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INSTITUTIONAL HOLDINGS · 35,239 results Live
Institutional Holdings Avant Nov 2 — 0.00

13F-HR - Avant Financial Advisors LLC (0002063243) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Avant Financial Advisors LLC.

Institutional Holdings Liberty Nov 2 — 0.00

13F-HR - Liberty Capital Management, Inc. (0001366838) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Liberty Capital Management, Inc..

Institutional Holdings Joel Nov 2 — 0.00

13F-HR - Joel Adams & Associates, Inc. (0002020459) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Joel Adams & Associates, Inc..

Institutional Holdings Alta Nov 2 — 0.00

13F-HR - Alta Advisers Ltd (0001536114) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Alta Advisers Ltd.

Institutional Holdings SBK Nov 2 — 0.00

13F-HR - SBK Financial, Inc. (0001911894) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by SBK Financial, Inc..

Institutional Holdings SBK Nov 2 ▲ +0.15

13F-HR - SBK Financial, Inc. (0001911894) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by SBK Financial, Inc..

Institutional Holdings Syverson Nov 2 — 0.00

13F-HR - Syverson Strege & Co (0001682057) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Syverson Strege & Co.

Institutional Holdings Steele Nov 2 — +0.10

13F-HR - Steele Capital Management, Inc. (0001646695) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Steele Capital Management, Inc..

Institutional Holdings MONTCHANIN Nov 2 — 0.00

13F-HR - MONTCHANIN ASSET MANAGEMENT, LLC (0001940660) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by MONTCHANIN ASSET MANAGEMENT, LLC.

Institutional Holdings Freemont Nov 2 — 0.00

13F-HR - Freemont Management S.A. (0001609120) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Freemont Management S.A..

Institutional Holdings New Nov 2 — 0.00

13F-HR - New Dimensions Wealth Management, LLC (0002068447) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by New Dimensions Wealth Management, LLC.

Institutional Holdings Birchwood Nov 2 — 0.00

13F-HR - Birchwood Financial Partners, Inc. (0002110062) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Birchwood Financial Partners, Inc..

Institutional Holdings Glaxis Nov 2 — 0.00

13F-HR - Glaxis Capital Management, LLC (0001542161) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Glaxis Capital Management, LLC.

Institutional Holdings Legacies Nov 2 — 0.00

13F-HR - Legacies Wealth LLC (0001755933) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Legacies Wealth LLC.

Institutional Holdings Pine Nov 2 — 0.00

13F-HR - Pine Haven Investment Counsel, Inc (0001899753) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pine Haven Investment Counsel, Inc.

Institutional Holdings Pekin Nov 2 — 0.00

13F-HR - Pekin Hardy Strauss, Inc. (0001020317) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pekin Hardy Strauss, Inc..

Institutional Holdings ACR Nov 2 — 0.00

13F-HR - ACR Alpine Capital Research, LLC (0001508822) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ACR Alpine Capital Research, LLC.

Institutional Holdings Orange Nov 2 — 0.00

13F-HR - Orange County Employees Retirement System (0002107791) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Orange County Employees Retirement System.

Institutional Holdings ARGONAUTICA Nov 2 — 0.00

13F-HR - ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC (0001931870) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC.

Institutional Holdings Ullmann Nov 2 — 0.00

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

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Ullmann Wealth Partners Group, LLC.