Purchases and Sales Made in Q2 2023 in Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q2 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP INTL FOCUS EQUIT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.2K+ 5.26% |
$387K - $417K
|
345K
$8.86M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.6K+ 9.88% |
$372K - $401K
|
184K
$4.73M
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
16K+ 8.24% |
$360K - $388K
|
210K
$5.41M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8KNew |
$332K - $358K
|
14.8K
$380K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
12.8K+ 6.66% |
$288K - $310K
|
205K
$5.27M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.8KNew |
$287K - $309K
|
12.8K
$328K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
12.1K+ 2.2% |
$272K - $293K
|
561K
$14.4M
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.6K+ 4.74% |
$261K - $281K
|
257K
$6.61M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$243K - $262K
|
10.8K
$278K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.97K+ 32.62% |
$224K - $241K
|
40.5K
$1.04M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.67K+ 63.8% |
$217K - $234K
|
24.8K
$638K
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
9.05KNew |
$204K - $219K
|
9.05K
$233K
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.09K+ 3.47% |
$182K - $196K
|
241K
$6.2M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.15KNew |
$161K - $173K
|
7.15K
$184K
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.3K+ 21.49% |
$142K - $152K
|
35.6K
$915K
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.74K+ 15.71% |
$107K - $115K
|
34.9K
$897K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.53K+ 36.36% |
$102K - $110K
|
17K
$437K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.22K+ 9.45% |
$94.8K - $102K
|
48.9K
$1.26M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4K+ 21.72% |
$89.9K - $96.8K
|
22.4K
$576K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.39K+ 10.21% |
$76.2K - $82.1K
|
36.6K
$941K
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.35K+ 20.41% |
$75.3K - $81.1K
|
19.8K
$508K
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.31K+ 4.0% |
$74.5K - $80.2K
|
86.2K
$2.22M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.14K+ 34.53% |
$70.5K - $75.9K
|
12.2K
$314K
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
3.03K+ 0.27% |
$68.2K - $73.5K
|
1.11M
$28.6M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3K+ 33.24% |
$67.4K - $72.6K
|
12K
$309K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.88KNew |
$64.7K - $69.7K
|
2.88K
$74K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 12.27% |
$62.8K - $67.7K
|
25.6K
$657K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.7K+ 1999.26% |
$60.7K - $65.3K
|
2.83K
$72.9K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
2.51K+ 9.56% |
$56.4K - $60.8K
|
28.8K
$740K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.35K+ 21.85% |
$52.8K - $56.9K
|
13.1K
$337K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2.2KNew |
$49.4K - $53.2K
|
2.2K
$56.5K
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
2.11K+ 23.61% |
$47.5K - $51.1K
|
11.1K
$284K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.95K+ 5.79% |
$43.9K - $47.3K
|
35.7K
$918K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 6.39% |
$43.9K - $47.3K
|
32.5K
$837K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 15.83% |
$40.3K - $43.4K
|
13.1K
$337K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.63K+ 4.39% |
$36.6K - $39.4K
|
38.7K
$996K
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 10.78% |
$36.1K - $38.9K
|
16.5K
$424K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.54K+ 13.53% |
$34.7K - $37.3K
|
12.9K
$333K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.52K+ 2.41% |
$34.2K - $36.8K
|
64.6K
$1.66M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.48K+ 8.66% |
$33.2K - $35.7K
|
18.5K
$476K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 13.15% |
$32K - $34.5K
|
12.3K
$315K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.38K+ 5.86% |
$30.9K - $33.3K
|
24.9K
$639K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 95.45% |
$23.6K - $25.4K
|
2.15K
$55.3K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
959+ 5.94% |
$21.6K - $23.2K
|
17.1K
$440K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
805+ 4.21% |
$18.1K - $19.5K
|
19.9K
$513K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 1.92% |
$11.2K - $12.1K
|
26.5K
$682K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
456New |
$10.3K - $11K
|
456
$11.7K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
375+ 468.75% |
$8.43K - $9.08K
|
455
$11.7K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
345+ 7.43% |
$7.76K - $8.35K
|
4.99K
$128K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
326+ 2.28% |
$7.33K - $7.89K
|
14.6K
$376K
|