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
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
3.79K
+ 8.14%
$22.43 - $23.09 $85K - $87.5K
50.3K $1.13M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
97
+ 3.92%
$563.99 - $620.12 $54.7K - $60.2K
2.57K $1.47M
USB
Us Bancorp \De\

Financial Services
652
+ 5.9%
$43.98 - $53.66 $28.7K - $35K
11.7K $559K
QS
Quantum Scape Corp

Consumer Cyclical
10.4K
New
$4.73 - $6.5 $49.4K - $67.9K
10.4K $54K
VV
Vanguard Large Cap ETF

ETFs
126
+ 4.05%
$260.27 - $280.65 $32.8K - $35.4K
3.23K $872K
CME
Cme Group Inc.

Financial Services
32
+ 0.81%
$221.17 - $246.02 $7.08K - $7.87K
3.96K $920K
VTRS
Viatris Inc

Healthcare
2.35K
+ 8.57%
$11.32 - $13.37 $26.6K - $31.4K
29.8K $370K
VFVA
Vanguard Wellington Fd U S Val

ETFs
475
+ 28.06%
$117.34 - $130.02 $55.7K - $61.8K
2.17K $256K
IWB
Ishares Tr Russell 1000 ETF

ETFs
23
+ 0.43%
$311.11 - $335.64 $7.16K - $7.72K
5.42K $1.75M
YUM
Yum Brands Inc

Consumer Cyclical
742
+ 7.91%
$130.36 - $139.54 $96.7K - $104K
10.1K $1.36M
TMUS
T Mobile Us, Inc.

Communication Services
116
+ 7.8%
$206.1 - $246.94 $23.9K - $28.6K
1.6K $353K
PRU
Prudential Financial Inc

Financial Services
439
+ 24.47%
$114.59 - $129.52 $50.3K - $56.9K
2.23K $264K
DFAS
Dimensional ETF Tr U S Small C

ETFs
662
+ 6.84%
$63.58 - $71.15 $42.1K - $47.1K
10.3K $673K
EBAY
Ebay Inc

Consumer Cyclical
894
+ 27.23%
$57.51 - $67.17 $51.4K - $60K
4.18K $258K
NMFC
New Mountain Finance Corp

Financial Services
4.78K
+ 33.6%
$10.68 - $11.94 $51.1K - $57.1K
19K $214K
TQQQ
Proshares Ultrapro Qqq

ETFs
1
+ 0.02%
$69.42 - $93.29 $69.4 - $93.3
6.26K $495K
NSC
Norfolk Southern Corp

Industrials
426
+ 10.06%
$230.6 - $277.0 $98.2K - $118K
4.66K $1.09M
BSX
Boston Scientific Corp

Healthcare
303
+ 13.07%
$83.62 - $91.5 $25.3K - $27.7K
2.62K $234K
PEG
Public Service Enterprise Group Inc

Utilities
765
+ 13.45%
$81.87 - $94.51 $62.6K - $72.3K
6.45K $545K
MMM
3 M CO

Industrials
835
+ 9.04%
$124.74 - $137.12 $104K - $114K
10.1K $1.3M
VPU
Vanguard Utilities ETF

ETFs
475
+ 12.97%
$160.52 - $179.11 $76.2K - $85.1K
4.14K $675K
MSI
Motorola Solutions, Inc.

Technology
69
+ 14.5%
$449.08 - $504.6 $31K - $34.8K
545 $251K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
725
+ 5.22%
$77.02 - $78.58 $55.8K - $57K
14.6K $1.13M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
221
+ 9.27%
$124.61 - $133.96 $27.5K - $29.6K
2.61K $335K
IR
Ingersoll Rand Inc.

Industrials
552
+ 25.84%
$90.46 - $105.35 $49.9K - $58.2K
2.69K $243K
FISV
Fiserv Inc

Technology
262
+ 10.5%
N/A
2.76K $345K
PH
Parker Hannifin Corp

Industrials
41
+ 4.06%
$621.74 - $709.46 $25.5K - $29.1K
1.05K $667K
SF
Stifel Financial Corp

Financial Services
18
+ 0.79%
$93.4 - $117.72 $1.68K - $2.12K
2.29K $242K
JBLU
Jetblue Airways Corp

Industrials
599
+ 3.3%
$5.63 - $8.05 $3.37K - $4.82K
18.7K $147K
STT
State Street Corp

Financial Services
11
+ 0.39%
$85.96 - $100.78 $946 - $1.11K
2.8K $274K
IWM
Ishares Russell 2000 ETF

ETFs
125
+ 1.3%
$216.13 - $242.4 $27K - $30.3K
9.76K $2.16M
FTV
Fortive Corp

Technology
491
+ 18.32%
$71.16 - $79.68 $34.9K - $39.1K
3.17K $237K
ACN
Accenture PLC

Technology
90
+ 2.89%
$343.9 - $376.86 $31K - $33.9K
3.21K $1.13M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
64
+ 3.77%
$180.39 - $205.43 $11.5K - $13.1K
1.76K $334K
CAT
Caterpillar Inc

Industrials
1.02K
+ 8.39%
$360.37 - $416.88 $369K - $426K
13.2K $4.79M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
17
+ 0.24%
$43.37 - $51.46 $737 - $875
7.23K $348K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
628
+ 8.7%
$33.92 - $36.6 $21.3K - $23K
7.85K $271K
RPV
Invesco Exchange Traded Fd Tr

ETFs
186
+ 3.32%
$87.41 - $97.21 $16.3K - $18.1K
5.78K $521K
RBBN
Ribbon Communications Inc.

Communication Services
178
+ 0.74%
$3.11 - $4.3 $554 - $765
24.3K $101K
HPE
Hewlett Packard Enterprise CO

Technology
461
+ 3.56%
$19.31 - $23.95 $8.9K - $11K
13.4K $286K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
329
+ 1.19%
$13.61 - $14.58 $4.48K - $4.8K
28.1K $404K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7
+ 0.03%
$46.53 - $49.91 $326 - $349
23.3K $1.12M
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.05%
$87.25 - $95.52 $2.62K - $2.87K
63.8K $5.64M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.1K
+ 9.37%
$67.29 - $73.38 $141K - $154K
24.5K $1.66M
MGM
Mgm Resorts International

Consumer Cyclical
1.26K
+ 21.95%
$33.44 - $41.99 $42K - $52.7K
6.98K $241K
DGX
Quest Diagnostics Inc

Healthcare
131
+ 6.08%
N/A
2.29K $313K
WASH
Washington Trust Bancorp Inc

Financial Services
726
+ 10.93%
$30.4 - $39.92 $22.1K - $29K
7.37K $230K
CACI
Caci International Inc

Technology
40
+ 3.72%
N/A
1.12K $476K
INTU
Intuit Inc

Technology
11
+ 0.81%
$602.01 - $706.25 $6.62K - $7.77K
1.37K $858K
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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