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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13KNew |
$882K - $1.05M
|
13K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
12.9K+ 16.78% |
$876K - $1.05M
|
90.1K
$7.14M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.7K+ 70.63% |
$863K - $1.03M
|
30.8K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.4KNew |
$841K - $1M
|
12.4K
$985K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12.3K+ 39.4% |
$830K - $991K
|
43.4K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12K+ 58.62% |
$815K - $973K
|
32.6K
$2.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 6.27% |
$761K - $909K
|
191K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 26.72% |
$758K - $905K
|
53.1K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$733K - $875K
|
10.8K
$859K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
10.4KNew |
$702K - $838K
|
10.4K
$823K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.94KNew |
$673K - $803K
|
9.94K
$788K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
9.75K+ 103.17% |
$660K - $788K
|
19.2K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.6K+ 9.03% |
$649K - $775K
|
116K
$9.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.27K+ 66.67% |
$627K - $749K
|
23.2K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.66KNew |
$586K - $699K
|
8.66K
$686K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
8.26KNew |
$559K - $667K
|
8.26K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.21K+ 170.79% |
$556K - $663K
|
13K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.19K+ 116.35% |
$554K - $662K
|
15.2K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.18KNew |
$554K - $661K
|
8.18K
$649K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.13K+ 135.19% |
$550K - $656K
|
14.1K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.04KNew |
$544K - $649K
|
8.04K
$637K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.15KNew |
$484K - $578K
|
7.15K
$567K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7KNew |
$474K - $565K
|
7K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
6.5KNew |
$440K - $525K
|
6.5K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6.43K+ 45.39% |
$435K - $519K
|
20.6K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.37K+ 878.34% |
$431K - $514K
|
7.09K
$562K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.29K+ 43.19% |
$426K - $508K
|
20.8K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$407K - $486K
|
6.02K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.31K+ 0.13% |
$359K - $429K
|
4.05M
$321M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.26K+ 53.37% |
$356K - $425K
|
15.1K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.11KNew |
$346K - $413K
|
5.11K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.01KNew |
$339K - $405K
|
5.01K
$397K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.89K+ 10.58% |
$331K - $395K
|
51.1K
$4.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$328K - $392K
|
4.85K
$385K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.64KNew |
$314K - $375K
|
4.64K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.34K+ 57.32% |
$294K - $351K
|
11.9K
$945K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.31K+ 40.19% |
$292K - $348K
|
15K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.1K+ 21.81% |
$277K - $331K
|
22.9K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.04K+ 24.51% |
$274K - $327K
|
20.5K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.97K+ 3.9% |
$269K - $321K
|
106K
$8.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.74KNew |
$253K - $302K
|
3.74K
$297K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.64KNew |
$247K - $294K
|
3.64K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.6KNew |
$244K - $291K
|
3.6K
$285K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
3.54K+ 28.47% |
$239K - $286K
|
16K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.27KNew |
$221K - $264K
|
3.27K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.21KNew |
$217K - $259K
|
3.21K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.1KNew |
$210K - $250K
|
3.1K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.05K+ 12.31% |
$207K - $247K
|
27.9K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.05KNew |
$206K - $246K
|
3.05K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$205K - $245K
|
3.03K
$240K
|