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 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
44.4KNew |
$1.1M - $1.2M
|
44.4K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.05K+ 6.96% |
$75.3K - $82.2K
|
46.9K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
159K+ 31.63% |
$3.92M - $4.28M
|
661K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
724+ 5.02% |
$17.9K - $19.5K
|
15.1K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.14KNew |
$226K - $246K
|
9.14K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33.5K+ 6.54% |
$827K - $903K
|
546K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-678- 2.26% |
$16.7K - $18.3K
|
29.3K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 19.27% |
$40.7K - $44.4K
|
6.9K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.66K+ 1.91% |
$41K - $44.8K
|
88.7K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
96+ 0.51% |
$2.37K - $2.59K
|
18.9K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
292+ 3.28% |
$7.2K - $7.87K
|
9.2K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.2K+ 9.63% |
$474K - $518K
|
219K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-365- 1.77% |
$9K - $9.83K
|
20.3K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.05K+ 22.94% |
$149K - $163K
|
32.4K
$835K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.15K+ 5.47% |
$176K - $193K
|
138K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
204+ 0.33% |
$5.03K - $5.5K
|
62.8K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
38.3KNew |
$944K - $1.03M
|
38.3K
$985K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.04K+ 87.74% |
$149K - $163K
|
12.9K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$814 - $889
|
33
$849
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
72.8K+ 5.34% |
$1.8M - $1.96M
|
1.44M
$37M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.18K- 1.62% |
$29.1K - $31.8K
|
71.5K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
30.4KNew |
$749K - $818K
|
30.4K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.22% |
$49.3 - $53.9
|
898
$23.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.17K- 0.92% |
$28.8K - $31.5K
|
126K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
171K+ 33.81% |
$4.21M - $4.59M
|
675K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
769+ 2.84% |
$19K - $20.7K
|
27.9K
$717K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.22K+ 14.33% |
$30K - $32.8K
|
9.7K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
93.6K+ 31.42% |
$2.31M - $2.52M
|
391K
$10.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-433K- 96.73% |
$10.7M - $11.7M
|
14.6K
$376K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.17K- 20.73% |
$78.3K - $85.5K
|
12.1K
$312K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$146 - $165
|
17.4K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6KNew |
$476K - $539K
|
19.6K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.76KNew |
$237K - $268K
|
9.76K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 61.96% |
$327K - $370K
|
8.27K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.2K- 55.65% |
$247K - $279K
|
8.11K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.52K+ 4.39% |
$207K - $234K
|
202K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.5K+ 208.81% |
$424K - $480K
|
25.9K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-107- 7.32% |
$2.6K - $2.94K
|
1.36K
$34.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 2.61% |
$29.2K - $33K
|
47.2K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.15K+ 13.95% |
$27.9K - $31.6K
|
9.4K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
10.4KNew |
$251K - $285K
|
10.4K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
113K+ 164.04% |
$2.73M - $3.09M
|
181K
$4.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-9.02K- 42.22% |
$219K - $248K
|
12.3K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
10.9K+ 16.96% |
$266K - $300K
|
75.5K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-492- 5.65% |
$11.9K - $13.5K
|
8.21K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-308K- 51.23% |
$7.48M - $8.46M
|
293K
$7.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
63+ 19.15% |
$1.53K - $1.73K
|
392
$10.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
91+ 0.28% |
$2.21K - $2.5K
|
32.7K
$842K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
794+ 9.35% |
$19.3K - $21.8K
|
9.29K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
700New |
$17K - $19.2K
|
700
$18K
|
|