Purchases and Sales Made in Q3 2023 in Capital Group Intl Focus Equit (CGXU)
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 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
978+ 8.13% |
$21K - $23.9K
|
13K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
913+ 3.17% |
$19.6K - $22.3K
|
29.7K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
863+ 0.67% |
$18.5K - $21.1K
|
130K
$3.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
733+ 9.28% |
$15.7K - $17.9K
|
8.63K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
544+ 1.49% |
$11.7K - $13.3K
|
37.1K
$928K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
495+ 2.48% |
$10.6K - $12.1K
|
20.4K
$511K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
375+ 0.6% |
$8.05K - $9.15K
|
62.5K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.6% |
$5.86K - $6.66K
|
17.4K
$434K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
261+ 9.21% |
$5.6K - $6.37K
|
3.1K
$77.3K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200+ 23.39% |
$4.29K - $4.88K
|
1.06K
$26.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
179+ 0.2% |
$3.84K - $4.37K
|
90.1K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
76+ 76.77% |
$1.63K - $1.86K
|
175
$4.37K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
66+ 0.6% |
$1.42K - $1.61K
|
11.1K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
34+ 0.95% |
$730 - $830
|
3.6K
$89.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 0.08% |
$344 - $391
|
19.8K
$494K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 5.32% |
$344 - $391
|
317
$7.92K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 0.31% |
$193 - $220
|
2.88K
$72K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$129 - $146
|
17.4K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.66% |
$64.4 - $73.2
|
459
$11.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.0% |
$21.5 - $24.4
|
101
$2.52K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-42- 0.13% |
$902 - $1.03K
|
32K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-171- 0.53% |
$3.67K - $4.17K
|
32.4K
$809K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-375- 82.42% |
$8.05K - $9.15K
|
80
$2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-440- 1.44% |
$9.45K - $10.7K
|
30.2K
$754K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-601- 3.64% |
$12.9K - $14.7K
|
15.9K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-844- 4.27% |
$18.1K - $20.6K
|
18.9K
$472K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.64K- 2.23% |
$35.3K - $40.1K
|
72.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.23K- 1.03% |
$47.8K - $54.3K
|
214K
$5.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 10.52% |
$57.8K - $65.7K
|
22.9K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.26K- 24.86% |
$69.9K - $79.5K
|
9.85K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.7K- 24.66% |
$229K - $261K
|
32.6K
$814K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13K- 4.77% |
$279K - $317K
|
259K
$6.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.5K- 4.37% |
$441K - $502K
|
450K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-24.8K- 5.51% |
$533K - $606K
|
426K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.8K- 47.02% |
$575K - $654K
|
30.2K
$754K
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-151K- 71.81% |
$3.25M - $3.69M
|
59.3K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-807K- 97.22% |
$17.3M - $19.7M
|
23.1K
$576K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.21M- 95.8% |
$26.1M - $29.7M
|
53.2K
$1.33M
|