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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.56KNew |
$184K - $208K
|
7.56K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.42KNew |
$229K - $259K
|
9.42K
$255K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-11.7K- 57.65% |
$291K - $313K
|
8.6K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.04% |
$74.5 - $80.2
|
7.22K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.78K+ 21.11% |
$218K - $235K
|
50.4K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.16K+ 66.15% |
$78.5K - $84.4K
|
7.94K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16KNew |
$397K - $428K
|
16K
$434K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9KNew |
$223K - $240K
|
9K
$244K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-19- 1.25% |
$472 - $508
|
1.51K
$40.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.1K- 13.18% |
$250K - $269K
|
66.3K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.84KNew |
$195K - $209K
|
7.84K
$212K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3K+ 3.22% |
$456K - $490K
|
588K
$15.9M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.64K - $4.05K
|
157
$4.26K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-802- 2.15% |
$18.6K - $20.7K
|
36.5K
$988K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.9K+ 197.29% |
$1.16M - $1.29M
|
75.2K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
89.8K+ 13.57% |
$2.08M - $2.31M
|
751K
$20.4M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 7.97% |
$27.8K - $30.9K
|
13.9K
$376K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.54K+ 2.75% |
$35.8K - $39.8K
|
57.8K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
40.9K+ 14.45% |
$948K - $1.06M
|
324K
$8.79M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.43K- 24.82% |
$149K - $166K
|
19.5K
$528K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$236K - $263K
|
10.2K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
111+ 0.17% |
$2.57K - $2.86K
|
65K
$1.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76KNew |
$63.9K - $71.2K
|
2.76K
$74.8K
|
|
| Q4 2023 | |||||||
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.34K+ 20.09% |
$90.8K - $104K
|
26K
$704K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
160New |
$3.35K - $3.83K
|
160
$4.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$235K - $269K
|
11.2K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5.09KNew |
$106K - $122K
|
5.09K
$138K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$627K - $718K
|
30K
$813K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 531.25% |
$8.89K - $10.2K
|
505
$13.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.8KNew |
$100K - $115K
|
4.8K
$130K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.3K- 5.64% |
$27.2K - $31.1K
|
21.8K
$590K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
146K+ 36.04% |
$3.06M - $3.51M
|
553K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
32.5KNew |
$680K - $779K
|
32.5K
$882K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9KNew |
$188K - $215K
|
9K
$244K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$44.1K - $50.1K
|
2.05K
$55.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
76+ 76.77% |
$1.63K - $1.86K
|
175
$4.74K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9.5KNew |
$204K - $232K
|
9.5K
$258K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
495+ 2.48% |
$10.6K - $12.1K
|
20.4K
$554K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.67K+ 63.8% |
$217K - $234K
|
24.8K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.88KNew |
$64.7K - $69.7K
|
2.88K
$78.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.4KNew |
$1.22M - $1.32M
|
54.4K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
9.05KNew |
$204K - $219K
|
9.05K
$245K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.38K+ 5.86% |
$30.9K - $33.3K
|
24.9K
$674K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-130- 13.0% |
$2.92K - $3.15K
|
870
$23.6K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-530- 11.58% |
$11.1K - $12.3K
|
4.05K
$110K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16.3KNew |
$341K - $380K
|
16.3K
$442K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
262KNew |
$5.47M - $6.1M
|
262K
$7.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
15KNew |
$313K - $349K
|
15K
$407K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.3KNew |
$249K - $293K
|
13.3K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.3KNew |
$192K - $227K
|
10.3K
$279K
|
|