Real-time context
Recent institutional portfolio disclosures and position changes.
IFM Investors Pty Ltd, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) 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 Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Alps Etf Trust - Alps/Smith Core Plus Bond ETF (AMEX:SMTH) during Q3 2026,…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Broadcom Inc. (NASDAQ:AVGO) by 11.9% during Q3 2026, according to its most recent 13F filing with the…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 11.9% during Q3 2026, according to its most recent 13F filing…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOG) by 13.2% during Q3 2026, according to its most recent 13F filing with the…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing…
Read moreProfessional Financial Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 1500 Composite Stock Market ETF (AMEX:SPTM) during Q3 2026,…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 12.2% during Q3 2026, according to its most recent 13F filing…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) by 35.0% during Q3 2026, according to its…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, initiated a new position in CrowdStrike Holdings, Inc. Class A Common Stock (NASDAQ:CRWD) during Q3 2026, according…
Read moreMarquette Asset Management, LLC, a registered investment adviser, initiated a new position in Dimensional International Core Equity Market ETF (AMEX:DFAI) during Q3 2026,…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Dell Technologies Inc. (NYSE:DELL) during Q3 2026, according to its most recent 13F…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 26.5% during Q3 2026, according to its most…
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