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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 5.74% |
$24.5K - $26.6K
|
18.4K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-675- 3.65% |
$16.5K - $17.9K
|
17.8K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
626New |
$15.3K - $16.6K
|
626
$18.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
24.5K+ 9.1% |
$600K - $651K
|
294K
$8.8M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
313+ 3.64% |
$7.66K - $8.32K
|
8.92K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 4.17% |
$24.5 - $26.6
|
25
$750
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 7.84% |
$4.9K - $5.32K
|
2.35K
$70.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-97- 1.85% |
$2.37K - $2.58K
|
5.16K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.77K- 2.47% |
$43.3K - $47K
|
69.7K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
148New |
$3.62K - $3.94K
|
148
$4.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 3.69% |
$11.6K - $12.6K
|
12.4K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
105K+ 17.9% |
$2.57M - $2.79M
|
691K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
846New |
$20.7K - $22.5K
|
846
$25.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-115- 4.53% |
$2.82K - $3.06K
|
2.43K
$72.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
16.7KNew |
$409K - $444K
|
16.7K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.32K- 19.96% |
$56.8K - $61.7K
|
9.31K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-335- 6.71% |
$8.2K - $8.91K
|
4.66K
$140K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.43K+ 19.73% |
$59.5K - $64.6K
|
14.7K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
70+ 17.86% |
$1.71K - $1.86K
|
462
$13.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 4.78% |
$12.2K - $13.3K
|
9.95K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
720New |
$17.6K - $19.1K
|
720
$21.6K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.8KNew |
$268K - $292K
|
10.8K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.39KNew |
$207K - $226K
|
8.39K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
765New |
$18.9K - $20.6K
|
765
$22.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
16+ 0.08% |
$395 - $431
|
19.6K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-751- 7.26% |
$18.5K - $20.2K
|
9.6K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.32K- 78.2% |
$205K - $224K
|
2.32K
$69.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.51K- 15.44% |
$185K - $202K
|
41.1K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
951New |
$23.5K - $25.6K
|
951
$28.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.55K- 60.42% |
$62.9K - $68.6K
|
1.67K
$50.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-398- 1.66% |
$9.82K - $10.7K
|
23.6K
$708K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
51.9KNew |
$1.28M - $1.4M
|
51.9K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
950New |
$23.4K - $25.6K
|
950
$28.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.9KNew |
$835K - $912K
|
33.9K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.17% |
$123 - $135
|
2.9K
$87.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.8KNew |
$588K - $642K
|
23.8K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$1.31M - $1.43M
|
53.1K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$814 - $889
|
33
$990
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.76KNew |
$237K - $268K
|
9.76K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 61.96% |
$327K - $370K
|
8.27K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6KNew |
$476K - $539K
|
19.6K
$589K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.15K+ 13.95% |
$27.9K - $31.6K
|
9.4K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
10.4KNew |
$251K - $285K
|
10.4K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
10.9K+ 16.96% |
$266K - $300K
|
75.5K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-492- 5.65% |
$11.9K - $13.5K
|
8.21K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-308K- 51.23% |
$7.48M - $8.46M
|
293K
$8.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133K+ 5.51% |
$3.22M - $3.64M
|
2.54M
$76.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
224K+ 11.51% |
$5.43M - $6.15M
|
2.17M
$65.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.78KNew |
$43.2K - $48.9K
|
1.78K
$53.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.42KNew |
$229K - $259K
|
9.42K
$282K
|
|