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 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.28K+ 9.43% |
$72.9K - $90.2K
|
26.5K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$68.7K - $84.9K
|
2.15K
$88.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2K+ 1.26% |
$63.9K - $79.1K
|
161K
$6.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2K+ 9.21% |
$63.9K - $79K
|
23.7K
$972K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.98KNew |
$63.3K - $78.3K
|
1.98K
$81.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 4790.24% |
$62.7K - $77.6K
|
2.01K
$82.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.91K+ 795.83% |
$61K - $75.4K
|
2.15K
$88.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 3.85% |
$60.5K - $74.9K
|
51.1K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.87K+ 21.4% |
$59.8K - $74K
|
10.6K
$435K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.85K+ 17.4% |
$59.2K - $73.2K
|
12.5K
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.84K+ 14.78% |
$58.7K - $72.6K
|
14.3K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 3.77% |
$56.6K - $70K
|
48.8K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.76K+ 23.01% |
$56.2K - $69.5K
|
9.41K
$386K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.72K+ 23.45% |
$55K - $68.1K
|
9.08K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.59K+ 0.2% |
$50.7K - $62.7K
|
798K
$32.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.54K+ 24.56% |
$49.1K - $60.7K
|
7.79K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.51K+ 180.6% |
$48.2K - $59.6K
|
2.34K
$96K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.51K+ 23.6% |
$48.1K - $59.4K
|
7.88K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 6.16% |
$48K - $59.4K
|
25.9K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.44K+ 2.01% |
$46K - $56.9K
|
73.1K
$2.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.39K+ 8.57% |
$44.3K - $54.8K
|
17.6K
$720K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.39K+ 18.52% |
$44.3K - $54.7K
|
8.87K
$363K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.37K+ 595.65% |
$43.7K - $54.1K
|
1.6K
$65.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.31K+ 21.02% |
$41.7K - $51.6K
|
7.52K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.28K+ 11.85% |
$40.9K - $50.6K
|
12.1K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.27K+ 12.52% |
$40.7K - $50.3K
|
11.4K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.21K+ 5.75% |
$38.6K - $47.7K
|
22.2K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.21K+ 1.59% |
$38.5K - $47.6K
|
77.1K
$3.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.18K+ 13.98% |
$37.8K - $46.7K
|
9.65K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.18KNew |
$37.7K - $46.6K
|
1.18K
$48.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18K+ 2.29% |
$37.5K - $46.4K
|
52.6K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.03K+ 13.64% |
$33K - $40.8K
|
8.62K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
995+ 2.65% |
$31.8K - $39.3K
|
38.5K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
971+ 1.01% |
$31K - $38.3K
|
96.9K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
925+ 24.91% |
$29.5K - $36.5K
|
4.64K
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
917+ 2.45% |
$29.3K - $36.2K
|
38.3K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$28.7K - $35.5K
|
900
$36.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
802+ 0.2% |
$25.6K - $31.7K
|
397K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
779+ 5.73% |
$24.9K - $30.8K
|
14.4K
$589K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
765+ 6.55% |
$24.4K - $30.2K
|
12.5K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
763+ 6.8% |
$24.4K - $30.1K
|
12K
$491K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
747New |
$23.9K - $29.5K
|
747
$30.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
736New |
$23.5K - $29.1K
|
736
$30.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
694+ 40.23% |
$22.2K - $27.4K
|
2.42K
$99.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
692+ 9.16% |
$22.1K - $27.3K
|
8.25K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
680+ 17.8% |
$21.7K - $26.9K
|
4.5K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
663+ 1.31% |
$21.2K - $26.2K
|
51.2K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
658+ 6.42% |
$21K - $26K
|
10.9K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
595+ 1.12% |
$19K - $23.5K
|
54K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
586+ 0.26% |
$18.7K - $23.1K
|
225K
$9.23M
|