Real-time context
Recent institutional portfolio disclosures and position changes.
Wedmont Private Capital, a registered investment adviser, increased its position in iShares National Muni Bond ETF (AMEX:MUB) by 158.7% during Q3 2026, according to its most…
Read moreQuintet Private Bank S.A., a registered investment adviser, increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 46.2% during Q3 2026, according to its most recent 13F…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 99.0% during Q3 2026, according to its most recent…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q3 2026, according to its most recent 13F…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in iShares 0-5 Year TIPS Bond ETF (AMEX:STIP) by 14.3% during Q3 2026, according to its most…
Read morePathway Financial Advisors LLC, a registered investment adviser, increased its position in Vanguard Value Index Fund (AMEX:VTV) by 13.1% during Q3 2026, according to its most…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Applied Materials, Inc. (NASDAQ:AMAT) during Q3 2026, according to its most…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in AbbVie Inc. (NYSE:ABBV) during Q3 2026, according to its most recent 13F filing…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in BlackRock New York Municipal Income Trust (NYSE:BNY) during Q3 2026, according to…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during Q3 2026, according to its most…
Read moreGo Invest LLC, a registered investment adviser, increased its position in VictoryShares USAA Core Short-Term Bond ETF (NASDAQ:USTB) by 12.1% during Q3 2026, according to its most…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Biogen Inc. (NASDAQ:BIIB) during Q3 2026, according to its most recent 13F filing…
Read moreSHAH CAPITAL MANAGEMENT, a registered investment adviser, initiated a new position in Novavax, Inc. (NASDAQ:NVAX) during Q3 2026, according to its most recent 13F filing with the…
Read moreApella Capital, LLC, a registered investment adviser, increased its position in Dimensional Global Ex US Core Fixed Income ETF (NASDAQ:DFGX) by 13.7% during Q3 2026, according to…
Read moreREINHART PARTNERS, LLC., a registered investment adviser, increased its position in Axcelis Technologies, Inc. (NASDAQ:ACLS) by 14.2% during Q3 2026, according to its most recent…
Read moreWedmont Private Capital, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 25.8% during Q3 2026, according to its most recent 13F…
Read moreMarquette Asset Management, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Growth ETF (AMEX:SCHG) during Q3 2026, according to its most…
Read moreREINHART PARTNERS, LLC., a registered investment adviser, increased its position in YETI Holdings, Inc. (NYSE:YETI) by 18.7% during Q3 2026, according to its most recent 13F…
Read moreREINHART PARTNERS, LLC., a registered investment adviser, increased its position in Grand Canyon Education, Inc. (NASDAQ:LOPE) by 22.9% during Q3 2026, according to its most…
Read more
