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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 24.18% |
$2.16K - $2.5K
|
113
$12.9K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22+ 0.95% |
$2.16K - $2.5K
|
2.34K
$267K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$1.87K - $2.16K
|
19
$2.17K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 85.71% |
$1.77K - $2.04K
|
39
$4.45K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.9% |
$1.77K - $2.04K
|
2.03K
$231K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 4.04% |
$1.67K - $1.93K
|
438
$49.9K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 2.76% |
$1.57K - $1.82K
|
595
$67.8K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 2.76% |
$1.57K - $1.82K
|
595
$67.8K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 107.69% |
$1.38K - $1.59K
|
27
$3.08K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13+ 76.47% |
$1.28K - $1.48K
|
30
$3.42K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 35.71% |
$984 - $1.14K
|
38
$4.33K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 166.67% |
$984 - $1.14K
|
16
$1.82K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$984 - $1.14K
|
10
$1.14K
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$984 - $1.14K
|
4.47K
$510K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 53.33% |
$787 - $908
|
23
$2.62K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$787 - $908
|
8
$912
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
8+ 0.02% |
$787 - $908
|
44.8K
$5.11M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 1.82% |
$787 - $908
|
448
$51.1K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.33% |
$787 - $908
|
2.43K
$277K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.16% |
$688 - $795
|
4.38K
$500K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$590 - $681
|
6
$684
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.2% |
$492 - $568
|
2.56K
$292K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 21.74% |
$492 - $568
|
28
$3.19K
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.15% |
$393 - $454
|
2.59K
$296K
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.12% |
$393 - $454
|
3.46K
$395K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 8.33% |
$393 - $454
|
52
$5.93K
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.03% |
$295 - $341
|
9.56K
$1.09M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 6.25% |
$295 - $341
|
51
$5.82K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.55% |
$295 - $341
|
548
$62.5K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.28% |
$295 - $341
|
1.07K
$122K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.35% |
$295 - $341
|
850
$96.9K
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
BUY
|
- |
1+ 0.0% |
$98.4 - $114
|
22.3K
$2.54M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.39% |
$98.4 - $114
|
256
$29.2K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.19% |
$98.4 - $114
|
522
$59.5K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.01% |
$98.4 - $114
|
10.6K
$1.21M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 0.68% |
$295 - $341
|
440
$50.2K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-3- 0.07% |
$295 - $341
|
4.23K
$482K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.09% |
$295 - $341
|
3.35K
$382K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6- 0.12% |
$590 - $681
|
4.95K
$564K
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-6- 0.31% |
$590 - $681
|
1.91K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 11.59% |
$787 - $908
|
61
$6.96K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-10- 5.56% |
$984 - $1.14K
|
170
$19.4K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-10- 0.37% |
$984 - $1.14K
|
2.7K
$308K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 2.23% |
$1.18K - $1.36K
|
526
$60K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 0.28% |
$1.18K - $1.36K
|
4.25K
$485K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17- 0.81% |
$1.67K - $1.93K
|
2.09K
$239K
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-20- 0.02% |
$1.97K - $2.27K
|
93.8K
$10.7M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-20- 10.75% |
$1.97K - $2.27K
|
166
$18.9K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-22- 0.4% |
$2.16K - $2.5K
|
5.48K
$625K
|