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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 3.87% |
$382K - $409K
|
271K
$9.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.1K- 4.46% |
$424K - $453K
|
260K
$9.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.8K- 8.25% |
$1.18M - $1.26M
|
375K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-42.3K- 32.54% |
$1.48M - $1.58M
|
87.6K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-66.7K- 3.35% |
$2.33M - $2.49M
|
1.92M
$67.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-96.4K- 24.38% |
$3.37M - $3.6M
|
299K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-161K- 25.12% |
$5.61M - $6M
|
478K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-174K- 43.25% |
$6.07M - $6.48M
|
228K
$7.96M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-233K- 81.15% |
$8.13M - $8.69M
|
54.1K
$1.89M
|