Institutional 13F Filings

All Institutional 13F Filings articles. 3,114 pages.

# Page Date
201 Banque Pictet & Cie Increases Stake in AstraZeneca PLC 2026-10-16
202 Banque Pictet Takes New Stake in Amphenol Corporation 2026-10-16
203 Banque Pictet & Cie Trims Position in Boston Scientific Corporation 2026-10-16
204 Banque Pictet Boosts Stake in Parker-Hannifin Corporation 2026-10-16
205 Banque Pictet & Cie Closes Out Stake in Palo Alto Networks 2026-10-16
206 Banque Pictet & Cie Cuts Stake in Owens Corning 2026-10-16
207 Banque Pictet Cuts Stake in Moderna, Inc. 2026-10-16
208 Banque Pictet & Cie Takes New Position in Vanguard S&P 500 ETF 2026-10-16
209 Banque Pictet & Cie Cuts Texas Instruments Stake 2026-10-16
210 ARS Wealth Advisors Group Takes New Position in Gilead Sciences 2026-10-16
211 ARS Wealth Advisors Group Sells Entire Position in Regal Rexnord Corporation 2026-10-16
212 ARS Wealth Advisors Group Sells Out of Dominion Energy (D) 2026-10-16
213 ARS Wealth Advisors Group Sells Out of Lemonade, Inc. (LMND) 2026-10-16
214 ARS Wealth Advisors Sells Out of Stryker Corporation (SYK) 2026-10-16
215 ARS Wealth Advisors Group Takes New Position in Palantir Technologies Inc. 2026-10-16
216 ARS Wealth Advisors Group Sells Out of NIKE, Inc. 2026-10-16
217 ARS Wealth Advisors Group Takes New Position in Dell Technologies Inc. 2026-10-16
218 ARS Wealth Advisors Group Sells Out of Schwab 5-10 Year Corporate Bond ETF 2026-10-16
219 ARS Wealth Advisors Group Sells Out of Schwab International Equity ETF (SCHF) 2026-10-16
220 ARS Wealth Advisors Group Takes New Position in DDFO ETF 2026-10-16
221 ARS Wealth Advisors Group Takes New Stake in Coherent Corp. 2026-10-16
222 ARS Wealth Advisors Group Sells Out of GE Aerospace 2026-10-16
223 ARS Wealth Advisors Group Acquires Stake in Innovator Equity ETF 2026-10-16
224 ARS Wealth Advisors Group Sells Out of Vanguard S&P 500 ETF (VOO) 2026-10-16
225 ARS Wealth Advisors Group Takes New Position in ExxonMobil 2026-10-16
226 Cyndeo Wealth Partners Takes Position in State Street SPDR Portfolio S&P 400 Mid Cap ETF 2026-10-16
227 Cyndeo Wealth Partners Sells Out of XP Inc. Position 2026-10-16
228 Cyndeo Wealth Partners Takes New Position in Booz Allen Hamilton 2026-10-16
229 Cyndeo Wealth Partners Exits ONEOK, Inc. (OKE) Position 2026-10-16
230 Cyndeo Wealth Partners Takes New Position in Avantis ETF 2026-10-16
231 Aspiriant Sells Entire Stake in Restaurant Brands International 2026-10-16
232 Aspiriant Takes New Position in DFA U.S. High Relative Profitability Portfolio 2026-10-16
233 Aspiriant Takes New Stake in SpaceX (SPCX) 2026-10-16
234 Aspiriant Takes New Position in State Street SPDR BIL 2026-10-16
235 Aspiriant Takes New Position in iShares Broad USD High Yield ETF 2026-10-16
236 Aspiriant Takes New Position in Dimensional International Core Equity ETF 2026-10-16
237 Aspiriant Sells Entire Position in Applied Materials, Inc. 2026-10-16
238 Aspiriant Takes New Position in iShares California Muni Bond ETF 2026-10-16
239 Onyx Bridge Wealth Group Cuts SPMO Position 2026-10-16
