Purchases and Sales Made in Q4 2023 in Xylem Inc. (XYL)
This table provides information about the institutional ownership of Xylem Inc. (XYL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 8.33% |
$351 - $458
|
52
$6.84K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$263 - $343
|
3
$395
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.08% |
$263 - $343
|
3.78K
$498K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 50.0% |
$263 - $343
|
9
$1.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.07% |
$263 - $343
|
4.39K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 100.0% |
$176 - $229
|
4
$526
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2New |
$176 - $229
|
2
$263
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2New |
$176 - $229
|
2
$263
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.71% |
$87.8 - $114
|
142
$18.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$87.8 - $114
|
3.08K
$406K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$87.8 - $114
|
1.53K
$201K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$87.8 - $114
|
1.34K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2- 0.09% |
$176 - $229
|
2.22K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 0.93% |
$263 - $343
|
321
$42.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3- 0.06% |
$263 - $343
|
5K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 50.0% |
$263 - $343
|
3
$395
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-5- 0.15% |
$439 - $572
|
3.22K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.19% |
$439 - $572
|
2.63K
$346K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 19.23% |
$439 - $572
|
21
$2.76K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.05% |
$439 - $572
|
9.11K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5- 0.11% |
$439 - $572
|
4.46K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-6- 0.24% |
$527 - $686
|
2.45K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-6- 0.23% |
$527 - $686
|
2.61K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8- 0.29% |
$702 - $915
|
2.76K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 0.18% |
$790 - $1.03K
|
5.01K
$660K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-10- 0.08% |
$878 - $1.14K
|
12.7K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 1.39% |
$878 - $1.14K
|
709
$93.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.01% |
$878 - $1.14K
|
131K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 0.49% |
$1.05K - $1.37K
|
2.43K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-12- 0.3% |
$1.05K - $1.37K
|
3.96K
$521K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-12- 26.09% |
$1.05K - $1.37K
|
34
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-17- 0.33% |
$1.49K - $1.94K
|
5.07K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-18- 0.33% |
$1.58K - $2.06K
|
5.37K
$706K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-19- 19.19% |
$1.67K - $2.17K
|
80
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22- 0.04% |
$1.93K - $2.52K
|
60.1K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-23- 21.3% |
$2.02K - $2.63K
|
85
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-26- 0.4% |
$2.28K - $2.97K
|
6.4K
$842K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-27- 0.98% |
$2.37K - $3.09K
|
2.73K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-28- 17.5% |
$2.46K - $3.2K
|
132
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-28- 17.5% |
$2.46K - $3.2K
|
132
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-30- 1.1% |
$2.63K - $3.43K
|
2.69K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-30- 0.41% |
$2.63K - $3.43K
|
7.29K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31- 10.06% |
$2.72K - $3.55K
|
277
$36.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 7.48% |
$2.81K - $3.66K
|
396
$52.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-33- 0.68% |
$2.9K - $3.77K
|
4.82K
$634K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-33- 5.7% |
$2.9K - $3.77K
|
546
$71.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38- 97.44% |
$3.33K - $4.35K
|
1
$132
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 4.21% |
$3.33K - $4.35K
|
865
$114K
|