Real-time context
Recent institutional portfolio disclosures and position changes.
MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Valero Energy Corporation (NYSE:VLO) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Total Intl Stock Idx Fund (NASDAQ:VXUS) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Teradyne, Inc. (NASDAQ:TER) during Q3 2026, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in JPMorgan Ultra-Short Income ETF (AMEX:JPST) during Q3 2026, according to…
Read morePEAVINE CAPITAL, LLC, 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 13F filing with…
Read moreSTEEL GROVE CAPITAL ADVISORS, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q3 2026, according to its most…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in Standex International Corporation (NYSE:SXI) during Q3 2026, according to its most recent 13F filing…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Micron Technology, Inc. (NASDAQ:MU) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (BATS:IEFA) during Q3 2026, according to its…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Core Bond ETF (NASDAQ:VCRB) during Q3 2026, according to its most recent…
Read moreALM First Financial Advisors, LLC, a registered investment adviser, increased its position in Cambria Trinity ETF (BATS:TRTY) by 182.8% during Q3 2026, according to its most…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Danaher Corporation (NYSE:DHR) during Q3 2026, according to its most recent 13F filing…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most recent 13F filing with…
Read moreFisher Funds Management LTD, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 11.2% during Q3 2026, according to its most recent 13F…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most recent 13F filing…
Read moreConnecticut Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during Q3 2026, according to its…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F…
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