// Real-Time Intelligence Feed

Financial Intelligence.
Real-Time.

SEC 8-K filings, insider trades, FDA approvals, Federal Reserve statements, and market-moving events — AI-curated, updated every 60 seconds.

22,622
Stories Indexed
Live
Feed Status
6
Data Sources
LATEST
AllEarningsFDAM&AInsider TradingRegulatoryOfferingLeadershipRestructuringDividendInstitutional HoldingsBankruptcy
INSTITUTIONAL HOLDINGS · 22,622 results Live
Institutional Holdings Ullmann Aug 10 — 0.00

13F-HR - Ullmann Wealth Partners Group, LLC (0001697725) (Filer)

Institutional holdings report (13F-HR) filed by Ullmann Wealth Partners Group, LLC.

Institutional Holdings Benson Aug 10 — 0.00

13F-HR - Benson Wealth Management INC (0002109863) (Filer)

Institutional holdings report (13F-HR) filed by Benson Wealth Management INC.

Institutional Holdings Tennessee Aug 10 — 0.00

13F-HR - Tennessee Valley Asset Management Partners (0001826790) (Filer)

Institutional holdings report (13F-HR) filed by Tennessee Valley Asset Management Partners.

Institutional Holdings Peloton Aug 10 — 0.00

13F-HR - Peloton Wealth Strategists (0001080132) (Filer)

Institutional holdings report (13F-HR) filed by Peloton Wealth Strategists.

Institutional Holdings Peak Aug 10 — 0.00

13F-HR - Peak Retirement Planning, Inc. (0002056697) (Filer)

Institutional holdings report (13F-HR) filed by Peak Retirement Planning, Inc..

Institutional Holdings NEW Aug 10 — 0.00

13F-HR - NEW YORK LIFE INVESTMENT MANAGEMENT LLC (0001133639) (Filer)

Institutional holdings report (13F-HR) filed by NEW YORK LIFE INVESTMENT MANAGEMENT LLC.

Institutional Holdings DOHENY Aug 10 — 0.00

13F-HR - DOHENY ASSET MANAGEMENT /CA (0000936936) (Filer)

Institutional holdings report (13F-HR) filed by DOHENY ASSET MANAGEMENT /CA.

Institutional Holdings Peregrine Aug 10 — 0.00

13F-HR - Peregrine Asset Advisers, Inc. (0001535227) (Filer)

Institutional holdings report (13F-HR) filed by Peregrine Asset Advisers, Inc..

Institutional Holdings PRING Aug 10 — 0.00

13F-HR - PRING TURNER CAPITAL GROUP INC (0001568839) (Filer)

Institutional holdings report (13F-HR) filed by PRING TURNER CAPITAL GROUP INC.

Institutional Holdings O'Neil Aug 10 — 0.00

13F-HR - O'Neil Global Advisors, Inc. (0001861159) (Filer)

Institutional holdings report (13F-HR) filed by O'Neil Global Advisors, Inc..

Institutional Holdings LATHROP Aug 10 — 0.00

13F-HR - LATHROP INVESTMENT MANAGEMENT CO (0001124841) (Filer)

Institutional holdings report (13F-HR) filed by LATHROP INVESTMENT MANAGEMENT CO.

Institutional Holdings GLENMEDE Aug 10 — 0.00

13F-HR - GLENMEDE TRUST CO NA (0000314949) (Filer)

Institutional holdings report (13F-HR) filed by GLENMEDE TRUST CO NA.

Institutional Holdings Optimist Aug 10 — 0.00

13F-HR - Optimist Retirement Group LLC (0002011850) (Filer)

Institutional holdings report (13F-HR) filed by Optimist Retirement Group LLC.

Institutional Holdings Adams Aug 10 — 0.00

13F-HR - Adams Wealth Management (0001803084) (Filer)

Institutional holdings report (13F-HR) filed by Adams Wealth Management.

Institutional Holdings Forvis Aug 10 — 0.00

13F-HR - Forvis Mazars Wealth Advisors, LLC (0001352864) (Filer)

Institutional holdings report (13F-HR) filed by Forvis Mazars Wealth Advisors, LLC.

Institutional Holdings WOODLEY Aug 10 — 0.00

13F-HR - WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC (0001165805) (Filer)

Institutional holdings report (13F-HR) filed by WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC.

Institutional Holdings Mezzasalma Aug 10 — 0.00

13F-HR - Mezzasalma Advisors, LLC (0001864916) (Filer)

Institutional holdings report (13F-HR) filed by Mezzasalma Advisors, LLC.

Institutional Holdings WESPAC Aug 10 — 0.00

13F-HR - WESPAC Advisors, LLC (0001484540) (Filer)

Institutional holdings report (13F-HR) filed by WESPAC Advisors, LLC.

Institutional Holdings Ballast Aug 10 — 0.00

13F-HR - Ballast Rock Private Wealth LLC (0002106928) (Filer)

Institutional holdings report (13F-HR) filed by Ballast Rock Private Wealth LLC.

Institutional Holdings HUTCHINSON Aug 10 — 0.00

13F-HR - HUTCHINSON CAPITAL MANAGEMENT/CA (0001078246) (Filer)

Institutional holdings report (13F-HR) filed by HUTCHINSON CAPITAL MANAGEMENT/CA.