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 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.5K+ 70.4% |
$1.72M - $2.06M
|
61.6K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 12.65% |
$1.7M - $2.04M
|
224K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
24.5KNew |
$1.66M - $1.98M
|
24.5K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.63M - $1.95M
|
24.1K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
23.8K+ 2.53% |
$1.61M - $1.92M
|
964K
$78.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
23.5K+ 93.2% |
$1.59M - $1.9M
|
48.7K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23.5K+ 316.95% |
$1.59M - $1.9M
|
30.9K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.2K+ 11.33% |
$1.57M - $1.87M
|
228K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
23.1KNew |
$1.56M - $1.87M
|
23.1K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 14.97% |
$1.54M - $1.84M
|
175K
$14.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
22.7KNew |
$1.54M - $1.83M
|
22.7K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.4K+ 127.89% |
$1.51M - $1.81M
|
39.8K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
22.2KNew |
$1.5M - $1.8M
|
22.2K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
22.2K+ 82.19% |
$1.5M - $1.79M
|
49.2K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
22.1K+ 96.93% |
$1.5M - $1.79M
|
44.9K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
PUT |
21.9K+ 145.03% |
$1.48M - $1.77M
|
37K
$3.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9K+ 48.88% |
$1.48M - $1.77M
|
66.6K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5K+ 41.91% |
$1.46M - $1.74M
|
72.9K
$5.94M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9K+ 239.23% |
$1.41M - $1.69M
|
29.6K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
20.9K+ 7.02% |
$1.41M - $1.69M
|
318K
$25.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20.8K+ 130200.0% |
$1.41M - $1.68M
|
20.8K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.7K+ 42.94% |
$1.4M - $1.67M
|
68.8K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
20.6K+ 412.0% |
$1.39M - $1.66M
|
25.6K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20.3K+ 31.08% |
$1.38M - $1.64M
|
85.8K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.3KNew |
$1.38M - $1.64M
|
20.3K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.9K+ 46.18% |
$1.35M - $1.61M
|
63.1K
$5.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.6K+ 15.49% |
$1.33M - $1.58M
|
146K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
18.7KNew |
$1.26M - $1.51M
|
18.7K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.5K+ 64.75% |
$1.25M - $1.5M
|
47.2K
$3.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 70.2% |
$1.25M - $1.49M
|
44.8K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.2K+ 71.61% |
$1.23M - $1.47M
|
43.6K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.9K+ 9.98% |
$1.21M - $1.45M
|
197K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.8K+ 13.31% |
$1.21M - $1.44M
|
152K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17.8K+ 23.7% |
$1.2M - $1.43M
|
92.7K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
17.7K+ 54.71% |
$1.2M - $1.43M
|
50K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.4KNew |
$1.18M - $1.4M
|
17.4K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
17.3K+ 40.89% |
$1.17M - $1.4M
|
59.6K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.3KNew |
$1.17M - $1.4M
|
17.3K
$1.41M
|
|
|
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
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8K+ 66.7% |
$1.14M - $1.36M
|
42K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.7K+ 18.45% |
$1.13M - $1.35M
|
107K
$8.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.2K+ 117.84% |
$1.1M - $1.31M
|
30K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
16KNew |
$1.08M - $1.29M
|
16K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16KNew |
$1.08M - $1.29M
|
16K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 117.38% |
$1.08M - $1.29M
|
29.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
15.8K+ 1.31% |
$1.07M - $1.28M
|
1.23M
$99.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.7K+ 109.03% |
$1.06M - $1.27M
|
30.1K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15.6KNew |
$1.05M - $1.26M
|
15.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.2KNew |
$1.03M - $1.23M
|
15.2K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.7K+ 35.92% |
$991K - $1.18M
|
55.4K
$4.52M
|