Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9M- 32.81% |
$60.7M - $75.1M
|
3.89M
$159M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-833K- 33.41% |
$26.6M - $32.9M
|
1.66M
$68M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-600K- 91.1% |
$19.1M - $23.7M
|
58.6K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-565K- 76.92% |
$18.1M - $22.3M
|
170K
$6.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-557K- 4.37% |
$17.8M - $22M
|
12.2M
$499M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-473K- 37.72% |
$15.1M - $18.7M
|
781K
$32M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-291K- 50.3% |
$9.29M - $11.5M
|
287K
$11.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-282K- 58.6% |
$9.01M - $11.1M
|
199K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-263K- 45.26% |
$8.39M - $10.4M
|
318K
$13M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-260K- 14.26% |
$8.29M - $10.3M
|
1.56M
$64M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229K- 23.48% |
$7.31M - $9.04M
|
746K
$30.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-187K- 8.73% |
$5.96M - $7.37M
|
1.95M
$79.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180K- 16.98% |
$5.73M - $7.09M
|
878K
$36M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-129K- 72.71% |
$4.13M - $5.1M
|
48.5K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-108K- 75.61% |
$3.46M - $4.28M
|
35K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-107K- 94.03% |
$3.42M - $4.23M
|
6.8K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-101K- 94.44% |
$3.21M - $3.97M
|
5.93K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-93K- 26.86% |
$2.97M - $3.67M
|
253K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75.6K- 31.08% |
$2.41M - $2.99M
|
168K
$6.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-41.9K- 58.33% |
$1.34M - $1.65M
|
29.9K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-39.6K- 18.74% |
$1.27M - $1.57M
|
172K
$7.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.1K- 3.16% |
$1.25M - $1.55M
|
1.2M
$49.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.4K- 19.57% |
$1.16M - $1.44M
|
149K
$6.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-31.6K- 77.71% |
$1.01M - $1.25M
|
9.06K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31.3K- 11.54% |
$1M - $1.24M
|
240K
$9.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30.5K- 5.24% |
$973K - $1.2M
|
551K
$22.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-30K- 50.77% |
$958K - $1.18M
|
29.1K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-29K- 8.75% |
$927K - $1.15M
|
303K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.7K- 9.4% |
$917K - $1.13M
|
277K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-27.2K- 0.11% |
$869K - $1.07M
|
23.7M
$971M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.8K- 30.65% |
$855K - $1.06M
|
60.6K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-26.2K- 6.58% |
$836K - $1.03M
|
372K
$15.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25.3K- 59.03% |
$807K - $998K
|
17.5K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-24.6K- 6.7% |
$786K - $973K
|
343K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-19.7K- 9.12% |
$629K - $778K
|
196K
$8.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19.6K- 2.84% |
$625K - $773K
|
670K
$27.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.9K- 13.53% |
$605K - $748K
|
121K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-14.9K- 4.86% |
$477K - $590K
|
293K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.7K- 2.19% |
$439K - $543K
|
614K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-12.8K- 3.33% |
$410K - $507K
|
373K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.4K- 8.79% |
$394K - $488K
|
128K
$5.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 22.76% |
$393K - $486K
|
41.8K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 19.16% |
$384K - $475K
|
50.8K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.5K- 0.6% |
$335K - $414K
|
1.73M
$71M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 20.02% |
$325K - $402K
|
40.6K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-9.77K- 20.2% |
$312K - $386K
|
38.6K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7.62K- 27.06% |
$243K - $301K
|
20.5K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.49K- 8.05% |
$239K - $296K
|
85.5K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.23K- 1.22% |
$231K - $286K
|
586K
$24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7K- 76.11% |
$223K - $276K
|
2.2K
$90K
|