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 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
174K+ 118.2% |
$5.56M - $6.87M
|
321K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
173K+ 128.09% |
$5.51M - $6.81M
|
307K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
169K+ 193.15% |
$5.4M - $6.68M
|
257K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
164KNew |
$5.23M - $6.46M
|
164K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163K+ 21.68% |
$5.21M - $6.45M
|
916K
$37.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
161K+ 27.83% |
$5.13M - $6.35M
|
738K
$30.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
153K+ 91.53% |
$4.87M - $6.03M
|
319K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
148K+ 110.47% |
$4.72M - $5.84M
|
282K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
140K+ 53.56% |
$4.46M - $5.51M
|
400K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118K+ 106.26% |
$3.77M - $4.67M
|
229K
$9.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
116K+ 30.1% |
$3.7M - $4.58M
|
501K
$20.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
115K+ 139.14% |
$3.67M - $4.54M
|
198K
$8.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
114KNew |
$3.65M - $4.51M
|
114K
$4.68M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$3.37M - $4.17M
|
106K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
103K+ 53.08% |
$3.3M - $4.09M
|
298K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
99.1K+ 108.15% |
$3.16M - $3.91M
|
191K
$7.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
98.5K+ 64.55% |
$3.15M - $3.89M
|
251K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
97.5K+ 18.12% |
$3.11M - $3.85M
|
636K
$26.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
97.4K+ 48.18% |
$3.11M - $3.84M
|
299K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
94.7KNew |
$3.02M - $3.74M
|
94.7K
$3.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
89.7K+ 7.42% |
$2.86M - $3.54M
|
1.3M
$53.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
88.8K+ 94.19% |
$2.83M - $3.5M
|
183K
$7.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.8K+ 711.99% |
$2.74M - $3.39M
|
97.8K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
78K+ 149.35% |
$2.49M - $3.08M
|
130K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
74.7KNew |
$2.39M - $2.95M
|
74.7K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
73.6K+ 58.24% |
$2.35M - $2.91M
|
200K
$8.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
71.1K+ 31.24% |
$2.27M - $2.81M
|
299K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
69.6KNew |
$2.22M - $2.75M
|
69.6K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66.4K+ 12.15% |
$2.12M - $2.62M
|
613K
$25.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
66.2K+ 22.11% |
$2.11M - $2.61M
|
365K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65.4K+ 8.75% |
$2.09M - $2.58M
|
814K
$33.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64.9K+ 13.13% |
$2.07M - $2.56M
|
559K
$22.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
64.7K+ 256.51% |
$2.07M - $2.56M
|
90K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
64.6K+ 17.03% |
$2.06M - $2.55M
|
444K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.9K+ 16.11% |
$1.95M - $2.41M
|
439K
$18M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
60.9K+ 75.34% |
$1.94M - $2.4M
|
142K
$5.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
60.8K+ 9.71% |
$1.94M - $2.4M
|
687K
$28.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60.3K+ 2.59% |
$1.93M - $2.38M
|
2.39M
$97.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
59.8K+ 5.9% |
$1.91M - $2.36M
|
1.07M
$44M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59.2K+ 24.64% |
$1.89M - $2.34M
|
299K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
58.2KNew |
$1.86M - $2.3M
|
58.2K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.4K+ 5.44% |
$1.83M - $2.27M
|
1.11M
$45.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4K+ 21.01% |
$1.8M - $2.23M
|
325K
$13.3M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
55K+ 1.7% |
$1.76M - $2.17M
|
3.3M
$135M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54.5K+ 603.34% |
$1.74M - $2.15M
|
63.5K
$2.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
53.1K+ 5.34% |
$1.69M - $2.1M
|
1.05M
$42.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50.2KNew |
$1.6M - $1.98M
|
50.2K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
48.1K+ 61.45% |
$1.54M - $1.9M
|
126K
$5.18M
|