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 |
---|---|---|---|---|---|---|---|
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
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-38.7K- 9.36% |
$1.36M - $1.44M
|
374K
$13.1M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-37.8K- 39.86% |
$1.33M - $1.4M
|
57.1K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.2K- 89.41% |
$1.17M - $1.23M
|
3.93K
$137K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-21.4K- 27.29% |
$752K - $794K
|
57K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.5K- 7.91% |
$650K - $686K
|
215K
$7.52M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11K- 2.91% |
$388K - $409K
|
367K
$12.8M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.6K- 18.34% |
$126K - $134K
|
16K
$560K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2K- 8.19% |
$70.5K - $74.4K
|
22.5K
$784K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.55K- 37.77% |
$54.4K - $57.5K
|
2.55K
$89.1K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.36K- 5.72% |
$47.6K - $50.3K
|
22.3K
$781K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.13K- 15.24% |
$39.7K - $41.9K
|
6.27K
$219K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.01K- 4.9% |
$35.5K - $37.5K
|
19.6K
$685K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-889- 42.93% |
$31.3K - $33K
|
1.18K
$41.3K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-741- 0.68% |
$26.1K - $27.5K
|
108K
$3.79M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-636- 1.08% |
$22.4K - $23.6K
|
58.1K
$2.03M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 25.0% |
$14.1K - $14.8K
|
1.2K
$41.9K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-160- 2.58% |
$5.63K - $5.94K
|
6.04K
$211K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 1.14% |
$1.86K - $1.97K
|
4.58K
$160K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 0.05% |
$246 - $260
|
12.8K
$449K
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1- -0.0% |
$35.2 - $37.1
|
82.7K
$2.89M
|
|
Q3 2024 | |||||||
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-5.46K- 29.79% |
$180K - $199K
|
12.9K
$449K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.45K- 2.23% |
$114K - $126K
|
151K
$5.29M
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.57K- 2.95% |
$51.8K - $57.4K
|
51.8K
$1.81M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-64- 0.64% |
$2.11K - $2.33K
|
9.96K
$348K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-37- 0.25% |
$1.22K - $1.35K
|
14.5K
$506K
|
|
Q2 2024 | |||||||
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-119K- 26.13% |
$3.7M - $3.97M
|
336K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-32.5K- 51.37% |
$1.01M - $1.08M
|
30.7K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.8K- 78.61% |
$740K - $794K
|
6.47K
$226K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.99K- 35.91% |
$124K - $133K
|
7.12K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 6.2% |
$37.3K - $40K
|
18.1K
$634K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-508- 93.55% |
$15.8K - $17K
|
35
$1.22K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-357- 7.01% |
$10.5K - $11.6K
|
4.73K
$165K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 65.75% |
$294K - $345K
|
5.98K
$209K
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-688- 9.0% |
$17.6K - $20.7K
|
6.96K
$243K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-300K- 54.56% |
$7.93M - $8.47M
|
250K
$8.73M
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-8- 1.85% |
$211 - $226
|
424
$14.8K
|
|
Q1 2023 | |||||||
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-55.9K- 97.07% |
$1.32M - $1.41M
|
1.69K
$59.1K
|
|
Q1 2022 | |||||||
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.9K- 99.67% |
$559K - $604K
|
75
$2.62K
|