Naviter Wealth, LLC Purchases in Q3 2024

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
9.54K
+ 27.73%
$28.82 - $30.15 $275K - $288K
43.9K $1.28M
WY
Weyerhaeuser CO

Real Estate
782
+ 1.69%
$27.05 - $33.84 $21.2K - $26.5K
47K $1.59M
BIDU
Baidu, Inc.

Communication Services
1.26K
+ 17.03%
$81.0 - $105.29 $102K - $133K
8.66K $911K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.41K
New
$106.11 - $113.72 $256K - $275K
2.41K $272K
MS
Morgan Stanley

Financial Services
2.6K
New
$92.07 - $106.96 $239K - $278K
2.6K $271K
HSBC
Hsbc Holdings PLC

Financial Services
2.53K
+ 2.78%
$40.42 - $45.91 $102K - $116K
93.3K $4.22M
PG
Procter & Gamble CO

Consumer Defensive
470
+ 2.5%
$160.76 - $177.82 $75.6K - $83.6K
19.2K $3.33M
BX
Blackstone Inc.

Financial Services
376
+ 6.26%
$120.77 - $159.66 $45.4K - $60K
6.38K $976K
PRCT
Procept Bio Robotics Corp

Healthcare
2.91K
New
$56.31 - $84.99 $164K - $248K
2.91K $233K
FCX
Freeport Mcmoran Inc

Basic Materials
4.27K
New
$39.52 - $51.92 $169K - $222K
4.27K $213K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
14.1K
+ 14.18%
$19.97 - $21.86 $281K - $308K
113K $2.33M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.81K
New
$31.15 - $35.67 $181K - $207K
5.81K $204K
TRV
Travelers Companies, Inc.

Financial Services
866
New
$201.87 - $242.35 $175K - $210K
866 $202K
SAN
Banco Santander, S.A.

Financial Services
6.18K
+ 1.83%
$4.37 - $5.16 $27K - $31.9K
344K $1.75M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
6.32K
+ 7.98%
$13.0 - $15.08 $82.1K - $95.3K
85.5K $1.21M
PAX
Patria Investments LTD

Financial Services
16.4K
New
$10.79 - $13.11 $177K - $215K
16.4K $183K
WSR
Whitestone Reit

Real Estate
13.6K
New
$12.84 - $14.31 $174K - $194K
13.6K $183K
MDV
Modiv Inc.

Real Estate
10.5K
New
$13.86 - $17.14 $146K - $180K
10.5K $176K
V
Visa Inc.

Financial Services
63
+ 0.54%
$253.74 - $291.56 $16K - $18.4K
11.7K $3.22M
ORCC
Owl Rock Capital Corp

Financial Services
12.1K
+ 3.8%
N/A
332K $4.44M
NTES
Net Ease, Inc.

Communication Services
1.87K
+ 28.42%
$76.41 - $96.46 $143K - $180K
8.43K $788K
SUI
Sun Communities Inc

Real Estate
221
+ 2.54%
$117.46 - $147.6 $26K - $32.6K
8.94K $1.21M
AVGO
Broadcom Inc.

Technology
23.6K
+ 860.19%
$136.27 - $1745.86 $3.21M - $41.1M
26.3K $4.54M
AMD
Advanced Micro Devices Inc

Technology
720
+ 6.03%
$128.67 - $183.96 $92.6K - $132K
12.7K $2.08M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
900
+ 7.23%
$111.59 - $129.08 $100K - $116K
13.3K $1.58M
RELX
Relx PLC

Communication Services
975
+ 2.35%
$44.1 - $48.86 $43K - $47.6K
42.5K $2.02M
HIG
Hartford Financial Services Group, Inc.

Financial Services
426
+ 11.89%
$98.71 - $117.61 $42.1K - $50.1K
4.01K $471K
VEA
Vanguard Ftse Developed Market

ETFs
233
+ 0.84%
$47.6 - $53.31 $11.1K - $12.4K
28K $1.48M
HTGC
Hercules Capital, Inc.

Financial Services
10.4K
+ 8.14%
$17.71 - $21.67 $184K - $225K
138K $2.71M
REXR
Rexford Industrial Realty, Inc.

Real Estate
382
+ 2.63%
$44.45 - $52.25 $17K - $20K
14.9K $749K
VALE
Vale S.A.

Basic Materials
3.6K
+ 3.8%
$9.9 - $11.8 $35.7K - $42.5K
98.4K $1.15M
PDD
Pinduoduo Inc.

Consumer Cyclical
440
+ 2.84%
$89.17 - $151.11 $39.2K - $66.5K
15.9K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 4.65%
$161.02 - $200.0 $373K - $463K
52.1K $9.72M
VTV
Vanguard Value ETF

ETFs
95
+ 2.04%
$159.75 - $174.57 $15.2K - $16.6K
4.76K $831K
FSK
Fs Kkr Capital Corp

Financial Services
4.02K
+ 1.66%
$18.74 - $20.43 $75.2K - $82K
246K $4.85M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
17.8K
+ 13.58%
$13.62 - $15.59 $243K - $278K
149K $2.05M
MLPA
Global X Mlp ETF

ETFs
1.34K
+ 27.65%
$45.78 - $49.84 $61.5K - $67K
6.21K $297K
KOS
Kosmos Energy Ltd.

Energy
12K
New
$3.7 - $5.84 $44.4K - $70.1K
12K $48K
BXSL
Blackstone Secured Lending Fund

Financial Services
7.43K
+ 5.7%
$28.75 - $31.59 $213K - $235K
138K $4.03M
INTC
Intel Corp

Technology
14.8K
+ 36.14%
$18.9 - $34.87 $279K - $515K
55.6K $1.3M
APH
Amphenol Corp

Technology
1.11K
+ 7.04%
$58.39 - $70.41 $64.9K - $78.3K
16.9K $1.1M
VO
Vanguard Mid Cap ETF

ETFs
32
+ 2.63%
$237.84 - $263.83 $7.61K - $8.44K
1.25K $330K
VUG
Vanguard Growth ETF

ETFs
45
+ 6.25%
$341.08 - $391.94 $15.3K - $17.6K
765 $293K
Ishares Bitcoin Trust ETF
44
+ 0.69%
N/A
6.4K $0
FJAN
First Exc Trd Viii Cboe Vest U
4.6K
New
N/A
4.6K $0
Linde PLC
214
+ 3.26%
N/A
6.78K $0
INTU
Intuit Inc

Technology
141
+ 5.17%
$602.97 - $670.49 $85K - $94.5K
2.87K $1.78M
STM
St Microelectronics N.V.

Technology
2.83K
+ 25.49%
$27.83 - $42.72 $78.8K - $121K
13.9K $414K
DIS
Walt Disney CO

Communication Services
61
+ 0.34%
$85.6 - $98.61 $5.22K - $6.02K
17.8K $1.71M
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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