Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details CX Institutional, a registered investment adviser, increased its position in Vanguard Total Stock Market ETF (NYSE:VTI) by 50.7% during Q2 2026, according to its…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in VanEck Intermediate Muni ETF (BATS:ITM) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Samson Rock Capital LLP, a registered investment adviser, increased its position in Warner Bros. Discovery, Inc. (NASDAQ:WBD) by 12.9% during Q2 2026, according to…
Read moreFiling Details CONFLUENCE INVESTMENT MANAGEMENT LLC, a registered investment adviser, increased its position in iShares iBonds Dec 2035 Term Treasury ETF (NASDAQ:IBTQ) by 29.3%…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in eBay Inc. (NASDAQ:EBAY) during Q2 2026, according to its most recent 13F…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most recent 13F…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Becton, Dickinson and Company (NYSE:BDX) during Q2 2026, according to its…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in Schwab U.S. Large-Cap Value ETF (AMEX:SCHV) during Q2 2026, according to its most recent…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Johnson & Johnson (NYSE:JNJ) by 217.8% during Q2 2026, according to its most recent 13F…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Sysco Corporation (NYSE:SYY) by 11.2% during Q2 2026, according to its most recent 13F…
Read moreFiling Details Trust Co of the South, a registered investment adviser, increased its position in Vanguard Mid Cap Index Fund (AMEX:VO) by 313.8% during Q2 2026, according to its…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Vanguard Mega Cap Growth Index Fund (AMEX:MGK) by 364.0% during Q2 2026, according to…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Avnet, Inc. (NASDAQ:AVT) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Trust Co of the South, a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 554.3% during Q2 2026, according to its…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Amphenol Corporation (NYSE:APH) by 26.3% during Q2 2026, according to its most recent 13F…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Tesla, Inc. (NASDAQ:TSLA) by 10.5% during Q2 2026, according to its most recent 13F…
Read moreFiling Details CONFLUENCE INVESTMENT MANAGEMENT LLC, a registered investment adviser, increased its position in iShares 10-20 Year Treasury Bond ETF (AMEX:TLH) by 63.0% during Q2…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in BlackRock New York Municipal Income Trust (NYSE:BNY) during Q2 2026,…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in DICK'S Sporting Goods, Inc. (NYSE:DKS) by 72.2% during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Fox Corporation (NASDAQ:FOX) during Q2 2026, according to its most recent…
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