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 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.15K+ 6.65% |
$28.1K - $30.5K
|
18.4K
$499K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.5K- 4.16% |
$1.67M - $1.82M
|
1.56M
$42.2M
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.8KNew |
$268K - $292K
|
10.8K
$294K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
320+ 0.68% |
$7.89K - $8.62K
|
47.5K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
742New |
$18.3K - $20K
|
742
$20.1K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.39KNew |
$207K - $226K
|
8.39K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4K+ 290.27% |
$702K - $766K
|
38.2K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
16+ 0.08% |
$395 - $431
|
19.6K
$532K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
765New |
$18.9K - $20.6K
|
765
$20.7K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-492- 1.29% |
$12.1K - $13.3K
|
37.6K
$1.02M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-751- 7.26% |
$18.5K - $20.2K
|
9.6K
$260K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.32K- 78.2% |
$205K - $224K
|
2.32K
$62.9K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.51K- 15.44% |
$185K - $202K
|
41.1K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
951New |
$23.5K - $25.6K
|
951
$25.8K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.9K- 19.09% |
$713K - $778K
|
122K
$3.32M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.43% |
$49.3 - $53.9
|
465
$12.6K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.55K- 60.42% |
$62.9K - $68.6K
|
1.67K
$45.2K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-398- 1.66% |
$9.82K - $10.7K
|
23.6K
$640K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
24.5K+ 3.74% |
$605K - $661K
|
680K
$18.4M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.42K+ 76.47% |
$35K - $38.2K
|
3.27K
$88.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.12K+ 3.58% |
$151K - $165K
|
177K
$4.8M
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-527- 4.04% |
$13K - $14.2K
|
12.5K
$339K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.99K+ 27.19% |
$73.8K - $80.6K
|
14K
$379K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
51.9KNew |
$1.28M - $1.4M
|
51.9K
$1.41M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
950New |
$23.4K - $25.6K
|
950
$25.8K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.9KNew |
$835K - $912K
|
33.9K
$918K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.17% |
$123 - $135
|
2.9K
$78.7K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.8KNew |
$588K - $642K
|
23.8K
$646K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-819- 2.06% |
$20.2K - $22.1K
|
39K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12KNew |
$296K - $323K
|
12K
$325K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$1.31M - $1.43M
|
53.1K
$1.44M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.14KNew |
$226K - $246K
|
9.14K
$248K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.22% |
$49.3 - $53.9
|
898
$24.3K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$814 - $889
|
33
$895
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 61.96% |
$327K - $370K
|
8.27K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.76KNew |
$237K - $268K
|
9.76K
$265K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6KNew |
$476K - $539K
|
19.6K
$532K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.2K- 55.65% |
$247K - $279K
|
8.11K
$220K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.52K+ 4.39% |
$207K - $234K
|
202K
$5.49M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-107- 7.32% |
$2.6K - $2.94K
|
1.36K
$36.7K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
10.4KNew |
$251K - $285K
|
10.4K
$281K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.15K+ 13.95% |
$27.9K - $31.6K
|
9.4K
$255K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
10.9K+ 16.96% |
$266K - $300K
|
75.5K
$2.05M
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-492- 5.65% |
$11.9K - $13.5K
|
8.21K
$223K
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-308K- 51.23% |
$7.48M - $8.46M
|
293K
$7.95M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
794+ 9.35% |
$19.3K - $21.8K
|
9.29K
$252K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
700New |
$17K - $19.2K
|
700
$19K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133K+ 5.51% |
$3.22M - $3.64M
|
2.54M
$68.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
224K+ 11.51% |
$5.43M - $6.15M
|
2.17M
$58.8M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.78KNew |
$43.2K - $48.9K
|
1.78K
$48.3K
|