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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
442+ 0.91% |
$15.4K - $16.5K
|
49.2K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
439New |
$15.3K - $16.4K
|
439
$15.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
419New |
$14.6K - $15.7K
|
419
$14.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
404+ 1.96% |
$14.1K - $15.1K
|
21K
$735K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
371+ 5.32% |
$13K - $13.9K
|
7.35K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
353+ 0.44% |
$12.3K - $13.2K
|
81.2K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
341+ 3.44% |
$11.9K - $12.7K
|
10.2K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
300New |
$10.5K - $11.2K
|
300
$10.5K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
256New |
$8.95K - $9.56K
|
256
$8.94K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
247+ 3.38% |
$8.63K - $9.23K
|
7.56K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
204+ 3.31% |
$7.13K - $7.62K
|
6.38K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
146+ 1.39% |
$5.1K - $5.45K
|
10.6K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
129+ 0.25% |
$4.51K - $4.82K
|
51.3K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
44+ 0.13% |
$1.54K - $1.64K
|
32.9K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 3.25% |
$1.22K - $1.31K
|
1.11K
$38.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.28% |
$1.08K - $1.16K
|
11.3K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
14+ 0.16% |
$489 - $523
|
8.66K
$303K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$105 - $112
|
3
$105
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2+ 0.02% |
$69.9 - $74.7
|
11.7K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.03% |
$105 - $112
|
9.83K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-29- 0.36% |
$1.01K - $1.08K
|
7.93K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.16% |
$1.22K - $1.31K
|
21.6K
$756K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-195- 0.24% |
$6.82K - $7.29K
|
80.8K
$2.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-474- 5.45% |
$16.6K - $17.7K
|
8.23K
$287K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-493- 0.69% |
$17.2K - $18.4K
|
70.8K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-547- 1.24% |
$19.1K - $20.4K
|
43.6K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-582- 0.83% |
$20.3K - $21.7K
|
69.6K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-650- 1.71% |
$22.7K - $24.3K
|
37.4K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-775- 0.77% |
$27.1K - $29K
|
99.8K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-944- 11.49% |
$33K - $35.3K
|
7.27K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 4.93% |
$36.3K - $38.9K
|
20K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.05K- 2.52% |
$36.7K - $39.2K
|
40.6K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 2.18% |
$40.6K - $43.4K
|
52.2K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.33K- 3.6% |
$46.3K - $49.5K
|
35.5K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 15.72% |
$51.3K - $54.9K
|
7.88K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.52K- 3.43% |
$53.3K - $56.9K
|
42.9K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.53K- 8.22% |
$53.3K - $57K
|
17K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.75K- 4.48% |
$61.2K - $65.5K
|
37.4K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.34K- 1.67% |
$81.7K - $87.4K
|
138K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.44K- 3.18% |
$85.2K - $91.1K
|
74.3K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 2.99% |
$95.3K - $102K
|
88.6K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.46K- 0.16% |
$121K - $129K
|
2.14M
$74.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.55K- 0.43% |
$124K - $133K
|
828K
$28.9M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.67K- 41.14% |
$163K - $175K
|
6.68K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.91K- 65.34% |
$172K - $183K
|
2.61K
$91K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-5.62K- 1.4% |
$196K - $210K
|
396K
$13.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.67K- 1.84% |
$198K - $212K
|
302K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.51K- 37.45% |
$297K - $318K
|
14.2K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-8.82K- 34.96% |
$308K - $330K
|
16.4K
$574K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$359K - $384K
|
85.9K
$3M
|