Essex Financial Services, Inc. Purchases in Q4 2024

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
687
+ 2.87%
$261.5 - $284.63 $180K - $196K
24.6K $6.49M
MA
Mastercard Inc

Financial Services
104
+ 2.63%
$491.3 - $536.15 $51.1K - $55.8K
4.06K $2.14M
QUBT
Quantum Computing Inc.

Technology
10.5K
New
$0.64 - $21.61 $6.72K - $227K
10.5K $183K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.43%
$4100.99 - $5300.34 $4.1K - $5.3K
234 $1.16M
VFH
Vanguard Financial ETF

ETFs
222
+ 1.19%
$108.87 - $126.2 $24.2K - $28K
18.9K $2.23M
EMR
Emerson Electric CO

Industrials
339
+ 3.74%
$108.13 - $134.33 $36.7K - $45.5K
9.41K $1.17M
WBS
Webster Financial Corp

Financial Services
49
+ 0.25%
$44.33 - $62.82 $2.17K - $3.08K
20K $1.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.33K
+ 47.13%
$75.95 - $88.05 $253K - $293K
10.4K $792K
C
Citigroup Inc

Financial Services
331
+ 1.89%
$61.31 - $72.5 $20.3K - $24K
17.9K $1.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 2.79%
$65.67 - $69.79 $180K - $192K
101K $6.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.06K
+ 6.33%
$57.53 - $60.83 $349K - $369K
102K $5.86M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.26K
+ 27.05%
$61.52 - $66.5 $139K - $150K
10.6K $676K
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.3K
New
$14.4 - $15.83 $148K - $162K
10.3K $149K
CNHI
Cnh Industrial N.V.

Industrials
13.8K
New
N/A
13.8K $144K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.37K
+ 1.84%
$46.48 - $51.32 $63.7K - $70.3K
75.8K $3.65M
PM
Philip Morris International Inc.

Consumer Defensive
1.42K
+ 5.26%
$118.38 - $133.06 $168K - $188K
28.3K $3.41M
AXP
American Express CO

Financial Services
124
+ 3.18%
$267.35 - $305.57 $33.2K - $37.9K
4.03K $1.2M
KEY
Keycorp

Financial Services
7.41K
+ 32.02%
$16.21 - $19.97 $120K - $148K
30.5K $523K
IVE
Ishares S&P 500 Value ETF

ETFs
949
+ 11.82%
$189.5 - $206.17 $180K - $196K
8.98K $1.71M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.14K
+ 19.46%
$134.53 - $150.65 $153K - $171K
6.98K $944K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 0.69%
$521.84 - $558.82 $31.3K - $33.5K
8.79K $4.74M
DXCM
Dexcom Inc

Healthcare
303
+ 3.25%
$65.68 - $81.01 $19.9K - $24.5K
9.62K $747K
VLO
Valero Energy Corp

Energy
1.31K
+ 40.82%
$118.59 - $144.02 $156K - $189K
4.53K $554K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
750
+ 1.2%
$11.18 - $13.68 $8.39K - $10.3K
63.2K $803K
PAYX
Paychex Inc

Industrials
436
+ 4.93%
$135.86 - $148.73 $59.2K - $64.8K
9.28K $1.3M
CB
Chubb LTD

Financial Services
592
+ 12.78%
$271.57 - $301.89 $161K - $179K
5.22K $1.44M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
1.5K
+ 6.91%
$12.71 - $22.33 $19.1K - $33.5K
23.2K $391K
MAR
Marriott International Inc

Consumer Cyclical
39
+ 1.32%
$246.06 - $292.59 $9.6K - $11.4K
3K $837K
BDX
Becton Dickinson & CO

Healthcare
538
+ 25.33%
$220.02 - $243.75 $118K - $131K
2.66K $603K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.13K
+ 21.78%
$91.94 - $100.02 $104K - $113K
6.31K $584K
NKE
Nike, Inc.

Consumer Cyclical
1.93K
+ 43.05%
$73.36 - $89.13 $141K - $172K
6.4K $484K
F
Ford Motor CO

Consumer Cyclical
10.7K
+ 30.7%
$9.69 - $11.4 $103K - $122K
45.5K $450K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
193
+ 1.25%
$58.39 - $67.04 $11.3K - $12.9K
15.6K $992K
ALL
Allstate Corp

Financial Services
250
+ 2.8%
$181.25 - $208.2 $45.3K - $52.1K
9.19K $1.77M
VOX
Vanguard Communication Service

ETFs
11
+ 0.14%
$144.31 - $163.57 $1.59K - $1.8K
7.89K $1.22M
CRBG
Corebridge Financial, Inc.

Financial Services
2.29K
+ 31.43%
$28.28 - $33.37 $64.8K - $76.5K
9.59K $286K
PANW
Palo Alto Networks Inc

Technology
1.6K
+ 117.13%
$181.96 - $405.9 $291K - $649K
2.97K $539K
CLX
Clorox CO

Consumer Defensive
455
+ 24.31%
$156.51 - $169.74 $71.2K - $77.2K
2.33K $377K
MSB
Mesabi Trust

Basic Materials
175
+ 1.45%
$22.78 - $29.35 $3.99K - $5.14K
12.2K $343K
PNC
Pnc Financial Services Group, Inc.

Financial Services
14
+ 0.17%
$178.39 - $215.0 $2.5K - $3.01K
8.22K $1.59M
ZS
Zscaler, Inc.

Technology
284
+ 16.19%
$166.99 - $211.99 $47.4K - $60.2K
2.04K $367K
PYPL
Pay Pal Holdings, Inc.

Financial Services
367
+ 7.68%
$77.25 - $91.3 $28.4K - $33.5K
5.15K $439K
KBE
Spdr S&P Bank ETF

ETFs
1K
+ 23.83%
$51.33 - $62.76 $51.3K - $62.8K
5.2K $288K
RPG
Invesco Exchange Traded Fd Tr

ETFs
202
+ 0.71%
$38.88 - $44.07 $7.85K - $8.9K
28.8K $1.19M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.45K
+ 4.35%
$29.73 - $30.81 $43.1K - $44.7K
34.8K $1.06M
AMP
Ameriprise Financial Inc

Financial Services
31
+ 4.32%
$473.15 - $574.01 $14.7K - $17.8K
748 $398K
GM
General Motors CO

Consumer Cyclical
454
+ 10.46%
$44.82 - $60.2 $20.3K - $27.3K
4.79K $255K
BLFY
Blue Foundry Bancorp

Financial Services
33.8K
+ 5.44%
$9.47 - $11.29 $320K - $381K
654K $6.42M
QCOM
Qualcomm Inc

Technology
1.46K
+ 14.49%
$150.4 - $178.04 $220K - $261K
11.6K $1.78M
Activity Summary
Buys All Purchases 345 New Holdings 43 Increased Positions 302 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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