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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 11.11% |
$3.42K - $4.46K
|
390
$44.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
35+ 0.56% |
$3.07K - $4K
|
6.26K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
35+ 0.77% |
$3.07K - $4K
|
4.58K
$522K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
35+ 1.51% |
$3.07K - $4K
|
2.35K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
34+ 0.97% |
$2.98K - $3.89K
|
3.55K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.39% |
$2.63K - $3.43K
|
7.63K
$870K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
28+ 0.38% |
$2.46K - $3.2K
|
7.37K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 6.41% |
$2.37K - $3.09K
|
448
$51.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
22+ 0.1% |
$1.93K - $2.52K
|
22.4K
$2.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 5.06% |
$1.76K - $2.29K
|
415
$47.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
20+ 0.55% |
$1.76K - $2.29K
|
3.65K
$416K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
20+ 5.0% |
$1.76K - $2.29K
|
420
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
19New |
$1.67K - $2.17K
|
19
$2.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18New |
$1.58K - $2.06K
|
18
$2.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 16.67% |
$1.4K - $1.83K
|
112
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15+ 4.17% |
$1.32K - $1.72K
|
375
$42.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 8.57% |
$1.32K - $1.72K
|
190
$21.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$1.32K - $1.72K
|
15
$1.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
15+ 0.46% |
$1.32K - $1.72K
|
3.29K
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15+ 0.34% |
$1.32K - $1.72K
|
4.48K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.42% |
$1.23K - $1.6K
|
3.32K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
14+ 0.25% |
$1.23K - $1.6K
|
5.68K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
14New |
$1.23K - $1.6K
|
14
$1.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
14+ 0.03% |
$1.23K - $1.6K
|
49.8K
$5.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13+ 0.02% |
$1.14K - $1.49K
|
82.1K
$9.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.49% |
$1.05K - $1.37K
|
2.48K
$283K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 1.7% |
$1.05K - $1.37K
|
717
$81.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12+ 4.03% |
$1.05K - $1.37K
|
310
$35.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 22.92% |
$965 - $1.26K
|
59
$6.73K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.28% |
$965 - $1.26K
|
3.93K
$448K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 11.7% |
$965 - $1.26K
|
105
$12K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.23% |
$965 - $1.26K
|
908
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 142.86% |
$878 - $1.14K
|
17
$1.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10+ 0.3% |
$878 - $1.14K
|
3.36K
$383K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10New |
$878 - $1.14K
|
10
$1.14K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$878 - $1.14K
|
4.5K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$790 - $1.03K
|
9
$1.03K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.33% |
$702 - $915
|
2.44K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$527 - $686
|
6
$684
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 75.0% |
$527 - $686
|
14
$1.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$439 - $572
|
5
$570
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5New |
$439 - $572
|
5
$570
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 14.29% |
$351 - $458
|
32
$3.65K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.15% |
$351 - $458
|
2.6K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$351 - $458
|
11.4K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 8.33% |
$351 - $458
|
52
$5.93K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.12% |
$351 - $458
|
3.47K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.08% |
$263 - $343
|
3.78K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$263 - $343
|
3
$342
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 50.0% |
$263 - $343
|
9
$1.03K
|