Real-time context
Recent institutional portfolio disclosures and position changes.
WASATCH ADVISORS LP, a registered investment adviser, reduced its position in The Ensign Group, Inc. (NASDAQ:ENSG) 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 Alphabet Inc. (NASDAQ:GOOG) during Q3 2026, according to its most recent…
Read moreFocus Financial Network, Inc., a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F filing with…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q3 2026, according to its most recent 13F filing with the…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q3 2026, according to its most recent 13F filing with the…
Read moreSAX WEALTH ADVISORS, LLC, a registered investment adviser, increased its position in Dimensional U.S. Equity ETF (AMEX:DFUS) by 11.3% during Q3 2026, according to its most recent…
Read moreWASATCH ADVISORS LP, a registered investment adviser, increased its position in Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) by 17.7% during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q3 2026, according to its most…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) 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 SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Avantis International Equity ETF (AMEX:AVDE) during Q3 2026, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Invesco S&P 500 Quality ETF (AMEX:SPHQ) during Q3 2026, according to its…
Read moreIFM Investors Pty Ltd, 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 the…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in HealthEquity, Inc. (NASDAQ:HQY) 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 iShares U.S. Treasury Bond ETF (BATS:GOVT) during Q3 2026, according to its…
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