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Image for Jupiter Topco LLC Makes New $14.26 Million Investment in Morningstar, Inc. $MORN

Jupiter Topco LLC Makes New $14.26 Million Investment in Morningstar, Inc. $MORN

Jupiter Topco LLC purchased a new stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 91,390... More of this article »
Image for Wellington Management Group LLP Sells 2,470,167 Shares of Kimberly-Clark Corporation $KMB

Wellington Management Group LLP Sells 2,470,167 Shares of Kimberly-Clark Corporation $KMB

Wellington Management Group LLP cut its position in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 27.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for iShares S&P 500 Value ETF $IVE Shares Sold by Mcmorgan & Co. LLC

iShares S&P 500 Value ETF $IVE Shares Sold by Mcmorgan & Co. LLC

Mcmorgan & Co. LLC cut its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 75,006 shares... More of this article »
Image for Spinnaker Trust Increases Stake in Vanguard Growth ETF $VUG

Spinnaker Trust Increases Stake in Vanguard Growth ETF $VUG

Spinnaker Trust boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 500.0% during the second quarter, HoldingsChannel reports. The fund owned 11,142 shares of the company’s stock after buying an... More of this article »
Image for Penn Capital Management Company LLC Grows Stock Position in Gilat Satellite Networks Ltd. $GILT

Penn Capital Management Company LLC Grows Stock Position in Gilat Satellite Networks Ltd. $GILT

Penn Capital Management Company LLC raised its position in Gilat Satellite Networks Ltd. (NASDAQ:GILT – Free Report) by 292.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for DNOW Inc. $DNOW Stake Reduced by Penn Capital Management Company LLC

DNOW Inc. $DNOW Stake Reduced by Penn Capital Management Company LLC

Penn Capital Management Company LLC cut its stake in DNOW Inc. (NYSE:DNOW – Free Report) by 43.1% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 669,753 shares of the oil and gas company’s... More of this article »
Image for Penn Capital Management Company LLC Sells 160,651 Shares of Lumen Technologies, Inc. $LUMN

Penn Capital Management Company LLC Sells 160,651 Shares of Lumen Technologies, Inc. $LUMN

Penn Capital Management Company LLC decreased its position in Lumen Technologies, Inc. (NYSE:LUMN – Free Report) by 5.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Penn Capital Management Company LLC Buys 118,717 Shares of Terex Corporation $TEX

Penn Capital Management Company LLC Buys 118,717 Shares of Terex Corporation $TEX

Penn Capital Management Company LLC grew its stake in shares of Terex Corporation (NYSE:TEX – Free Report) by 105.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Washington Trust Bank Has $2.96 Million Stake in Vanguard Small-Cap ETF $VB

Washington Trust Bank Has $2.96 Million Stake in Vanguard Small-Cap ETF $VB

Washington Trust Bank reduced its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 41.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,754 shares... More of this article »
Image for UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $755.57 Million Holdings in Vertiv Holdings Co. $VRT

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $755.57 Million Holdings in Vertiv Holdings Co. $VRT

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lessened its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 0.9% in the 2nd quarter, according to the company in its most recent filing with the... More of this article »
Image for American Tower Corporation $AMT Holdings Lifted by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

American Tower Corporation $AMT Holdings Lifted by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 4.3% during the 2nd quarter, according to its most recent disclosure... More of this article »
Image for Legal & General Group Plc Makes New $20.02 Million Investment in Franklin Resources, Inc. $BEN

Legal & General Group Plc Makes New $20.02 Million Investment in Franklin Resources, Inc. $BEN

Legal & General Group Plc purchased a new stake in Franklin Resources, Inc. (NYSE:BEN – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for 28,099 Shares in F5, Inc. $FFIV Bought by The Manufacturers Life Insurance Company

28,099 Shares in F5, Inc. $FFIV Bought by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company purchased a new stake in shares of F5, Inc. (NASDAQ:FFIV – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 188,296 Shares of Morgan Stanley $MS

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 188,296 Shares of Morgan Stanley $MS

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 1.7% during the 2nd quarter, according to its most recent filing with the Securities... More of this article »
Image for Artificial Intelligence Stocks To Watch Today – August 29th

Artificial Intelligence Stocks To Watch Today – August 29th

Tempus AI, SentinelOne, and Hut 8 are the three Artificial Intelligence stocks to watch today, according to MarketBeat’s stock screener tool. Artificial intelligence stocks are shares of companies that develop, provide, or... More of this article »
Image for 92,549 Shares in Intercontinental Exchange Inc. $ICE Acquired by Rakuten Investment Management Inc.

