Purchases and Sales Made in Q2 2025 in Capital Group Divid Value ETF (CGDV)

CGDV Quotes by TradingView

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 11, 2025 Q2 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
21.1K
+ 16.27%
$673K - $833K
151K $6.17M
Aug 13, 2025 Q2 2025
Ever Source Wealth Advisors, LLC

BUY
 -
20.4K
+ 30.93%
$651K - $805K
86.3K $3.54M
Jul 29, 2025 Q2 2025
Koshinski Asset Management, Inc.

BUY
 -
20.3K
+ 12.6%
$647K - $800K
181K $7.42M
Aug 04, 2025 Q2 2025
Bay Colony Advisory Group, Inc D

BUY
 -
19.7K
+ 2.05%
$629K - $778K
983K $40.3M
Jul 22, 2025 Q2 2025
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
18.9K
+ 10.7%
$604K - $746K
196K $8.01M
Jul 08, 2025 Q2 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
18.8K
+ 23.67%
$601K - $743K
98.3K $4.03M
Aug 08, 2025 Q2 2025
Foundations Investment Advisors, LLC

BUY
 -
18.7K
New
$597K - $738K
18.7K $766K
Jul 16, 2025 Q2 2025
Novem Group

Rochester, NY
BUY
 -
18.2K
+ 12.09%
$582K - $720K
169K $6.93M
Aug 14, 2025 Q2 2025
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
18K
+ 7.17%
$575K - $711K
269K $11M
Jul 28, 2025 Q2 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
17.8K
+ 10.07%
$569K - $704K
195K $7.98M
Aug 12, 2025 Q2 2025
Cozad Asset Management Inc

Champaign, IL
BUY
 -
17.5K
+ 26.84%
$559K - $691K
82.7K $3.39M
Jul 17, 2025 Q2 2025
Nicholson Meyer Capital Management, Inc.

Kansas City, MO
BUY
 -
17.5K
New
$559K - $691K
17.5K $717K
Jul 08, 2025 Q2 2025
Wealth Care Investment Partners, LLC

BUY
 -
17.4K
+ 27.47%
$556K - $688K
80.8K $3.31M
Jul 30, 2025 Q2 2025
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
16.6K
+ 8.04%
$529K - $654K
223K $9.12M
Jul 24, 2025 Q2 2025
Ridgeline Wealth Planning, LLC

Centerville, OH
BUY
 -
16.5K
+ 6.89%
$528K - $653K
257K $10.5M
Aug 12, 2025 Q2 2025
J.W. Cole Advisors, Inc.

BUY
 -
15.8K
+ 11.69%
$504K - $623K
151K $6.18M
Jul 14, 2025 Q2 2025
Better Wealth, LLC

BUY
 -
15.6K
+ 7.66%
$498K - $616K
219K $8.99M
Jul 25, 2025 Q2 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
15.6K
+ 6083.2%
$497K - $615K
15.8K $649K
Jul 30, 2025 Q2 2025
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
15.3K
+ 7.55%
$490K - $606K
219K $8.96M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
15.2K
+ 1.32%
$486K - $602K
1.17M $48M
Aug 14, 2025 Q2 2025
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
14.9K
+ 74.06%
$477K - $590K
35.1K $1.44M
Jul 24, 2025 Q2 2025
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
14.9K
+ 21.83%
$475K - $587K
83K $3.4M
Jul 16, 2025 Q2 2025
Midwest Heritage Bank, Fsb

BUY
 -
14.5K
+ 2.31%
$463K - $572K
642K $26.3M
Jul 16, 2025 Q2 2025
Freestate Advisors LLC

Overland Park, KS
BUY
 -
14.3K
New
$457K - $566K
14.3K $587K
Aug 14, 2025 Q2 2025
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
14.1K
New
$451K - $558K
14.1K $579K
Aug 12, 2025 Q2 2025
Jacobi Capital Management LLC

BUY
 -
14.1K
+ 26.02%
$450K - $557K
68.3K $2.8M
Jul 17, 2025 Q2 2025
Venture Visionary Partners LLC

BUY
 -
14K
+ 139.58%
$447K - $552K
24K $984K
Aug 14, 2025 Q2 2025
Betterment LLC

New York, NY
BUY
 -
13.9K
+ 10.89%
$442K - $547K
141K $5.78M
Jul 22, 2025 Q2 2025
Wealthcare Capital Partners, LLC

West Chester, PA
BUY
 -
13.7K
+ 129.97%
$437K - $541K
24.2K $993K
Aug 14, 2025 Q2 2025
Acas, LLC

BUY
 -
13.7K
+ 5.03%
$436K - $540K
285K $11.7M
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
13.4K
+ 6.49%
$427K - $528K
219K $8.99M
Aug 04, 2025 Q2 2025
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
13.2K
New
$421K - $521K
13.2K $540K
Aug 08, 2025 Q2 2025
Kaizen Financial Strategies

BUY
 -
12.8K
+ 5.44%
$408K - $504K
247K $10.1M
Aug 14, 2025 Q2 2025
Widmann Financial Services, Inc.

BUY
 -
12.4K
New
$397K - $491K
12.4K $509K
Jul 10, 2025 Q2 2025
Exchange Traded Concepts, LLC

BUY
 -
11.9K
New
$380K - $470K
11.9K $488K
Jul 14, 2025 Q2 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
11.8K
+ 6.64%
$378K - $467K
190K $7.79M
Jul 22, 2025 Q2 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
11.1K
+ 6.78%
$355K - $439K
175K $7.18M
Jul 24, 2025 Q2 2025
Blair William & CO

Chicago, IL
BUY
 -
11.1K
+ 2.35%
$353K - $437K
482K $19.8M
Jul 21, 2025 Q2 2025
Accel Wealth Management

BUY
 -
11K
+ 20.95%
$352K - $435K
63.6K $2.61M
Aug 14, 2025 Q2 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.9K
+ 14.5%
$349K - $432K
86.4K $3.54M
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
10.9K
+ 54.36%
$348K - $430K
30.9K $1.27M
Jul 25, 2025 Q2 2025
M.E. Allison & Co., Inc.

San Antonio, TX
BUY
 -
10.9K
+ 9.49%
$347K - $430K
126K $5.15M
Aug 14, 2025 Q2 2025
Wfa Of San Diego, LLC

BUY
 -
10.8K
+ 59.62%
$346K - $428K
29K $1.19M
Jul 29, 2025 Q2 2025
Burford Brothers, Inc.

Dallas, TX
BUY
 -
10.8K
+ 48.8%
$346K - $428K
33.1K $1.35M
Aug 12, 2025 Q2 2025
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
10.8K
+ 2.46%
$344K - $425K
448K $18.3M
Jul 17, 2025 Q2 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
10.7K
New
$343K - $424K
10.7K $440K
Aug 12, 2025 Q2 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
10.6K
New
$339K - $419K
10.6K $435K
Aug 11, 2025 Q2 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
10.5K
+ 4.51%
$336K - $416K
244K $10M
Aug 05, 2025 Q2 2025
Convergence Financial, LLC

Columbia, MO
BUY
 -
10.5K
+ 10.59%
$336K - $416K
110K $4.51M

Track Institutional and Insider Activities on CGDV

Follow CAPITAL GROUP DIVID VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CGDV shares.

Notify only if

Insider Trading

Get notified when an Capital Group Divid Value ETF insider buys or sells CGDV shares.

Notify only if

News

Receive news related to CAPITAL GROUP DIVID VALUE ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CGDV