Real-time context
Recent institutional portfolio disclosures and position changes.
Filing 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…
Read moreFiling Details Stairway Partners, LLC, a registered investment adviser, increased its position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) by 10.4% during Q2 2026,…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Flowserve Corporation (NYSE:FLS) by 122.1% during Q2 2026, according to its most recent 13F…
Read moreFiling Details CONFLUENCE INVESTMENT MANAGEMENT LLC, a registered investment adviser, reduced its position in Amphenol Corporation (NYSE:APH) during Q2 2026, according to its most…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in SPDR MSCI EAFE StrategicFactors ETF (AMEX:QEFA) during Q2 2026, according to its most…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q1 2026, according to its…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in AstraZeneca PLC (NASDAQ:AZN) during Q1 2026, according to its most recent…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 7883.6% during Q2 2026, according to its most recent…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in SPDR Gold Shares (AMEX:GLD) during Q1 2026, according to its most recent…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) during Q2 2026, according to its most…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in iShares Gold Trust (AMEX:IAU) by 170.8% during Q1 2026, according to its most…
Read moreFiling Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) by 491.2% during Q2 2026,…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Motorola Solutions, Inc. (NYSE:MSI) by 5554.9% during Q2 2026, according to its most recent…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, reduced its position in SPDR S&P Global Natural Resources ETF (AMEX:GNR) during Q1 2026,…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q1 2026,…
Read moreFiling Details EASTERN BANK, a registered investment adviser, reduced its position in O'Reilly Automotive, Inc. (NASDAQ:ORLY) during Q2 2026, according to its most recent 13F…
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