Latest 13F Filing Updates - Track Recent Institutional Investment Changes

All Superinvestors

Stay current with the latest portfolio changes and investment decisions from top money managers.

Notable Investors

All Investors

John C Callen@Convergence Investment Partners, Llc
235 holdings
$610.681M
2mo 7d ago
Assets growth rate 21.43%
Recent Buy
USB
ORI
JCI
AIG
PTCT
+149
Recent Sell
HD
DD
AVA
CF
NTAP
+128
Grace Brescia@Context Capital Management, Llc
392 holdings
$4.327T
2mo 7d ago
Assets growth rate 111385.75%
Recent Buy
ur-9⤦
ur-9⤦
ur-1⤦
ur-9⤦
ur-8⤦
+142
Recent Sell
FACTW
EONR⤦
TLNC
ur-1⤦
ur-9⤦
+87
Kathleen Thornhill@Confluence Wealth Services, Inc.
365 holdings
$2.579B
2mo 7d ago
Assets growth rate 6.86%
Recent Buy
NSC
NULV
CGMU
VXF
NYT
+223
Recent Sell
PSA
NFG
VYM
IWD
VTI
+98
Warwick Simons@Compound Global Advisors, Llc
31 holdings
$3.223M
2mo 7d ago
Assets growth rate 78.72%
Recent Buy
META
MSFT
AMZN
NVDA
CPAY
+21
Recent Sell
LNG
APH
TSM
SPGI
LLY
+5
Michael Seese@Commonwealth Financial Services, Llc
278 holdings
$631.693M
2mo 7d ago
Assets growth rate 4.2%
Recent Buy
BLDR
IBMP
CCL
IYF
SPHQ
+188
Recent Sell
HOOD
EFV
DVY
IBDR
MPC
+64
Matthew Okaty@Centerpoint Advisors, Llc
414 holdings
$307.338M
2mo 7d ago
Assets growth rate -5.45%
Recent Buy
QUAL
IVV
BAC
T
ITOT
+63
Recent Sell
IJS
SPY
IJJ
GOOGL
SCHA
+96
Neal Treanor@Cassaday & Co Wealth Management Llc
1361 holdings
$4.694B
2mo 7d ago
Assets growth rate -1.07%
Recent Buy
SHV
RCL
TJX
HST
LDOS
+1094
Recent Sell
IXJ
SCHG
MET
JNJ
PEP
+178
Lindsey Seagraves@Carson Advisory Inc.
188 holdings
$192.894M
2mo 7d ago
Assets growth rate 0.25%
Recent Buy
QCOM
MRK
NEE
MDLZ
PRU
+85
Recent Sell
ZION
ABBV
PG
RF
DAL
+69
Edward Sherr@Carl P. Sherr & Co., Llc
124 holdings
$212.822M
2mo 7d ago
Assets growth rate -5%
Recent Buy
HON
NEE
SBUX
VGK
IVW
+17
Recent Sell
IGIB
IUSV
JNJ
IJR
CFG
+29
Alicia Duford@Cannon Capital Management, Inc.
28 holdings
$123.076M
2mo 7d ago
Assets growth rate 8.25%
Recent Buy
JPM
GOOG
SCHW
GOOGL
APLD
+12
Recent Sell
SCHM
SPY
SCHX
IWM
SCHA
+3