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 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
3.74K+ 2.64% |
$78.2K - $89.5K
|
145K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.65KNew |
$76.2K - $87.3K
|
3.65K
$95K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 3.11% |
$76K - $87K
|
121K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.44KNew |
$72K - $82.4K
|
3.44K
$89.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.96K+ 6.13% |
$62K - $71K
|
51.3K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.69K+ 28.24% |
$56.2K - $64.4K
|
12.2K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.41K+ 3.85% |
$50.3K - $57.6K
|
64.9K
$1.69M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 11.32% |
$42.4K - $48.5K
|
19.9K
$519K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.77KNew |
$36.9K - $42.3K
|
1.77K
$46K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.74K+ 3.2% |
$36.4K - $41.7K
|
56.2K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.51K+ 28.75% |
$31.6K - $36.2K
|
6.77K
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.28K+ 25.61% |
$26.7K - $30.6K
|
6.27K
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.17K+ 6.19% |
$24.5K - $28K
|
20.1K
$523K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.17K+ 0.66% |
$24.4K - $28K
|
178K
$4.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.13K+ 0.42% |
$23.6K - $27K
|
268K
$7M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
977+ 1.97% |
$20.4K - $23.4K
|
50.6K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
896+ 0.37% |
$18.7K - $21.5K
|
245K
$6.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
832+ 5.23% |
$17.4K - $19.9K
|
16.7K
$436K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
818+ 2.76% |
$17.1K - $19.6K
|
30.5K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
721+ 3.63% |
$15.1K - $17.3K
|
20.6K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
529+ 13.41% |
$11.1K - $12.7K
|
4.47K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
516+ 0.71% |
$10.8K - $12.4K
|
72.7K
$1.89M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
496+ 16.03% |
$10.4K - $11.9K
|
3.59K
$93.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
491+ 0.78% |
$10.3K - $11.8K
|
63.4K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
462+ 1.67% |
$9.66K - $11.1K
|
28.2K
$735K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
440+ 4.47% |
$9.2K - $10.5K
|
10.3K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
440+ 96.92% |
$9.2K - $10.5K
|
894
$23.3K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
438+ 2.52% |
$9.16K - $10.5K
|
17.8K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 531.25% |
$8.89K - $10.2K
|
505
$13.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
345+ 2.7% |
$7.21K - $8.26K
|
13.1K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
319+ 315.84% |
$6.67K - $7.64K
|
420
$10.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
229New |
$4.79K - $5.48K
|
229
$5.97K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
160New |
$3.35K - $3.83K
|
160
$4.17K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
144+ 0.2% |
$3.01K - $3.45K
|
72.3K
$1.88M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
85New |
$1.78K - $2.03K
|
85
$2.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
66+ 0.92% |
$1.38K - $1.58K
|
7.22K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
54+ 0.17% |
$1.13K - $1.29K
|
32.4K
$845K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$62.7 - $71.8
|
40K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$20.9 - $23.9
|
11.9K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-140- 0.71% |
$2.93K - $3.35K
|
19.6K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-146- 0.34% |
$3.05K - $3.5K
|
43.3K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-601- 1.41% |
$12.6K - $14.4K
|
42K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-919- 10.64% |
$19.2K - $22K
|
7.72K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-986- 3.02% |
$20.6K - $23.6K
|
31.6K
$824K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.3K- 5.64% |
$27.2K - $31.1K
|
21.8K
$567K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.4K- 14.11% |
$29.3K - $33.6K
|
8.54K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.61K- 10.68% |
$33.6K - $38.4K
|
13.4K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.98K- 9.49% |
$41.3K - $47.3K
|
18.8K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56K- 7.64% |
$53.5K - $61.3K
|
31K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.36K- 18.24% |
$70.3K - $80.4K
|
15.1K
$392K
|