Latest Institutional Transactions on Capital Group Intl Focus Equit (CGXU)
This table provides information on the latest institutional transactions involving Capital Group Intl Focus Equit (CGXU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 7.84% |
$4.9K - $5.32K
|
2.35K
$58.5K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
16.1KNew |
$393K - $427K
|
16.1K
$400K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 4.17% |
$24.5 - $26.6
|
25
$622
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.75K+ 8.74% |
$67.2K - $73K
|
34.2K
$851K
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-93.8K- 30.63% |
$2.3M - $2.49M
|
212K
$5.29M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.98K+ 9.28% |
$171K - $185K
|
82.2K
$2.05M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
25.7K+ 5.08% |
$629K - $683K
|
532K
$13.2M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.87K- 6.11% |
$70.2K - $76.2K
|
44K
$1.1M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
370K+ 415.39% |
$9.07M - $9.85M
|
460K
$11.4M
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.21K+ 15.63% |
$201K - $218K
|
60.7K
$1.51M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12K+ 108.01% |
$294K - $319K
|
23.1K
$575K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.35KNew |
$204K - $222K
|
8.35K
$208K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.11% |
$1.66K - $1.81K
|
59.6K
$1.48M
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.11K+ 3.68% |
$51.6K - $56K
|
59.3K
$1.48M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.4KNew |
$279K - $303K
|
11.4K
$284K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.7K- 7.64% |
$655K - $711K
|
323K
$8.04M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-97- 1.85% |
$2.37K - $2.58K
|
5.16K
$128K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-5.04K- 18.94% |
$123K - $134K
|
21.6K
$537K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
106K+ 3.08% |
$2.58M - $2.81M
|
3.53M
$87.9M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-737- 3.53% |
$18K - $19.6K
|
20.2K
$502K
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.77K- 2.47% |
$43.3K - $47K
|
69.7K
$1.74M
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.3K+ 2.61% |
$423K - $459K
|
678K
$16.9M
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11K+ 14.16% |
$269K - $292K
|
88.4K
$2.2M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
126KNew |
$3.07M - $3.34M
|
126K
$3.12M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.7K+ 4.7% |
$1.51M - $1.64M
|
1.38M
$34.2M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
574+ 1.31% |
$14.1K - $15.3K
|
44.4K
$1.11M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-65- 0.34% |
$1.59K - $1.73K
|
19.1K
$476K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
148New |
$3.62K - $3.94K
|
148
$3.68K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26.9KNew |
$658K - $715K
|
26.9K
$669K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-852- 0.79% |
$20.9K - $22.7K
|
107K
$2.67M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
57.5K+ 9.79% |
$1.41M - $1.53M
|
645K
$16M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
6.48K+ 2.49% |
$159K - $172K
|
267K
$6.64M
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.75K+ 1.51% |
$116K - $126K
|
319K
$7.95M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 3.69% |
$11.6K - $12.6K
|
12.4K
$309K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.11K+ 11.32% |
$76.1K - $82.7K
|
30.6K
$761K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31K+ 22.51% |
$760K - $825K
|
169K
$4.2M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
550New |
$13.5K - $14.6K
|
550
$13.7K
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
38+ 0.02% |
$930 - $1.01K
|
184K
$4.58M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
56.8K+ 10.4% |
$1.39M - $1.51M
|
603K
$15M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
696+ 2.11% |
$17K - $18.5K
|
33.7K
$838K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-480- 1.49% |
$11.8K - $12.8K
|
31.8K
$792K
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
42.2K+ 9.66% |
$1.03M - $1.12M
|
479K
$11.9M
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
105K+ 17.9% |
$2.57M - $2.79M
|
691K
$17.2M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55.5K+ 3.81% |
$1.36M - $1.48M
|
1.51M
$37.7M
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 2.22% |
$36.7K - $39.8K
|
69.1K
$1.72M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
48.3K+ 26.43% |
$1.18M - $1.28M
|
231K
$5.75M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.59K- 10.87% |
$38.9K - $42.2K
|
13K
$324K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-493- 0.99% |
$12.1K - $13.1K
|
49.1K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-115- 4.53% |
$2.82K - $3.06K
|
2.43K
$60.4K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
846New |
$20.7K - $22.5K
|
846
$21.1K
|