Purchases and Sales Made in Q4 2023 in Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 11.7% |
$577K - $660K
|
263K
$6.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25.9KNew |
$541K - $620K
|
25.9K
$675K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
23.7KNew |
$496K - $568K
|
23.7K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
22.8KNew |
$477K - $546K
|
22.8K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22KNew |
$460K - $527K
|
22K
$573K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21.7K+ 3.74% |
$454K - $519K
|
602K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
19.3KNew |
$405K - $463K
|
19.3K
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.3K+ 19.93% |
$404K - $462K
|
116K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
18.7KNew |
$390K - $447K
|
18.7K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
17.1K+ 4.02% |
$358K - $410K
|
443K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
15.2KNew |
$318K - $364K
|
15.2K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 61.53% |
$317K - $363K
|
39.8K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.9K+ 2.75% |
$311K - $356K
|
555K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.5K+ 70.72% |
$303K - $347K
|
35K
$911K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
13.1KNew |
$274K - $313K
|
13.1K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.6KNew |
$264K - $302K
|
12.6K
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
12.5KNew |
$261K - $299K
|
12.5K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12.5K+ 4.4% |
$261K - $298K
|
295K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$237K - $271K
|
11.3K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$235K - $269K
|
11.2K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
11.2KNew |
$233K - $267K
|
11.2K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$220K - $252K
|
10.5K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10KNew |
$210K - $240K
|
10K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.94K+ 19.52% |
$208K - $238K
|
60.8K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.54K+ 29.81% |
$200K - $228K
|
41.6K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
9.52K+ 2.47% |
$199K - $228K
|
395K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9KNew |
$188K - $215K
|
9K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
8.73K+ 48.97% |
$183K - $209K
|
26.6K
$692K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
8.39K+ 75.45% |
$175K - $201K
|
19.5K
$508K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
8.16K+ 0.71% |
$171K - $195K
|
1.16M
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.95K+ 9.22% |
$166K - $190K
|
94.2K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
7.8K+ 21.07% |
$163K - $187K
|
44.8K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.55KNew |
$158K - $181K
|
7.55K
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.29K+ 25.64% |
$152K - $174K
|
35.7K
$931K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.23K+ 8.35% |
$151K - $173K
|
93.9K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.98K+ 18.78% |
$146K - $167K
|
44.1K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.97K+ 21.74% |
$146K - $167K
|
39K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 27.33% |
$131K - $150K
|
29.1K
$759K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.25K+ 8.39% |
$131K - $150K
|
80.7K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.03K+ 7.45% |
$126K - $144K
|
86.9K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.94K+ 10.91% |
$124K - $142K
|
60.3K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.88KNew |
$123K - $141K
|
5.88K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.36K+ 4.06% |
$112K - $128K
|
137K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.34K+ 45.35% |
$112K - $128K
|
17.1K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.24K+ 17.37% |
$110K - $125K
|
35.4K
$923K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5.09KNew |
$106K - $122K
|
5.09K
$133K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.8KNew |
$100K - $115K
|
4.8K
$125K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.7K+ 35.59% |
$98.2K - $112K
|
17.9K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.58K+ 22.06% |
$95.7K - $110K
|
25.3K
$660K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.4K+ 15.71% |
$91.9K - $105K
|
32.4K
$844K
|