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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-25.4K- 10.94% |
$626K - $684K
|
207K
$5.32M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
476KNew |
$11.8M - $12.8M
|
476K
$12.3M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 2.52% |
$74.9K - $81.8K
|
124K
$3.18M
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
298K+ 3525.76% |
$7.35M - $8.02M
|
306K
$7.88M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
52.6K+ 12.32% |
$1.3M - $1.42M
|
480K
$12.3M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
143KNew |
$3.54M - $3.86M
|
143K
$3.69M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.36MNew |
$108M - $118M
|
4.36M
$112M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.5K+ 127.61% |
$358K - $390K
|
25.9K
$665K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-398- 1.66% |
$9.82K - $10.7K
|
23.6K
$608K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.55K- 60.42% |
$62.9K - $68.6K
|
1.67K
$42.9K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
296K+ 70.07% |
$7.31M - $7.99M
|
720K
$18.5M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
38.2K+ 16.54% |
$942K - $1.03M
|
269K
$6.92M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
386+ 756.86% |
$9.52K - $10.4K
|
437
$11.2K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 25.02% |
$371K - $405K
|
75.2K
$1.94M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.2K+ 10.98% |
$128K - $140K
|
52.5K
$1.35M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
13K+ 42.65% |
$321K - $351K
|
43.5K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.98K+ 6.01% |
$123K - $134K
|
87.9K
$2.26M
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
24.5K+ 3.74% |
$605K - $661K
|
680K
$17.5M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.1KNew |
$27.2K - $29.7K
|
1.1K
$28.4K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13+ 13.68% |
$321 - $350
|
108
$2.78K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.44K- 6.82% |
$84.8K - $92.6K
|
46.9K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.5K+ 4.2% |
$308K - $336K
|
310K
$7.97M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
14.9K+ 33.84% |
$369K - $403K
|
59.1K
$1.52M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26K- 10.07% |
$640K - $699K
|
232K
$5.97M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
33.7K+ 6.09% |
$831K - $908K
|
587K
$15.1M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
70.5KNew |
$1.74M - $1.9M
|
70.5K
$1.81M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.12K+ 3.58% |
$151K - $165K
|
177K
$4.55M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73KNew |
$1.8M - $1.97M
|
73K
$1.88M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.42K+ 76.47% |
$35K - $38.2K
|
3.27K
$84.1K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 20.39% |
$31.5K - $34.4K
|
4.99K
$128K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
48.8K+ 4.84% |
$1.2M - $1.31M
|
1.06M
$27.2M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
89.2KNew |
$2.2M - $2.4M
|
89.2K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11K- 25.22% |
$271K - $296K
|
32.6K
$838K
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
27.3K+ 11.74% |
$675K - $737K
|
260K
$6.7M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
9.71K+ 2.22% |
$240K - $262K
|
448K
$11.5M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
5.9K+ 0.98% |
$146K - $159K
|
606K
$15.6M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.9K+ 11.93% |
$71.6K - $78.2K
|
27.2K
$700K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-324- 0.3% |
$7.99K - $8.73K
|
108K
$2.78M
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-527- 4.04% |
$13K - $14.2K
|
12.5K
$322K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
787+ 17.61% |
$19.4K - $21.2K
|
5.26K
$135K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.99K+ 27.19% |
$73.8K - $80.6K
|
14K
$360K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.91K+ 1.63% |
$47K - $51.3K
|
119K
$3.07M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-696- 3.99% |
$17.2K - $18.8K
|
16.7K
$431K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.21K- 4.23% |
$29.9K - $32.7K
|
27.5K
$706K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
950New |
$23.4K - $25.6K
|
950
$24.4K
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
15.9KNew |
$392K - $428K
|
15.9K
$408K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
183KNew |
$4.51M - $4.93M
|
183K
$4.71M
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
51.9KNew |
$1.28M - $1.4M
|
51.9K
$1.33M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
33.3K+ 2.81% |
$822K - $898K
|
1.22M
$31.3M
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
19K+ 11.53% |
$469K - $512K
|
184K
$4.73M
|