Essex Financial Services, Inc. Purchases in Q3 2024

Essex Financial Services, Inc.

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
1.39K
+ 0.11%
$179.99 - $201.6 $250K - $280K
1.22M $245M
CODI
Compass Diversified Holdings

Industrials
218K
+ 20.15%
$20.23 - $24.06 $4.42M - $5.25M
1.3M $28.8M
GLD
Spdr Gold Trust

ETFs
1.72K
+ 1.95%
$215.56 - $246.98 $371K - $426K
90.3K $22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.4K
+ 140.83%
$77.02 - $85.06 $2.49M - $2.75M
55.3K $4.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
52.2K
+ 81.23%
$44.65 - $47.21 $2.33M - $2.46M
116K $5.44M
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 0.43%
$191.76 - $263.26 $27.6K - $37.9K
33.3K $8.71M
IVV
Ishares Core S&P 500 ETF

ETFs
652
+ 1.63%
$520.18 - $576.82 $339K - $376K
40.5K $23.4M
VTV
Vanguard Value ETF

ETFs
2.43K
+ 3.15%
$159.75 - $174.57 $389K - $425K
79.6K $13.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 9.43%
$37.33 - $40.63 $552K - $601K
172K $6.98M
XLI
Industrial Sector Spdr

ETFs
6.75K
+ 129.71%
$120.56 - $135.44 $813K - $914K
11.9K $1.62M
CGDV
Capital Group Divid Value ETF

ETFs
3.25K
+ 1.71%
$32.96 - $36.48 $107K - $119K
193K $7.05M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3.7K
+ 28.35%
$144.27 - $157.55 $534K - $583K
16.8K $2.64M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.92K
+ 26.5%
$90.01 - $95.32 $532K - $564K
28.2K $2.67M
RECS
Columbia ETF Tr I

ETFs
17.6K
+ 76.92%
$30.74 - $33.91 $540K - $595K
40.4K $1.37M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.19K
+ 4.72%
$100.09 - $100.69 $619K - $623K
137K $13.8M
ARCC
Ares Capital Corp

Financial Services
27.5K
+ 30.14%
$19.8 - $21.28 $545K - $586K
119K $2.49M
IEFA
Ishares Tr

ETFs
5.7K
+ 26.04%
$70.09 - $78.74 $399K - $449K
27.6K $2.15M
GLDM
World Gold Trust

ETFs
5.54K
+ 13.3%
$46.2 - $53.01 $256K - $294K
47.2K $2.46M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.46K
+ 25.31%
$90.36 - $98.07 $403K - $438K
22.1K $2.17M
MPLX
Mplx LP

Energy
11.8K
New
$40.44 - $45.07 $478K - $533K
11.8K $525K
CGUS
Capital Group Core Equity ETF
1.41K
+ 0.64%
$31.19 - $34.33 $44.1K - $48.5K
222K $7.63M
STOT
Spdr Doubleline Short Duration

ETFs
9.43K
+ 135.34%
$46.63 - $47.52 $440K - $448K
16.4K $778K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
386
+ 4.63%
$475.2 - $527.7 $183K - $204K
8.73K $4.61M
SLV
I Shares Silver Trust

ETFs
11.9K
+ 54.6%
$24.33 - $29.38 $291K - $351K
33.8K $960K
VEA
Vanguard Ftse Developed Market

ETFs
2.45K
+ 3.54%
$47.6 - $53.31 $117K - $131K
71.7K $3.79M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.85K
+ 85.52%
$50.15 - $51.27 $344K - $351K
14.9K $761K
GBDC
Golub Capital Bdc, Inc.

Financial Services
23.5K
New
$14.36 - $16.0 $337K - $376K
23.5K $355K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.32K
+ 12.2%
$94.39 - $96.15 $313K - $319K
30.5K $2.93M
PGR
Progressive Corp

Financial Services
900
+ 34.95%
$209.46 - $259.24 $189K - $233K
3.48K $881K
ALL
Allstate Corp

Financial Services
482
+ 5.7%
$158.43 - $192.86 $76.4K - $93K
8.94K $1.69M
VOOV
Vanguard S&P 500 Value ETF

ETFs
811
+ 6.88%
$175.0 - $190.72 $142K - $155K
12.6K $2.4M
VUG
Vanguard Growth ETF

ETFs
452
+ 2.91%
$341.08 - $391.94 $154K - $177K
16K $6.14M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
17.4K
New
$15.81 - $18.96 $275K - $329K
17.4K $313K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.9K
New
$136.93 - $162.81 $261K - $310K
1.9K $305K
DTE
Dte Energy CO

Utilities
2.34K
New
$108.67 - $128.41 $255K - $301K
2.34K $300K
WPM
Wheaton Precious Metals Corp.

Basic Materials
8
+ 0.02%
$52.04 - $64.22 $416 - $514
33.9K $2.07M
GILD
Gilead Sciences, Inc.

Healthcare
2.81K
+ 72.97%
$66.59 - $83.99 $187K - $236K
6.67K $558K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
6.34K
+ 11.2%
$37.45 - $44.25 $237K - $281K
62.9K $2.69M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
5.57K
New
$43.67 - $51.82 $243K - $289K
5.57K $288K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11K
+ 31.03%
$22.21 - $23.14 $245K - $255K
46.5K $1.07M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.57K
+ 100.82%
$90.87 - $102.43 $233K - $263K
5.12K $505K
BXSL
Blackstone Secured Lending Fund

Financial Services
9.5K
+ 127.88%
$28.75 - $31.59 $273K - $300K
16.9K $495K
ORCC
Owl Rock Capital Corp

Financial Services
20K
+ 194.17%
N/A
30.3K $405K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.03%
$173.36 - $189.8 $867 - $949
17.1K $3.24M
AIQ
Global X Funds Global X Artifi

ETFs
6.95K
New
$31.85 - $37.36 $221K - $260K
6.95K $258K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5K
+ 40.29%
$48.06 - $49.39 $240K - $247K
17.4K $858K
IWP
Ishares Russell Mid Cap Growth

ETFs
914
+ 4.35%
$103.87 - $117.59 $94.9K - $107K
21.9K $2.57M
BBDC
Barings Bdc, Inc.

Financial Services
25.7K
New
$9.28 - $10.19 $239K - $262K
25.7K $252K
CMS
Cms Energy Corp

Utilities
3.57K
New
$58.7 - $70.62 $209K - $252K
3.57K $251K
Activity Summary
Buys All Purchases 244 New Holdings 47 Increased Positions 197 Sells All Sells 331 Reductions 331 Sold out 0 Options Calls 0 Puts 0
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