Real-time context
Recent institutional portfolio disclosures and position changes.
Alecta Tjanstepension Omsesidigt, a registered investment adviser, increased its position in Amphenol Corporation (NYSE:APH) by 72.0% during Q3 2026, according to its most recent…
Read moreAlecta Tjanstepension Omsesidigt, a registered investment adviser, reduced its position in Texas Instruments Incorporated (NASDAQ:TXN) during Q3 2026, according to its most recent…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Schwab U.S. REIT ETF (AMEX:SCHH) during Q3 2026, according to its most recent 13F filing with the…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most recent 13F…
Read moreCatalyst Capital Advisors LLC, a registered investment adviser, increased its position in iShares Russell 2000 ETF (AMEX:IWM) by 10.6% during Q3 2026, according to its most recent…
Read moreCalamos Advisors LLC, a registered investment adviser, increased its position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) by 84.7% during Q3 2026, according to its most recent 13F…
Read moreCOMMONWEALTH EQUITY SERVICES, LLC, a registered investment adviser, increased its position in Eli Lilly and Company (NYSE:LLY) by 17.4% during Q3 2026, according to its most…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F filing…
Read moreCOMMONWEALTH EQUITY SERVICES, LLC, a registered investment adviser, reduced its position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q3 2026, according to its…
Read moreAlecta Tjanstepension Omsesidigt, 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 moreACR Alpine Capital Research, LLC, a registered investment adviser, increased its position in Johnson & Johnson (NYSE:JNJ) by 587.1% during Q3 2026, according to its most recent…
Read moreACR Alpine Capital Research, LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 547.5% during Q3 2026, according to its most…
Read moreALPS ADVISORS INC, a registered investment adviser, increased its position in USA Compression Partners, LP (NYSE:USAC) by 15.5% during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Small Cap Index Fund (AMEX:VB) during Q3 2026, according to its most recent 13F filing…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Parker-Hannifin Corporation (NYSE:PH) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard High Dividend Yield Index Fund (AMEX:VYM) during Q3 2026, according to its most recent 13F…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q3 2026, according to its most recent…
Read moreKestra 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 recent 13F…
Read moreCatalyst Capital Advisors LLC, a registered investment adviser, increased its position in iShares Core S&P Mid-Cap ETF (AMEX:IJH) by 10.3% during Q3 2026, according to its most…
Read more
