Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details EASTERN BANK, a registered investment adviser, reduced its position in iShares Russell 2000 ETF (AMEX:IWM) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Amentum Holdings, Inc. (NYSE:AMTM) during Q2 2026, according to its most…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, initiated a new position in United States Oil Fund, LP (AMEX:USO) during Q1 2026, according to its most…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in iShares Core S&P Mid-Cap ETF (AMEX:IJH) during Q1 2026, according to its…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in JPMorgan Chase & Co. (NYSE:JPM) during Q1 2026, according to its most…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in United Rentals, Inc. (NYSE:URI) by 14724.1% during Q2 2026, according to its most recent…
Read moreFiling Details Wealth High Governance Capital Ltda, a registered investment adviser, increased its position in Parker-Hannifin Corporation (NYSE:PH) by 54.5% during Q1 2026,…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q2 2026, according to its most…
Read moreFiling Details Wealth High Governance Capital Ltda, a registered investment adviser, increased its position in Ross Stores, Inc. (NASDAQ:ROST) by 1025.0% during Q1 2026, according…
Read moreFiling Details Pangea Capital Gestao de Recursos Ltda., a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q1 2026, according to…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Costco Wholesale Corporation (NASDAQ:COST) during Q1 2026, according to its…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Invesco ESG S&P 500 Equal Weight ETF (AMEX:RSPE) by 47.4% during Q2 2026, according to its…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in SPDR Gold Shares (AMEX:GLD) by 171.0% during Q1 2026, according to its most recent…
Read moreFiling Details Wealth High Governance Capital Ltda, a registered investment adviser, initiated a new position in Comfort Systems USA, Inc. (NYSE:FIX) during Q1 2026, according to…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Pacer Global Cash Cows Dividend ETF (BATS:GCOW) by 231.8% during Q1 2026, according…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in AbbVie Inc. (NYSE:ABBV) during Q2 2026, according to its most recent 13F filing with the…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, reduced its position in Karman Holdings Inc. (NYSE:KRMN) during Q1 2026, according to its most…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in iShares Core MSCI International Developed Markets ETF (AMEX:IDEV)…
Read moreFiling Details CONFLUENCE INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in AptarGroup, Inc. (NYSE:ATR) during Q2 2026, according to its most…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Constellation Energy Corporation (NASDAQ:CEG) by 63.7% during Q2 2026, according to its…
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