Real-time context
Recent institutional portfolio disclosures and position changes.
HSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Chevron Corporation (NYSE:CVX) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Netflix, Inc. (NASDAQ:NFLX) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Mastercard Incorporated (NYSE:MA) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with…
Read moreCosmic Management, LLC, a registered investment adviser, initiated a new position in Samsara Inc. (NYSE:IOT) during Q4 2025, according to its most recent 13F filing with the…
Read moreBanque Transatlantique SA, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q4 2025, according to its most recent 13F filing with…
Read moreEmployees Provident Fund Board, a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q4 2025, according to its most recent 13F…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in Vanguard Mortgage-Backed Securities Index Fund (NASDAQ:VMBS) during Q4 2025, according to its most…
Read moreEmployees Provident Fund Board, a registered investment adviser, initiated a new position in Dover Corporation (NYSE:DOV) during Q4 2025, according to its most recent 13F filing…
Read moreStenger Family Office, LLC, a registered investment adviser, initiated a new position in WisdomTree International Efficient Core Fund (AMEX:NTSI) during Q4 2025, according to its…
Read moreMidFirst Bank, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with the…
Read moreSHP Wealth Management, a registered investment adviser, initiated a new position in Invesco S&P International Developed Momentum ETF (AMEX:IDMO) during Q4 2025, according to its…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q4 2025, according to its most recent 13F filing with the…
Read moreTaylor Securities Services, Inc., a registered investment adviser, initiated a new position in JPMorgan Hedged Equity Laddered Overlay ETF (AMEX:HELO) during Q4 2025, according to…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in McDonald's Corporation (NYSE:MCD) during Q4 2025, according to its most recent 13F…
Read moreAmicus Financial Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025, according to its…
Read moreEmployees Provident Fund Board, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q4 2025, according to its most recent 13F filing…
Read moreTaylor Securities Services, Inc., a registered investment adviser, initiated a new position in Swan Hedged Equity US Large Cap ETF (CBOE:HEGD) during Q4 2025, according to its…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its most recent 13F filing with…
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