Purchases and Sales Made in Q1 2023 in Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP INTL FOCUS EQUIT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16.3KNew |
$341K - $380K
|
16.3K
$408K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 83.24% |
$320K - $357K
|
33.7K
$843K
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.2KNew |
$317K - $353K
|
15.2K
$379K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
15KNew |
$313K - $349K
|
15K
$375K
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$311K - $347K
|
14.9K
$372K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.5KNew |
$260K - $290K
|
12.5K
$311K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.4K+ 7.98% |
$259K - $288K
|
168K
$4.19M
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
11.4KNew |
$239K - $266K
|
11.4K
$286K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.4KNew |
$238K - $265K
|
11.4K
$285K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.3KNew |
$236K - $263K
|
11.3K
$283K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.94KNew |
$208K - $231K
|
9.94K
$248K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.82K+ 2.71% |
$205K - $228K
|
371K
$9.28M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.08KNew |
$190K - $211K
|
9.08K
$227K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.03KNew |
$188K - $210K
|
9.03K
$225K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
8.94KNew |
$187K - $208K
|
8.94K
$223K
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.44K+ 3.75% |
$176K - $196K
|
233K
$5.82M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.01K+ 26.75% |
$146K - $163K
|
33.2K
$829K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.48K+ 26.87% |
$135K - $151K
|
30.6K
$764K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.24K+ 3200.51% |
$130K - $145K
|
6.44K
$161K
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.01K+ 24.87% |
$125K - $140K
|
30.2K
$753K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.93K+ 25.35% |
$124K - $138K
|
29.3K
$732K
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.88K+ 6.26% |
$102K - $114K
|
82.9K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.59K+ 23.41% |
$95.9K - $107K
|
24.2K
$605K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.12K+ 788.15% |
$86.1K - $95.9K
|
4.65K
$116K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.82K+ 6.45% |
$79.8K - $88.9K
|
63.1K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.49K+ 47.53% |
$72.9K - $81.2K
|
10.8K
$271K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.18K+ 13.9% |
$66.3K - $73.9K
|
26K
$650K
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
2.89K+ 12.38% |
$60.4K - $67.3K
|
26.3K
$656K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.76K+ 8.03% |
$57.6K - $64.2K
|
37.1K
$927K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.35K+ 23.7% |
$49.1K - $54.7K
|
12.3K
$306K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 10.03% |
$43.3K - $48.3K
|
22.8K
$569K
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.86K+ 12.8% |
$38.9K - $43.3K
|
16.4K
$410K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 11.92% |
$35.9K - $40K
|
16.2K
$403K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67K+ 5.71% |
$34.8K - $38.8K
|
30.8K
$770K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.64K+ 13.47% |
$34.2K - $38.1K
|
13.8K
$345K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.62K+ 12.82% |
$33.9K - $37.8K
|
14.3K
$357K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$20.9K - $23.3K
|
1K
$25K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
886+ 5.49% |
$18.5K - $20.6K
|
17K
$426K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
728+ 44.8% |
$15.2K - $16.9K
|
2.35K
$58.8K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
494+ 2.43% |
$10.3K - $11.5K
|
20.8K
$519K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
454New |
$9.48K - $10.6K
|
454
$11.3K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
429+ 0.7% |
$8.96K - $9.98K
|
62K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
361New |
$7.54K - $8.4K
|
361
$9.02K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
329New |
$6.87K - $7.66K
|
329
$8.22K
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
296+ 0.38% |
$6.18K - $6.89K
|
77.2K
$1.93M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$2.09K - $2.33K
|
100
$2.5K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80New |
$1.67K - $1.86K
|
80
$2K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5- 0.02% |
$104 - $116
|
27.4K
$684K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 0.36% |
$585 - $652
|
7.84K
$196K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-29- 0.81% |
$606 - $675
|
3.56K
$89K
|