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Naviter Wealth LLC Increases Position in Novartis AG $NVS

Naviter Wealth LLC lifted its stake in Novartis AG (NYSE:NVS - Free Report) by 5.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,083 shares of the company's stock after purchasing an additional 2,090 shares during

NYSE:NVS
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Equinix, Inc. $EQIX Shares Purchased by Naviter Wealth LLC

Naviter Wealth LLC raised its stake in shares of Equinix, Inc. (NASDAQ:EQIX - Free Report) by 23.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,906 shares of the financial services provider's stock afte

NASDAQ:EQIX
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Naviter Wealth LLC Buys 59,685 Shares of Blue Owl Capital Corporation $OBDC

Naviter Wealth LLC grew its stake in shares of Blue Owl Capital Corporation (NYSE:OBDC - Free Report) by 17.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 408,041 shares of the company's stock after acquiring an additional 59,685 share

NYSE:OBDC
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Naviter Wealth LLC Has $6.61 Million Position in Welltower Inc. $WELL

Naviter Wealth LLC grew its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 12.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 43,021 shares of the real estate investment trust's stock after purchasing

NYSE:WELL
Read Naviter Wealth LLC Has $6.61 Million Position in Welltower Inc. $WELL
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Prologis, Inc. $PLD Shares Purchased by Naviter Wealth LLC

Naviter Wealth LLC increased its position in shares of Prologis, Inc. (NYSE:PLD - Free Report) by 9.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,949 shares of the real estate investment trust's stock

NYSE:PLD
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Naviter Wealth LLC Purchases 1,177 Shares of SAP SE $SAP

Naviter Wealth LLC grew its stake in shares of SAP SE (NYSE:SAP - Free Report) by 5.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 22,946 shares of the software maker's stock after acquiring an additional 1,177 shares duri

NYSE:SAP
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Naviter Wealth LLC Has $7.39 Million Stock Holdings in American Tower Corporation $AMT

NYSE:AMT
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Naviter Wealth LLC Purchases 75,280 Shares of Tidewater Inc. $TDW

NYSE:TDW
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Naviter Wealth LLC Sells 21,282 Shares of Ares Capital Corporation $ARCC

NASDAQ:ARCC
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Naviter Wealth LLC Has $21.31 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

NYSE:TSM
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Sage Advisors LLC Buys Shares of 11,673 Galaxy Digital Inc. $GLXY

NASDAQ:GLXY
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Sage Advisors LLC Invests $347,000 in AST SpaceMobile, Inc. $ASTS

NASDAQ:ASTS
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Sage Advisors LLC Has $470,000 Stake in Coinbase Global, Inc. $COIN

NASDAQ:COIN
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Sage Advisors LLC Purchases 7,500 Shares of Altria Group, Inc. $MO

NYSE:MO
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Ares Capital Corporation $ARCC is Sage Advisors LLC's 2nd Largest Position

NASDAQ:ARCC
Read Ares Capital Corporation $ARCC is Sage Advisors LLC's 2nd Largest Position
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Sage Advisors LLC Acquires 76,481 Shares of Blue Owl Capital Corporation $OBDC

NYSE:OBDC
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Axxcess Wealth Management LLC Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH

NYSE:UNH
Read Axxcess Wealth Management LLC Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH
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Axxcess Wealth Management LLC Raises Position in Intuit Inc. $INTU

NASDAQ:INTU
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Axxcess Wealth Management LLC Purchases 3,595 Shares of Emerson Electric Co. $EMR

NYSE:EMR
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Axxcess Wealth Management LLC Has $6.69 Million Stake in Honeywell International Inc. $HON

NASDAQ:HON
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Axxcess Wealth Management LLC Increases Holdings in ProShares UltraPro QQQ $TQQQ

NASDAQ:TQQQ
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Axxcess Wealth Management LLC Has $7.40 Million Holdings in Linde PLC $LIN

NASDAQ:LIN
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Axxcess Wealth Management LLC Cuts Stock Position in Caterpillar Inc. $CAT

NYSE:CAT
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Axxcess Wealth Management LLC Increases Position in Morgan Stanley $MS

NYSE:MS
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Cisco Systems, Inc. $CSCO Stake Boosted by Axxcess Wealth Management LLC

NASDAQ:CSCO
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The Goldman Sachs Group, Inc. $GS Holdings Raised by Axxcess Wealth Management LLC

NYSE:GS
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Thermo Fisher Scientific Inc. $TMO Shares Purchased by Axxcess Wealth Management LLC

NYSE:TMO
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Axxcess Wealth Management LLC Increases Holdings in International Business Machines Corporation $IBM

NYSE:IBM
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Axxcess Wealth Management LLC Acquires 850 Shares of Oracle Corporation $ORCL

NYSE:ORCL
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Axxcess Wealth Management LLC Has $12.99 Million Stake in Palantir Technologies Inc. $PLTR

NASDAQ:PLTR
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