Real-time context
Recent institutional portfolio disclosures and position changes.
SAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in iShares A.I. Innovation and Tech Active ETF (AMEX:BAI) during Q4 2025, according to…
Read moreBeacon Wealthcare LLC, 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…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Enterprise Products Partners L.P. (NYSE:EPD) during Q4 2025, according to its most…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in American Tower Corporation (NYSE:AMT) during Q4 2025, according to its most recent 13F filing…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Darden Restaurants, Inc. (NYSE:DRI) during Q4 2025, according to its most recent 13F…
Read moreCovea Finance, 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 Securities…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in CVS Health Corporation (NYSE:CVS) during Q4 2025, according to its most recent 13F…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in The Progressive Corporation (NYSE:PGR) during Q4 2025, according to its most recent…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Ares Management Corporation (NYSE:ARES) during Q4 2025, according to its most recent…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Snap-on Incorporated (NYSE:SNA) during Q4 2025, according to its most recent 13F…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Uber Technologies, Inc. (NYSE:UBER) during Q4 2025, according to its most recent 13F filing…
Read moreKeystone Financial Planning, Inc., a registered investment adviser, initiated a new position in Schwab U.S. Dividend Equity ETF (AMEX:SCHD) during Q4 2025, according to its most…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Westinghouse Air Brake Technologies Corporation (NYSE:WAB) during Q4 2025, according…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Edwards Lifesciences Corporation (NYSE:EW) during Q4 2025, according to its most…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Costco Wholesale Corporation (NASDAQ:COST) during Q4 2025, according to its most recent 13F…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Morgan Stanley (NYSE:MS) during Q4 2025, according to its most recent 13F filing with…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q4 2025, according to its most recent 13F…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Marsh & McLennan Companies, Inc. (NYSE:MMC) during Q4 2025, according to its most recent 13F…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Becton, Dickinson and Company (NYSE:BDX) during Q4 2025, according to its most recent…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most recent 13F…
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