Purchases and Sales Made in Q1 2024 in Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q1 2024. 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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.63M+ 53.4% |
$37.7M - $42M
|
4.68M
$116M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
830KNew |
$19.2M - $21.4M
|
830K
$20.7M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
613K+ 8.46% |
$14.2M - $15.8M
|
7.85M
$195M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
570KNew |
$13.2M - $14.7M
|
570K
$14.2M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
539K+ 11.02% |
$12.5M - $13.9M
|
5.42M
$135M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
505K+ 18.25% |
$11.7M - $13M
|
3.27M
$81.4M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
469K+ 3614.04% |
$10.9M - $12.1M
|
482K
$12M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
362KNew |
$8.39M - $9.34M
|
362K
$9.01M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
193K+ 17.56% |
$4.47M - $4.98M
|
1.29M
$32.2M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
180K+ 32.66% |
$4.16M - $4.64M
|
730K
$18.2M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
180K+ 5.09% |
$4.16M - $4.63M
|
3.71M
$92.3M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
172K+ 97.74% |
$3.98M - $4.43M
|
348K
$8.65M
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
171K+ 721.41% |
$3.97M - $4.41M
|
195K
$4.85M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
163K+ 28.32% |
$3.77M - $4.19M
|
737K
$18.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
162K+ 7.15% |
$3.76M - $4.18M
|
2.43M
$60.4M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161K+ 43.16% |
$3.74M - $4.16M
|
535K
$13.3M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
156K+ 13.55% |
$3.61M - $4.02M
|
1.31M
$32.5M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 8.02% |
$3.55M - $3.95M
|
2.06M
$51.3M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
152K+ 17.55% |
$3.51M - $3.91M
|
1.02M
$25.3M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
139K+ 45.46% |
$3.21M - $3.58M
|
444K
$11M
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
135K+ 403.98% |
$3.13M - $3.48M
|
169K
$4.19M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 8.84% |
$3.11M - $3.46M
|
1.65M
$41.1M
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
128KNew |
$2.97M - $3.31M
|
128K
$3.19M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126K+ 352.39% |
$2.91M - $3.24M
|
162K
$4.02M
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
110K+ 3.98% |
$2.54M - $2.83M
|
2.87M
$71.4M
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
98.1K+ 61.14% |
$2.27M - $2.53M
|
259K
$6.43M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
96K+ 32.49% |
$2.22M - $2.47M
|
391K
$9.73M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
89.8K+ 13.57% |
$2.08M - $2.31M
|
751K
$18.7M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.7K+ 53.37% |
$1.98M - $2.21M
|
246K
$6.12M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.8K+ 593.73% |
$1.8M - $2.01M
|
90.9K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.8K+ 593.73% |
$1.8M - $2.01M
|
90.9K
$2.26M
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
74.7K+ 40.44% |
$1.73M - $1.92M
|
259K
$6.45M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.8K+ 575.44% |
$1.34M - $1.49M
|
67.8K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.9K+ 197.29% |
$1.16M - $1.29M
|
75.2K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.9K+ 222.33% |
$1.13M - $1.26M
|
70.9K
$1.76M
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
46.6K+ 9.12% |
$1.08M - $1.2M
|
557K
$13.9M
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
44.5K+ 24.94% |
$1.03M - $1.15M
|
223K
$5.54M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.1K+ 70.85% |
$998K - $1.11M
|
104K
$2.59M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
42.7KNew |
$988K - $1.1M
|
42.7K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.6K+ 5.72% |
$987K - $1.1M
|
788K
$19.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.1K+ 4.97% |
$975K - $1.09M
|
889K
$22.1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
40.9K+ 14.45% |
$948K - $1.06M
|
324K
$8.07M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
40.9KNew |
$947K - $1.05M
|
40.9K
$1.02M
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40.6K+ 5.22% |
$939K - $1.05M
|
817K
$20.3M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 2.54% |
$936K - $1.04M
|
1.63M
$40.6M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40.4K+ 130.6% |
$936K - $1.04M
|
71.4K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.5K+ 185.18% |
$893K - $994K
|
59.4K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.5KNew |
$892K - $993K
|
38.5K
$958K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.3K+ 57.19% |
$840K - $935K
|
99.6K
$2.48M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35KNew |
$810K - $901K
|
35K
$869K
|