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Naviter Wealth LLC Trims Position in ConocoPhillips (NYSE:COP)

MarketBeat

Naviter Wealth LLC lessened its stake in shares of ConocoPhillips (NYSE:COP - Free Report) by 19.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,280 shares of the energy producer's stock after selling 4,9

NYSE:COP
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Naviter Wealth LLC Has $2.52 Million Position in Wells Fargo & Company (NYSE:WFC)

MarketBeat

Naviter Wealth LLC lowered its position in Wells Fargo & Company (NYSE:WFC) by 16.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 35,596 shares of the financial services provider's stock after selling 6,910 shares duri

NYSE:WFC
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Naviter Wealth LLC Purchases 26,367 Shares of Hercules Capital, Inc. (NYSE:HTGC)

MarketBeat

Naviter Wealth LLC grew its position in Hercules Capital, Inc. (NYSE:HTGC - Free Report) by 16.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 184,454 shares of the financial services provider's stock

NYSE:HTGC
Read Naviter Wealth LLC Purchases 26,367 Shares of Hercules Capital, Inc. (NYSE:HTGC)
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Naviter Wealth LLC Has $3.62 Million Stock Position in Golub Capital BDC, Inc. (NASDAQ:GBDC)

MarketBeat

Naviter Wealth LLC increased its stake in shares of Golub Capital BDC, Inc. (NASDAQ:GBDC - Free Report) by 13.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 237,138 shares of the inve

NASDAQ:GBDC
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Novo Nordisk A/S (NYSE:NVO) Shares Sold by Naviter Wealth LLC

MarketBeat

Naviter Wealth LLC reduced its stake in shares of Novo Nordisk A/S (NYSE:NVO - Free Report) by 11.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,373 shares of the company's stock after selling 7,

NYSE:NVO
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Toyota Motor Corporation (NYSE:TM) Position Lifted by Naviter Wealth LLC

MarketBeat

Naviter Wealth LLC raised its stake in shares of Toyota Motor Corporation (NYSE:TM - Free Report) by 9.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,266 shares of the company's stock after acquiring an additiona

NYSE:TM
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Tidewater Inc. (NYSE:TDW) Shares Sold by Naviter Wealth LLC

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NYSE:TDW
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Naviter Wealth LLC Buys 32,804 Shares of Blue Owl Capital Corporation (NYSE:OBDC)

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NYSE:OBDC
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Naviter Wealth LLC Sells 1,360 Shares of American Tower Corporation (NYSE:AMT)

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NYSE:AMT
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Naviter Wealth LLC Purchases 1,707 Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

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NYSE:TSM
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Union Pacific Corporation (NYSE:UNP) Shares Sold by Essex Financial Services Inc.

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NYSE:UNP
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Essex Financial Services Inc. Sells 12,371 Shares of AT&T Inc. (NYSE:T)

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NYSE:T
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Essex Financial Services Inc. Has $4.10 Million Holdings in Caterpillar Inc. (NYSE:CAT)

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NYSE:CAT
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Essex Financial Services Inc. Has $4.18 Million Stake in Philip Morris International Inc. (NYSE:PM)

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NYSE:PM
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The Home Depot, Inc. (NYSE:HD) Shares Sold by Essex Financial Services Inc.

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NYSE:HD
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Bank of America Corporation (NYSE:BAC) Shares Sold by Essex Financial Services Inc.

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NYSE:BAC
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Essex Financial Services Inc. Sells 31,049 Shares of Pfizer Inc. (NYSE:PFE)

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NYSE:PFE
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Essex Financial Services Inc. Trims Stock Holdings in Blue Foundry Bancorp (NASDAQ:BLFY)

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NASDAQ:BLFY
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Essex Financial Services Inc. Lowers Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

MarketBeat
NYSE:UNH
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International Business Machines Corporation (NYSE:IBM) Shares Sold by Essex Financial Services Inc.

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NYSE:IBM
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Texas Pacific Land Corporation (NYSE:TPL) Shares Sold by Essex Financial Services Inc.

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NYSE:TPL
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Stonebridge Financial Group LLC Acquires 4,921 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)

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NASDAQ:PLTR
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Stonebridge Financial Group LLC Increases Holdings in Vertiv Holdings Co. (NYSE:VRT)

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NYSE:VRT
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American Tower Corporation (NYSE:AMT) Shares Purchased by Stonebridge Financial Group LLC

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NYSE:AMT
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Stonebridge Financial Group LLC Acquires 11,350 Shares of Realty Income Corporation (NYSE:O)

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NYSE:O
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Stonebridge Financial Group LLC Has $3.10 Million Holdings in Southern Company (The) (NYSE:SO)

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NYSE:SO
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Stonebridge Financial Group LLC Grows Position in Medtronic PLC (NYSE:MDT)

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NYSE:MDT
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Stonebridge Financial Group LLC Buys 1,269 Shares of L3Harris Technologies Inc (NYSE:LHX)

MarketBeat
NYSE:LHX
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Stonebridge Financial Group LLC Raises Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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Cummins Inc. (NYSE:CMI) Shares Bought by Stonebridge Financial Group LLC

MarketBeat
NYSE:CMI
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