Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.92KNew |
$197K - $236K
|
2.92K
$227K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
81.8KNew |
$5.54M - $6.61M
|
81.8K
$6.38M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
51.2K+ 908.95% |
$3.46M - $4.13M
|
56.8K
$4.43M
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.56KNew |
$173K - $206K
|
2.56K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-640- 4.87% |
$43.3K - $51.7K
|
12.5K
$975K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-161- 2.26% |
$10.9K - $13K
|
6.98K
$544K
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
75KNew |
$5.08M - $6.06M
|
75K
$5.85M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.7KNew |
$183K - $218K
|
2.7K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-121- 1.56% |
$8.19K - $9.77K
|
7.64K
$596K
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1K- 1.05% |
$67.7K - $80.8K
|
94.3K
$7.35M
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
22.2KNew |
$1.5M - $1.8M
|
22.2K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
758KNew |
$51.3M - $61.2M
|
758K
$59.1M
|
|
Nov 14, 2024
Q3 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
PUT |
600K+ 200.0% |
$40.6M - $48.5M
|
900K
$70.2M
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-106K- 100.0% |
$7.19M - $8.58M
|
1
$78
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.62% |
$1.35K - $1.62K
|
3.25K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-113- 7.06% |
$7.65K - $9.13K
|
1.49K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-732- 22.5% |
$49.5K - $59.1K
|
2.52K
$197K
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-70- 0.07% |
$4.74K - $5.65K
|
96.4K
$7.51M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$267K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 20.86% |
$32.5K - $38.8K
|
1.82K
$142K
|
|
Nov 14, 2024
Q3 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
750KNew |
$50.8M - $60.6M
|
750K
$58.5M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.22K+ 101.32% |
$353K - $421K
|
10.4K
$808K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-750- 15.79% |
$50.8K - $60.6K
|
4K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.55KNew |
$173K - $206K
|
2.55K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
30.7KNew |
$2.07M - $2.48M
|
30.7K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
278KNew |
$18.8M - $22.5M
|
278K
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.57K+ 3.56% |
$580K - $693K
|
250K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.3KNew |
$1.38M - $1.64M
|
20.3K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
1.46MNew |
$98.8M - $118M
|
1.46M
$114M
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
17.7K+ 54.71% |
$1.2M - $1.43M
|
50K
$3.9M
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
50KNew |
$3.38M - $4.04M
|
50K
$3.9M
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
1.15KNew |
$77.8K - $92.9K
|
1.15K
$89.7K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
8.2K+ 5.84% |
$555K - $662K
|
149K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
31+ 0.61% |
$2.1K - $2.5K
|
5.09K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
10.4K+ 4.33% |
$701K - $837K
|
250K
$19.5M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-50- 31.25% |
$3.38K - $4.04K
|
110
$8.58K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$33.8K - $40.4K
|
500
$39K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
260K+ 3723.05% |
$17.6M - $21M
|
267K
$20.8M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 2.26% |
$14.5K - $17.4K
|
9.28K
$724K
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.82KNew |
$326K - $390K
|
4.82K
$376K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200+ 0.33% |
$13.5K - $16.2K
|
60.2K
$4.69M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
113K+ 29.62% |
$7.63M - $9.1M
|
493K
$38.5M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-3.04K- 22.38% |
$206K - $246K
|
10.5K
$822K
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.06K- 22.02% |
$207K - $247K
|
10.8K
$846K
|