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 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
43.2K+ 13.23% |
$1.51M - $1.62M
|
370K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.4K+ 38.4% |
$1.48M - $1.58M
|
153K
$5.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.3KNew |
$1.48M - $1.58M
|
42.3K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.6K+ 11.45% |
$1.38M - $1.48M
|
385K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
39.2K+ 67.84% |
$1.37M - $1.47M
|
97K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39K+ 34.9% |
$1.36M - $1.46M
|
151K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
38.1K+ 5.03% |
$1.33M - $1.42M
|
796K
$27.8M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
37.9K+ 39.08% |
$1.32M - $1.41M
|
135K
$4.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.5KNew |
$1.31M - $1.4M
|
37.5K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36.2K+ 21.34% |
$1.27M - $1.35M
|
206K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33.2K+ 8.21% |
$1.16M - $1.24M
|
437K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
32K+ 6.24% |
$1.12M - $1.19M
|
545K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
29K+ 12.11% |
$1.01M - $1.08M
|
269K
$9.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
27.5K+ 15.64% |
$960K - $1.03M
|
203K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.8K+ 13.89% |
$937K - $1M
|
220K
$7.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.3K+ 6.04% |
$921K - $984K
|
462K
$16.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.1K+ 8.15% |
$912K - $975K
|
346K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
25.5K+ 182.32% |
$891K - $953K
|
39.5K
$1.38M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
25K+ 7.93% |
$874K - $934K
|
340K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24.5K+ 28.19% |
$855K - $914K
|
111K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24.2K+ 35.22% |
$847K - $905K
|
93K
$3.25M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
24.2K+ 9.79% |
$846K - $905K
|
272K
$9.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.7K+ 17.26% |
$827K - $884K
|
161K
$5.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
22.8K+ 79.59% |
$796K - $851K
|
51.4K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22K+ 20.43% |
$768K - $821K
|
130K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.1K+ 3.79% |
$738K - $789K
|
578K
$20.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
20.4K+ 11.13% |
$713K - $763K
|
204K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.2KNew |
$705K - $754K
|
20.2K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.4K+ 28.01% |
$679K - $725K
|
88.7K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19K+ 14.72% |
$664K - $710K
|
148K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 32.1% |
$644K - $689K
|
75.9K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
18K+ 5.15% |
$629K - $673K
|
368K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
17.1K+ 111.6% |
$599K - $640K
|
32.5K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.1K+ 1.8% |
$597K - $638K
|
963K
$33.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
17KNew |
$595K - $636K
|
17K
$595K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16.8K+ 47.24% |
$586K - $627K
|
52.3K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16.7K+ 11.32% |
$583K - $623K
|
164K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14.8K+ 9.76% |
$518K - $554K
|
167K
$5.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14K+ 16.13% |
$488K - $521K
|
100K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 26.53% |
$483K - $516K
|
65.9K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8KNew |
$481K - $515K
|
13.8K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.2K+ 19.89% |
$461K - $493K
|
79.5K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 16.23% |
$460K - $492K
|
94.2K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 45.31% |
$459K - $491K
|
42.2K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13.1K+ 28.18% |
$459K - $491K
|
59.8K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$459K - $490K
|
13.1K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12.4K+ 27.36% |
$432K - $462K
|
57.5K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.9K+ 42.27% |
$415K - $444K
|
40K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6K+ 62.48% |
$405K - $433K
|
30.1K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11.5K+ 6.97% |
$402K - $430K
|
177K
$6.17M
|