Latest Institutional Purchases of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
150KNew |
$8.43M - $9.89M
|
150K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
121KNew |
$6.82M - $8M
|
121K
$9.28M
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100KNew |
$5.62M - $6.6M
|
100K
$7.65M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
91.6KNew |
$5.15M - $6.04M
|
91.6K
$7.01M
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
85.4K+ 1856.52% |
$4.8M - $5.63M
|
90K
$6.88M
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
64.8KNew |
$3.64M - $4.27M
|
64.8K
$4.95M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.4KNew |
$2.94M - $3.46M
|
52.4K
$4.01M
|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
45.2KNew |
$2.54M - $2.98M
|
45.2K
$3.46M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.7KNew |
$2.06M - $2.42M
|
36.7K
$2.81M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.9K+ 4574.4% |
$1.29M - $1.51M
|
23.4K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
18KNew |
$1.01M - $1.19M
|
18K
$1.38M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17.6K+ 156.77% |
$987K - $1.16M
|
28.8K
$2.2M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
15.5KNew |
$871K - $1.02M
|
15.5K
$1.19M
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
14.4KNew |
$810K - $951K
|
14.4K
$1.1M
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.9K+ 339.54% |
$782K - $918K
|
18K
$1.38M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.1K+ 154.12% |
$736K - $864K
|
21.6K
$1.65M
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$681K - $800K
|
12.1K
$927K
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10.6KNew |
$598K - $702K
|
10.6K
$814K
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.5KNew |
$591K - $693K
|
10.5K
$804K
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$565K - $663K
|
10.1K
$769K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
10KNew |
$562K - $660K
|
10K
$765K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9.2KNew |
$517K - $607K
|
9.2K
$704K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.6K+ 118.07% |
$483K - $567K
|
15.9K
$1.21M
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.27KNew |
$465K - $545K
|
8.27K
$632K
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.81KNew |
$439K - $515K
|
7.81K
$597K
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.62KNew |
$428K - $502K
|
7.62K
$583K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$421K - $495K
|
7.5K
$574K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
7KNew |
$393K - $462K
|
7K
$535K
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
6.73K+ 7.23% |
$378K - $444K
|
99.8K
$7.63M
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.69KNew |
$376K - $441K
|
6.69K
$511K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.55KNew |
$368K - $432K
|
6.55K
$501K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.17KNew |
$347K - $407K
|
6.17K
$472K
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
5.88KNew |
$330K - $388K
|
5.88K
$449K
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.59KNew |
$314K - $369K
|
5.59K
$428K
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.14KNew |
$289K - $339K
|
5.14K
$393K
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.07KNew |
$285K - $334K
|
5.07K
$388K
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5KNew |
$281K - $329K
|
5K
$382K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5K+ 52.59% |
$281K - $329K
|
14.5K
$1.11M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.85KNew |
$272K - $320K
|
4.85K
$371K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.57KNew |
$257K - $301K
|
4.57K
$349K
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
4.5KNew |
$253K - $297K
|
4.5K
$344K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.22KNew |
$237K - $278K
|
4.22K
$322K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.09KNew |
$230K - $270K
|
4.09K
$313K
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.95KNew |
$222K - $261K
|
3.95K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.66KNew |
$206K - $242K
|
3.66K
$280K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$200K - $235K
|
3.56K
$272K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$190K - $223K
|
3.38K
$258K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.23KNew |
$181K - $213K
|
3.23K
$247K
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
2.6KNew |
$146K - $171K
|
2.6K
$199K
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 32.9% |
$89.4K - $105K
|
6.43K
$492K
|