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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2018
Q1 2018
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.9KClosed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Forward Management, LLC
|
SELL
|
- |
-42.4KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
America First Investment Advisors, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-133Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
2.5KNew |
N/A
|
2.5K
$189K
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-355Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
P Schoenfeld Asset Management LP
New York, NY |
BUY
|
PUT |
350KNew |
N/A
|
350K
$26.5M
|
|
|
Feb 06, 2018
Q4 2017
|
Xponance, Inc.
|
SELL
|
- |
-5.28KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
M&T Bank Corp
|
BUY
|
CALL |
4New |
N/A
|
4
$302
|
|
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$113K
|
|
|
Jan 18, 2018
Q4 2017
|
Sterling Investment Management, LLC
|
SELL
|
- |
-4.01KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
300KNew |
N/A
|
300K
$22.7M
|
|
|
Nov 14, 2017
Q3 2017
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
PUT |
3MNew |
N/A
|
3M
$227M
|
|
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
25.2KNew |
N/A
|
25.2K
$1.9M
|
|
|
Nov 06, 2017
Q3 2017
|
New York State Common Retirement Fund
|
SELL
|
- |
-63KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$113K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Securian Asset Management, Inc
|
BUY
|
- |
24KNew |
N/A
|
24K
$1.81M
|
|
| Q1 2017 | |||||||
|
Aug 13, 2019
Q1 2017
|
Evermore Global Advisors, LLC
|
BUY
|
PUT |
250KNew |
N/A
|
250K
$18.9M
|
|
| Q1 2015 | |||||||
|
Nov 13, 2018
Q1 2015
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
1New |
N/A
|
1
$75.6
|
|