Purchases and Sales Made in Q3 2023 in Capital Group Intl Focus Equit (CGXU)

CGXU Quotes by TradingView

This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q3 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
Oct 20, 2023 Q3 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
32.8K
+ 60.87%
$704K - $800K
86.6K $2.23M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
28.4K
New
$610K - $694K
28.4K $731K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
27.2K
+ 76.23%
$584K - $664K
62.9K $1.62M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
23.8K
+ 32.58%
$511K - $581K
96.9K $2.49M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
22.8K
+ 3.29%
$489K - $556K
715K $18.4M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
20.7K
New
$445K - $506K
20.7K $533K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
19.2K
+ 150.66%
$413K - $470K
32K $823K
Oct 19, 2023 Q3 2023
Sterling Investment Counsel, LLC

BUY
 -
19.1K
+ 3.41%
$410K - $466K
580K $14.9M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
16.9K
+ 4.23%
$362K - $412K
416K $10.7M
Nov 02, 2023 Q3 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
16.5K
+ 3.24%
$354K - $403K
526K $13.5M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
15K
New
$323K - $367K
15K $386K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
14.5K
+ 21.92%
$312K - $355K
80.9K $2.08M
Oct 17, 2023 Q3 2023
Brown Miller Wealth Management, LLC

BUY
 -
13.4K
+ 11.25%
$287K - $326K
132K $3.39M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
13.2K
+ 31.95%
$283K - $322K
54.5K $1.4M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
13K
+ 67.35%
$279K - $318K
32.3K $832K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
11.8K
New
$253K - $287K
11.8K $302K
Nov 19, 2024 Q3 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
10.9K
+ 102.1%
$234K - $266K
21.6K $556K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10K
+ 68.41%
$215K - $244K
24.6K $633K
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
9.94K
New
$213K - $243K
9.94K $255K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
9.86K
+ 15.25%
$212K - $241K
74.5K $1.91M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
9.83K
+ 15.76%
$211K - $240K
72.2K $1.86M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
9.52K
New
$204K - $232K
9.52K $245K
Nov 08, 2023 Q3 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
9.5K
New
$204K - $232K
9.5K $244K
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
8.47K
+ 7.81%
$182K - $207K
117K $3.01M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
7.84K
+ 19.35%
$168K - $191K
48.4K $1.24M
Oct 13, 2023 Q3 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
6.98K
+ 19.6%
$150K - $170K
42.6K $1.09M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
6.32K
+ 98.18%
$136K - $154K
12.8K $328K
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
6.14K
+ 3.59%
$132K - $150K
177K $4.56M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.65K
+ 46.09%
$121K - $138K
17.9K $460K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.54K
+ 11.34%
$119K - $135K
54.4K $1.4M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.46K
+ 14.1%
$117K - $133K
44.2K $1.14M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
5.32K
+ 23.73%
$114K - $130K
27.7K $713K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.26K
New
$113K - $128K
5.26K $135K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
4.73K
+ 36.05%
$101K - $115K
17.8K $458K
Oct 12, 2023 Q3 2023
G&S Capital LLC

BUY
 -
4.37K
+ 3.18%
$93.8K - $107K
142K $3.64M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
4.11K
+ 1.47%
$88.3K - $100K
283K $7.27M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
3.82K
+ 22.48%
$82K - $93.2K
20.8K $535K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
3.52K
+ 11.18%
$75.5K - $85.9K
35K $900K
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
3.28K
+ 1.36%
$70.3K - $80K
245K $6.29M
Oct 18, 2023 Q3 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
2.57K
+ 4.63%
$55.1K - $62.7K
58K $1.49M
Oct 20, 2023 Q3 2023
Bill Few Associates, Inc.

BUY
 -
2.1K
+ 6.0%
$45K - $51.1K
37K $951K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
2.05K
New
$44.1K - $50.1K
2.05K $52.8K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
2K
+ 10.83%
$42.9K - $48.8K
20.5K $526K
Nov 13, 2023 Q3 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
1.45K
+ 5.47%
$31.1K - $35.4K
28K $719K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.43K
+ 13.74%
$30.8K - $35K
11.9K $305K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.43K
+ 57.13%
$30.8K - $35K
3.94K $101K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
1.37K
+ 7.39%
$29.4K - $33.4K
19.9K $511K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.17K
+ 11.75%
$25.1K - $28.5K
11.1K $286K
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
980
+ 8.02%
$21K - $23.9K
13.2K $339K

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