Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details EASTERN BANK, a registered investment adviser, increased its position in Quest Diagnostics Incorporated (NYSE:DGX) by 143.9% during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in United Parcel Service, Inc. (NYSE:UPS) during Q2 2026, according to its…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in iShares Core S&P Small-Cap ETF (AMEX:IJR) by 218.0% during Q2 2026, according to its…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in CVS Health Corporation (NYSE:CVS) during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in The Boeing Company (NYSE:BA) during Q2 2026, according to its most recent…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Union Pacific Corporation (NYSE:UNP) by 67.8% during Q2 2026, according to its most recent…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in SPDR Portfolio Intermediate Term Treasury ETF (AMEX:SPTI) during Q2 2026, according to…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in The Walt Disney Company (NYSE:DIS) during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Intel Corporation (NASDAQ:INTC) during Q2 2026, according to its most…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in Vanguard Total International Bond Index Fund (NASDAQ:BNDX) during Q2 2026, according to…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in RTX Corporation (NYSE:RTX) during Q2 2026, according to its most recent 13F…
Read moreFiling Details EASTERN BANK, a registered investment adviser, initiated a new position in Levi Strauss & Co. (NYSE:LEVI) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Vanguard Mid Cap Index Fund (AMEX:VO) by 334.9% during Q2 2026, according to its most…
Read moreFiling Details EASTERN BANK, a registered investment adviser, reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW) during Q2 2026, according to its most recent 13F…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Seagate Technology Holdings plc (NASDAQ:STX) by 14.3% during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q2 2026, according to its most recent…
Read moreFiling Details EASTERN BANK, 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 CX Institutional, a registered investment adviser, increased its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 118.8% during Q2 2026, according to…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Jacobs Solutions Inc. (NYSE:J) during Q2 2026, according to its most recent…
Read moreFiling Details CONFLUENCE INVESTMENT MANAGEMENT LLC, a registered investment adviser, increased its position in SPDR Portfolio Mortgage Backed Bond ETF (AMEX:SPMB) by 974033.2%…
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