240 Onyx Bridge Wealth Group Takes New Position in State Street Health Care Select Sector SPDR ETF 2026-10-16
241 Onyx Bridge Wealth Group Increases Stake in Invesco S&P 500 Equal Weight ETF 2026-10-16
242 Onyx Bridge Cuts Position in State Street Technology Select Sector SPDR ETF 2026-10-16
243 Onyx Bridge Wealth Group Reduces Stake in Invesco QQQ Trust 2026-10-16
244 IFP Advisors Sells Out of DuPont de Nemours, Inc. (DD) 2026-10-16
245 IFP Advisors Takes New Position in ExxonMobil Holdings (XOM) 2026-10-16
246 SteelPeak Wealth Takes New Position in ExxonMobil Holdings (XOM) 2026-10-16
247 SteelPeak Wealth Takes New Position in Schwab U.S. Large-Cap Value ETF (SCHV) 2026-10-16
248 SteelPeak Wealth Sells Entire Stake in PDD Holdings Inc. 2026-10-16
249 SteelPeak Wealth Takes New Position in iShares Core High Dividend ETF (HDV) 2026-10-16
250 SteelPeak Wealth Sells Out of Regeneron Pharmaceuticals (REGN) 2026-10-16
251 SteelPeak Wealth Sells Entire Position in Grayscale Bitcoin Mini Trust ETF 2026-10-16
252 SteelPeak Wealth Boosts Tesla Stake in Latest 13F Filing 2026-10-16
253 SteelPeak Wealth Cuts Position in T-Mobile US, Inc. 2026-10-16
254 SteelPeak Wealth Cuts Holdings in Amgen Inc. 2026-10-16
255 SteelPeak Wealth Grows Stake in Palo Alto Networks, Inc. 2026-10-16
256 SteelPeak Wealth Boosts Stake in Cisco Systems, Inc. 2026-10-16
257 SteelPeak Wealth Cuts Apple Inc. Position 2026-10-16
258 SteelPeak Wealth Increases Its Stake in NVIDIA Corporation 2026-10-16
259 Gemmer Asset Management Sells Out of KLA Corporation 2026-10-16
260 Gemmer Asset Management Takes New Position in Cerebras Systems 2026-10-16
261 Gemmer Asset Management Takes New Position in Vanguard Total World Stock ETF 2026-10-16
262 Gemmer Asset Management Takes New Position in Invesco QQQ Trust 2026-10-16
263 Gemmer Asset Management Sells Out of Schwab Municipal Bond ETF 2026-10-16
264 Gemmer Asset Management Takes Position in Global X Copper Miners ETF 2026-10-16
265 Gemmer Asset Management Sells Out of Invesco Solar ETF Position 2026-10-16
266 Gemmer Asset Management Takes New Position in Enova International 2026-10-16
267 Gemmer Asset Management Fully Exits Position in Global X Uranium ETF 2026-10-16
268 Gemmer Asset Management Takes New Position in iShares MSCI South Korea ETF 2026-10-16
269 Gemmer Asset Management Sells Out of Vanguard ETF BIV 2026-10-16
270 Gemmer Asset Management Sells Out of State Street SPDR EFAX ETF 2026-10-16
271 Gemmer Asset Management Opens New Position in iShares iBonds Oct 2028 Term TIPS ETF 2026-10-16
272 Forbes J M Sells Entire Position in Otis Worldwide Corporation 2026-10-16
273 Forbes J M Sells Entire Stake in BWX Technologies 2026-10-16
274 Forbes J M Sells Out of Fiserv, Inc. (FISV) 2026-10-16
275 Forbes J M Takes New Position in Waters Corporation 2026-10-16
276 Birch Hill Investment Advisors Takes New Position in UL Solutions Inc. 2026-10-16
277 Birch Hill Investment Advisors Takes New Position in Watsco, Inc. 2026-10-16
278 Birch Hill Investment Advisors Takes New Position in ExxonMobil 2026-10-16
279 Birch Hill Investment Advisors Increases Stake in Amphenol Corporation 2026-10-16
