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 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.31KNew |
$169K - $210K
|
5.31K
$217K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.29KNew |
$169K - $209K
|
5.29K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5.27KNew |
$168K - $208K
|
5.27K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.27K+ 15.23% |
$168K - $208K
|
39.9K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.22KNew |
$167K - $206K
|
5.22K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.2KNew |
$166K - $205K
|
5.2K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
5.2KNew |
$166K - $205K
|
5.2K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$165K - $204K
|
5.16K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.15KNew |
$165K - $203K
|
5.15K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.14KNew |
$164K - $203K
|
5.14K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.11K+ 23.32% |
$163K - $202K
|
27K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.03K+ 12.19% |
$161K - $199K
|
46.3K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5K+ 7.07% |
$160K - $198K
|
75.8K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.94K+ 20.54% |
$158K - $195K
|
29K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.75K+ 21.46% |
$152K - $188K
|
26.9K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.69K+ 8.76% |
$150K - $185K
|
58.2K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.63K+ 29.42% |
$148K - $183K
|
20.3K
$834K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.39K+ 27.0% |
$140K - $173K
|
20.7K
$846K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.21K+ 62.67% |
$134K - $166K
|
10.9K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
4.18K+ 12.87% |
$133K - $165K
|
36.7K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.12K+ 4.73% |
$132K - $163K
|
91.2K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.12K+ 22.69% |
$131K - $163K
|
22.3K
$912K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 12.49% |
$131K - $162K
|
37K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.09K+ 49.28% |
$131K - $162K
|
12.4K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.09K+ 54.32% |
$131K - $162K
|
11.6K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.07K+ 2.68% |
$130K - $161K
|
156K
$6.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.75K+ 19.71% |
$120K - $148K
|
22.8K
$932K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.75K+ 12.46% |
$120K - $148K
|
33.8K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.6K+ 3.6% |
$115K - $142K
|
103K
$4.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.43K+ 11.39% |
$110K - $136K
|
33.6K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.4K+ 1.55% |
$109K - $134K
|
223K
$9.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.33KNew |
$106K - $132K
|
3.33K
$137K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.23K+ 0.85% |
$103K - $128K
|
382K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.16K+ 12.57% |
$101K - $125K
|
28.3K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.07K+ 10.35% |
$97.9K - $121K
|
32.7K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3K+ 6.28% |
$95.9K - $119K
|
50.8K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.92K+ 5.7% |
$93.4K - $115K
|
54.2K
$2.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.91K+ 6.78% |
$92.9K - $115K
|
45.8K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.82K+ 2.8% |
$89.9K - $111K
|
103K
$4.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.81K+ 12.39% |
$89.7K - $111K
|
25.5K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.78K+ 12.91% |
$88.8K - $110K
|
24.3K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 3.08% |
$87.1K - $108K
|
91.3K
$3.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.67K+ 4.65% |
$85.2K - $105K
|
60K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.61K+ 36.02% |
$83.2K - $103K
|
9.84K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.6K+ 101.96% |
$83K - $103K
|
5.15K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.57KNew |
$82.1K - $102K
|
2.57K
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.5K+ 25.9% |
$79.7K - $98.5K
|
12.1K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.44K+ 18.25% |
$78K - $96.4K
|
15.8K
$648K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.42K+ 3.51% |
$77.3K - $95.6K
|
71.4K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.3K+ 5.03% |
$73.6K - $91K
|
48.1K
$1.97M
|