Purchases and Sales Made in Q1 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.07M+ 36.56% |
$142M - $152M
|
15.2M
$531M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86M+ 738.97% |
$99.8M - $107M
|
3.24M
$113M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.92M+ 17.73% |
$67.1M - $71.7M
|
12.7M
$445M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67M+ 19.8% |
$58.5M - $62.5M
|
10.1M
$354M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1M+ 89.28% |
$38.4M - $41M
|
2.33M
$81.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
608K+ 116.46% |
$21.3M - $22.7M
|
1.13M
$39.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
599KNew |
$20.9M - $22.4M
|
599K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
574K+ 12.95% |
$20.1M - $21.4M
|
5.01M
$175M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
466K+ 31.43% |
$16.3M - $17.4M
|
1.95M
$68M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
382K+ 8.12% |
$13.4M - $14.3M
|
5.09M
$178M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
366K+ 140.39% |
$12.8M - $13.7M
|
626K
$21.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
355K+ 1516.6% |
$12.4M - $13.3M
|
378K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
266KNew |
$9.3M - $9.94M
|
266K
$9.29M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
227K+ 23.06% |
$7.92M - $8.46M
|
1.21M
$42.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
207KNew |
$7.25M - $7.75M
|
207K
$7.25M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
183K+ 318.63% |
$6.39M - $6.83M
|
240K
$8.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
182K+ 607.47% |
$6.35M - $6.79M
|
212K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
177K+ 38.98% |
$6.2M - $6.62M
|
632K
$22.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 8.7% |
$5.57M - $5.96M
|
1.99M
$69.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
140K+ 35.27% |
$4.91M - $5.24M
|
538K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
132K+ 12.85% |
$4.61M - $4.92M
|
1.16M
$40.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
129K+ 121.37% |
$4.5M - $4.81M
|
235K
$8.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123K+ 1063.67% |
$4.31M - $4.61M
|
135K
$4.72M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
116K+ 22.78% |
$4.07M - $4.35M
|
627K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
114KNew |
$3.98M - $4.26M
|
114K
$3.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100K+ 386.81% |
$3.51M - $3.75M
|
126K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99K+ 47.91% |
$3.46M - $3.7M
|
306K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98.7K+ 11.26% |
$3.45M - $3.69M
|
975K
$34.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90.9K+ 105.45% |
$3.18M - $3.4M
|
177K
$6.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
88.6K+ 40.48% |
$3.1M - $3.31M
|
308K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.8K+ 5.67% |
$3.03M - $3.24M
|
1.62M
$56.6M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
84.3K+ 70.8% |
$2.95M - $3.15M
|
203K
$7.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
77.9K+ 360.67% |
$2.72M - $2.91M
|
99.5K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77.7K+ 15.44% |
$2.72M - $2.9M
|
581K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 128.07% |
$2.58M - $2.76M
|
131K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
72.5K+ 380.65% |
$2.54M - $2.71M
|
91.6K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.8K+ 117.02% |
$2.37M - $2.53M
|
126K
$4.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
66.8K+ 13.08% |
$2.33M - $2.49M
|
577K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65.7K+ 15.79% |
$2.3M - $2.45M
|
482K
$16.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61.4K+ 105903.45% |
$2.15M - $2.29M
|
61.5K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
60.6K+ 7.87% |
$2.12M - $2.27M
|
831K
$29M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57.4K+ 17.88% |
$2.01M - $2.15M
|
379K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
55.3K+ 17.05% |
$1.93M - $2.06M
|
379K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
52.4K+ 136.08% |
$1.83M - $1.96M
|
90.9K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
48.1K+ 27.12% |
$1.68M - $1.8M
|
226K
$7.89M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
47KNew |
$1.64M - $1.76M
|
47K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.3K+ 9.22% |
$1.58M - $1.69M
|
536K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 27.53% |
$1.52M - $1.63M
|
202K
$7.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
43.4K+ 12.14% |
$1.52M - $1.62M
|
401K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
43.2K+ 13.23% |
$1.51M - $1.62M
|
370K
$12.9M
|