Latest Institutional Purchases of Xylem Inc. (XYL)
This list provides information on the latest institutional transactions involving Xylem Inc. (XYL) 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
564+ 11.71% |
$71.2K - $82.3K
|
5.38K
$654K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
458New |
$57.8K - $66.8K
|
458
$55.7K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
401+ 3.4% |
$50.6K - $58.5K
|
12.2K
$1.48M
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
400+ 21.68% |
$50.5K - $58.4K
|
2.25K
$273K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
400+ 21.05% |
$50.5K - $58.4K
|
2.3K
$280K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
343New |
$43.3K - $50.1K
|
343
$41.7K
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
300New |
$37.9K - $43.8K
|
300
$36.5K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
240New |
$30.3K - $35K
|
240
$29.2K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
167+ 417.5% |
$21.1K - $24.4K
|
207
$25.2K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
154+ 24.88% |
$19.4K - $22.5K
|
773
$94K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$16.4K - $19K
|
130
$15.8K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
103+ 6.26% |
$13K - $15K
|
1.75K
$213K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$12.6K - $14.6K
|
100
$12.2K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
94+ 7.56% |
$11.9K - $13.7K
|
1.34K
$163K
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
87New |
$11K - $12.7K
|
87
$10.6K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
69+ 1.71% |
$8.71K - $10.1K
|
4.11K
$500K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56New |
$7.07K - $8.17K
|
56
$6.81K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
46New |
$5.81K - $6.71K
|
46
$5.59K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44+ 2.59% |
$5.55K - $6.42K
|
1.74K
$212K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
40+ 2.06% |
$5.05K - $5.84K
|
1.99K
$241K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
38+ 4.23% |
$4.8K - $5.55K
|
936
$114K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26+ 118.18% |
$3.28K - $3.79K
|
48
$5.84K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
23New |
$2.9K - $3.36K
|
23
$2.8K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
22New |
$2.78K - $3.21K
|
22
$2.67K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22+ 1.32% |
$2.78K - $3.21K
|
1.68K
$205K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19New |
$2.4K - $2.77K
|
19
$2.31K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15+ 0.42% |
$1.89K - $2.19K
|
3.61K
$439K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
15New |
$1.89K - $2.19K
|
15
$1.82K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 8.87% |
$1.39K - $1.61K
|
135
$16.4K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$1.14K - $1.31K
|
9
$1.09K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8New |
$1.01K - $1.17K
|
8
$973
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$757 - $876
|
6
$729
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
5New |
$631 - $730
|
5
$608
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4New |
$505 - $584
|
4
$486
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
4New |
$505 - $584
|
4
$486
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
3+ 0.12% |
$379 - $438
|
2.61K
$317K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 40.0% |
$252 - $292
|
7
$851
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.29% |
$252 - $292
|
692
$84.1K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.7% |
$126 - $146
|
143
$17.4K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1New |
$126 - $146
|
1
$122
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$126 - $146
|
1
$122
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$126 - $146
|
3.48K
$422K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.85% |
$126 - $146
|
119
$14.5K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.05% |
$126 - $146
|
1.96K
$238K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
85.7KNew |
$9.4M - $11.1M
|
85.7K
$10.4M
|
|
May 14, 2024
Q1 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
83.9KNew |
$9.2M - $10.9M
|
83.9K
$10.2M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
52.2KNew |
$5.73M - $6.78M
|
52.2K
$6.35M
|
|
Apr 11, 2024
Q1 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
27K+ 28.75% |
$2.96M - $3.51M
|
121K
$14.7M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
26.7KNew |
$2.93M - $3.47M
|
26.7K
$3.24M
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23K+ 137.14% |
$2.53M - $2.99M
|
39.8K
$4.84M
|