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 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
17.1K+ 111.6% |
$599K - $640K
|
32.5K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.1K+ 1.8% |
$597K - $638K
|
963K
$38.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
17KNew |
$595K - $636K
|
17K
$684K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16.8K+ 47.24% |
$586K - $627K
|
52.3K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16.7K+ 11.32% |
$583K - $623K
|
164K
$6.59M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 61.59% |
$580K - $620K
|
43.6K
$1.75M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.5K+ 43.64% |
$576K - $615K
|
54.2K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14.8K+ 9.76% |
$518K - $554K
|
167K
$6.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14K+ 16.13% |
$488K - $521K
|
100K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 26.53% |
$483K - $516K
|
65.9K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8KNew |
$481K - $515K
|
13.8K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.7K+ 28.46% |
$478K - $511K
|
61.8K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.4KNew |
$468K - $500K
|
13.4K
$538K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.2K+ 19.89% |
$461K - $493K
|
79.5K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 16.23% |
$460K - $492K
|
94.2K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 45.31% |
$459K - $491K
|
42.2K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13.1K+ 28.18% |
$459K - $491K
|
59.8K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$459K - $490K
|
13.1K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 49.26% |
$451K - $482K
|
39.1K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.4K+ 22.21% |
$433K - $463K
|
68.1K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12.4K+ 27.36% |
$432K - $462K
|
57.5K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.9K+ 42.27% |
$415K - $444K
|
40K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6K+ 62.48% |
$405K - $433K
|
30.1K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11.5K+ 6.97% |
$402K - $430K
|
177K
$7.1M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$399K - $426K
|
11.4K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11.2K+ 27.03% |
$391K - $418K
|
52.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2KNew |
$390K - $417K
|
11.2K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.1K+ 21.26% |
$389K - $415K
|
63.4K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.1KNew |
$387K - $414K
|
11.1K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11.1K+ 29.67% |
$387K - $413K
|
48.3K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
11K+ 153.41% |
$384K - $411K
|
18.2K
$729K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 5.56% |
$379K - $405K
|
206K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.5KNew |
$368K - $394K
|
10.5K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 4.69% |
$366K - $391K
|
234K
$9.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2K+ 21.32% |
$357K - $382K
|
58.1K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 51.38% |
$351K - $376K
|
29.6K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
10.1K+ 15.8% |
$351K - $376K
|
73.7K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$350K - $374K
|
10K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10K+ 1.09% |
$350K - $374K
|
931K
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.86KNew |
$345K - $368K
|
9.86K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.83K+ 20.69% |
$344K - $367K
|
57.4K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.79KNew |
$342K - $366K
|
9.79K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7K+ 18.26% |
$339K - $362K
|
62.8K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.64K+ 17.34% |
$337K - $360K
|
65.2K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
9.38K+ 6.58% |
$328K - $350K
|
152K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.38K+ 12.8% |
$328K - $350K
|
82.7K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.33KNew |
$326K - $348K
|
9.33K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.82K+ 53.75% |
$308K - $330K
|
25.2K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.6K+ 75.38% |
$301K - $321K
|
20K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.55K+ 10.89% |
$299K - $319K
|
87.1K
$3.5M
|