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Naviter Wealth LLC Makes New $275,000 Investment in Enterprise Products Partners L.P. (NYSE:EPD)

MarketBeat

Naviter Wealth LLC bought a new position in shares of Enterprise Products Partners L.P. (NYSE:EPD - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 8,073 shares of the oil and gas producer's s

NYSE:EPD
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Altria Group logo with Consumer Staples background

Avidian Wealth Enterprises LLC Sells 4,372 Shares of Altria Group, Inc. (NYSE:MO)

MarketBeat

Avidian Wealth Enterprises LLC lowered its stake in Altria Group, Inc. (NYSE:MO - Free Report) by 24.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,792 shares of the company's stock after selling 4,372 s

NYSE:MO
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Avidian Wealth Enterprises LLC Purchases 2,441 Shares of Kimberly-Clark Co. (NYSE:KMB)

MarketBeat

Avidian Wealth Enterprises LLC increased its position in Kimberly-Clark Co. (NYSE:KMB - Free Report) by 62.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,333 shares of the company

NYSE:KMB
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Naviter Wealth LLC Buys New Holdings in Plains All American Pipeline, L.P. (NYSE:PAA)

MarketBeat

Naviter Wealth LLC bought a new stake in Plains All American Pipeline, L.P. (NYSE:PAA - Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 14,413 shares of the pipeline company's stock, valued at approximately $291,000.

NYSE:PAA
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Naviter Wealth LLC Purchases Shares of 18,600 Trinity Capital Inc. (NASDAQ:TRIN)

MarketBeat

Naviter Wealth LLC purchased a new stake in Trinity Capital Inc. (NASDAQ:TRIN - Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 18,600 shares of the company's stock, valued at approxima

NASDAQ:TRIN
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Avidian Wealth Enterprises LLC Trims Position in Caterpillar Inc. (NYSE:CAT)

MarketBeat

Avidian Wealth Enterprises LLC cut its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 15.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,948 shares of the industrial products company's stock after selling 697 shares during t

NYSE:CAT
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Medtronic PLC (NYSE:MDT) Shares Acquired by Avidian Wealth Enterprises LLC

MarketBeat
NYSE:MDT
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Broadcom Inc. (NASDAQ:AVGO) Stock Position Lowered by Naviter Wealth LLC

MarketBeat
NASDAQ:AVGO
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Naviter Wealth LLC Buys 3,434 Shares of Tesla, Inc. (NASDAQ:TSLA)

MarketBeat
NASDAQ:TSLA
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Walmart Inc. (NYSE:WMT) Shares Purchased by Naviter Wealth LLC

MarketBeat
NYSE:WMT
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Avidian Wealth Enterprises LLC Has $3.01 Million Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

MarketBeat
NASDAQ:TSLA
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Essex Financial Services Inc. Has $947,000 Holdings in Mondelez International, Inc. (NASDAQ:MDLZ)

MarketBeat
NASDAQ:MDLZ
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Naviter Wealth LLC Buys New Position in Energy Transfer LP (NYSE:ET)

MarketBeat
NYSE:ET
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2,090 Shares in Philip Morris International Inc. (NYSE:PM) Purchased by Naviter Wealth LLC

MarketBeat
NYSE:PM
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CrowdStrike (NASDAQ:CRWD) Stock Position Decreased by Naviter Wealth LLC

MarketBeat
NASDAQ:CRWD
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Naviter Wealth LLC Sells 1,519 Shares of The Boeing Company (NYSE:BA)

MarketBeat
NYSE:BA
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Naviter Wealth LLC Decreases Stock Position in Elevance Health, Inc. (NYSE:ELV)

MarketBeat
NYSE:ELV
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Bank OZK (NASDAQ:OZK) Shares Sold by Naviter Wealth LLC

MarketBeat
NASDAQ:OZK
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Medtronic logo with Medical background

Essex Financial Services Inc. Increases Stock Holdings in Medtronic PLC (NYSE:MDT)

MarketBeat
NYSE:MDT
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Essex Financial Services Inc. Has $1.47 Million Stock Holdings in ConocoPhillips (NYSE:COP)

MarketBeat
NYSE:COP
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Essex Financial Services Inc. Has $878,000 Position in Sixth Street Specialty Lending, Inc. (NYSE:TSLX)

MarketBeat
NYSE:TSLX
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United Parcel Service, Inc. (NYSE:UPS) Shares Acquired by Essex Financial Services Inc.

MarketBeat
NYSE:UPS
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Essex Financial Services Inc. Sells 1,659 Shares of Broadcom Inc. (NASDAQ:AVGO)

MarketBeat
NASDAQ:AVGO
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Essex Financial Services Inc. Grows Stake in Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat
NASDAQ:PLTR
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Essex Financial Services Inc. Sells 1,514 Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

MarketBeat
NYSE:TSM
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Essex Financial Services Inc. Sells 3,599 Shares of Walmart Inc. (NYSE:WMT)

MarketBeat
NYSE:WMT
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Essex Financial Services Inc. Has $7.77 Million Stake in Alphabet Inc. (NASDAQ:GOOG)

MarketBeat
NASDAQ:GOOG
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Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Essex Financial Services Inc.

MarketBeat
NASDAQ:TSLA
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Eaton Corporation, PLC (NYSE:ETN) Shares Sold by Essex Financial Services Inc.

MarketBeat
NYSE:ETN
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Essex Financial Services Inc. Raises Stock Position in Realty Income Corporation (NYSE:O)

MarketBeat
NYSE:O
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