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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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INSTITUTIONAL HOLDINGS · 22,871 results Live
Institutional Holdings GENEVA Aug 6 — 0.00

13F-HR - GENEVA CAPITAL MANAGEMENT LLC (0001009232) (Filer)

Institutional holdings report (13F-HR) filed by GENEVA CAPITAL MANAGEMENT LLC.

Institutional Holdings CORDA Aug 6 — 0.00

13F-HR - CORDA Investment Management, LLC. (0001545812) (Filer)

Institutional holdings report (13F-HR) filed by CORDA Investment Management, LLC..

Institutional Holdings STONEHAVEN Aug 6 — 0.00

13F-HR - STONEHAVEN WEALTH & TAX SOLUTIONS, LLC (0002056591) (Filer)

Institutional holdings report (13F-HR) filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC.

Institutional Holdings Sound Aug 6 — 0.00

13F-HR - Sound Portfolio Advisors, LLC (0002109204) (Filer)

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

Institutional Holdings SILVERLAKE Aug 6 — 0.00

13F-HR - SILVERLAKE WEALTH MANAGEMENT LLC (0001966026) (Filer)

Institutional holdings report (13F-HR) filed by SILVERLAKE WEALTH MANAGEMENT LLC.

Institutional Holdings M3 Aug 6 — 0.00

13F-HR - M3 Wealth Management, LLC (0002109365) (Filer)

Institutional holdings report (13F-HR) filed by M3 Wealth Management, LLC.

Institutional Holdings Salus Aug 6 — 0.00

13F-HR - Salus Financial Advisors, LLC (0002056601) (Filer)

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

Institutional Holdings Bank Aug 6 — 0.00

13F-HR - Bank of New York Mellon Corp (0001390777) (Filer)

Institutional holdings report (13F-HR) filed by Bank of New York Mellon Corp.

Institutional Holdings Concentrum Aug 6 — 0.00

13F-HR - Concentrum Wealth Management (0001765387) (Filer)

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

Institutional Holdings SBI Aug 6 — 0.00

13F-HR - SBI Holdings USA, Inc. (0002107413) (Filer)

Institutional holdings report (13F-HR) filed by SBI Holdings USA, Inc..

Institutional Holdings Sandro Aug 6 — 0.00

13F-HR - Sandro Wealth Management LLC (0002107860) (Filer)

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

Institutional Holdings Roberts Aug 6 — 0.00

13F-HR - Roberts Financial Services LLC (0001767602) (Filer)

Institutional holdings report (13F-HR) filed by Roberts Financial Services LLC.

Institutional Holdings PARADIGM Aug 6 — 0.00

13F-HR - PARADIGM ASSET MANAGEMENT CO LLC (0001034549) (Filer)

Institutional holdings report (13F-HR) filed by PARADIGM ASSET MANAGEMENT CO LLC.

Institutional Holdings CLEAR Aug 6 — 0.00

13F-HR - CLEAR WAVE WEALTH MANAGEMENT LLC (0002113615) (Filer)

Institutional holdings report (13F-HR) filed by CLEAR WAVE WEALTH MANAGEMENT LLC.

Institutional Holdings Riverstone Aug 6 — 0.00

13F-HR - Riverstone Advisors, LLC (0001763404) (Filer)

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

Institutional Holdings Leeward Aug 6 — 0.00

13F-HR - Leeward Financial Partners, LLC (0001735201) (Filer)

Institutional holdings report (13F-HR) filed by Leeward Financial Partners, LLC.

Institutional Holdings PTM Aug 6 — 0.00

13F-HR - PTM WEALTH MANAGEMENT, LLC (0002061027) (Filer)

Institutional holdings report (13F-HR) filed by PTM WEALTH MANAGEMENT, LLC.

Institutional Holdings FARLEY Aug 6 — 0.00

13F-HR - FARLEY CAPITAL L.P. (0001479465) (Filer)

Institutional holdings report (13F-HR) filed by FARLEY CAPITAL L.P..

Institutional Holdings Centric Aug 6 — 0.00

13F-HR - Centric Wealth Management (0001752761) (Filer)

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

Institutional Holdings Prospect Aug 6 — 0.00

13F-HR - Prospect Hill Management, LLC (0001837320) (Filer)

Institutional holdings report (13F-HR) filed by Prospect Hill Management, LLC.