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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.5K+ 45.54% |
$334K - $413K
|
33.5K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
10.5KNew |
$334K - $413K
|
10.5K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9.97K+ 22.83% |
$318K - $394K
|
53.6K
$2.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
9.94KNew |
$317K - $393K
|
9.94K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.75KNew |
$311K - $385K
|
9.75K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.57K+ 14.13% |
$305K - $378K
|
77.2K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.53K+ 864.61% |
$304K - $376K
|
10.6K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.44K+ 8.25% |
$301K - $373K
|
124K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
9.39K+ 10.9% |
$300K - $371K
|
95.5K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.26K+ 7.19% |
$296K - $366K
|
138K
$5.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
9.2KNew |
$294K - $363K
|
9.2K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.99KNew |
$287K - $355K
|
8.99K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96K+ 297.81% |
$286K - $354K
|
12K
$491K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.87K+ 14.43% |
$283K - $350K
|
70.4K
$2.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.29KNew |
$265K - $327K
|
8.29K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.22K+ 104.39% |
$263K - $325K
|
16.1K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.18K+ 59.23% |
$261K - $323K
|
22K
$901K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.04KNew |
$257K - $318K
|
8.04K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
7.86K+ 56.74% |
$251K - $310K
|
21.7K
$890K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.66K+ 3.64% |
$245K - $302K
|
218K
$8.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.56K+ 40.95% |
$241K - $299K
|
26K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.35KNew |
$235K - $290K
|
7.35K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.07K+ 47.7% |
$226K - $279K
|
21.9K
$897K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$224K - $276K
|
7K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.99K+ 28.18% |
$223K - $276K
|
31.8K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.96K+ 48.79% |
$222K - $275K
|
21.2K
$870K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.78K+ 11.66% |
$216K - $268K
|
64.9K
$2.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.61K+ 7.45% |
$211K - $261K
|
95.3K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.38K+ 10.32% |
$204K - $252K
|
68.2K
$2.79M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.31K+ 29.14% |
$201K - $249K
|
28K
$1.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.28K+ 31.72% |
$201K - $248K
|
26.1K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6.26K+ 10.88% |
$200K - $247K
|
63.8K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.17K+ 5.87% |
$197K - $244K
|
111K
$4.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.13K+ 2.35% |
$196K - $242K
|
266K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.1K+ 58.45% |
$195K - $241K
|
16.5K
$678K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6K+ 42.21% |
$192K - $237K
|
20.2K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.99KNew |
$191K - $237K
|
5.99K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.85KNew |
$187K - $231K
|
5.85K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.77KNew |
$184K - $228K
|
5.77K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.73KNew |
$183K - $226K
|
5.73K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.57K+ 56.7% |
$178K - $220K
|
15.4K
$630K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.46K+ 5.7% |
$174K - $216K
|
101K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.44K+ 20.83% |
$174K - $215K
|
31.5K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5.43KNew |
$174K - $215K
|
5.43K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.41KNew |
$173K - $214K
|
5.41K
$222K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
5.41K+ 96.16% |
$173K - $214K
|
11K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.4K+ 2.61% |
$172K - $213K
|
212K
$8.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.35KNew |
$171K - $211K
|
5.35K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
5.33K+ 66.63% |
$170K - $210K
|
13.3K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.31KNew |
$169K - $210K
|
5.31K
$217K
|