92,549 Shares in Intercontinental Exchange Inc. $ICE Acquired by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. acquired a new stake in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 92,549 shares of the... More of this article »
Image for 4,963 Shares in PepsiCo, Inc. $PEP Bought by Investor s Fiduciary Advisor Network LLC

4,963 Shares in PepsiCo, Inc. $PEP Bought by Investor s Fiduciary Advisor Network LLC

Investor s Fiduciary Advisor Network LLC acquired a new stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Uber Technologies (NYSE:UBER) Trading 2.6% Higher   – Here’s What Happened

Uber Technologies (NYSE:UBER) Trading 2.6% Higher – Here’s What Happened

Uber Technologies, Inc. (NYSE:UBER – Get Free Report) shares shot up 2.6% during mid-day trading on Friday . The stock traded as high as $79.00 and last traded at $78.98. 10,659,249 shares traded hands during trading, a decline... More of this article »
Image for Applied Materials, Inc. $AMAT is Cullinan Associates Inc.’s 8th Largest Position

Applied Materials, Inc. $AMAT is Cullinan Associates Inc.’s 8th Largest Position

Cullinan Associates Inc. lowered its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 9.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Washington Trust Bank Has $12.27 Million Position in UnitedHealth Group Incorporated $UNH

Washington Trust Bank Has $12.27 Million Position in UnitedHealth Group Incorporated $UNH

Washington Trust Bank trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.1% in the second quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for New Mexico Educational Retirement Board Grows Stake in Devon Energy Corporation $DVN

New Mexico Educational Retirement Board Grows Stake in Devon Energy Corporation $DVN

New Mexico Educational Retirement Board raised its position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 99.8% during the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Jefferies Financial Group Inc. Makes New $1.89 Million Investment in Northrop Grumman Corporation $NOC

Jefferies Financial Group Inc. Makes New $1.89 Million Investment in Northrop Grumman Corporation $NOC

Jefferies Financial Group Inc. bought a new stake in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Van ECK Associates Corp Has $5.60 Billion Position in Broadcom Inc. $AVGO

Van ECK Associates Corp Has $5.60 Billion Position in Broadcom Inc. $AVGO

Van ECK Associates Corp increased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Van ECK Associates Corp Increases Stake in Parsons Corporation $PSN

Van ECK Associates Corp Increases Stake in Parsons Corporation $PSN

Van ECK Associates Corp grew its holdings in shares of Parsons Corporation (NYSE:PSN – Free Report) by 389.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Van ECK Associates Corp Boosts Position in Vale S.A. $VALE

Van ECK Associates Corp Boosts Position in Vale S.A. $VALE

Van ECK Associates Corp raised its position in Vale S.A. (NYSE:VALE – Free Report) by 8.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,565,904 shares of the... More of this article »
Image for Tufton Capital Management Has $27.01 Million Stake in Apple Inc. $AAPL

Tufton Capital Management Has $27.01 Million Stake in Apple Inc. $AAPL

Tufton Capital Management trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for 115,185 Shares in GE Vernova Inc. $GEV Acquired by Public Employees Retirement System of Ohio

115,185 Shares in GE Vernova Inc. $GEV Acquired by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio purchased a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Sixth Street Specialty Lending, Inc. $TSLX Shares Bought by Van ECK Associates Corp

Sixth Street Specialty Lending, Inc. $TSLX Shares Bought by Van ECK Associates Corp

Van ECK Associates Corp raised its position in Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) by 28.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for The Manufacturers Life Insurance Company Makes New $10.53 Million Investment in Lincoln Electric Holdings, Inc. $LECO

The Manufacturers Life Insurance Company Makes New $10.53 Million Investment in Lincoln Electric Holdings, Inc. $LECO

The Manufacturers Life Insurance Company acquired a new stake in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Navellier & Associates Inc. Has $1.03 Million Holdings in Euroseas Ltd. $ESEA

Navellier & Associates Inc. Has $1.03 Million Holdings in Euroseas Ltd. $ESEA

Navellier & Associates Inc. raised its holdings in Euroseas Ltd. (NASDAQ:ESEA – Free Report) by 94.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Hsbc Holdings PLC Takes $3.17 Million Position in CNO Financial Group, Inc. $CNO

Hsbc Holdings PLC Takes $3.17 Million Position in CNO Financial Group, Inc. $CNO

Hsbc Holdings PLC purchased a new position in CNO Financial Group, Inc. (NYSE:CNO – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Wellington Management Group LLP Reduces Stake in NetApp, Inc. $NTAP

Wellington Management Group LLP Reduces Stake in NetApp, Inc. $NTAP

Wellington Management Group LLP lessened its holdings in NetApp, Inc. (NASDAQ:NTAP – Free Report) by 17.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for The Kroger Co. $KR Shares Sold by Wellington Management Group LLP

