Real-time context
Recent institutional portfolio disclosures and position changes.
Artemis Investment Management LLP, a registered investment adviser, initiated a new position in CenterPoint Energy, Inc. (NYSE:CNP) during Q3 2026, according to its most recent…
Read moreElm Partners Management LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Europe ETF (AMEX:IEUR) during Q2 2026, according to its most recent 13F…
Read moreHamlin Capital Management, LLC, a registered investment adviser, reduced its position in The Home Depot, Inc. (NYSE:HD) during Q3 2026, according to its most recent 13F filing…
Read morePeterson Wealth Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Developed World ex-US ETF (AMEX:SPDW) during Q3 2026, according to its…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Elanco Animal Health Incorporated (NYSE:ELAN) during Q3 2026, according to its most…
Read moreQuintet Private Bank S.A., a registered investment adviser, increased its position in Visa Inc. (NYSE:V) by 30.9% during Q3 2026, according to its most recent 13F filing with the…
Read moreElm Partners Management LLC, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025, according to its most…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOG) by 16.9% during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Pfizer Inc. (NYSE:PFE) during Q3 2026, according to its most recent 13F filing with…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Comfort Systems USA, Inc. (NYSE:FIX) during Q3 2026, according to its most recent…
Read moreGradient Investments LLC, a registered investment adviser, reduced its position in SPDR Gold MiniShares (AMEX:GLDM) during Q3 2026, according to its most recent 13F filing with…
Read moreViolich Capital Management, Inc., a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F filing…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q3 2026, according to its most…
Read moreFriday Financial, a registered investment adviser, increased its position in iShares Core S&P Total U.S. Stock Market ETF (AMEX:ITOT) by 24.3% during Q3 2026, according to its…
Read moreApella Capital, LLC, a registered investment adviser, increased its position in Avantis Emerging Markets Equity ETF (AMEX:AVEM) by 15.2% during Q3 2026, according to its most…
Read moreREINHART PARTNERS, LLC., a registered investment adviser, reduced its position in Frontdoor, Inc. (NASDAQ:FTDR) during Q3 2026, according to its most recent 13F filing with the…
Read moreViolich Capital Management, Inc., a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q3 2026, according to its most recent 13F filing…
Read moreCX Institutional, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 57.8% during Q3 2026, according to its most recent 13F filing with…
Read moreWedmont Private Capital, a registered investment adviser, increased its position in iShares U.S. Treasury Bond ETF (BATS:GOVT) by 10.2% during Q3 2026, according to its most…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in iShares iBoxx $ Investment Grade Corporate Bond ETF (AMEX:LQD) by 21.6% during Q3 2026,…
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