280 Counterpoint Mutual Funds Sells Out of iShares iBoxx $ High Yield Corporate Bond ETF 2026-10-16
281 Counterpoint Mutual Funds Exits Its Position in JNK 2026-10-16
282 Counterpoint Mutual Funds Sells Out of iShares Broad USD High Yield ETF 2026-10-16
283 Counterpoint Mutual Funds Takes New Position in BIL 2026-10-16
284 Frank, Rimerman Advisors Exits Position in ON Semiconductor 2026-10-16
285 Frank, Rimerman Advisors Takes Position in Crown Castle Inc. 2026-10-16
286 Frank, Rimerman Advisors Sells Out of International Paper (IP) 2026-10-16
287 Frank, Rimerman Advisors Sells Out of BCE Inc. (BCE) 2026-10-16
288 Frank, Rimerman Advisors Takes New Position in ONEQ ETF 2026-10-16
289 Frank, Rimerman Advisors Takes New Position in General Mills, Inc. 2026-10-16
290 Frank, Rimerman Advisors Takes New Position in Alibaba Group 2026-10-16
291 Frank, Rimerman Advisors Takes Position in ONEOK, Inc. 2026-10-16
292 Frank, Rimerman Advisors Takes New Stake in SpaceX 2026-10-16
293 Frank, Rimerman Advisors Takes New Position in ExxonMobil 2026-10-16
294 Robertson Stephens Wealth Management Exits Schwab U.S. Small-Cap ETF 2026-10-16
295 Robertson Stephens Wealth Management Acquires Shares in Tamboran Resources 2026-10-16
296 Robertson Stephens Wealth Management Takes Position in iShares Short-Term California Muni ETF 2026-10-16
297 Robertson Stephens Wealth Management Exits Position in BlackRock, Inc. 2026-10-16
298 Robertson Stephens Sells Entire Stake in Xtrackers MSCI Japan ETF 2026-10-16
299 Robertson Stephens Wealth Management Takes New Position in ExxonMobil 2026-10-16
300 Robertson Stephens Wealth Management Exits iShares MSCI Taiwan ETF 2026-10-16
301 Robertson Stephens Wealth Management Sells Out of iShares Eurozone ETF 2026-10-16
302 Robertson Stephens Reduces Position in State Street Technology ETF 2026-10-16
303 Robertson Stephens Wealth Management Takes New Position in NDAA 2026-10-16
304 PineStone Asset Management Sells Entire Stake in Wyndham Hotels 2026-10-16
305 PineStone Asset Management Sells All Shares in Floor & Decor Holdings 2026-10-16
306 PineStone Asset Management Trims Position in Mastercard (MA) 2026-10-16
307 PineStone Asset Management Trims Its Position in MSCI Inc. 2026-10-16
308 PineStone Asset Management Trims CME Group Inc. (CME) Position 2026-10-16
309 PineStone Asset Management Trims Stake in Moody's Corporation 2026-10-16
310 PineStone Asset Management Boosts Stake in Amazon.com, Inc. 2026-10-16
311 PineStone Asset Management Boosts KLA Corporation (KLAC) Stake 2026-10-16
312 PineStone Asset Management Reduces Stake in Copart, Inc. 2026-10-16
313 PineStone Asset Management Reduces Microsoft Stake 2026-10-16
314 PineStone Asset Management Cuts Position in Lowe's (LOW) 2026-10-16
315 PineStone Asset Management Trims Stake in Alphabet Inc. 2026-10-16
316 PineStone Asset Management Builds New Position in Broadcom Inc. 2026-10-16
317 PineStone Asset Management Trims Stake in Taiwan Semiconductor 2026-10-16
318 AlphaStar Capital Management Sells Out of SPDR Gold MiniShares 2026-10-16
