Purchases and Sales Made in Q1 2025 in Xylem Inc. (XYL)
This table provides information about the institutional ownership of Xylem Inc. (XYL) during Q1 2025. The information is specifically focused on institutions that hold shares of Xylem Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 3.15% |
$6.5K - $7.53K
|
1.87K
$239K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
56+ 12.61% |
$6.39K - $7.39K
|
500
$64K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 13.11% |
$6.16K - $7.13K
|
466
$59.7K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
53New |
$6.04K - $7K
|
53
$6.79K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
52+ 1.54% |
$5.93K - $6.87K
|
3.43K
$439K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50New |
$5.7K - $6.6K
|
50
$6.4K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
50New |
$5.7K - $6.6K
|
50
$6.4K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
48+ 1.07% |
$5.47K - $6.34K
|
4.55K
$582K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
47New |
$5.36K - $6.21K
|
47
$6.02K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 8.17% |
$5.36K - $6.21K
|
622
$79.6K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
47+ 522.22% |
$5.36K - $6.21K
|
56
$7.17K
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
46+ 1.54% |
$5.24K - $6.07K
|
3.03K
$388K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
46+ 3.15% |
$5.24K - $6.07K
|
1.51K
$193K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
44+ 0.85% |
$5.02K - $5.81K
|
5.24K
$671K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 45.74% |
$4.9K - $5.68K
|
137
$17.5K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 7.23% |
$4.79K - $5.55K
|
623
$79.8K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
41+ 5.64% |
$4.67K - $5.41K
|
768
$98.3K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39+ 0.94% |
$4.45K - $5.15K
|
4.19K
$536K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 6.91% |
$4.1K - $4.75K
|
557
$71.3K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
35+ 0.28% |
$3.99K - $4.62K
|
12.5K
$1.6M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33+ 1.78% |
$3.76K - $4.36K
|
1.89K
$242K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
28New |
$3.19K - $3.7K
|
28
$3.58K
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27+ 0.3% |
$3.08K - $3.57K
|
9.14K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
25+ 0.55% |
$2.85K - $3.3K
|
4.54K
$582K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24+ 0.55% |
$2.74K - $3.17K
|
4.36K
$558K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
23New |
$2.62K - $3.04K
|
23
$2.94K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
21+ 0.46% |
$2.39K - $2.77K
|
4.55K
$583K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
21+ 1.16% |
$2.39K - $2.77K
|
1.84K
$235K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
20+ 0.61% |
$2.28K - $2.64K
|
3.29K
$421K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
20+ 1.0% |
$2.28K - $2.64K
|
2.02K
$259K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
20+ 0.12% |
$2.28K - $2.64K
|
17K
$2.18M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20New |
$2.28K - $2.64K
|
20
$2.56K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
19+ 0.55% |
$2.17K - $2.51K
|
3.48K
$446K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
16+ 0.91% |
$1.82K - $2.11K
|
1.77K
$226K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 4.79% |
$1.71K - $1.98K
|
328
$42K
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
15+ 0.15% |
$1.71K - $1.98K
|
9.89K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14+ 0.07% |
$1.6K - $1.85K
|
21.1K
$2.71M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.17% |
$1.48K - $1.72K
|
7.73K
$989K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1300.0% |
$1.48K - $1.72K
|
14
$1.79K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 216.67% |
$1.48K - $1.72K
|
19
$2.43K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
13New |
$1.48K - $1.72K
|
13
$1.66K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
12+ 171.43% |
$1.37K - $1.58K
|
19
$2.43K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 1.63% |
$1.37K - $1.58K
|
750
$96K
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
12New |
$1.37K - $1.58K
|
12
$1.54K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 12.5% |
$1.25K - $1.45K
|
99
$12.7K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.13% |
$1.25K - $1.45K
|
8.68K
$1.11M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.5% |
$1.25K - $1.45K
|
2.21K
$283K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$1.14K - $1.32K
|
20.9K
$2.67M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9+ 0.32% |
$1.03K - $1.19K
|
2.8K
$359K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.22% |
$1.03K - $1.19K
|
4.08K
$523K
|