Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$188K - $218K
|
2.99K
$226K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
11.6KNew |
$729K - $847K
|
11.6K
$878K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.15KNew |
$198K - $230K
|
3.15K
$238K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$7.85K - $9.11K
|
125
$9.45K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
461+ 91.83% |
$28.9K - $33.6K
|
963
$72.8K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-392- 76.56% |
$24.6K - $28.6K
|
120
$9.07K
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
161KNew |
$10.1M - $11.7M
|
161K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.8K- 48.06% |
$742K - $861K
|
12.8K
$965K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
95.1KNew |
$5.97M - $6.93M
|
95.1K
$7.19M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.35KNew |
$273K - $317K
|
4.35K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.5KNew |
$1.1M - $1.28M
|
17.5K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
190KNew |
$11.9M - $13.9M
|
190K
$14.4M
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.4K+ 65.37% |
$713K - $827K
|
28.7K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-69- 1.56% |
$4.33K - $5.03K
|
4.37K
$330K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.06KNew |
$192K - $223K
|
3.06K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
150KNew |
$9.42M - $10.9M
|
150K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.5K+ 49.72% |
$282K - $328K
|
13.6K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-3.3M- 75.79% |
$207M - $240M
|
1.05M
$79.6M
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
131KNew |
$8.25M - $9.58M
|
131K
$9.93M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9.74K- 42.83% |
$611K - $710K
|
13K
$983K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
54.3KNew |
$3.41M - $3.96M
|
54.3K
$4.1M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
140New |
$8.79K - $10.2K
|
140
$10.6K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
250+ 7.74% |
$15.7K - $18.2K
|
3.48K
$263K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$4.71K - $5.47K
|
75
$5.67K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-169- 8.02% |
$10.6K - $12.3K
|
1.94K
$147K
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-14.4K- 13.27% |
$905K - $1.05M
|
94.3K
$7.12M
|
|
Aug 14, 2024
Q2 2024
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
17KNew |
$1.07M - $1.24M
|
17K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
30KNew |
$1.88M - $2.19M
|
30K
$2.27M
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-158K- 98.49% |
$9.91M - $11.5M
|
2.42K
$183K
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-33.7K- 76.28% |
$2.12M - $2.46M
|
10.5K
$793K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.8K- 15.6% |
$1.24M - $1.44M
|
107K
$8.09M
|
|
Aug 14, 2024
Q2 2024
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-1.61M- 99.82% |
$101M - $117M
|
2.93K
$221K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
5.2KNew |
$326K - $379K
|
5.2K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
76.8KNew |
$4.82M - $5.6M
|
76.8K
$5.8M
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$785K - $911K
|
12.5K
$945K
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.8KNew |
$490K - $568K
|
7.8K
$590K
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
7.65KNew |
$480K - $558K
|
7.65K
$578K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.14KNew |
$574K - $666K
|
9.14K
$691K
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-200- 0.23% |
$12.6K - $14.6K
|
88.3K
$6.67M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 4.91% |
$1.63K - $1.89K
|
504
$38.1K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$75.6
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.96K- 5.92% |
$500K - $580K
|
126K
$9.56M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.42KNew |
$215K - $250K
|
3.42K
$259K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$37.7K - $43.7K
|
600
$45.3K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-755K- 35.63% |
$47.4M - $55M
|
1.36M
$103M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 14.43% |
$1.82K - $2.11K
|
172
$13K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.3KClosed |
$584K - $678K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-152- 4.34% |
$9.54K - $11.1K
|
3.35K
$253K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-519K- 43.67% |
$32.6M - $37.8M
|
670K
$50.6M
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
59.2KNew |
$3.72M - $4.32M
|
59.2K
$4.48M
|