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 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-500- 3.08% |
$12.3K - $13.5K
|
15.7K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.3K+ 86.41% |
$377K - $412K
|
33K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-900- 7.93% |
$22.2K - $24.2K
|
10.5K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.9KNew |
$835K - $912K
|
33.9K
$871K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.5K+ 38.72% |
$136K - $148K
|
19.7K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
330+ 2.56% |
$8.14K - $8.89K
|
13.2K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 1.83% |
$26.3K - $28.7K
|
59.5K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
225K+ 18.24% |
$5.55M - $6.06M
|
1.46M
$37.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
323+ 1.19% |
$7.97K - $8.7K
|
27.5K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.7K+ 92.71% |
$1.28M - $1.39M
|
108K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.1K+ 10.21% |
$27K - $29.5K
|
11.8K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
586KNew |
$14.5M - $15.8M
|
586K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.7K- 5.37% |
$708K - $773K
|
506K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.17% |
$123 - $135
|
2.9K
$74.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.55KNew |
$211K - $230K
|
8.55K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
965+ 1.72% |
$23.8K - $26K
|
57.2K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.7K+ 78.01% |
$1.1M - $1.2M
|
102K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.2K- 10.75% |
$79K - $86.3K
|
26.6K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15.4K+ 45.23% |
$381K - $416K
|
49.6K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.3K+ 4.18% |
$155K - $170K
|
157K
$4.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
84+ 0.44% |
$2.07K - $2.26K
|
19.2K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.8KNew |
$588K - $642K
|
23.8K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-35.1K- 3.72% |
$865K - $945K
|
908K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
25.8K+ 61.7% |
$636K - $695K
|
67.6K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12K+ 58.95% |
$295K - $323K
|
32.3K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-819- 2.06% |
$20.2K - $22.1K
|
39K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 23.08% |
$266K - $290K
|
57.4K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-81.4K- 99.88% |
$2.01M - $2.19M
|
95
$2.44K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$1.31M - $1.43M
|
53.1K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
43+ 0.22% |
$1.06K - $1.16K
|
19.6K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
39.6K+ 7.55% |
$978K - $1.07M
|
564K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-253K- 41.78% |
$6.23M - $6.8M
|
352K
$9.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12KNew |
$296K - $323K
|
12K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
437KNew |
$10.8M - $11.8M
|
437K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24.5KNew |
$605K - $661K
|
24.5K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
32.2K+ 2.59% |
$795K - $868K
|
1.27M
$32.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 81.27% |
$31K - $33.9K
|
2.81K
$72.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.8K+ 2.2% |
$44.4K - $48.5K
|
83.7K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
637+ 0.47% |
$15.7K - $17.2K
|
137K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
36.4K+ 8.36% |
$898K - $981K
|
472K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
29.5K+ 118.56% |
$729K - $796K
|
54.5K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
944+ 3.38% |
$23.3K - $25.4K
|
28.8K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.01K+ 34.01% |
$124K - $135K
|
19.7K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.3KNew |
$304K - $332K
|
12.3K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.45% |
$4.02K - $4.39K
|
11.4K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.28% |
$24.7 - $26.9
|
363
$9.34K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.59K- 1.37% |
$113K - $124K
|
330K
$8.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.7K+ 4.66% |
$1.18M - $1.28M
|
1.07M
$27.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 16.75% |
$274K - $299K
|
77.5K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
11.3K+ 13.52% |
$279K - $304K
|
94.9K
$2.44M
|