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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17.8K+ 23.7% |
$1.2M - $1.43M
|
92.7K
$7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
17.7K+ 54.71% |
$1.2M - $1.43M
|
50K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.4KNew |
$1.18M - $1.4M
|
17.4K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
17.3K+ 40.89% |
$1.17M - $1.4M
|
59.6K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.3KNew |
$1.17M - $1.4M
|
17.3K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
16.8K+ 54.91% |
$1.14M - $1.36M
|
47.5K
$3.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.7K+ 18.45% |
$1.13M - $1.35M
|
107K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.2K+ 117.84% |
$1.1M - $1.31M
|
30K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
16KNew |
$1.08M - $1.29M
|
16K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16KNew |
$1.08M - $1.29M
|
16K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 117.38% |
$1.08M - $1.29M
|
29.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
15.8K+ 1.31% |
$1.07M - $1.28M
|
1.23M
$92.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.7K+ 109.03% |
$1.06M - $1.27M
|
30.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15.6KNew |
$1.05M - $1.26M
|
15.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.2KNew |
$1.03M - $1.23M
|
15.2K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.7K+ 35.92% |
$991K - $1.18M
|
55.4K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 11.04% |
$978K - $1.17M
|
145K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 51.18% |
$955K - $1.14M
|
41.7K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9K+ 21.15% |
$942K - $1.12M
|
79.7K
$6.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.8K+ 12.86% |
$934K - $1.12M
|
121K
$9.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
13.7K+ 51.01% |
$925K - $1.1M
|
40.5K
$3.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13KNew |
$882K - $1.05M
|
13K
$985K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
12.9K+ 16.78% |
$876K - $1.05M
|
90.1K
$6.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 22.47% |
$863K - $1.03M
|
69.5K
$5.25M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.7K+ 70.63% |
$863K - $1.03M
|
30.8K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.7K+ 70.48% |
$860K - $1.03M
|
30.8K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.6KNew |
$852K - $1.02M
|
12.6K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.6KNew |
$852K - $1.02M
|
12.6K
$951K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.4KNew |
$841K - $1M
|
12.4K
$939K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12.3K+ 39.4% |
$830K - $991K
|
43.4K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12.2K+ 47.92% |
$822K - $982K
|
37.5K
$2.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12K+ 58.62% |
$815K - $973K
|
32.6K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7K+ 279.31% |
$791K - $944K
|
15.9K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
11.5K+ 126.89% |
$779K - $930K
|
20.6K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.3K+ 2.31% |
$764K - $912K
|
500K
$37.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 100.69% |
$761K - $909K
|
22.4K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 26.72% |
$758K - $905K
|
53.1K
$4.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$733K - $875K
|
10.8K
$819K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 6.84% |
$730K - $872K
|
169K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6K+ 33.21% |
$720K - $859K
|
42.7K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.6K+ 7.44% |
$720K - $859K
|
154K
$11.6M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
10.5K+ 55.86% |
$714K - $852K
|
29.4K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 15.12% |
$710K - $847K
|
79.8K
$6.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
10.4KNew |
$702K - $838K
|
10.4K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
10.4K+ 4.33% |
$701K - $837K
|
250K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
10.3K+ 13.57% |
$697K - $832K
|
86.2K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 14.06% |
$684K - $816K
|
82K
$6.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.94KNew |
$673K - $803K
|
9.94K
$751K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.84K+ 34.04% |
$666K - $795K
|
38.7K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
BUY
|
PUT |
9.8KNew |
$663K - $792K
|
9.8K
$741K
|