319 AlphaStar Capital Management Takes New Position in BUFS 2026-10-16
320 AlphaStar Capital Management Takes Position in BUFY 2026-10-16
321 AlphaStar Capital Management Takes Stake in DFA U.S. Core Equity 1 Portfolio 2026-10-16
322 AlphaStar Capital Management Sells All Shares of Target Corporation 2026-10-16
323 AlphaStar Capital Management Sells Out of Quanta Services, Inc. 2026-10-16
324 AlphaStar Capital Management Exits Stake in RTX Corporation 2026-10-16
325 Sustainable Growth Advisers Cuts XP Inc. Position by 18.8% 2026-10-15
326 Mirae Asset Securities Closes Out Honeywell Aerospace Holding 2026-10-15
327 First Merchants Trims Accenture plc Stake in Recent Filing 2026-10-15
328 Resonant Capital Advisors Takes Position in PIMCO ETF Trust - PYLD 2026-10-15
329 Portman Square Capital Acquires $2.4 Million Position in XLP 2026-10-15
330 Portman Square Capital Takes New Position in iShares 20+ Year Treasury Bond ETF 2026-10-15
331 Fjarde Ap-Fonden Cuts Stake in Spotify Technology S.A. (SPOT) 2026-10-15
332 Atria Investments Takes New Position in Pictet AI Enhanced US Equity ETF 2026-10-15
333 Assenagon Asset Management Increases Stake in Vertex Pharmaceuticals 2026-10-15
334 Assenagon Asset Management Boosts Stake in O'Reilly Automotive 2026-10-15
335 Ninety One SA Sells Out of Zillow Group, Inc. (Z) 2026-10-15
336 Ninety One SA Sells Out of iShares U.S. Treasury Bond ETF GOVT 2026-10-15
337 Ninety One UK Cuts Position in Zillow Group, Inc. 2026-10-15
338 Ninety One UK Cuts Stake in Nu Holdings Ltd. (NU) 2026-10-15
339 WealthPlan Investment Management Takes New Position in JPMorgan BetaBuilders Japan ETF 2026-10-15
340 Curated Wealth Partners Reduces Position in Comfort Systems USA 2026-10-15
341 Curated Wealth Partners Slashes Stake in Target Corporation 2026-10-15
342 Ninety One North America Sells Out of Nu Holdings Ltd. 2026-10-15
343 Charles Schwab Trust Takes New Position in Advanced Micro Devices 2026-10-15
344 Charles Schwab Trust Takes New Position in Coca-Cola 2026-10-15
345 Charles Schwab Trust Takes New Position in Valero Energy 2026-10-15
346 Charles Schwab Trust Takes New Position in Columbia Sportswear 2026-10-15
347 Charles Schwab Trust Takes New Position in Tesla, Inc. 2026-10-15
348 Charles Schwab Trust Takes Position in The Walt Disney Company 2026-10-15
349 Charles Schwab Trust Takes New Position in iShares Core High Dividend ETF (HDV) 2026-10-15
350 Auto-Owners Insurance Sells All Shares in Flowserve Corporation 2026-10-15
351 Auto-Owners Insurance Sells Out of Fortive Corporation Stake 2026-10-15
352 Auto-Owners Insurance Sells Entire Stake in Union Pacific Corporation 2026-10-15
353 Auto-Owners Insurance Sells Out of Proto Labs, Inc. 2026-10-15
354 Auto-Owners Insurance Sells Entire Stake in Moody's Corporation 2026-10-15
355 Auto-Owners Insurance Sells Entire Stake in Costco Wholesale (COST) 2026-10-15
356 Guyasuta Investment Advisors Sells Out of Zoetis Inc. Position 2026-10-15
357 Mirae Asset Securities Cuts Entire Position in eBay Inc. 2026-10-15
358 Mirae Asset Securities Sells Out of Honeywell International Inc. 2026-10-15
