Real-time context
Recent institutional portfolio disclosures and position changes.
FENIMORE ASSET MANAGEMENT INC, a registered investment adviser, reduced its position in Zebra Technologies Corporation (NASDAQ:ZBRA) during Q3 2026, according to its most recent…
Read moreCenterStar Asset Management, 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 moreREINHART PARTNERS, LLC., a registered investment adviser, reduced its position in Lantheus Holdings, Inc. (NASDAQ:LNTH) during Q3 2026, according to its most recent 13F filing…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in UBS Group AG (NYSE:UBS) during Q3 2026, according to its most recent 13F…
Read moreGLP Holdings LLLP, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing with the…
Read moreTLWM, a registered investment adviser, increased its position in iShares Russell 3000 ETF (AMEX:IWV) by 292548.5% during Q3 2026, according to its most recent 13F filing with the…
Read morePennsylvania State University, a registered investment adviser, initiated a new position in iShares Gold Trust (AMEX:IAU) during Q3 2026, according to its most recent 13F filing…
Read moreGradient Investments LLC, a registered investment adviser, reduced its position in Doubleline Etf Trust - Mortgage ETF (AMEX:DMBS) during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Targa Resources Corp. (NYSE:TRGP) during Q3 2026, according to its most recent 13F…
Read moreWedmont Private Capital, a registered investment adviser, increased its position in iShares National Muni Bond ETF (AMEX:MUB) by 158.7% during Q3 2026, according to its most…
Read moreQuintet Private Bank S.A., a registered investment adviser, increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 46.2% during Q3 2026, according to its most recent 13F…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 99.0% during Q3 2026, according to its most recent…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q3 2026, according to its most recent 13F…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in iShares 0-5 Year TIPS Bond ETF (AMEX:STIP) by 14.3% during Q3 2026, according to its most…
Read morePathway Financial Advisors LLC, a registered investment adviser, increased its position in Vanguard Value Index Fund (AMEX:VTV) by 13.1% during Q3 2026, according to its most…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Applied Materials, Inc. (NASDAQ:AMAT) during Q3 2026, according to its most…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in AbbVie Inc. (NYSE:ABBV) during Q3 2026, according to its most recent 13F filing…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in BlackRock New York Municipal Income Trust (NYSE:BNY) during Q3 2026, according to…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during Q3 2026, according to its most…
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