Institutions / Naviter Wealth, LLC / Activity
Activity — Naviter Wealth, LLC
19 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-17.10M | -142K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 046353108 Common stock | $-5.52M | -60K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-2.39M | -12K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Cummins Inc Common stock | $-321.6K | -630 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 879382208 Common stock | $-314.5K | -74K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46434G103 Common stock | $-289.3K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | BXP, Inc. Common stock | $-271.7K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | GE Vernova Inc. Common stock | $-253.6K | -388 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Plains All American Pipeline LP Common stock | $-248.9K | -14K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 808524300 Common stock | $-237.7K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 82509L107 Common stock | $-232.1K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | DDS Dillard'S, Inc. Common Stock | $-218.4K | -343 -100.00% | 0 | low |
| Q2 2026 as of | Exit | CLS Celestica Inc Common Stock | $-217.6K | -736 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 008474108 Common stock | $-208.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Alexandria Real Estate Equities Inc Common stock | $-203.1K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | abrdn Total Dynamic Dividend Fund Common stock | $-180.3K | -18K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 853606101 Common stock | $-133.3K | -30K -100.00% | 0 | low |
| Q2 2026 as of | Exit | INV Innventure, Inc. Common Stock | $-123.2K | -29K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 27829F108 Common stock | $-111.1K | -12K -100.00% | 0 | low |