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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$399K - $426K
|
11.4K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11.2K+ 27.03% |
$391K - $418K
|
52.6K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.1K+ 21.26% |
$389K - $415K
|
63.4K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
11K+ 153.41% |
$384K - $411K
|
18.2K
$634K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 5.56% |
$379K - $405K
|
206K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.5KNew |
$368K - $394K
|
10.5K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2K+ 21.32% |
$357K - $382K
|
58.1K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 51.38% |
$351K - $376K
|
29.6K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
10.1K+ 15.8% |
$351K - $376K
|
73.7K
$2.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$350K - $374K
|
10K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10K+ 1.09% |
$350K - $374K
|
931K
$32.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.86KNew |
$345K - $368K
|
9.86K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.83K+ 20.69% |
$344K - $367K
|
57.4K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.79KNew |
$342K - $366K
|
9.79K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7K+ 18.26% |
$339K - $362K
|
62.8K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.38K+ 12.8% |
$328K - $350K
|
82.7K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.82K+ 53.75% |
$308K - $330K
|
25.2K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.6K+ 75.38% |
$301K - $321K
|
20K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.55K+ 10.89% |
$299K - $319K
|
87.1K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.46KNew |
$296K - $316K
|
8.46K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.79K+ 9.79% |
$272K - $291K
|
87.3K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.75K+ 54.77% |
$271K - $289K
|
21.9K
$765K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.65K+ 20.03% |
$267K - $286K
|
45.9K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.62K+ 473.28% |
$266K - $284K
|
9.22K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.54K+ 110.84% |
$263K - $282K
|
14.3K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.53KNew |
$263K - $281K
|
7.53K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.48KNew |
$262K - $280K
|
7.48K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
7.41K+ 3.18% |
$259K - $277K
|
240K
$8.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
7.23KNew |
$253K - $270K
|
7.23K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.15K+ 39.68% |
$250K - $267K
|
25.2K
$879K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.13K+ 20.87% |
$249K - $266K
|
41.3K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.99K+ 6.49% |
$244K - $261K
|
115K
$4.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.93K+ 25.05% |
$242K - $259K
|
34.6K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.89K+ 0.77% |
$241K - $258K
|
907K
$31.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.86K+ 97.99% |
$240K - $256K
|
13.9K
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.78K+ 18.56% |
$237K - $253K
|
43.3K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.72KNew |
$235K - $251K
|
6.72K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.67K+ 46.49% |
$233K - $249K
|
21K
$734K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.6KNew |
$230K - $246K
|
6.6K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.58K+ 16.28% |
$230K - $246K
|
47K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.5KNew |
$227K - $243K
|
6.5K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.37K+ 80.6% |
$223K - $238K
|
14.3K
$499K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.35KNew |
$222K - $237K
|
6.35K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.26KNew |
$219K - $234K
|
6.26K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.13KNew |
$214K - $229K
|
6.13K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.01KNew |
$210K - $224K
|
6.01K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.99K+ 3.47% |
$209K - $224K
|
178K
$6.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.92K+ 151.67% |
$207K - $221K
|
9.82K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.85K+ 9.26% |
$205K - $219K
|
69K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.82KNew |
$203K - $217K
|
5.82K
$203K
|