Real-time context
Recent institutional portfolio disclosures and position changes.
CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Visa Inc. (NYSE:V) during Q3 2026, according to its most recent 13F filing with the…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in AstraZeneca PLC (NASDAQ:AZN) during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q3 2026, according to its most recent 13F…
Read moreZEVENBERGEN CAPITAL INVESTMENTS LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 39.5% during Q3 2026, according to its most…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 12.0% during Q3 2026, according to its most recent…
Read moreFERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, reduced its position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most recent 13F…
Read moreBank of Finland, a registered investment adviser, reduced its position in iShares Core MSCI International Developed Markets ETF (AMEX:IDEV) during Q3 2026, according to its most…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F…
Read moreKeystone Financial Planning, Inc., a registered investment adviser, initiated a new position in Schwab U.S. Dividend Equity ETF (AMEX:SCHD) during Q3 2026, according to its most…
Read moreSigFig Wealth Management, LLC, a registered investment adviser, increased its position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) by 226.8% during Q3 2026, according to its most…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Vanguard Value Index Fund (AMEX:VTV) by 40.5% during Q3 2026, according to its most…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Arista Networks, Inc. (NYSE:ANET) during Q3 2026, according to its most recent 13F filing…
Read moreElm Partners Management LLC, a registered investment adviser, initiated a new position in Vanguard FTSE Europe ETF (AMEX:VGK) during Q2 2026, according to its most recent 13F…
Read moreQuintet Private Bank S.A., a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 29.8% during Q3 2026, according to its most recent 13F filing…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) by 25.6% during Q3 2026, according to its most…
Read morePeterson Wealth Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q3 2026, according to its most recent 13F…
Read moreFENIMORE ASSET MANAGEMENT INC, a registered investment adviser, increased its position in Amphenol Corporation (NYSE:APH) by 90.9% during Q3 2026, according to its most recent 13F…
Read moreCHICKASAW CAPITAL MANAGEMENT LLC, a registered investment adviser, increased its position in The Williams Companies, Inc. (NYSE:WMB) by 17.4% during Q3 2026, according to its most…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Halozyme Therapeutics, Inc. (NASDAQ:HALO) by 85.6% during Q3 2026, according to its most…
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