Purchases and Sales Made in Q2 2023 in Xylem Inc. (XYL)
This table provides information about the institutional ownership of Xylem Inc. (XYL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
133New |
$13.1K - $15.1K
|
133
$15.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
132+ 8.32% |
$13K - $15K
|
1.72K
$196K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
119+ 11.94% |
$11.7K - $13.5K
|
1.12K
$127K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
117+ 4.66% |
$11.5K - $13.3K
|
2.63K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
113New |
$11.1K - $12.8K
|
113
$12.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
113+ 706.25% |
$11.1K - $12.8K
|
129
$14.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 64.67% |
$10.6K - $12.3K
|
275
$31.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
106New |
$10.4K - $12K
|
106
$12.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
105+ 49.3% |
$10.3K - $11.9K
|
318
$36.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
103+ 0.26% |
$10.1K - $11.7K
|
39.7K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
94+ 3.45% |
$9.24K - $10.7K
|
2.82K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
89+ 2.76% |
$8.75K - $10.1K
|
3.31K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
88+ 3.91% |
$8.65K - $9.99K
|
2.34K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
87+ 15.76% |
$8.56K - $9.88K
|
639
$72.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81New |
$7.97K - $9.2K
|
81
$9.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
81+ 81.82% |
$7.97K - $9.2K
|
180
$20.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
76+ 1.57% |
$7.47K - $8.63K
|
4.93K
$562K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 1.69% |
$7.38K - $8.51K
|
4.5K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
75+ 0.15% |
$7.38K - $8.51K
|
48.6K
$5.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
66+ 2.08% |
$6.49K - $7.49K
|
3.23K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
65+ 0.1% |
$6.39K - $7.38K
|
63.5K
$7.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
64+ 1.64% |
$6.29K - $7.27K
|
3.97K
$452K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
62New |
$6.1K - $7.04K
|
62
$7.07K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
60New |
$5.9K - $6.81K
|
60
$6.84K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
59New |
$5.8K - $6.7K
|
59
$6.73K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
57+ 1.44% |
$5.61K - $6.47K
|
4.02K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
57+ 2.51% |
$5.61K - $6.47K
|
2.33K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56+ 21.13% |
$5.51K - $6.36K
|
321
$36.6K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
56+ 2.69% |
$5.51K - $6.36K
|
2.14K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
55+ 0.09% |
$5.41K - $6.24K
|
58.4K
$6.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
52+ 0.28% |
$5.11K - $5.9K
|
18.5K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
52+ 1.8% |
$5.11K - $5.9K
|
2.94K
$335K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
51+ 2.47% |
$5.02K - $5.79K
|
2.12K
$242K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
49New |
$4.82K - $5.56K
|
49
$5.59K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
46New |
$4.52K - $5.22K
|
46
$5.24K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
46New |
$4.52K - $5.22K
|
46
$5.24K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
43New |
$4.23K - $4.88K
|
43
$4.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
41+ 5.86% |
$4.03K - $4.65K
|
741
$84.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
39+ 1.44% |
$3.84K - $4.43K
|
2.74K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 12.68% |
$3.44K - $3.97K
|
311
$35.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 56.67% |
$3.34K - $3.86K
|
94
$10.7K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34New |
$3.34K - $3.86K
|
34
$3.88K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.68% |
$3.25K - $3.75K
|
4.86K
$554K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
31+ 0.27% |
$3.05K - $3.52K
|
11.6K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$2.85K - $3.29K
|
29
$3.31K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
28New |
$2.75K - $3.18K
|
28
$3.19K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
25New |
$2.46K - $2.84K
|
25
$2.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 7.81% |
$2.46K - $2.84K
|
345
$39.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 8.2% |
$2.46K - $2.84K
|
330
$37.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23New |
$2.26K - $2.61K
|
23
$2.62K
|