Essex Savings Bank Purchases in Q2 2025

Essex Savings Bank

  • $411 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.4K
+ 34.47%
$22.54 - $23.17 $76.7K - $78.8K
13.3K $305K
IQDF
Flexshares International Quali

ETFs
1.74K
+ 12.22%
$22.1 - $27.31 $38.5K - $47.6K
16K $433K
ECL
Ecolab Inc.

Basic Materials
87
+ 2.7%
$225.65 - $270.95 $19.6K - $23.6K
3.31K $892K
VGSH
Vanguard

ETFs
1.25K
+ 8.34%
$58.32 - $58.95 $72.6K - $73.4K
16.2K $950K
MA
Mastercard Inc

Financial Services
12
+ 0.27%
$479.92 - $590.74 $5.76K - $7.09K
4.47K $2.51M
CB
Chubb LTD

Financial Services
311
+ 13.97%
$274.32 - $302.46 $85.3K - $94.1K
2.54K $735K
GLW
Corning Inc

Technology
8
+ 0.1%
$39.07 - $52.59 $313 - $421
8.31K $437K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 17.35%
$468.22 - $566.51 $33.7K - $40.8K
487 $275K
NVS
Novartis Ag

Healthcare
85
+ 1.88%
$101.96 - $121.01 $8.67K - $10.3K
4.61K $557K
AER
Aer Cap Holdings N.V.

Industrials
57
+ 1.91%
$88.97 - $117.24 $5.07K - $6.68K
3.04K $355K
ICE
Intercontinental Exchange, Inc.

Financial Services
100
+ 7.25%
$151.62 - $183.47 $15.2K - $18.3K
1.48K $271K
WM
Waste Management Inc

Industrials
151
+ 11.97%
$216.47 - $242.1 $32.7K - $36.6K
1.41K $323K
ALLE
Allegion PLC

Industrials
40
+ 2.33%
$118.52 - $145.64 $4.74K - $5.83K
1.76K $253K
FTNT
Fortinet, Inc.

Technology
67
+ 3.11%
$84.71 - $108.69 $5.68K - $7.28K
2.22K $234K
ABT
Abbott Laboratories

Healthcare
31
+ 0.49%
$123.95 - $138.08 $3.84K - $4.28K
6.29K $856K
FISV
Fiserv Inc

Technology
201
+ 18.11%
N/A
1.31K $164K
IR
Ingersoll Rand Inc.

Industrials
86
+ 1.53%
$66.75 - $84.94 $5.74K - $7.3K
5.72K $476K
IEMG
Ishares Inc

ETFs
465
+ 5.1%
N/A
9.58K $513K
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.03%
$73.31 - $91.62 $73.3 - $91.6
3.24K $294K
MET
Metlife Inc

Financial Services
260
+ 5.87%
$68.42 - $82.49 $17.8K - $21.4K
4.69K $377K
VGLT
Vanguard Long Term Treasury Et

ETFs
656
+ 5.87%
$53.66 - $58.71 $35.2K - $38.5K
11.8K $664K
CHK
Chesapeake Energy Corp

Energy
121
+ 5.26%
N/A
2.42K $207K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.07%
$119.13 - $135.03 $357 - $405
4.41K $544K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
355
+ 20.54%
$99.37 - $134.05 $35.3K - $47.6K
2.08K $236K
VIG
Vanguard Dividend Appreciation

ETFs
41
+ 0.61%
N/A
6.81K $1.24M
TXN
Texas Instruments Inc

Technology
40
+ 1.59%
N/A
2.56K $497K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.95%
$217.22 - $246.25 $1.74K - $1.97K
854 $207K
NOC
Northrop Grumman Corp

Industrials
22
+ 2.75%
$456.3 - $540.39 $10K - $11.9K
821 $410K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.52%
$121.58 - $136.74 $1.22K - $1.37K
1.92K $259K
Bny Mellon ETF Trust Ii Dynamic Value
10.5K
New
N/A
10.5K $0
Linde PLC Com Euro .001
30
+ 5.35%
N/A
591 $0
Brookfield Asset Mgmt Inc
534
+ 10.52%
N/A
5.61K $0
Kenvue Inc Com
597
+ 3.71%
N/A
16.7K $0
Lam Research Corp Com
35
+ 1.19%
N/A
2.99K $0
Profesionally Managed Portfocongress Interme
1.8K
+ 3.73%
N/A
49.9K $0
Pimco ETF Trust Multisector Bond Active Exchange
12.4K
New
N/A
12.4K $0
Ferguson PLC New
990
New
N/A
990 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
25
+ 0.2%
$63.54 - $68.5 $1.59K - $1.71K
12.2K $825K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.14K
+ 1437.58%
$87.84 - $1441.89 $188K - $3.09M
2.29K $206K
KO
Coca Cola CO

Consumer Defensive
122
+ 0.54%
$68.37 - $73.9 $8.34K - $9.02K
22.7K $1.61M
PKG
Packaging Corp Of America

Consumer Cyclical
14
+ 0.89%
$175.97 - $201.36 $2.46K - $2.82K
1.59K $299K
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 0.74%
$210.83 - $235.28 $2.74K - $3.06K
1.78K $394K
CMS
Cms Energy Corp

Utilities
2
+ 0.06%
$68.57 - $75.51 $137 - $151
3.46K $239K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
62
+ 4.43%
$212.1 - $244.27 $13.2K - $15.1K
1.46K $319K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
13
+ 1.88%
$421.16 - $509.5 $5.48K - $6.62K
704 $313K
PAYX
Paychex Inc

Industrials
10
+ 0.27%
$137.01 - $159.78 $1.37K - $1.6K
3.67K $534K
COP
Conocophillips

Energy
7
+ 0.08%
$82.66 - $106.1 $579 - $743
9.19K $824K
KMB
Kimberly Clark Corp

Consumer Defensive
37
+ 0.32%
$126.84 - $145.22 $4.69K - $5.37K
11.4K $1.47M
ABBV
Abb Vie Inc.

Healthcare
453
+ 3.35%
$170.16 - $206.27 $77.1K - $93.4K
14K $2.59M
Activity Summary
Buys All Purchases 101 New Holdings 25 Increased Positions 76 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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