Institutions / &Partners / Activity
Activity — &Partners
2,465 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 47103U209 Common stock | $4.41M | +55K +32.53% | 224,833 0.09% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded AlphaDEX(R) Fund II Common stock | $4.41M | +81K +111.00% | 153,360 0.04% of portfolio | low |
| Q1 2026 as of | Add | Gilead Sciences, Inc. Common stock | $4.39M | +31K +8.92% | 384,268 0.26% of portfolio | low |
| Q1 2026 as of | Add | 88636J675 Common stock | $4.32M | +160K +84.49% | 348,456 0.05% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $4.31M | +87K +21.02% | 502,987 0.12% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded Fund Common stock | $4.26M | +95K +35.20% | 366,350 0.08% of portfolio | low |
| Q1 2026 as of | Add | Symbotic Inc. Common stock | $4.26M | +80K +852.05% | 89,559 0.02% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded AlphaDEX(R) Fund II Common stock | $4.24M | +71K +146.56% | 118,936 0.04% of portfolio | low |
| Q1 2026 as of | Add | 31609A404 Common stock | $4.23M | +113K +64.71% | 288,706 0.05% of portfolio | low |
| Q1 2026 as of | Add | Garmin Ltd Common stock | $4.20M | +18K +12.40% | 163,768 0.19% of portfolio | low |
| Q1 2026 as of | Add | 14021L109 Common stock | $4.19M | +117K +22.19% | 642,485 0.11% of portfolio | low |
| Q1 2026 as of | Add | 025072877 Common stock | $4.16M | +37K +26.25% | 180,200 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 33734X846 Common stock | $-4.11M | -65K -20.26% | 257,130 0.08% of portfolio | low |
| Q1 2026 as of | Add | 78464A375 Common stock | $4.06M | +121K +177.52% | 189,360 0.03% of portfolio | low |
| Q1 2026 as of | New | 33733E732 Common stock | $4.05M | +242K | 241,558 0.02% of portfolio | low |
| Q1 2026 as of | Add | 025072349 Common stock | $3.99M | +49K +5.83% | 891,464 0.36% of portfolio | low |
| Q1 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $3.92M | +13K +14.38% | 107,134 0.15% of portfolio | low |
| Q1 2026 as of | Add | 316092113 Common stock | $3.91M | +107K +164.36% | 172,624 0.03% of portfolio | low |
| Q1 2026 as of | Add | 14020V108 Common stock | $3.89M | +101K +8.57% | 1,279,570 0.24% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $3.88M | +98K +97.89% | 197,535 0.04% of portfolio | low |
| Q1 2026 as of | Add | 78463X889 Common stock | $3.82M | +84K +33.34% | 334,773 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-3.81M | -12K -5.63% | 200,642 0.32% of portfolio | low |
| Q1 2026 as of | Add | Truist Financial Corp Common stock | $3.76M | +82K +23.53% | 428,968 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46137V472 Common stock | $3.72M | +36K +73.76% | 84,510 0.04% of portfolio | low |
| Q1 2026 as of | Add | McCormick & Co Inc Common stock | $3.69M | +74K +23.44% | 387,233 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 921910816 Common stock | $-3.68M | -10K -14.15% | 60,594 0.11% of portfolio | low |
| Q1 2026 as of | Add | Digital Realty Trust Inc Common stock | $3.64M | +20K +16.94% | 139,284 0.12% of portfolio | low |
| Q1 2026 as of | Add | 336917109 Common stock | $3.63M | +71K +19.45% | 437,696 0.11% of portfolio | low |
| Q1 2026 as of | Trim | S&P Global Inc. Common stock | $-3.61M | -9K -14.83% | 48,923 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46138J577 Common stock | $3.61M | +194K +94.51% | 398,467 0.04% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $3.57M | +54K +22.33% | 296,010 0.10% of portfolio | low |
| Q1 2026 as of | Add | 29287L700 Common stock | $3.57M | +91K +81.17% | 202,824 0.04% of portfolio | low |
| Q1 2026 as of | New | 025072125 Common stock | $3.48M | +48K | 48,143 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287408 Common stock | $3.47M | +16K +8.95% | 200,145 0.21% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $3.47M | +28K +23.76% | 147,160 0.09% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $3.46M | +13K +8.89% | 161,417 0.21% of portfolio | low |
| Q1 2026 as of | Add | 97717Y527 Common stock | $3.44M | +68K +15.73% | 502,451 0.13% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $3.44M | +4K +16.31% | 28,109 0.12% of portfolio | low |
| Q1 2026 as of | Add | 69344A107 Common stock | $3.43M | +68K +19.87% | 412,025 0.10% of portfolio | low |
| Q1 2026 as of | Add | 921937819 Common stock | $3.38M | +44K +10.57% | 457,524 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Illinois Tool Works Inc Common stock | $-3.38M | -13K -8.25% | 144,333 0.19% of portfolio | low |
| Q1 2026 as of | New | Nuveen S&P 500 Dynamic Overwrite Fund Common stock | $3.35M | +209K | 208,680 0.02% of portfolio | low |
| Q1 2026 as of | Add | 14020R107 Common stock | $3.35M | +110K +17.05% | 754,025 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 464287648 Common stock | $-3.35M | -11K -57.60% | 7,785 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-3.34M | -18K -6.52% | 263,210 0.24% of portfolio | low |
| Q1 2026 as of | Add | 464288885 Common stock | $3.34M | +30K +26.75% | 141,733 0.08% of portfolio | low |
| Q1 2026 as of | Add | 46139W858 Common stock | $3.31M | +161K +31.26% | 675,667 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 46434V613 Common stock | $-3.25M | -70K -5.41% | 1,229,925 0.28% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $3.24M | +112K +8.97% | 1,358,761 0.19% of portfolio | low |
| Q1 2026 as of | Trim | 74255Y607 Common stock | $-3.24M | -57K -28.28% | 143,327 0.04% of portfolio | low |