359 Mirae Asset Cuts Entire Position in Dollar Tree, Inc. 2026-10-15
360 AdvisorNet Financial Sells Out of Nebius Group N.V. 2026-10-15
361 Goldstein Advisors Reduces Stake in Vanguard S&P 500 ETF 2026-10-15
362 Goldstein Advisors Initiates Stake in Dell Technologies 2026-10-15
363 Goldstein Advisors Takes New Position in PFEB 2026-10-15
364 Goldstein Advisors Opens New Stake in Procter & Gamble 2026-10-15
365 Goldstein Advisors Trims PUSH Position 2026-10-15
366 Goldstein Advisors Takes New Stake in Jones Lang LaSalle 2026-10-15
367 Goldstein Advisors Increases Stake in Merck & Co., Inc. 2026-10-15
368 Goldstein Advisors Takes New Position in Salesforce, Inc. (CRM) 2026-10-15
369 Goldstein Advisors Boosts Stake in IEMG by 18.2% 2026-10-15
370 Goldstein Advisors Increases Stake in HMOP 2026-10-15
371 AdvisorNet Financial Increases Holding in Amphenol Corporation 2026-10-15
372 AdvisorNet Financial Trims Stake in Meta Platforms, Inc. 2026-10-15
373 AdvisorNet Financial Boosts Stake in State Street SPDR Portfolio S&P 500 ETF 2026-10-15
374 AdvisorNet Financial Significantly Increases IGSB Holdings 2026-10-15
375 AdvisorNet Financial Increases Stake in Vanguard FTSE Developed Markets ETF 2026-10-15
376 AdvisorNet Financial Boosts Stake in VWO 2026-10-15
377 AdvisorNet Financial Significantly Increases Stake in CrowdStrike Holdings 2026-10-15
378 Hbw Advisory Services Scales Back Visa Inc. Position 2026-10-15
379 Hbw Advisory Services Lifts Holdings in Amgen Inc. 2026-10-15
380 Hbw Advisory Services Cuts Stake in Citigroup Inc. 2026-10-15
381 Hbw Advisory Services Trims Stake in Apple Inc. 2026-10-15
382 Hbw Advisory Services Trims Holdings in Merck & Co., Inc. 2026-10-15
383 Hbw Advisory Services Reduces Holdings in Taiwan Semiconductor Manufacturing Company Limited 2026-10-15
384 Hbw Advisory Services Trims Amazon.com, Inc. Holdings 2026-10-15
385 Hbw Advisory Services Cuts Stake in Schwab U.S. Dividend Equity ETF (SCHD) 2026-10-15
386 Hbw Advisory Services Raises Stake in Alphabet Inc. 2026-10-15
387 Hbw Advisory Services Raises Vanguard S&P 500 ETF Stake 2026-10-15
388 Hbw Advisory Services Cuts SHLD Stake by 78.4% 2026-10-15
389 Hbw Advisory Services Cuts Position in State Street Technology Select Sector SPDR ETF (NYSEArca:XLK) 2026-10-15
390 Hbw Advisory Services Cuts Stake in Ulta Beauty, Inc. 2026-10-15
391 Hbw Advisory Services Cuts COWZ Stake by Over a Third 2026-10-15
392 Hbw Advisory Services Reduces Holdings in MOAT 2026-10-15
393 Hbw Advisory Services Cuts SPMO Position 2026-10-15
394 Hbw Advisory Services Cuts Stake in JPMorgan Equity Premium Income ETF 2026-10-15
395 Hbw Advisory Services Cuts Holdings in Invesco QQQ Trust (QQQ) 2026-10-15
396 Hbw Advisory Services Raises Stake in ACYN 2026-10-15
397 Zwj Investment Counsel Buys New Stake in Vanguard FTSE Developed Markets ETF 2026-10-15
398 Zwj Investment Counsel Raises Stake in Roper Technologies, Inc. 2026-10-15
399 Zwj Investment Counsel Lifts Stake in Omnicom Group Inc. (OMC) 2026-10-15
400 Zwj Investment Counsel Boosts Holdings in Johnson & Johnson 2026-10-15