Essex Financial Services, Inc. Purchases in Q2 2025

Essex Financial Services, Inc.

  • $1.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
356
+ 8.39%
$133.82 - $151.96 $47.6K - $54.1K
4.6K $639K
ALL
Allstate Corp

Financial Services
327
+ 3.63%
$180.53 - $212.64 $59K - $69.5K
9.35K $1.88M
DHR
Danaher Corp

Healthcare
302
+ 4.89%
$174.64 - $205.16 $52.7K - $62K
6.48K $1.28M
FDX
Fedex Corp

Industrials
146
+ 11.36%
$198.07 - $245.17 $28.9K - $35.8K
1.43K $325K
IR
Ingersoll Rand Inc.

Industrials
36
+ 1.23%
$66.75 - $84.94 $2.4K - $3.06K
2.97K $246K
TDVG
T Rowe Price Exchange Traded F

Technology
25
+ 0.49%
$36.12 - $42.38 $903 - $1.06K
5.13K $217K
ACN
Accenture PLC

Technology
176
+ 5.52%
$279.23 - $323.21 $49.1K - $56.9K
3.37K $1.01M
WELL
Welltower Inc.

Real Estate
52
+ 1.99%
$136.49 - $155.22 $7.1K - $8.07K
2.67K $410K
AIN
Albany International Corp

Consumer Cyclical
4
+ 0.05%
$59.75 - $70.94 $239 - $284
8.19K $574K
RPV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.05%
$81.66 - $93.76 $245 - $281
5.96K $558K
O
Realty Income Corp

Real Estate
317
+ 1.07%
$52.27 - $58.52 $16.6K - $18.6K
29.8K $1.72M
OXLC
Oxford Lane Capital Corp.

Financial Services
5K
+ 17.19%
$4.01 - $4.96 $20.1K - $24.8K
34.1K $143K
NVO
Novo Nordisk A S

Healthcare
107
+ 1.35%
$58.08 - $81.05 $6.21K - $8.67K
8.05K $555K
RBBN
Ribbon Communications Inc.

Communication Services
21
+ 0.09%
$3.05 - $4.05 $64.1 - $85.1
24.1K $96K
PID
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.12%
N/A
17K $304K
AINV
Apollo Investment Corp

Financial Services
19
+ 0.18%
N/A
10.6K $118K
BGB
Blackstone Strategic Credit Fund

Financial Services
3
+ 0.02%
$10.85 - $12.12 $32.6 - $36.4
16.6K $201K
PULS
Pgim ETF Tr

ETFs
15
+ 0.25%
$49.39 - $49.76 $741 - $746
6K $298K
PGR
Progressive Corp

Financial Services
223
+ 6.07%
$255.27 - $288.74 $56.9K - $64.4K
3.89K $1.04M
Ferguson Enterprises Inc
205
+ 15.58%
N/A
1.52K $0
Blackrock ETF Trust Ii
5.56K
New
N/A
5.56K $0
Microchip Technology Inc.
13.1K
New
N/A
13.1K $0
Gsk PLC
6.06K
New
N/A
6.06K $0
Ge Healthcare Technologies I
580
+ 6.95%
N/A
8.93K $0
T Rowe Price ETF Inc
28.5K
+ 56.1%
N/A
79.3K $0
Vaneck Bitcoin ETF
1.56K
+ 17.35%
N/A
10.6K $0
Morgan Stanley ETF Trust
6.46K
+ 60.12%
N/A
17.2K $0
T Rowe Price ETF Inc
20K
+ 15.72%
N/A
147K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
595
+ 6.11%
N/A
10.3K $0
Fidelity Wise Origin Bitcoin
13.4K
+ 277.69%
N/A
18.3K $0
Fidelity Covington Trust
6.88K
New
N/A
6.88K $0
Teekay Corporation LTD
11.8K
New
N/A
11.8K $0
Teekay Tankers LTD
2.9K
+ 44.3%
N/A
9.44K $0
Fidelity Covington Trust
449
+ 0.95%
N/A
47.9K $0
Tidal Trust I
9K
New
N/A
9K $0
Ge Vernova Inc
110
+ 1.71%
N/A
6.53K $0
BHP
Bhp Group LTD

Basic Materials
50
+ 0.89%
$40.22 - $50.88 $2.01K - $2.54K
5.69K $273K
Landbridge Company LLC
4.67K
+ 72.34%
N/A
11.1K $0
Lam Research Corp
977
+ 17.4%
N/A
6.59K $0
Labcorp Holdings Inc
8
+ 0.34%
N/A
2.37K $0
America Movil Sab De Cv
52.5K
New
N/A
52.5K $0
Kenvue Inc
9.71K
New
N/A
9.71K $0
ILCG
Ishares Morningstar Growth ETF
2
+ 0.01%
N/A
16.7K $0
J P Morgan Exchange Traded F
4.97K
New
N/A
4.97K $0
J P Morgan Exchange Traded F
6.81K
+ 5.31%
N/A
135K $0
Veralto Corp
2.17K
New
N/A
2.17K $0
Global X Fds
7.13K
New
N/A
7.13K $0
Amplify ETF Tr
800
+ 19.69%
N/A
4.86K $0
Vanguard Malvern Fds
105
+ 1.74%
N/A
6.13K $0
Activity Summary
Buys All Purchases 423 New Holdings 78 Increased Positions 345 Sells All Sells 222 Reductions 222 Sold out 0 Options Calls 0 Puts 0
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