Purchases and Sales Made in Q2 2023 in Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
278+ 1.46% |
$6.25K - $6.73K
|
19.3K
$483K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
157+ 6.67% |
$3.53K - $3.8K
|
2.51K
$62.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
132+ 0.41% |
$2.97K - $3.2K
|
32.1K
$802K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 0.18% |
$2.52K - $2.71K
|
62.1K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
99New |
$2.23K - $2.4K
|
99
$2.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
64+ 0.58% |
$1.44K - $1.55K
|
11.1K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
62+ 0.79% |
$1.39K - $1.5K
|
7.9K
$197K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 10.26% |
$629 - $678
|
301
$7.52K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-130- 13.0% |
$2.92K - $3.15K
|
870
$21.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-166- 1.27% |
$3.73K - $4.02K
|
12.9K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-201- 1.14% |
$4.52K - $4.87K
|
17.4K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-238- 0.77% |
$5.35K - $5.76K
|
30.6K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-489- 0.05% |
$11K - $11.8K
|
1.01M
$25.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-656- 0.6% |
$14.7K - $15.9K
|
108K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-891- 2.11% |
$20K - $21.6K
|
41.3K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 2.93% |
$42.3K - $45.5K
|
62.4K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-3.24K- 1.11% |
$72.8K - $78.4K
|
288K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.41K- 3.66% |
$76.7K - $82.7K
|
89.9K
$2.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-3.45K- 4.47% |
$77.6K - $83.6K
|
73.8K
$1.84M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.66K- 81.04% |
$82.2K - $88.5K
|
855
$21.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.58K- 31.78% |
$193K - $208K
|
18.4K
$460K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-15.3K- 58.8% |
$343K - $369K
|
10.7K
$267K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.2K- 60.11% |
$433K - $466K
|
12.8K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-20.4K- 2.4% |
$458K - $494K
|
830K
$20.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29K- 3.6% |
$652K - $703K
|
778K
$19.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-32.7K- 33.04% |
$736K - $793K
|
66.3K
$1.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-44.1K- 11.1% |
$992K - $1.07M
|
353K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-154K- 11.24% |
$3.47M - $3.74M
|
1.22M
$30.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-338K- 54.57% |
$7.61M - $8.19M
|
282K
$7.04M
|