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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.75K+ 4.18% |
$133K - $148K
|
143K
$3.58M
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.72K+ 9.75% |
$109K - $122K
|
53.1K
$1.33M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.4K+ 1.67% |
$102K - $113K
|
268K
$6.69M
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.39K+ 4.68% |
$102K - $113K
|
98.3K
$2.45M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.18K+ 31.97% |
$96.9K - $108K
|
17.3K
$431K
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.92K+ 7.66% |
$90.7K - $101K
|
55.1K
$1.38M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.45K+ 20.16% |
$79.9K - $88.9K
|
20.5K
$513K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.34K+ 29.9% |
$77.2K - $86K
|
14.5K
$362K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 16.52% |
$76.2K - $84.9K
|
23.2K
$580K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.01K+ 170.35% |
$69.7K - $77.6K
|
4.78K
$119K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.98KNew |
$69K - $76.8K
|
2.98K
$74.4K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.92K+ 15.08% |
$67.6K - $75.2K
|
22.3K
$556K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.87KNew |
$66.5K - $74K
|
2.87K
$71.7K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76KNew |
$63.9K - $71.2K
|
2.76K
$68.9K
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.36K+ 18.73% |
$54.8K - $60.9K
|
15K
$374K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.35K+ 19.25% |
$54.4K - $60.6K
|
14.6K
$364K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.05K+ 15.27% |
$47.5K - $52.8K
|
15.5K
$387K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.61K+ 9.71% |
$37.2K - $41.4K
|
18.1K
$453K
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.6K+ 12.82% |
$37K - $41.2K
|
14.1K
$352K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.59K+ 8.51% |
$36.8K - $40.9K
|
20.2K
$506K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.54K+ 2.75% |
$35.8K - $39.8K
|
57.8K
$1.44M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.54K+ 4.4% |
$35.7K - $39.7K
|
36.5K
$913K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.35K+ 19.92% |
$31.2K - $34.8K
|
8.12K
$203K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.3K+ 566.38% |
$30K - $33.4K
|
1.53K
$38.1K
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.21K+ 2.88% |
$28K - $31.2K
|
43.2K
$1.08M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
1.16K+ 3.8% |
$26.9K - $29.9K
|
31.7K
$791K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 3.09% |
$25.4K - $28.2K
|
36.5K
$912K
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
896+ 5.36% |
$20.8K - $23.1K
|
17.6K
$440K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
737+ 0.85% |
$17.1K - $19K
|
87.7K
$2.19M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
708+ 19.72% |
$16.4K - $18.3K
|
4.3K
$107K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
682+ 11.59% |
$15.8K - $17.6K
|
6.57K
$164K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 1.26% |
$11.6K - $12.9K
|
40.3K
$1.01M
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
374+ 0.4% |
$8.66K - $9.64K
|
94.5K
$2.36M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
264+ 7.34% |
$6.11K - $6.81K
|
3.86K
$96.4K
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
193+ 0.66% |
$4.47K - $4.98K
|
29.4K
$735K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
173+ 3.87% |
$4.01K - $4.46K
|
4.64K
$116K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.64K - $4.05K
|
157
$3.92K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
153+ 0.74% |
$3.54K - $3.94K
|
20.8K
$518K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
153+ 0.47% |
$3.54K - $3.94K
|
32.6K
$814K
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
138+ 0.29% |
$3.2K - $3.56K
|
47K
$1.17M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
111+ 0.17% |
$2.57K - $2.86K
|
65K
$1.62M
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
93New |
$2.15K - $2.4K
|
93
$2.32K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
88+ 0.31% |
$2.04K - $2.27K
|
28.3K
$706K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.36% |
$1.41K - $1.57K
|
4.53K
$113K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12+ 0.06% |
$278 - $309
|
19.6K
$491K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.21% |
$139 - $155
|
2.89K
$72.1K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$69.5 - $77.3
|
17.4K
$435K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.44% |
$46.3 - $51.6
|
461
$11.5K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-44- 0.1% |
$1.02K - $1.13K
|
43.2K
$1.08M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64- 0.83% |
$1.48K - $1.65K
|
7.65K
$191K
|