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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 32.57% |
$245K - $277K
|
41.1K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1K+ 2.8% |
$295K - $333K
|
445K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133K+ 5.51% |
$3.22M - $3.64M
|
2.54M
$65.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
224K+ 11.51% |
$5.43M - $6.15M
|
2.17M
$55.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
400+ 2.48% |
$9.71K - $11K
|
16.6K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-955- 86.58% |
$23.2K - $26.2K
|
148
$3.81K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.78KNew |
$43.2K - $48.9K
|
1.78K
$45.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.56KNew |
$184K - $208K
|
7.56K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.33K+ 42.39% |
$56.5K - $63.9K
|
7.82K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.42KNew |
$229K - $259K
|
9.42K
$242K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-11.7K- 57.65% |
$291K - $313K
|
8.6K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.04% |
$74.5 - $80.2
|
7.22K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.78K+ 21.11% |
$218K - $235K
|
50.4K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16KNew |
$397K - $428K
|
16K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.16K+ 66.15% |
$78.5K - $84.4K
|
7.94K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$248K - $267K
|
10K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9KNew |
$223K - $240K
|
9K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$124 - $134
|
5
$129
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-19- 1.25% |
$472 - $508
|
1.51K
$38.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.1K- 13.18% |
$250K - $269K
|
66.3K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.84KNew |
$195K - $209K
|
7.84K
$202K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3K+ 3.22% |
$456K - $490K
|
588K
$15.1M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.64K - $4.05K
|
157
$4.04K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.9K+ 222.33% |
$1.13M - $1.26M
|
70.9K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-802- 2.15% |
$18.6K - $20.7K
|
36.5K
$938K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
89.8K+ 13.57% |
$2.08M - $2.31M
|
751K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.9K+ 197.29% |
$1.16M - $1.29M
|
75.2K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
264+ 7.34% |
$6.11K - $6.81K
|
3.86K
$99.3K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$326K - $363K
|
14.1K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 7.97% |
$27.8K - $30.9K
|
13.9K
$357K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.54K+ 2.75% |
$35.8K - $39.8K
|
57.8K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
40.9K+ 14.45% |
$948K - $1.06M
|
324K
$8.35M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$257K - $286K
|
11.1K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.43K- 24.82% |
$149K - $166K
|
19.5K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.18K+ 31.97% |
$96.9K - $108K
|
17.3K
$444K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$236K - $263K
|
10.2K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
111+ 0.17% |
$2.57K - $2.86K
|
65K
$1.67M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76KNew |
$63.9K - $71.2K
|
2.76K
$71K
|
|
| Q4 2023 | |||||||
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.34K+ 20.09% |
$90.8K - $104K
|
26K
$668K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
160New |
$3.35K - $3.83K
|
160
$4.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$235K - $269K
|
11.2K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5.09KNew |
$106K - $122K
|
5.09K
$131K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$627K - $718K
|
30K
$772K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.8KNew |
$100K - $115K
|
4.8K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 531.25% |
$8.89K - $10.2K
|
505
$13K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.3K- 5.64% |
$27.2K - $31.1K
|
21.8K
$560K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
146K+ 36.04% |
$3.06M - $3.51M
|
553K
$14.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.65KNew |
$76.2K - $87.3K
|
3.65K
$93.8K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
32.5KNew |
$680K - $779K
|
32.5K
$837K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9KNew |
$188K - $215K
|
9K
$232K
|
|