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

ROBERT ROCHE@First Foundation Advisors
334 holdings
$2.484B
2mo 23d ago
Assets growth rate -6.41%
Recent Buy
DOW
AMAT
CP
REM
DIAL
+152
Recent Sell
META
ARE
PM
MSFT
ASML
+135
Dennis Fagan@Fagan Associates, Inc.
135 holdings
$719.236M
2mo 23d ago
Assets growth rate -4.1%
Recent Buy
V
SDY
MDY
DVY
AMD
+39
Recent Sell
IBM
JNJ
REGN
MSFT
VRTX
+71
Niki Woodworth@Evernest Financial Advisors, Llc
180 holdings
$481.407M
2mo 23d ago
Assets growth rate 0.91%
Recent Buy
AAPL
ODFL
VTV
XOM
IWM
+75
Recent Sell
RSPN
DIS
AMZN
VOO
ACN
+72
David C. Bensch@Evergreen Wealth Management, Llc
54 holdings
$193.741M
2mo 23d ago
Assets growth rate -2.44%
Recent Buy
V
VYM
VOE
VTV
VBR
+31
Recent Sell
AMZN
AAPL
PBI
VOT
VUG
+15
Gregory Hill@Essex Woodlands Management, Inc.
5 holdings
$250.538M
2mo 23d ago
Assets growth rate -21.28%
Recent Buy
Recent Sell
VERO
Juli-Ann Marquette@Element Wealth, Llc
206 holdings
$242.291M
2mo 23d ago
Assets growth rate -0.13%
Recent Buy
HYS
CVX
PDO
SGOV
TRMK
+96
Recent Sell
SCHA
AFL
PAXS
VLO
IVZ
+97
Phillip Lorren@Equity Investment Corp
71 holdings
$5.106B
2mo 23d ago
Assets growth rate 3.09%
Recent Buy
BND
SHEL
PNC
RSP
VT
+32
Recent Sell
VZ
USB
CTRA
NFG
TRV
+34
Sean P. Skuja@Envestnet Asset Management Inc
4703 holdings
$373.578B
2mo 23d ago
Assets growth rate 10.83%
Recent Buy
SDVD
APPS
RC
LWLG
FTA
+3535
Recent Sell
DDIV
AS
BKUI
NOCT
TX
+1296
Kenneth G. Mertz II@Emerald Mutual Fund Advisers Trust
199 holdings
$2.061B
2mo 23d ago
Assets growth rate 0.42%
Recent Buy
PLMR
SEI
AMSC
MOD
BE
+79
Recent Sell
LIVN
TVTX
BJRI
RDNT
TMDX
+63
Kenneth G. Mertz II@Emerald Advisers, Llc
248 holdings
$3.16B
2mo 23d ago
Assets growth rate -2.63%
Recent Buy
NKTR
CRDO
COGT
RHP
FULT
+69
Recent Sell
QBTS
ARHS
AXSM
HTFL
AMSC
+99