Real-time context
Recent institutional portfolio disclosures and position changes.
Robeco Institutional Asset Management B.V., a registered investment adviser, increased its position in Comcast Corporation (NASDAQ:CMCSA) by 34.4% during Q3 2026, according to its…
Read moreRoot Financial Partners, LLC, a registered investment adviser, initiated a new position in Dimensional US Large Cap Value ETF (AMEX:DFLV) during Q3 2026, according to its most…
Read moreHyperion Asset Management Ltd, a registered investment adviser, increased its position in Arm Holdings plc American Depositary Shares (NASDAQ:ARM) by 36.9% during Q3 2026,…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, reduced its position in Valero Energy Corporation (NYSE:VLO) during Q3 2026, according to its most…
Read moreArlington Trust Co LLC, a registered investment adviser, increased its position in Vanguard Short-Term Treasury Index Fund (NASDAQ:VGSH) by 11.5% during Q3 2026, according to its…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in Ulta Beauty, Inc. (NASDAQ:ULTA) by 49.9% during Q3 2026, according to its…
Read moreJames Hambro & Partners LLP, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most recent 13F filing…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, reduced its position in TE Connectivity Ltd. (NYSE:TEL) during Q3 2026, according to its most recent…
Read morePacific Capital Wealth Advisors, Inc., a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most recent…
Read moreYarbrough Capital, LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F filing with…
Read moreSterling Capital Management LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q3 2026, according to its most recent 13F…
Read moreADAMS NATURAL RESOURCES FUND, INC., a registered investment adviser, initiated a new position in Exxon Mobil Corporation (NYSE:XOM) during Q3 2026, according to its most recent…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, reduced its position in Jabil Inc. (NYSE:JBL) during Q3 2026, according to its most recent 13F filing…
Read moreRobertson Stephens Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q3 2026, according…
Read moreCOOKE & BIELER LP, a registered investment adviser, increased its position in Gildan Activewear Inc. (NYSE:GIL) by 409.1% during Q3 2026, according to its most recent 13F filing…
Read morePrime Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in Avantis U.S. Equity ETF (AMEX:AVUS) during Q3 2026, according to its most…
Read moreJames Hambro & Partners LLP, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F…
Read moreJames Hambro & Partners LLP, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q3 2026, according to its most recent 13F filing with…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in Exelon Corporation (NASDAQ:EXC) by 16.4% during Q3 2026, according to its…
Read moreBrookstone Capital Management, a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 698.2% during Q3 2026, according to its most recent…
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