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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
25.8K+ 61.7% |
$636K - $695K
|
67.6K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12K+ 58.95% |
$295K - $323K
|
32.3K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-819- 2.06% |
$20.2K - $22.1K
|
39K
$967K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$1.31M - $1.43M
|
53.1K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
43+ 0.22% |
$1.06K - $1.16K
|
19.6K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
39.6K+ 7.55% |
$978K - $1.07M
|
564K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 23.08% |
$266K - $290K
|
57.4K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-253K- 41.78% |
$6.23M - $6.8M
|
352K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12KNew |
$296K - $323K
|
12K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
437KNew |
$10.8M - $11.8M
|
437K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 81.27% |
$31K - $33.9K
|
2.81K
$69.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.8K+ 2.2% |
$44.4K - $48.5K
|
83.7K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
637+ 0.47% |
$15.7K - $17.2K
|
137K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
29.5K+ 118.56% |
$729K - $796K
|
54.5K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
944+ 3.38% |
$23.3K - $25.4K
|
28.8K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.3KNew |
$304K - $332K
|
12.3K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.28% |
$24.7 - $26.9
|
363
$9.01K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.7K+ 4.66% |
$1.18M - $1.28M
|
1.07M
$26.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 16.75% |
$274K - $299K
|
77.5K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
11.3K+ 13.52% |
$279K - $304K
|
94.9K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
44.4KNew |
$1.1M - $1.2M
|
44.4K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.05K+ 6.96% |
$75.3K - $82.2K
|
46.9K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
159K+ 31.63% |
$3.92M - $4.28M
|
661K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
724+ 5.02% |
$17.9K - $19.5K
|
15.1K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-678- 2.26% |
$16.7K - $18.3K
|
29.3K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.14KNew |
$226K - $246K
|
9.14K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33.5K+ 6.54% |
$827K - $903K
|
546K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 19.27% |
$40.7K - $44.4K
|
6.9K
$171K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
292+ 3.28% |
$7.2K - $7.87K
|
9.2K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.2K+ 9.63% |
$474K - $518K
|
219K
$5.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
204+ 0.33% |
$5.03K - $5.5K
|
62.8K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.15K+ 5.47% |
$176K - $193K
|
138K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.18K- 1.62% |
$29.1K - $31.8K
|
71.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.22% |
$49.3 - $53.9
|
898
$22.3K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
30.4KNew |
$749K - $818K
|
30.4K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$814 - $889
|
33
$819
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.17K- 0.92% |
$28.8K - $31.5K
|
126K
$3.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
93.6K+ 31.42% |
$2.31M - $2.52M
|
391K
$9.71M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-433K- 96.73% |
$10.7M - $11.7M
|
14.6K
$362K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 61.96% |
$327K - $370K
|
8.27K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.76KNew |
$237K - $268K
|
9.76K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6KNew |
$476K - $539K
|
19.6K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$146 - $165
|
17.4K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.2K- 55.65% |
$247K - $279K
|
8.11K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.52K+ 4.39% |
$207K - $234K
|
202K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-107- 7.32% |
$2.6K - $2.94K
|
1.36K
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.5K+ 208.81% |
$424K - $480K
|
25.9K
$642K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
113K+ 164.04% |
$2.73M - $3.09M
|
181K
$4.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
10.4KNew |
$251K - $285K
|
10.4K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.15K+ 13.95% |
$27.9K - $31.6K
|
9.4K
$233K
|
|