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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-233K- 81.15% |
$8.13M - $8.69M
|
54.1K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-174K- 43.25% |
$6.07M - $6.48M
|
228K
$7.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-161K- 25.12% |
$5.61M - $6M
|
478K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-96.4K- 24.38% |
$3.37M - $3.6M
|
299K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-66.7K- 3.35% |
$2.33M - $2.49M
|
1.92M
$67.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-42.3K- 32.54% |
$1.48M - $1.58M
|
87.6K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.8K- 8.25% |
$1.18M - $1.26M
|
375K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.1K- 4.46% |
$424K - $453K
|
260K
$9.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 3.87% |
$382K - $409K
|
271K
$9.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$359K - $384K
|
85.9K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.51K- 37.45% |
$297K - $318K
|
14.2K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.87K- 4.01% |
$205K - $219K
|
141K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.67K- 1.84% |
$198K - $212K
|
302K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-5.62K- 1.4% |
$196K - $210K
|
396K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.91K- 65.34% |
$172K - $183K
|
2.61K
$91K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.67K- 41.14% |
$163K - $175K
|
6.68K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.55K- 0.43% |
$124K - $133K
|
828K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.46K- 0.16% |
$121K - $129K
|
2.14M
$74.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 2.99% |
$95.3K - $102K
|
88.6K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.44K- 3.18% |
$85.2K - $91.1K
|
74.3K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.34K- 1.67% |
$81.7K - $87.4K
|
138K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.75K- 4.48% |
$61.2K - $65.5K
|
37.4K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.53K- 8.22% |
$53.3K - $57K
|
17K
$596K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.52K- 3.43% |
$53.3K - $56.9K
|
42.9K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 15.72% |
$51.3K - $54.9K
|
7.88K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.36K- 5.56% |
$47.5K - $50.8K
|
23.1K
$807K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.33K- 3.6% |
$46.3K - $49.5K
|
35.5K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 2.18% |
$40.6K - $43.4K
|
52.2K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.05K- 2.52% |
$36.7K - $39.2K
|
40.6K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 4.93% |
$36.3K - $38.9K
|
20K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-944- 11.49% |
$33K - $35.3K
|
7.27K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-775- 0.77% |
$27.1K - $29K
|
99.8K
$3.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-650- 1.71% |
$22.7K - $24.3K
|
37.4K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-582- 0.83% |
$20.3K - $21.7K
|
69.6K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-547- 1.24% |
$19.1K - $20.4K
|
43.6K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-493- 0.69% |
$17.2K - $18.4K
|
70.8K
$2.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-474- 5.45% |
$16.6K - $17.7K
|
8.23K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-418- 0.78% |
$14.6K - $15.6K
|
53.4K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-195- 0.24% |
$6.82K - $7.29K
|
80.8K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.16% |
$1.22K - $1.31K
|
21.6K
$756K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-29- 0.36% |
$1.01K - $1.08K
|
7.93K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.03% |
$105 - $112
|
9.83K
$343K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-458K- 10.42% |
$16.1M - $17M
|
3.94M
$138M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-384K- 39.51% |
$13.5M - $14.3M
|
588K
$20.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-360K- 97.16% |
$12.7M - $13.4M
|
10.5K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-302K- 84.09% |
$10.6M - $11.2M
|
57.1K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124K- 59.45% |
$4.36M - $4.6M
|
84.5K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-117KClosed |
$4.11M - $4.33M
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-63.3K- 76.07% |
$2.22M - $2.35M
|
19.9K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-56.1K- 3.29% |
$1.97M - $2.08M
|
1.65M
$57.6M
|
|