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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
911New |
$51.2K - $60.1K
|
911
$80.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
679New |
$38.2K - $44.8K
|
679
$60.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
540+ 36.0% |
$30.3K - $35.6K
|
2.04K
$181K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
474New |
$26.6K - $31.3K
|
474
$42.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
380+ 68.47% |
$21.4K - $25.1K
|
935
$83K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
369New |
$20.7K - $24.3K
|
369
$32.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
327New |
$18.4K - $21.6K
|
327
$29K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
308New |
$17.3K - $20.3K
|
308
$27.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
289+ 28900.0% |
$16.2K - $19.1K
|
290
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
279New |
$15.7K - $18.4K
|
279
$24.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
255+ 0.94% |
$14.3K - $16.8K
|
27.3K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
251+ 2.54% |
$14.1K - $16.6K
|
10.2K
$901K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
225+ 4.85% |
$12.6K - $14.8K
|
4.87K
$432K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
176New |
$9.89K - $11.6K
|
176
$15.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
163+ 44.05% |
$9.16K - $10.8K
|
533
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
105New |
$5.9K - $6.93K
|
105
$9.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
92New |
$5.17K - $6.07K
|
92
$8.17K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
86New |
$4.83K - $5.67K
|
86
$7.63K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
46New |
$2.58K - $3.03K
|
46
$4.08K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
14New |
$787 - $923
|
14
$1.24K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.9% |
$506 - $594
|
1.01K
$89.2K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.88% |
$56.2 - $66
|
115
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.87% |
$56.2 - $66
|
116
$10.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.25% |
$56.2 - $66
|
81
$7.19K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
511K+ 2872.75% |
$30M - $35M
|
529K
$46.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
CALL |
500KNew |
$29.4M - $34.2M
|
500K
$44.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
305KNew |
$18M - $20.9M
|
305K
$27.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
232KNew |
$13.6M - $15.9M
|
232K
$20.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
138K+ 92.83% |
$8.09M - $9.42M
|
286K
$25.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
75KNew |
$4.41M - $5.13M
|
75K
$6.66M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
50.9KNew |
$2.99M - $3.48M
|
50.9K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.94M - $3.42M
|
50K
$4.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
44.6KNew |
$2.62M - $3.05M
|
44.6K
$3.96M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
34.4KNew |
$2.02M - $2.35M
|
34.4K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.47M - $1.71M
|
25K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.46M - $1.7M
|
24.8K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.8K+ 39.81% |
$986K - $1.15M
|
58.8K
$5.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.1KNew |
$891K - $1.04M
|
15.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9KNew |
$817K - $950K
|
13.9K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.1K+ 21.94% |
$771K - $897K
|
72.8K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.3KNew |
$725K - $843K
|
12.3K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
12KNew |
$706K - $822K
|
12K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.7KNew |
$631K - $734K
|
10.7K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
10KNew |
$588K - $685K
|
10K
$888K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.75K+ 221.74% |
$456K - $531K
|
11.2K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.7KNew |
$453K - $527K
|
7.7K
$683K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6KNew |
$353K - $411K
|
6K
$532K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.85KNew |
$344K - $400K
|
5.85K
$519K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.6KNew |
$329K - $383K
|
5.6K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$294K - $342K
|
5K
$444K
|
|