Real-time context
Recent institutional portfolio disclosures and position changes.
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Value ETF (AMEX:SCHV) during Q4 2025, according to its most recent 13F…
Read moreDakota Wealth Management, a registered investment adviser, initiated a new position in KLA Corporation (NASDAQ:KLAC) during Q4 2025, according to its most recent 13F filing with…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Growth ETF (AMEX:SCHG) during Q4 2025, according to its most recent 13F…
Read moreE. Ohman J:or Asset Management AB, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F…
Read moreSAX WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Equity ETF (AMEX:DFUS) during Q4 2025, according to its most recent 13F…
Read moreFocus Financial Network, Inc., a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreE. Ohman J:or Asset Management AB, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreFERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most…
Read moreDream Peak Capital Ltd, a registered investment adviser, initiated a new position in Synopsys, Inc. (NASDAQ:SNPS) during Q4 2025, according to its most recent 13F filing with the…
Read moreDAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with the…
Read moreFERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F…
Read moreE. Ohman J:or Asset Management AB, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent…
Read moreDAVENPORT & Co LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F filing with the…
Read moreFERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent…
Read moreFERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most…
Read moreTrust Asset Management LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F filing…
Read moreFoster Group, Inc., a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its most recent 13F filing…
Read moreDAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Markel Corporation (NYSE:MKL) during Q4 2025, according to its most recent 13F filing with the…
Read moreDAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with…
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