Real-time context
Recent institutional portfolio disclosures and position changes.
Fisher Funds Management LTD, a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q3 2026, according to its most…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q3 2026, according to its most recent 13F filing with…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) during Q3 2026, according…
Read moreWASATCH ADVISORS LP, a registered investment adviser, increased its position in RLI Corp. (NYSE:RLI) by 11.2% during Q3 2026, according to its most recent 13F filing with the…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The Procter & Gamble Company (NYSE:PG) during Q3 2026, according to its…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in Camtek Ltd. (NASDAQ:CAMT) during Q3 2026, according to its most recent 13F filing with the Securities…
Read moreBAILARD, INC., a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 47.5% during Q3 2026, according to its most recent 13F filing with…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Merck & Co., Inc. (NYSE:MRK) during Q3 2026, according to its most recent…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during Q3 2026, according to its most recent 13F…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q3 2026, according to its most recent 13F filing with the…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Visa Inc. (NYSE:V) during Q3 2026, according to its most recent 13F filing…
Read moreWASATCH ADVISORS LP, a registered investment adviser, increased its position in AAON, Inc. (NASDAQ:AAON) by 26.6% during Q3 2026, according to its most recent 13F filing with the…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in Casella Waste Systems, Inc. (NASDAQ:CWST) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Chevron Corporation (NYSE:CVX) during Q3 2026, according to its most recent…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in JPMorgan Hedged Equity Laddered Overlay ETF (AMEX:HELO) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Chubb Limited (NYSE:CB) during Q3 2026, according to its most recent 13F…
Read moreSTEEL GROVE CAPITAL ADVISORS, 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 moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM) during Q3 2026, according to its most…
Read moreWASATCH ADVISORS LP, a registered investment adviser, increased its position in Paymentus Holdings, Inc. (NYSE:PAY) by 45.6% during Q3 2026, according to its most recent 13F…
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