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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
48+ 1.69% |
$4.21K - $5.49K
|
2.88K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 0.06% |
$4.04K - $5.26K
|
74.4K
$9.79M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43New |
$3.77K - $4.92K
|
43
$5.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 11.11% |
$3.42K - $4.46K
|
390
$51.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
35+ 1.51% |
$3.07K - $4K
|
2.35K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
35+ 0.77% |
$3.07K - $4K
|
4.58K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
35+ 0.56% |
$3.07K - $4K
|
6.26K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
34+ 0.97% |
$2.98K - $3.89K
|
3.55K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.39% |
$2.63K - $3.43K
|
7.63K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
28+ 0.38% |
$2.46K - $3.2K
|
7.37K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 6.41% |
$2.37K - $3.09K
|
448
$58.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
22+ 0.1% |
$1.93K - $2.52K
|
22.4K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
20+ 0.55% |
$1.76K - $2.29K
|
3.65K
$480K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
20+ 5.0% |
$1.76K - $2.29K
|
420
$55.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 5.06% |
$1.76K - $2.29K
|
415
$54.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
19New |
$1.67K - $2.17K
|
19
$2.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18New |
$1.58K - $2.06K
|
18
$2.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 16.67% |
$1.4K - $1.83K
|
112
$14.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15+ 0.34% |
$1.32K - $1.72K
|
4.48K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15+ 4.17% |
$1.32K - $1.72K
|
375
$49.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
15+ 0.46% |
$1.32K - $1.72K
|
3.29K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 8.57% |
$1.32K - $1.72K
|
190
$25K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$1.32K - $1.72K
|
15
$1.97K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
14New |
$1.23K - $1.6K
|
14
$1.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.42% |
$1.23K - $1.6K
|
3.32K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
14+ 0.03% |
$1.23K - $1.6K
|
49.8K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
14+ 0.25% |
$1.23K - $1.6K
|
5.68K
$748K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13+ 0.02% |
$1.14K - $1.49K
|
82.1K
$10.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 1.7% |
$1.05K - $1.37K
|
717
$94.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12+ 4.03% |
$1.05K - $1.37K
|
310
$40.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.49% |
$1.05K - $1.37K
|
2.48K
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.28% |
$965 - $1.26K
|
3.93K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 11.7% |
$965 - $1.26K
|
105
$13.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 22.92% |
$965 - $1.26K
|
59
$7.76K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.23% |
$965 - $1.26K
|
908
$119K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10New |
$878 - $1.14K
|
10
$1.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 142.86% |
$878 - $1.14K
|
17
$2.24K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$878 - $1.14K
|
4.5K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10+ 0.3% |
$878 - $1.14K
|
3.36K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$790 - $1.03K
|
9
$1.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.33% |
$702 - $915
|
2.44K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$527 - $686
|
6
$789
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 75.0% |
$527 - $686
|
14
$1.84K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$439 - $572
|
5
$658
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5New |
$439 - $572
|
5
$658
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.15% |
$351 - $458
|
2.6K
$342K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$351 - $458
|
11.4K
$1.5M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 14.29% |
$351 - $458
|
32
$4.21K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.12% |
$351 - $458
|
3.47K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$351 - $458
|
11.4K
$1.5M
|