Latest Institutional Transactions on Xylem Inc. (XYL)
This table provides information on the latest institutional transactions involving Xylem Inc. (XYL) 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.7K- 42.1% |
$152K - $195K
|
2.34K
$332K
|
|
Oct 26, 2023
Q3 2023
|
Zenyatta Capital Management LP
|
SELL
|
- |
-5K- 25.0% |
$448K - $572K
|
15K
$2.13M
|
|
Oct 26, 2023
Q3 2023
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-3.4K- 56.67% |
$304K - $389K
|
2.6K
$369K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-52- 1.77% |
$4.66K - $5.95K
|
2.89K
$409K
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
13.4KNew |
$1.2M - $1.53M
|
13.4K
$1.89M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
439+ 7.05% |
$39.3K - $50.2K
|
6.66K
$944K
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-21- 0.8% |
$1.88K - $2.4K
|
2.61K
$369K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
548+ 40.8% |
$49.1K - $62.7K
|
1.89K
$268K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
866New |
$77.5K - $99K
|
866
$123K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.38K- 33.78% |
$123K - $157K
|
2.7K
$382K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65New |
$5.82K - $7.43K
|
65
$9.21K
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-500- 14.29% |
$44.8K - $57.2K
|
3K
$425K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
201New |
$18K - $23K
|
201
$28.5K
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-200- 4.0% |
$17.9K - $22.9K
|
4.8K
$680K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
591+ 30.94% |
$52.9K - $67.6K
|
2.5K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 1.15% |
$5.1K - $6.52K
|
5.03K
$713K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.03K- 50.49% |
$361K - $461K
|
3.95K
$560K
|
|
Q2 2023 | |||||||
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.18K+ 80.48% |
$214K - $247K
|
4.88K
$692K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.14K- 16.18% |
$308K - $356K
|
16.2K
$2.3M
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
57KNew |
$5.61M - $6.47M
|
57K
$8.08M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
49New |
$4.82K - $5.56K
|
49
$6.95K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13+ 76.47% |
$1.28K - $1.48K
|
30
$4.25K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
107KNew |
$10.5M - $12.1M
|
107K
$15.1M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$984 - $1.14K
|
10
$1.42K
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$2.17M - $2.51M
|
22.1K
$3.13M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.83KNew |
$279K - $322K
|
2.83K
$402K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-131K- 97.93% |
$12.9M - $14.9M
|
2.76K
$392K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$511K - $590K
|
5.2K
$737K
|
|
Aug 14, 2023
Q2 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
18.8KNew |
$1.85M - $2.14M
|
18.8K
$2.67M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
49.4KNew |
$4.86M - $5.61M
|
49.4K
$7M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-105- 51.22% |
$10.3K - $11.9K
|
100
$14.2K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.49K+ 139.7% |
$343K - $396K
|
5.98K
$848K
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
11.5KNew |
$1.13M - $1.31M
|
11.5K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$361K - $417K
|
3.67K
$520K
|
|
Aug 11, 2023
Q2 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-342- 13.37% |
$33.6K - $38.8K
|
2.22K
$314K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$194K - $224K
|
1.98K
$280K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.63M+ 30.27% |
$160M - $185M
|
7M
$992M
|
|
Aug 10, 2023
Q2 2023
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
20KNew |
$1.97M - $2.27M
|
20K
$2.83M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
136K+ 11315.26% |
$13.4M - $15.5M
|
138K
$19.5M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.09% |
$295 - $341
|
3.35K
$474K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 6.25% |
$295 - $341
|
51
$7.23K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
634New |
$62.4K - $72K
|
634
$89.9K
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-175- 5.11% |
$17.2K - $19.9K
|
3.25K
$461K
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
25.7KNew |
$2.53M - $2.92M
|
25.7K
$3.65M
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-5.06K- 31.4% |
$497K - $574K
|
11K
$1.57M
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.9KNew |
$187K - $216K
|
1.9K
$269K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.25KNew |
$221K - $255K
|
2.25K
$318K
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
1.49KNew |
$146K - $169K
|
1.49K
$211K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
25New |
$2.46K - $2.84K
|
25
$3.54K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.61KNew |
$355K - $410K
|
3.61K
$511K
|