Institutions / Essex Financial Services, Inc. / Activity
Activity — Essex Financial Services, Inc.
784 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 53656F623 Common stock | $3.69M | +71K +332.14% | 92,231 0.27% of portfolio | low |
| Q1 2026 as of | Add | 72201R585 Common stock | $3.63M | +139K +17.07% | 950,289 1.40% of portfolio | low |
| Q1 2026 as of | Add | 921946794 Common stock | $3.07M | +33K +76.65% | 75,034 0.40% of portfolio | low |
| Q1 2026 as of | Add | 46641Q670 Common stock | $2.78M | +59K +74.12% | 138,856 0.37% of portfolio | low |
| Q1 2026 as of | Add | 19761L706 Common stock | $2.54M | +65K +18.23% | 422,201 0.92% of portfolio | low |
| Q1 2026 as of | Add | 46641Q837 Common stock | $2.47M | +49K +15.75% | 358,690 1.02% of portfolio | low |
| Q1 2026 as of | Add | 14021D107 Common stock | $1.85M | +54K +32.79% | 217,276 0.42% of portfolio | low |
| Q1 2026 as of | Add | 75526L878 Common stock | $1.65M | +33K +70.36% | 79,105 0.22% of portfolio | low |
| Q1 2026 as of | Add | 72201R569 Common stock | $1.53M | +31K +38.95% | 110,218 0.31% of portfolio | low |
| Q1 2026 as of | Add | 87283Q701 Common stock | $1.33M | +27K +65.83% | 67,347 0.19% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $1.24M | +19K +14.19% | 155,203 0.56% of portfolio | low |
| Q1 2026 as of | Add | 746729300 Common stock | $1.19M | +26K +22.18% | 141,768 0.37% of portfolio | low |
| Q1 2026 as of | Add | Texas Pacific Land Corp Common stock | $1.10M | +2K +5.08% | 47,828 1.27% of portfolio | low |
| Q1 2026 as of | New | 26923Q416 Common stock | $1.09M | +41K | 40,946 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-1.06M | -2K -2.99% | 79,590 1.92% of portfolio | low |
| Q1 2026 as of | New | G0593M107 Common stock | $1.00M | +5K | 5,122 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46137V613 Common stock | $951.1K | +20K +7.82% | 275,840 0.74% of portfolio | low |
| Q1 2026 as of | Exit | 046353108 Common stock | $-919.4K | -10K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 81752T528 Common stock | $-872.8K | -33K -100.00% | 0 | low |
| Q1 2026 as of | Add | 00162Q452 Common stock | $864.0K | +16K +35.58% | 62,552 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Archer-Daniels-Midland Co Common stock | $-837.9K | -12K -61.31% | 7,274 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 46428Q109 Common stock | $-782.0K | -11K -28.42% | 28,907 0.11% of portfolio | low |
| Q1 2026 as of | New | 316092402 Common stock | $739.0K | +22K | 21,722 0.04% of portfolio | low |
| Q1 2026 as of | New | Clorox Co /De Common stock | $718.4K | +7K | 6,932 0.04% of portfolio | low |
| Q1 2026 as of | Exit | AppLovin Corp Common stock | $-702.1K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | 808524797 Common stock | $686.1K | +22K +40.71% | 77,299 0.13% of portfolio | low |
| Q1 2026 as of | Add | 72201R577 Common stock | $662.8K | +7K +8.06% | 87,980 0.50% of portfolio | low |
| Q1 2026 as of | New | G0250X149 Common stock | $657.4K | +17K | 16,539 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46654Q716 Common stock | $650.2K | +12K +7.64% | 170,383 0.51% of portfolio | low |
| Q1 2026 as of | Exit | Amcor PLC Common stock | $-608.9K | -73K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Devon Energy Corp Common stock | $-601.3K | -12K -50.93% | 11,511 0.03% of portfolio | low |
| Q1 2026 as of | New | 316188408 Common stock | $598.1K | +12K | 11,950 0.03% of portfolio | low |
| Q1 2026 as of | Add | 26923G707 Common stock | $594.9K | +26K +31.61% | 108,870 0.14% of portfolio | low |
| Q1 2026 as of | Add | 46641Q332 Common stock | $550.8K | +10K +12.74% | 86,025 0.27% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $526.1K | +3K +2.31% | 112,006 1.31% of portfolio | low |
| Q1 2026 as of | Trim | Williams Cos Inc/The Common stock | $-523.0K | -7K -51.35% | 6,808 0.03% of portfolio | low |
| Q1 2026 as of | Exit | Atlassian Corporation Common stock | $-512.4K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Add | 922908637 Common stock | $506.8K | +2K +51.27% | 5,004 0.08% of portfolio | low |
| Q1 2026 as of | Exit | 82889N772 Common stock | $-496.3K | -14K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46434V621 Common stock | $-490.8K | -7K -4.62% | 144,330 0.57% of portfolio | low |
| Q1 2026 as of | Trim | 33734X846 Common stock | $-481.8K | -8K -28.43% | 19,354 0.07% of portfolio | low |
| Q1 2026 as of | Exit | 316092865 Common stock | $-473.9K | -9K -100.00% | 0 | low |
| Q1 2026 as of | Trim | LyondellBasell Industries N.V. Common stock | $-466.2K | -6K -48.93% | 6,040 0.03% of portfolio | low |
| Q1 2026 as of | Add | 922020748 Common stock | $462.4K | +6K +61.41% | 15,707 0.07% of portfolio | low |
| Q1 2026 as of | Add | 87283Q826 Common stock | $461.3K | +13K +11.92% | 118,162 0.24% of portfolio | low |
| Q1 2026 as of | Add | 14022A102 Common stock | $450.9K | +15K +16.51% | 108,398 0.18% of portfolio | low |
| Q1 2026 as of | New | WP Carey Inc Common stock | $447.5K | +7K | 6,584 0.03% of portfolio | low |
| Q1 2026 as of | Add | 14020W106 Common stock | $446.5K | +10K +4.06% | 269,190 0.64% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-446.1K | -686 -1.43% | 47,270 1.72% of portfolio | low |
| Q1 2026 as of | Add | 25434V203 Common stock | $440.6K | +11K +85.37% | 24,554 0.05% of portfolio | low |