Naviter Wealth, LLC Purchases and Sells in Q4 2024

Naviter Wealth, LLC

$814 Million
Q4 2024

Top Buys

Incresed Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWI	104K + 190.4%	$117.05 - $123.03 $12.2M - $12.8M	159K $18.6M
AMLP	195K + 22.27%	$46.48 - $51.32 $9.08M - $10M	1.07M $51.6M
GOOGL	35.9K + 62.97%	$161.86 - $196.66 $5.81M - $7.05M	92.8K $17.6M
NVDA	39.8K + 30.75%	$117.0 - $148.88 $4.65M - $5.92M	169K $22.7M
AMZN	22.6K + 43.28%	$180.88 - $232.93 $4.08M - $5.26M	74.7K $16.4M
AAPL	18.9K + 18.4%	$221.69 - $259.02 $4.2M - $4.9M	122K $30.5M

New Holdings

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	47.1K New	$91.29 - $91.8 $4.3M - $4.32M	47.1K $4.3M
IWP	18.8K New	$116.4 - $138.52 $2.19M - $2.61M	18.8K $2.39M
PSEC	509K New	$4.16 - $5.34 $2.12M - $2.72M	509K $2.19M
NMFC	189K New	$10.68 - $11.94 $2.02M - $2.26M	189K $2.13M
AINV	187K New	N/A	187K $2.07M
CSWC	83.5K New	$20.85 - $25.85 $1.74M - $2.16M	83.5K $1.82M

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-76.7K - 17.54%	$50.37 - $50.6 $3.86M - $3.88M	360K $18.1M
PLD	-14K - 19.56%	$101.4 - $126.96 $1.42M - $1.78M	57.5K $6.08M
NVO	-931 - 1.49%	$85.0 - $120.04 $79.1K - $112K	61.7K $5.3M
ARCC	-127K - 15.82%	$20.74 - $22.27 $2.63M - $2.82M	675K $14.8M
CCI	-11.1K - 32.18%	$89.78 - $119.11 $994K - $1.32M	23.3K $2.12M
AMT	-1.58K - 4.78%	$179.4 - $232.01 $284K - $367K	31.5K $5.78M

Activity Summary All Purchases 181 New Holdings 64 Increased Positions 117 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.