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

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LATEST
Oct 29 13F-HR - Themes Management Co LLC (0002107564) (Filer)Oct 29 13F-HR - Horizon Advisory Services, Inc. (0001799006) (Filer)Oct 29 13F-HR - Prosperity Financial Group, Inc. (0001991334) (Filer)Oct 29 13F-HR - Carolina Wealth Management Inc (0002145383) (Filer)Oct 29 13F-HR - McBroom & Associates, LLC (0001908893) (Filer)
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INSTITUTIONAL HOLDINGS · 35,389 results Live
Institutional Holdings Themes Oct 29 — 0.00

13F-HR - Themes Management Co LLC (0002107564) (Filer)

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

Institutional Holdings Horizon Oct 29 — 0.00

13F-HR - Horizon Advisory Services, Inc. (0001799006) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Horizon Advisory Services, Inc..

Institutional Holdings Prosperity Oct 29 — 0.00

13F-HR - Prosperity Financial Group, Inc. (0001991334) (Filer)

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

Institutional Holdings Carolina Oct 29 — 0.00

13F-HR - Carolina Wealth Management Inc (0002145383) (Filer)

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

Institutional Holdings McBroom Oct 29 — +0.05

13F-HR - McBroom & Associates, LLC (0001908893) (Filer)

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

Institutional Holdings Bullseye Oct 29 — 0.00

13F-HR - Bullseye Investment Management, LLC (0001912451) (Filer)

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

Institutional Holdings HENDLEY Oct 29 — 0.00

13F-HR - HENDLEY & CO INC (0001084207) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HENDLEY & CO INC.

Institutional Holdings BERNZOTT Oct 29 — 0.00

13F-HR - BERNZOTT CAPITAL ADVISORS (0001260468) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BERNZOTT CAPITAL ADVISORS.

Institutional Holdings Kozak Oct 29 — 0.00

13F-HR - Kozak & Associates, Inc. (0001764970) (Filer)

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

Institutional Holdings TOWNSEND Oct 29 — 0.00

13F-HR - TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV (0000709089) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV.

Institutional Holdings Strategic Oct 29 — 0.00

13F-HR - Strategic Wealth Investment Group, LLC (0001802365) (Filer)

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

Institutional Holdings Omega Oct 29 — 0.00

13F-HR - Omega Financial Group, LLC (0001767982) (Filer)

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

Institutional Holdings Strategic Oct 29 — 0.00

13F-HR - Strategic Value Partners, L.P. (0001301912) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Strategic Value Partners, L.P..

Institutional Holdings HERITAGE Oct 29 — 0.00

13F-HR - HERITAGE INVESTORS MANAGEMENT CORP (0000937589) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HERITAGE INVESTORS MANAGEMENT CORP.

Institutional Holdings OPTIMA Oct 29 — 0.00

13F-HR - OPTIMA CAPITAL LLC (0002070972) (Filer)

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

Institutional Holdings SUMMIT Oct 29 — 0.00

13F-HR - SUMMIT PARTNERS L P (0000830588) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SUMMIT PARTNERS L P.

Institutional Holdings GREENLEAF Oct 29 — 0.00

13F-HR - GREENLEAF TRUST (0001162170) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GREENLEAF TRUST.

Institutional Holdings Hubbell Oct 29 — 0.00

13F-HR - Hubbell Strickland Wealth Management, LLC (0001791555) (Filer)

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

Institutional Holdings Nippon Oct 29 — 0.00

13F-HR - Nippon Life Global Investors Americas, Inc. (0001040190) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Nippon Life Global Investors Americas, Inc..

Institutional Holdings MeadowBrook Oct 29 — 0.00

13F-HR - MeadowBrook Investment Advisors LLC (0001308290) (Filer)

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