Purchases and Sales Made in Q2 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 22.76% |
$393K - $486K
|
41.8K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.4K- 8.79% |
$394K - $488K
|
128K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-12.8K- 3.33% |
$410K - $507K
|
373K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.7K- 2.19% |
$439K - $543K
|
614K
$25.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-14.9K- 4.86% |
$477K - $590K
|
293K
$12M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.9K- 13.53% |
$605K - $748K
|
121K
$4.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19.6K- 2.84% |
$625K - $773K
|
670K
$27.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-19.7K- 9.12% |
$629K - $778K
|
196K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-24.6K- 6.7% |
$786K - $973K
|
343K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25.3K- 59.03% |
$807K - $998K
|
17.5K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-26.2K- 6.58% |
$836K - $1.03M
|
372K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.8K- 30.65% |
$855K - $1.06M
|
60.6K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-27.2K- 0.11% |
$869K - $1.07M
|
23.7M
$971M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.7K- 9.4% |
$917K - $1.13M
|
277K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-29K- 8.75% |
$927K - $1.15M
|
303K
$12.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-30K- 50.77% |
$958K - $1.18M
|
29.1K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30.5K- 5.24% |
$973K - $1.2M
|
551K
$22.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31.3K- 11.54% |
$1M - $1.24M
|
240K
$9.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-31.6K- 77.71% |
$1.01M - $1.25M
|
9.06K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.4K- 19.57% |
$1.16M - $1.44M
|
149K
$6.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.1K- 3.16% |
$1.25M - $1.55M
|
1.2M
$49.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-39.6K- 18.74% |
$1.27M - $1.57M
|
172K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-41.9K- 58.33% |
$1.34M - $1.65M
|
29.9K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75.6K- 31.08% |
$2.41M - $2.99M
|
168K
$6.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-93K- 26.86% |
$2.97M - $3.67M
|
253K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-101K- 94.44% |
$3.21M - $3.97M
|
5.93K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-107K- 94.03% |
$3.42M - $4.23M
|
6.8K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-108K- 75.61% |
$3.46M - $4.28M
|
35K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-129K- 72.71% |
$4.13M - $5.1M
|
48.5K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180K- 16.98% |
$5.73M - $7.09M
|
878K
$36M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-187K- 8.73% |
$5.96M - $7.37M
|
1.95M
$79.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229K- 23.48% |
$7.31M - $9.04M
|
746K
$30.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-260K- 14.26% |
$8.29M - $10.3M
|
1.56M
$64M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-263K- 45.26% |
$8.39M - $10.4M
|
318K
$13M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-282K- 58.6% |
$9.01M - $11.1M
|
199K
$8.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-291K- 50.3% |
$9.29M - $11.5M
|
287K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-473K- 37.72% |
$15.1M - $18.7M
|
781K
$32M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-557K- 4.37% |
$17.8M - $22M
|
12.2M
$499M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-565K- 76.92% |
$18.1M - $22.3M
|
170K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-600K- 91.1% |
$19.1M - $23.7M
|
58.6K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-833K- 33.41% |
$26.6M - $32.9M
|
1.66M
$68M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9M- 32.81% |
$60.7M - $75.1M
|
3.89M
$159M
|