Real-time context
Recent institutional portfolio disclosures and position changes.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to…
Read moreOFI INVEST ASSET MANAGEMENT, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q4 2025, according to its most…
Read moreCLIFTONLARSONALLEN WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Invesco S&P 500 Quality ETF (AMEX:SPHQ) during Q4 2025, according to its most…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in DoorDash, Inc. (NASDAQ:DASH) during Q4 2025, according to its…
Read moreGlencore plc, a registered investment adviser, initiated a new position in Century Aluminum Company (NASDAQ:CENX) during Q4 2025, according to its most recent 13F filing with the…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Visa Inc. (NYSE:V) during Q4 2025, according to its most recent…
Read moreCLIFTONLARSONALLEN WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent…
Read moreNIPPON LIFE INSURANCE CO, a registered investment adviser, initiated a new position in Principal Financial Group, Inc. (NASDAQ:PFG) during Q4 2025, according to its most recent…
Read moreGlencore plc, a registered investment adviser, initiated a new position in Bunge Global S.A. (NYSE:BG) during Q4 2025, according to its most recent 13F filing with the Securities…
Read moreNIPPON LIFE INSURANCE CO, a registered investment adviser, initiated a new position in Corebridge Financial, Inc. (NYSE:CRBG) during Q4 2025, according to its most recent 13F…
Read morePrime Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q4 2025, according to…
Read moreApella Capital, LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q4 2025, according to its most recent 13F…
Read moreModera Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most recent 13F…
Read morePerfromance Wealth Partners, LLC, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most recent…
Read moreCOUNTRY TRUST BANK, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F filing with the…
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