Mar. 29, 2026
Uber Investor Spire Wealth Management Trims Holdings by 57%
Institutional investor reduces stake in ride-sharing company amid market volatility
Mar. 29, 2026
Lineweaver Wealth Advisors Boosts Netflix Holdings by 908%
The investment firm significantly increased its stake in the streaming giant during Q4 2025.
Mar. 29, 2026
Mirador Capital Partners Trims Walt Disney Stake
Institutional investor reduces holdings in entertainment giant by over 94%
Mar. 29, 2026
Baron Wealth Management Boosts Netflix Stake by Over 900%
Hedge fund significantly increases investment in streaming giant during Q4 2025
Mar. 29, 2026
Wealthcare Advisory Partners Boosts Netflix Holdings by Nearly 1,850%
Institutional investor significantly increases stake in streaming giant during Q4 2025
Mar. 28, 2026
Southland Equity Partners Trims Stake in California Municipal Bond ETF
The investment firm reduced its position in the First Trust California Municipal High Income ETF by nearly 20% in Q4 2025.
Mar. 28, 2026
Westview Investment Advisors Buys $6.21M Stake in NVIDIA
The firm acquired 33,321 shares of the computer hardware maker's stock, making it the 8th largest holding in its portfolio.
Mar. 28, 2026
Pallas Capital Advisors Boosts Uber Stake by 19.6%
Institutional investor increases position in ride-sharing giant amid autonomous vehicle expansion
Mar. 28, 2026
Generate Investment Firm Buys $7.76M in Robinhood Shares
The institutional investor purchased 68,572 shares of the trading app company's stock in Q4 2025.
Mar. 28, 2026
Davenport & Co LLC Reduces Stake in Alphabet Inc.
Investment firm trims holdings in tech giant by 3.7% in Q4 2025
Mar. 28, 2026
Apple Inc. Remains Elmwood Wealth Management's Top Holding
Institutional investor increases stake in tech giant by 33.8% in Q4
Mar. 28, 2026
Accurate Wealth Management Boosts Netflix Holdings by 887%
The investment firm significantly increased its stake in the streaming giant during the fourth quarter.
Mar. 28, 2026
World Investment Advisors Boosts Broadcom Holdings
Asset manager increases stake in semiconductor manufacturer by 16.1% in Q4
Mar. 28, 2026
Mirador Capital Partners Boosts Netflix Stake by Over 2,700%
Institutional investor significantly increases position in streaming giant amid analyst price target hikes.
Mar. 28, 2026
Pensionfund Sabic Purchases 13,200 Shares of Meta Platforms
The firm's latest investment in the social media giant represents 2.4% of its portfolio
Mar. 28, 2026
Fairvoy Private Wealth Boosts Netflix Stake by 802%
Institutional investor sees major increase in streaming giant's shares during Q4 2025
Mar. 28, 2026
Capital Investment Advisors Boosts Qualcomm Holdings
Institutional investor increases stake in wireless technology company by 1.8% in Q4
Mar. 27, 2026
Stonehage Fleming Reduces Holdings in California Muni Bond ETF
The institutional investor sold over 38,000 shares of the iShares California Muni Bond ETF in Q4 2025.
Mar. 27, 2026
Avanza Fonder AB Boosts Stake in Broadcom Inc.
Swedish investment firm adds over 230,000 shares of semiconductor giant to portfolio
Mar. 27, 2026
Assenagon Asset Management Boosts Marvell Technology Holdings
Investment firm increases stake in semiconductor company by over 400%
