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 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.1KNew |
$491K - $534K
|
20.1K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.26K+ 21.08% |
$55.3K - $60.1K
|
13K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.29M- 95.61% |
$31.6M - $34.3M
|
59.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.82K+ 60.22% |
$118K - $128K
|
12.8K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 5.74% |
$24.5K - $26.6K
|
18.4K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-675- 3.65% |
$16.5K - $17.9K
|
17.8K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.68K- 6.63% |
$90.1K - $97.9K
|
51.8K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
626New |
$15.3K - $16.6K
|
626
$17.4K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
634+ 2.17% |
$15.5K - $16.9K
|
29.9K
$833K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.92K- 2.28% |
$169K - $184K
|
296K
$8.24M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
24.5K+ 9.1% |
$600K - $651K
|
294K
$8.18M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 12.12% |
$1.08K - $1.17K
|
407
$11.3K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
313+ 3.64% |
$7.66K - $8.32K
|
8.92K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 7.84% |
$4.9K - $5.32K
|
2.35K
$65.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 4.17% |
$24.5 - $26.6
|
25
$697
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-97- 1.85% |
$2.37K - $2.58K
|
5.16K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.4KNew |
$279K - $303K
|
11.4K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.77K- 2.47% |
$43.3K - $47K
|
69.7K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 3.69% |
$11.6K - $12.6K
|
12.4K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-852- 0.79% |
$20.9K - $22.7K
|
107K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
148New |
$3.62K - $3.94K
|
148
$4.12K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
550New |
$13.5K - $14.6K
|
550
$15.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
105K+ 17.9% |
$2.57M - $2.79M
|
691K
$19.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-115- 4.53% |
$2.82K - $3.06K
|
2.43K
$67.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
846New |
$20.7K - $22.5K
|
846
$23.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
16.7KNew |
$409K - $444K
|
16.7K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.32K- 19.96% |
$56.8K - $61.7K
|
9.31K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-335- 6.71% |
$8.2K - $8.91K
|
4.66K
$130K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.43K+ 19.73% |
$59.5K - $64.6K
|
14.7K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
70+ 17.86% |
$1.71K - $1.86K
|
462
$12.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 4.78% |
$12.2K - $13.3K
|
9.95K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
720New |
$17.6K - $19.1K
|
720
$20.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.46K+ 27.66% |
$134K - $145K
|
25.2K
$702K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.15K+ 6.65% |
$28.1K - $30.5K
|
18.4K
$513K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.8KNew |
$268K - $292K
|
10.8K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
742New |
$18.3K - $20K
|
742
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.39KNew |
$207K - $226K
|
8.39K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
765New |
$18.9K - $20.6K
|
765
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
16+ 0.08% |
$395 - $431
|
19.6K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.32K- 78.2% |
$205K - $224K
|
2.32K
$64.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-751- 7.26% |
$18.5K - $20.2K
|
9.6K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.43% |
$49.3 - $53.9
|
465
$13K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.51K- 15.44% |
$185K - $202K
|
41.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
951New |
$23.5K - $25.6K
|
951
$26.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.55K- 60.42% |
$62.9K - $68.6K
|
1.67K
$46.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-398- 1.66% |
$9.82K - $10.7K
|
23.6K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.12K+ 3.58% |
$151K - $165K
|
177K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-527- 4.04% |
$13K - $14.2K
|
12.5K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
51.9KNew |
$1.28M - $1.4M
|
51.9K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
950New |
$23.4K - $25.6K
|
950
$26.5K
|
|