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 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.9KNew |
$835K - $912K
|
33.9K
$943K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.17% |
$123 - $135
|
2.9K
$80.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.8KNew |
$588K - $642K
|
23.8K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$1.31M - $1.43M
|
53.1K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.22% |
$49.3 - $53.9
|
898
$25K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$814 - $889
|
33
$919
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 61.96% |
$327K - $370K
|
8.27K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.76KNew |
$237K - $268K
|
9.76K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6KNew |
$476K - $539K
|
19.6K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.52K+ 4.39% |
$207K - $234K
|
202K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.2K- 55.65% |
$247K - $279K
|
8.11K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.15K+ 13.95% |
$27.9K - $31.6K
|
9.4K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
10.4KNew |
$251K - $285K
|
10.4K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
10.9K+ 16.96% |
$266K - $300K
|
75.5K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-492- 5.65% |
$11.9K - $13.5K
|
8.21K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-308K- 51.23% |
$7.48M - $8.46M
|
293K
$8.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
794+ 9.35% |
$19.3K - $21.8K
|
9.29K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133K+ 5.51% |
$3.22M - $3.64M
|
2.54M
$70.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
224K+ 11.51% |
$5.43M - $6.15M
|
2.17M
$60.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.78KNew |
$43.2K - $48.9K
|
1.78K
$49.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.56KNew |
$184K - $208K
|
7.56K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.42KNew |
$229K - $259K
|
9.42K
$262K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-11.7K- 57.65% |
$291K - $313K
|
8.6K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.78K+ 21.11% |
$218K - $235K
|
50.4K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.16K+ 66.15% |
$78.5K - $84.4K
|
7.94K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16KNew |
$397K - $428K
|
16K
$446K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9KNew |
$223K - $240K
|
9K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-19- 1.25% |
$472 - $508
|
1.51K
$42K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.1K- 13.18% |
$250K - $269K
|
66.3K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.84KNew |
$195K - $209K
|
7.84K
$218K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3K+ 3.22% |
$456K - $490K
|
588K
$16.4M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.64K - $4.05K
|
157
$4.37K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-802- 2.15% |
$18.6K - $20.7K
|
36.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.9K+ 197.29% |
$1.16M - $1.29M
|
75.2K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
89.8K+ 13.57% |
$2.08M - $2.31M
|
751K
$20.9M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 7.97% |
$27.8K - $30.9K
|
13.9K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.54K+ 2.75% |
$35.8K - $39.8K
|
57.8K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.43K- 24.82% |
$149K - $166K
|
19.5K
$542K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
40.9K+ 14.45% |
$948K - $1.06M
|
324K
$9.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$236K - $263K
|
10.2K
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
111+ 0.17% |
$2.57K - $2.86K
|
65K
$1.81M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76KNew |
$63.9K - $71.2K
|
2.76K
$76.9K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
160New |
$3.35K - $3.83K
|
160
$4.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$235K - $269K
|
11.2K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5.09KNew |
$106K - $122K
|
5.09K
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$627K - $718K
|
30K
$836K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.8KNew |
$100K - $115K
|
4.8K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 531.25% |
$8.89K - $10.2K
|
505
$14.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.3K- 5.64% |
$27.2K - $31.1K
|
21.8K
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
146K+ 36.04% |
$3.06M - $3.51M
|
553K
$15.4M
|
|