220K - $237K
|
7.09K
$264K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.58K+ 19.7% |
$111K - $119K
|
21.8K
$809K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.67KNew |
$83.1K - $89.1K
|
2.67K
$99.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.99K+ 16.68% |
$62K - $66.5K
|
14K
$519K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.55KNew |
$48.2K - $51.7K
|
1.55K
$57.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.5K+ 18.84% |
$46.8K - $50.2K
|
9.49K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.33K+ 14.36% |
$41.3K - $44.3K
|
10.6K
$394K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.1KNew |
$34.1K - $36.6K
|
1.1K
$40.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$33.5K - $36K
|
1.08K
$40.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
824New |
$25.6K - $27.5K
|
824
$30.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
576New |
$17.9K - $19.2K
|
576
$21.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
560New |
$17.4K - $18.7K
|
560
$20.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
381+ 27.25% |
$11.8K - $12.7K
|
1.78K
$66.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$31.1 - $33.4
|
8.22K
$306K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
753KNew |
$22.1M - $24.5M
|
753K
$28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
434K+ 40.55% |
$12.7M - $14.1M
|
1.5M
$55.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
192K+ 12.4% |
$5.63M - $6.25M
|
1.74M
$64.7M
|
|