Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, a registered investment adviser, increased its position in iShares MSCI Intl Quality Factor…
Read moreFiling Details Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, a registered investment adviser, increased its position in iShares MSCI USA Quality Factor ETF…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in CBRE Group, Inc. (NYSE:CBRE) during Q2 2026, according to its most recent 13F filing with…
Read moreFiling Details BURNEY CO/, a registered investment adviser, initiated a new position in Burney U.S. Factor Rotation ETF (NASDAQ:BRNY) during Q2 2026, according to its most recent…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Trane Technologies plc (NYSE:TT) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Motorola Solutions, Inc. (NYSE:MSI) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Linde plc (NASDAQ:LIN) during Q2 2026, according to its most recent 13F filing with the…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in McKesson Corporation (NYSE:MCK) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Royalty Pharma plc (NASDAQ:RPRX) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during Q2 2026, according to…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Marvell Technology, Inc. (NASDAQ:MRVL) during Q2 2026, according to its most recent…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Martin Marietta Materials, Inc. (NYSE:MLM) during Q2 2026, according to its most…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Rockwell Automation, Inc. (NYSE:ROK) during Q2 2026, according to its most recent…
Read moreFiling Details RIVERBRIDGE PARTNERS LLC, a registered investment adviser, reduced its position in NVIDIA Corporation (NASDAQ:NVDA) during Q2 2026, according to its most recent 13F…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Union Pacific Corporation (NYSE:UNP) during Q2 2026, according to its most recent…
Read moreFiling Details CHICKASAW CAPITAL MANAGEMENT LLC, a registered investment adviser, increased its position in Cheniere Energy, Inc. (NYSE:LNG) by 17.2% during Q2 2026, according to…
Read moreFiling Details Wedmont Private Capital, a registered investment adviser, increased its position in Vanguard Total Stock Market ETF (NYSE:VTI) by 22.4% during Q2 2026, according to…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Hilton Worldwide Holdings Inc. (NYSE:HLT) during Q2 2026, according to…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Watsco, Inc. (NYSE:WSO) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Copart, Inc. (NASDAQ:CPRT) during Q2 2026, according to its most…
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