Latest Institutional Transactions on Select Sector Spdr Tr Communic (XLC)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Communic (XLC) 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$202K - $232K
|
4.46K
$442K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.21KNew |
$236K - $270K
|
5.21K
$516K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
41New |
$1.86K - $2.13K
|
41
$4.07K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
161New |
$7.31K - $8.36K
|
161
$16K
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
7.31KNew |
$332K - $380K
|
7.31K
$725K
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.85K- 21.41% |
$311K - $356K
|
25.1K
$2.49M
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-875- 22.58% |
$39.7K - $45.4K
|
3K
$298K
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-11.5K- 58.16% |
$523K - $598K
|
8.29K
$822K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$65.6K - $75.1K
|
1.45K
$143K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.3K+ 50.72% |
$286K - $327K
|
18.7K
$1.86M
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.57K- 33.58% |
$162K - $185K
|
7.06K
$700K
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
BUY
|
- |
815+ 2.03% |
$37K - $42.3K
|
40.9K
$4.05M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4.74KNew |
$215K - $246K
|
4.74K
$470K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37- 27.82% |
$1.68K - $1.92K
|
96
$9.52K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8.23KNew |
$374K - $428K
|
8.23K
$817K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
24.3KNew |
$1.1M - $1.26M
|
24.3K
$2.41M
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
10.1KNew |
$456K - $522K
|
10.1K
$997K
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
8.16KNew |
$371K - $424K
|
8.16K
$809K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.25KNew |
$193K - $221K
|
4.25K
$421K
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
5.6KNew |
$254K - $291K
|
5.6K
$555K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.67KNew |
$212K - $243K
|
4.67K
$463K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
6.28KNew |
$285K - $326K
|
6.28K
$623K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-62- 44.29% |
$2.82K - $3.22K
|
78
$7.74K
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
5KNew |
$227K - $260K
|
5K
$496K
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.14MNew |
$51.9M - $59.4M
|
1.14M
$113M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
499+ 0.92% |
$22.7K - $25.9K
|
54.5K
$5.4M
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
33KNew |
$1.5M - $1.71M
|
33K
$3.27M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11- 1.43% |
$500 - $571
|
757
$75.1K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
3.09KNew |
$140K - $161K
|
3.09K
$307K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
87New |
$3.95K - $4.52K
|
87
$8.63K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11New |
$500 - $571
|
11
$1.09K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.76KNew |
$216K - $247K
|
4.76K
$472K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-2.18K- 4.45% |
$98.9K - $113K
|
46.7K
$4.64M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
110New |
$5K - $5.71K
|
110
$10.9K
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
22.5KNew |
$1.02M - $1.17M
|
22.5K
$2.23M
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-2.7K- 28.96% |
$123K - $140K
|
6.62K
$656K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-1.3K- 17.11% |
$59K - $67.5K
|
6.3K
$625K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
467New |
$21.2K - $24.3K
|
467
$46.3K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.45KNew |
$65.8K - $75.3K
|
1.45K
$144K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
93New |
$4.22K - $4.83K
|
93
$9.22K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.49K- 45.78% |
$71.5K - $89.4K
|
1.77K
$175K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
238New |
$11.4K - $14.3K
|
238
$23.6K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
197New |
$9.43K - $11.8K
|
197
$19.5K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$47.9K - $59.9K
|
1K
$99.2K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-122- 1.84% |
$5.84K - $7.31K
|
6.52K
$647K
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.95KNew |
$237K - $296K
|
4.95K
$491K
|
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10K- 50.0% |
$479K - $599K
|
10K
$992K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 3.33% |
$47.9 - $59.9
|
31
$3.07K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-27.4KClosed |
$1.31M - $1.64M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-22.5K- 15.23% |
$1.08M - $1.35M
|
125K
$12.4M
|