Latest Institutional Transactions on Select Sector Spdr Tr Communic (XLC)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Communic (XLC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.82K+ 62.09% |
$178K - $206K
|
7.36K
$794K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.25K+ 34.05% |
$521K - $603K
|
32.5K
$3.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.44K- 28.82% |
$280K - $324K
|
11K
$1.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-105- 35.0% |
$6.62K - $7.68K
|
195
$21K
|
|
| Q3 2023 | |||||||
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
36New |
$2.34K - $2.48K
|
36
$3.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
150KNew |
$9.73M - $10.3M
|
150K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-174- 5.29% |
$11.3K - $12K
|
3.11K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-683- 2.26% |
$44.3K - $47K
|
29.6K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.16% |
$324 - $344
|
3.05K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
26K+ 162.5% |
$1.69M - $1.79M
|
42K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.74KNew |
$567K - $601K
|
8.74K
$943K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
343KNew |
$22.3M - $23.6M
|
343K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
15KNew |
$973K - $1.03M
|
15K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
74.2KNew |
$4.81M - $5.1M
|
74.2K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
400New |
$26K - $27.5K
|
400
$43.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.6KNew |
$104K - $110K
|
1.6K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
454+ 1.14% |
$29.5K - $31.2K
|
40.3K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17.7KNew |
$1.15M - $1.22M
|
17.7K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-104- 3.29% |
$6.75K - $7.16K
|
3.06K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100New |
$6.49K - $6.88K
|
100
$10.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-427KClosed |
$27.7M - $29.4M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
PUT |
-65K- 58.04% |
$4.22M - $4.47M
|
47K
$5.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
372New |
$24.1K - $25.6K
|
372
$40.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6KNew |
$389K - $413K
|
6K
$647K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
104KNew |
$6.76M - $7.17M
|
104K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.7K- 8.26% |
$1.08M - $1.15M
|
185K
$19.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-48- 0.74% |
$3.11K - $3.3K
|
6.48K
$699K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1- 1.41% |
$64.9 - $68.8
|
70
$7.55K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
62New |
$4.02K - $4.27K
|
62
$6.69K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1New |
$64.9 - $68.8
|
1
$108
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-146- 99.32% |
$9.47K - $10K
|
1
$108
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$64.9 - $68.8
|
361
$38.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6.48KNew |
$420K - $446K
|
6.48K
$699K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
86+ 63.24% |
$5.58K - $5.92K
|
222
$23.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
49.9KNew |
$3.24M - $3.43M
|
49.9K
$5.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.48KNew |
$226K - $239K
|
3.48K
$375K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
250New |
$16.2K - $17.2K
|
250
$27K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
238New |
$15.4K - $16.4K
|
238
$25.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.9K+ 186.65% |
$448K - $475K
|
10.6K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
371New |
$24.1K - $25.5K
|
371
$40K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.63K- 24.09% |
$236K - $250K
|
11.4K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.73K- 39.37% |
$177K - $188K
|
4.2K
$453K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
801New |
$52K - $55.1K
|
801
$86.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-13- 2.79% |
$843 - $895
|
453
$48.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
243+ 5.11% |
$15.8K - $16.7K
|
5K
$539K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1.98K+ 240.93% |
$128K - $136K
|
2.8K
$302K
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.99KNew |
$259K - $274K
|
3.99K
$430K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
162+ 3.0% |
$10.5K - $11.1K
|
5.56K
$600K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
27.3KNew |
$1.77M - $1.88M
|
27.3K
$2.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-100- 10.93% |
$6.49K - $6.88K
|
815
$87.9K
|
|