Purchases and Sales Made in Q4 2023 in Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU) during Q4 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP INTL FOCUS EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.12M+ 41.29% |
$44.2M - $50.6M
|
7.24M
$181M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
763K+ 18.5% |
$16M - $18.3M
|
4.89M
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
687K+ 75.89% |
$14.4M - $16.4M
|
1.59M
$39.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
560K+ 183.57% |
$11.7M - $13.4M
|
865K
$21.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
551KNew |
$11.5M - $13.2M
|
551K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
381K+ 2933.55% |
$7.98M - $9.13M
|
394K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
374KNew |
$7.82M - $8.95M
|
374K
$9.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
333K+ 13.68% |
$6.97M - $7.98M
|
2.77M
$69.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
316K+ 132.61% |
$6.6M - $7.56M
|
554K
$13.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
252KNew |
$5.27M - $6.04M
|
252K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
224K+ 8.82% |
$4.68M - $5.36M
|
2.76M
$68.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
199K+ 38.48% |
$4.17M - $4.77M
|
717K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
185K+ 10.72% |
$3.87M - $4.43M
|
1.91M
$47.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
185KNew |
$3.86M - $4.42M
|
185K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161KNew |
$3.36M - $3.84M
|
161K
$4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
146K+ 36.04% |
$3.06M - $3.51M
|
553K
$13.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
146K+ 35.98% |
$3.06M - $3.5M
|
553K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 18.47% |
$2.76M - $3.16M
|
847K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
106K+ 3.08% |
$2.21M - $2.53M
|
3.53M
$88.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104K+ 22.24% |
$2.18M - $2.5M
|
574K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
101K+ 47.39% |
$2.12M - $2.42M
|
315K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98.7K+ 17.54% |
$2.06M - $2.36M
|
662K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.1K+ 14.62% |
$1.99M - $2.28M
|
746K
$18.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.3K+ 5.59% |
$1.68M - $1.92M
|
1.52M
$37.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
74.1KNew |
$1.55M - $1.77M
|
74.1K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
65.9K+ 7.91% |
$1.38M - $1.58M
|
900K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
58.4K+ 5.48% |
$1.22M - $1.4M
|
1.13M
$28.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
56.4K+ 6.86% |
$1.18M - $1.35M
|
878K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 7.38% |
$1.17M - $1.33M
|
812K
$20.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
54.9K+ 10.43% |
$1.15M - $1.31M
|
581K
$14.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
48.4KNew |
$1.01M - $1.16M
|
48.4K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48K+ 2.16% |
$1M - $1.15M
|
2.27M
$56.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
46.9KNew |
$980K - $1.12M
|
46.9K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
46.3K+ 17.89% |
$968K - $1.11M
|
305K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.5K+ 34.9% |
$952K - $1.09M
|
176K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
44.4K+ 10.69% |
$929K - $1.06M
|
460K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
44.3K+ 18.54% |
$927K - $1.06M
|
283K
$7.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
42.8K+ 7.64% |
$895K - $1.02M
|
603K
$15M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
42.7K+ 122.57% |
$893K - $1.02M
|
77.5K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40.2K+ 5.46% |
$840K - $962K
|
777K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.1KNew |
$775K - $887K
|
37.1K
$925K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.6K+ 21.12% |
$723K - $828K
|
198K
$4.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
34K+ 8.0% |
$710K - $813K
|
459K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
33.5KNew |
$700K - $801K
|
33.5K
$834K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
32.5KNew |
$680K - $779K
|
32.5K
$812K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 5.13% |
$677K - $775K
|
664K
$16.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.3KNew |
$675K - $773K
|
32.3K
$805K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$627K - $718K
|
30K
$748K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
29.2KNew |
$611K - $700K
|
29.2K
$729K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
28.6K+ 5.94% |
$599K - $686K
|
511K
$12.7M
|