Real-time context
Recent institutional portfolio disclosures and position changes.
Farther Finance Advisors, LLC, a registered investment adviser, increased its position in Vanguard Value Index Fund (AMEX:VTV) by 40.5% during Q3 2026, according to its most…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Arista Networks, Inc. (NYSE:ANET) during Q3 2026, according to its most recent 13F filing…
Read moreElm Partners Management LLC, a registered investment adviser, initiated a new position in Vanguard FTSE Europe ETF (AMEX:VGK) during Q2 2026, according to its most recent 13F…
Read moreQuintet Private Bank S.A., a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 29.8% during Q3 2026, according to its most recent 13F filing…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) by 25.6% during Q3 2026, according to its most…
Read morePeterson Wealth Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q3 2026, according to its most recent 13F…
Read moreFENIMORE ASSET MANAGEMENT INC, a registered investment adviser, increased its position in Amphenol Corporation (NYSE:APH) by 90.9% during Q3 2026, according to its most recent 13F…
Read moreCHICKASAW CAPITAL MANAGEMENT LLC, a registered investment adviser, increased its position in The Williams Companies, Inc. (NYSE:WMB) by 17.4% during Q3 2026, according to its most…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Halozyme Therapeutics, Inc. (NASDAQ:HALO) by 85.6% during Q3 2026, according to its most…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during Q3 2026, according to its…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent…
Read moreTwo Seas Capital LP, a registered investment adviser, reduced its position in Calumet, Inc. (NASDAQ:CLMT) during Q3 2026, according to its most recent 13F filing with the…
Read moreElm Partners Management LLC, a registered investment adviser, initiated a new position in Schwab U.S. TIPS ETF (AMEX:SCHP) during Q4 2025, according to its most recent 13F filing…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Vanguard Developed Markets Index Fund (AMEX:VEA) by 15.8% during Q3 2026, according to…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Broadcom Inc. (NASDAQ:AVGO) by 11.2% during Q3 2026, according to its most recent 13F…
Read moreBank of Finland, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F filing with the…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent…
Read moreQuintet Private Bank S.A., a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 39.7% during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q3 2026, according to its most recent 13F…
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