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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.39K+ 2.99% |
$188K - $201K
|
186K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.31K+ 15.79% |
$185K - $198K
|
38.9K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.01K+ 6.13% |
$175K - $187K
|
86.6K
$3.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.22% |
$156K - $167K
|
143K
$5.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44K+ 12.67% |
$155K - $166K
|
39.5K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 28.38% |
$143K - $153K
|
18.5K
$645K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.52K+ 3.81% |
$123K - $132K
|
95.9K
$3.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.45K+ 3.19% |
$120K - $129K
|
112K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.25K+ 56.08% |
$113K - $121K
|
9.03K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.14K+ 14.49% |
$110K - $117K
|
24.8K
$867K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.09K+ 23.45% |
$108K - $115K
|
16.3K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.96K+ 2.54% |
$103K - $110K
|
119K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.93K+ 2.07% |
$103K - $110K
|
145K
$5.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
2.69K+ 1.37% |
$94.1K - $101K
|
199K
$6.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.68K+ 6.21% |
$93.6K - $100K
|
45.8K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 1.79% |
$90.2K - $96.5K
|
147K
$5.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.58K+ 0.78% |
$90K - $96.2K
|
332K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.51K+ 11.64% |
$87.6K - $93.7K
|
24K
$840K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.38K+ 12.02% |
$83.1K - $88.8K
|
22.2K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.24K+ 41.97% |
$78.3K - $83.7K
|
7.58K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2K+ 11.24% |
$69.9K - $74.7K
|
19.8K
$692K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.99K+ 0.75% |
$69.4K - $74.2K
|
267K
$9.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 0.32% |
$69.2K - $74K
|
628K
$21.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.94K+ 2.77% |
$67.6K - $72.3K
|
71.8K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.82K+ 8.6% |
$63.6K - $68K
|
23K
$803K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.79K+ 7.98% |
$62.5K - $66.8K
|
24.2K
$846K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 3.58% |
$61.4K - $65.6K
|
50.8K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.73K+ 27.59% |
$60.5K - $64.6K
|
8K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 21.57% |
$59.7K - $63.8K
|
9.63K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.68K+ 10.57% |
$58.9K - $62.9K
|
17.6K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63KNew |
$57K - $60.9K
|
1.63K
$57K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58KNew |
$55.2K - $59K
|
1.58K
$55.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 0.79% |
$53.8K - $57.5K
|
196K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 6.98% |
$50.6K - $54.1K
|
22.2K
$776K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.39K+ 18.9% |
$48.6K - $52K
|
8.75K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.37K+ 22.98% |
$48K - $51.3K
|
7.35K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.41% |
$45.9K - $49.1K
|
55.8K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.21K+ 2.95% |
$42.1K - $45.1K
|
42.1K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 1.73% |
$38.8K - $41.5K
|
65.2K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.1K+ 14.73% |
$38.6K - $41.2K
|
8.6K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.05KNew |
$36.7K - $39.2K
|
1.05K
$36.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 4.28% |
$35K - $37.4K
|
24.4K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
950+ 15.47% |
$33.2K - $35.5K
|
7.09K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890New |
$31.1K - $33.3K
|
890
$31.1K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
877+ 11.35% |
$30.7K - $32.8K
|
8.6K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
774New |
$27.1K - $28.9K
|
774
$27K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
730+ 5.2% |
$25.5K - $27.3K
|
14.8K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
667+ 5.77% |
$23.3K - $24.9K
|
12.2K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
615+ 8.41% |
$21.5K - $23K
|
7.92K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552+ 100.36% |
$19.3K - $20.6K
|
1.1K
$38.5K
|