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
ABT
Abbott Laboratories

Healthcare
43
+ 0.18%
$100.07 - $118.13 $4.3K - $5.08K
24.3K $2.77M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1.07K
+ 1.25%
$26.74 - $30.37 $28.5K - $32.4K
86.4K $2.63M
SRE
Sempra Energy

Utilities
2.92K
New
$74.97 - $84.04 $219K - $245K
2.92K $244K
FE
Firstenergy Corp

Utilities
5.48K
New
$38.25 - $44.54 $210K - $244K
5.48K $242K
SPGI
S&P Global Inc.

Financial Services
469
New
$446.32 - $527.38 $209K - $247K
469 $242K
IHDG
Wisdomtree Tr

ETFs
5K
New
$42.42 - $46.78 $212K - $234K
5K $228K
XEL
Xcel Energy Inc

Utilities
3.49K
New
$52.11 - $65.3 $182K - $228K
3.49K $228K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
992
+ 14.03%
$178.94 - $207.0 $178K - $205K
8.06K $1.62M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.85K
New
$23.78 - $25.04 $211K - $222K
8.85K $221K
DHI
Horton D R Inc

Consumer Cyclical
1.15K
New
$135.21 - $197.06 $155K - $227K
1.15K $219K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.41K
New
$24.73 - $34.02 $158K - $218K
6.41K $217K
PRU
Prudential Financial Inc

Financial Services
1.79K
New
$105.53 - $127.32 $189K - $228K
1.79K $217K
MNST
Monster Beverage Corp

Consumer Defensive
4.14K
New
$45.01 - $52.47 $186K - $217K
4.14K $215K
GAM
General American Investors CO Inc

Financial Services
4.01K
New
$48.34 - $53.79 $194K - $216K
4.01K $214K
SF
Stifel Financial Corp

Financial Services
2.27K
New
$78.91 - $93.87 $179K - $213K
2.27K $213K
WASH
Washington Trust Bancorp Inc

Financial Services
6.64K
New
$25.83 - $34.26 $172K - $227K
6.64K $213K
EBAY
Ebay Inc

Consumer Cyclical
3.28K
New
$52.61 - $65.44 $173K - $215K
3.28K $213K
CRBG
Corebridge Financial, Inc.

Financial Services
7.3K
New
$24.9 - $30.12 $182K - $220K
7.3K $212K
FTV
Fortive Corp

Technology
2.68K
New
$67.01 - $79.2 $180K - $212K
2.68K $211K
IWY
Ishares Tr Russell 200 Growth

ETFs
955
New
$194.66 - $225.97 $186K - $216K
955 $210K
IR
Ingersoll Rand Inc.

Industrials
2.14K
New
$86.9 - $100.4 $186K - $214K
2.14K $209K
TT
Trane Technologies PLC

Industrials
25
+ 0.76%
$314.21 - $388.71 $7.86K - $9.72K
3.3K $1.28M
PKW
Invesco Exchange Traded Fd Tr

ETFs
282
+ 1.73%
$102.34 - $114.52 $28.9K - $32.3K
16.6K $1.9M
VFVA
Vanguard Wellington Fd U S Val

ETFs
1.69K
New
$111.27 - $122.66 $188K - $208K
1.69K $204K
TDVG
T Rowe Price Exchange Traded F

Technology
4.95K
New
$37.87 - $40.96 $187K - $203K
4.95K $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.07K
+ 22.41%
$127.29 - $141.5 $136K - $151K
5.84K $814K
APP
App Lovin Corp

Technology
1.5K
New
$67.14 - $130.65 $101K - $196K
1.5K $196K
BSX
Boston Scientific Corp

Healthcare
2.32K
New
$72.96 - $84.0 $169K - $195K
2.32K $194K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
11.7K
New
$14.84 - $16.4 $174K - $192K
11.7K $181K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
13.5K
+ 27.61%
$9.89 - $11.43 $134K - $154K
62.5K $686K
PNNT
Pennantpark Investment Corp

Financial Services
26.1K
+ 178.74%
$6.62 - $7.89 $173K - $206K
40.7K $284K
ISRG
Intuitive Surgical Inc

Healthcare
187
+ 11.31%
$416.14 - $494.01 $77.8K - $92.4K
1.84K $904K
D
Dominion Energy, Inc

Utilities
97
+ 0.55%
$48.01 - $58.53 $4.66K - $5.68K
17.6K $1.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
639
+ 2.94%
$66.31 - $74.08 $42.4K - $47.3K
22.4K $1.64M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.48K
+ 3.01%
$85.84 - $85.84 $213K - $213K
84.8K $7.28M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.46K
+ 10.0%
$98.97 - $99.59 $144K - $145K
16K $1.59M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
17.8K
New
$8.08 - $11.02 $144K - $197K
17.8K $147K
PLTR
Palantir Technologies Inc.

Technology
873
+ 9.29%
$24.09 - $37.95 $21K - $33.1K
10.3K $382K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.52K
+ 13.87%
$91.42 - $91.82 $139K - $139K
12.5K $1.14M
PH
Parker Hannifin Corp

Industrials
21
+ 2.13%
$501.01 - $635.92 $10.5K - $13.4K
1.01K $637K
HTGC
Hercules Capital, Inc.

Financial Services
9.2K
+ 17.15%
$17.71 - $21.67 $163K - $199K
62.8K $1.23M
PVAL
Putnam ETF Tr Putnam Focused L
2.23K
+ 7.6%
$35.03 - $37.94 $77.9K - $84.4K
31.5K $1.2M
AWK
American Water Works Company, Inc.

Utilities
414
+ 9.89%
$127.76 - $149.9 $52.9K - $62.1K
4.6K $672K
EFX
Equifax Inc

Industrials
61
+ 2.77%
$236.42 - $307.13 $14.4K - $18.7K
2.26K $664K
HUBB
Hubbell Inc

Industrials
56
+ 3.41%
$355.55 - $428.48 $19.9K - $24K
1.7K $726K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.01%
$80.13 - $88.89 $80.1 - $88.9
17.7K $1.56M
PYPL
Pay Pal Holdings, Inc.

Financial Services
456
+ 10.55%
$57.22 - $80.08 $26.1K - $36.5K
4.78K $372K
QUAL
Ishares Msci Usa Quality Facto

ETFs
171
+ 1.61%
$162.64 - $179.3 $27.8K - $30.7K
10.8K $1.93M
URI
United Rentals, Inc.

Industrials
27
+ 4.52%
$627.41 - $814.1 $16.9K - $22K
625 $506K
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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