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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.3K+ 7.44% |
$1.79M - $1.95M
|
1.06M
$28.7M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-81.3K- 6.67% |
$1.99M - $2.16M
|
1.14M
$30.8M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3.91K- 5.55% |
$95.7K - $104K
|
66.6K
$1.81M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11K+ 9.22% |
$269K - $292K
|
130K
$3.53M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
100+ 0.64% |
$2.45K - $2.66K
|
15.8K
$429K
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.82K+ 3.07% |
$118K - $128K
|
162K
$4.38M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 14.2% |
$306K - $332K
|
100K
$2.72M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.22K+ 6.38% |
$103K - $112K
|
70.4K
$1.91M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
16.7KNew |
$409K - $444K
|
16.7K
$453K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.97K- 10.84% |
$48.2K - $52.3K
|
16.2K
$438K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
295K+ 83.96% |
$7.23M - $7.86M
|
647K
$17.5M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.32K- 19.96% |
$56.8K - $61.7K
|
9.31K
$252K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.07K+ 11.15% |
$149K - $161K
|
60.5K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.5K+ 12.11% |
$183K - $199K
|
69.4K
$1.88M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
11.6K+ 38.33% |
$285K - $310K
|
42K
$1.14M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.71K+ 4.27% |
$115K - $125K
|
115K
$3.12M
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.51K+ 5.24% |
$184K - $200K
|
151K
$4.09M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.43K+ 19.73% |
$59.5K - $64.6K
|
14.7K
$400K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.1K+ 17.71% |
$442K - $480K
|
120K
$3.26M
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-335- 6.71% |
$8.2K - $8.91K
|
4.66K
$126K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
200+ 0.43% |
$4.9K - $5.32K
|
47.1K
$1.28M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-105K- 59.9% |
$2.57M - $2.79M
|
70.2K
$1.9M
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.57K+ 14.92% |
$210K - $228K
|
66K
$1.79M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.94K- 30.52% |
$243K - $264K
|
22.6K
$613K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.2K- 8.21% |
$275K - $298K
|
126K
$3.4M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 3.63% |
$952K - $1.03M
|
1.11M
$30.1M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.21K+ 2.04% |
$78.6K - $85.4K
|
161K
$4.35M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
741+ 2.13% |
$18.1K - $19.7K
|
35.6K
$965K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58.1K- 54.01% |
$1.42M - $1.54M
|
49.4K
$1.34M
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
410+ 0.91% |
$10K - $10.9K
|
45.5K
$1.23M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 4.78% |
$12.2K - $13.3K
|
9.95K
$270K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 186.14% |
$315K - $342K
|
19.8K
$535K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
70+ 17.86% |
$1.71K - $1.86K
|
462
$12.5K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
720New |
$17.6K - $19.1K
|
720
$19.5K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.92K+ 19.29% |
$194K - $211K
|
49K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.52K+ 22.17% |
$86.2K - $93.6K
|
19.4K
$526K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.5K+ 5.62% |
$453K - $492K
|
348K
$9.44M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-27- 0.29% |
$661 - $718
|
9.17K
$249K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.2K+ 11.5% |
$617K - $670K
|
244K
$6.62M
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.46K+ 27.66% |
$134K - $145K
|
25.2K
$683K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 16.13% |
$74.6K - $81K
|
21.9K
$595K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
124K+ 9.71% |
$3.03M - $3.29M
|
1.4M
$37.9M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
62K+ 12.36% |
$1.52M - $1.65M
|
564K
$15.3M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-930- 4.59% |
$22.8K - $24.7K
|
19.3K
$524K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
841+ 8.67% |
$20.6K - $22.4K
|
10.5K
$286K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 11.81% |
$71K - $77.1K
|
21.6K
$587K
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
156KNew |
$3.81M - $4.14M
|
156K
$4.22M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-558- 50.54% |
$13.7K - $14.8K
|
546
$14.8K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-405- 2.45% |
$9.91K - $10.8K
|
16.2K
$438K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
528+ 1.89% |
$12.9K - $14K
|
28.4K
$770K
|