Real-time context
Recent institutional portfolio disclosures and position changes.
WASATCH ADVISORS LP, a registered investment adviser, reduced its position in Standex International Corporation (NYSE:SXI) during Q3 2026, according to its most recent 13F filing…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Micron Technology, Inc. (NASDAQ:MU) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (BATS:IEFA) during Q3 2026, according to its…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Core Bond ETF (NASDAQ:VCRB) during Q3 2026, according to its most recent…
Read moreALM First Financial Advisors, LLC, a registered investment adviser, increased its position in Cambria Trinity ETF (BATS:TRTY) by 182.8% during Q3 2026, according to its most…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Danaher Corporation (NYSE:DHR) during Q3 2026, according to its most recent 13F filing…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most recent 13F filing with…
Read moreFisher Funds Management LTD, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 11.2% during Q3 2026, according to its most recent 13F…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most recent 13F filing…
Read moreConnecticut Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during Q3 2026, according to its…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F…
Read moreFisher Funds Management LTD, a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q3 2026, according to its most…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q3 2026, according to its most recent 13F filing with…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) during Q3 2026, according…
Read moreWASATCH ADVISORS LP, a registered investment adviser, increased its position in RLI Corp. (NYSE:RLI) by 11.2% during Q3 2026, according to its most recent 13F filing with the…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The Procter & Gamble Company (NYSE:PG) during Q3 2026, according to its…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in Camtek Ltd. (NASDAQ:CAMT) during Q3 2026, according to its most recent 13F filing with the Securities…
Read moreBAILARD, INC., a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 47.5% during Q3 2026, according to its most recent 13F filing with…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Merck & Co., Inc. (NYSE:MRK) during Q3 2026, according to its most recent…
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