The Kroger Co. $KR Shares Sold by Wellington Management Group LLP

Wellington Management Group LLP lowered its position in The Kroger Co. (NYSE:KR – Free Report) by 27.9% in the second quarter, Holdings Channel.com reports. The firm owned 16,920,677 shares of the company’s stock after... More of this article »
Image for California Water Service Group (NYSE:CWT) versus Cadiz (NASDAQ:CDZIP) Financial Contrast

California Water Service Group (NYSE:CWT) versus Cadiz (NASDAQ:CDZIP) Financial Contrast

California Water Service Group (NYSE:CWT – Get Free Report) and Cadiz (NASDAQ:CDZIP – Get Free Report) are both utilities companies, but which is the superior business? We will compare the two companies based on the strength... More of this article »
Image for Chicago Atlantic Real Estate Finance (NASDAQ:REFI) vs. AGNC Investment (NASDAQ:AGNCM) Head to Head Comparison

Chicago Atlantic Real Estate Finance (NASDAQ:REFI) vs. AGNC Investment (NASDAQ:AGNCM) Head to Head Comparison

Chicago Atlantic Real Estate Finance (NASDAQ:REFI – Get Free Report) and AGNC Investment (NASDAQ:AGNCM – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based... More of this article »
Image for 53,274 Shares in WEC Energy Group, Inc. $WEC Purchased by Rakuten Investment Management Inc.

53,274 Shares in WEC Energy Group, Inc. $WEC Purchased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. acquired a new position in WEC Energy Group, Inc. (NYSE:WEC – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Jefferies Financial Group Inc. Invests $1.74 Million in InflaRx N.V. $IFRX

Jefferies Financial Group Inc. Invests $1.74 Million in InflaRx N.V. $IFRX

Jefferies Financial Group Inc. purchased a new position in shares of InflaRx N.V. (NASDAQ:IFRX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Greenwood Capital Associates LLC Buys 28,966 Shares of Devon Energy Corporation $DVN

Greenwood Capital Associates LLC Buys 28,966 Shares of Devon Energy Corporation $DVN

Greenwood Capital Associates LLC boosted its stake in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 29.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Greenwood Capital Associates LLC Purchases Shares of 24,551 Sonoco Products Company $SON

Greenwood Capital Associates LLC Purchases Shares of 24,551 Sonoco Products Company $SON

Greenwood Capital Associates LLC bought a new stake in shares of Sonoco Products Company (NYSE:SON – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 4,345 Shares in Honeywell Aerospace $HONA Purchased by Cullinan Associates Inc.

4,345 Shares in Honeywell Aerospace $HONA Purchased by Cullinan Associates Inc.

Cullinan Associates Inc. purchased a new stake in shares of Honeywell Aerospace (NASDAQ:HONA – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for United Capital Financial Advisors LLC Acquires New Shares in Edison International $EIX

United Capital Financial Advisors LLC Acquires New Shares in Edison International $EIX

United Capital Financial Advisors LLC purchased a new position in shares of Edison International (NYSE:EIX – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Public Employees Retirement System of Ohio Sells 19,847 Shares of Kinder Morgan, Inc. $KMI

Public Employees Retirement System of Ohio Sells 19,847 Shares of Kinder Morgan, Inc. $KMI

Public Employees Retirement System of Ohio cut its holdings in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 3.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Marvell Technology Q2 Earnings Call Highlights

Marvell Technology Q2 Earnings Call Highlights

Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to... More of this article »
Image for UNIVEST FINANCIAL Corp Sells 677 Shares of Costco Wholesale Corporation $COST

UNIVEST FINANCIAL Corp Sells 677 Shares of Costco Wholesale Corporation $COST

UNIVEST FINANCIAL Corp decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Top Value Stocks Worth Watching – August 27th

Top Value Stocks Worth Watching – August 27th

Invesco QQQ, Intel, and SpaceX are the three Value stocks to watch today, according to MarketBeat’s stock screener tool. Value stocks are shares of companies that investors believe are trading below their intrinsic or fair... More of this article »
Image for The Manufacturers Life Insurance Company Invests $8.74 Million in BayCom Corp $BKGMF

The Manufacturers Life Insurance Company Invests $8.74 Million in BayCom Corp $BKGMF

The Manufacturers Life Insurance Company acquired a new stake in shares of BayCom Corp (OTCMKTS:BKGMF – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Public Employees Retirement System of Ohio Acquires Shares of 2,214,958 Infosys Ltd. $INFY

Public Employees Retirement System of Ohio Acquires Shares of 2,214,958 Infosys Ltd. $INFY

Public Employees Retirement System of Ohio bought a new position in Infosys Ltd. (NYSE:INFY – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Horizon Investment Services LLC Acquires Shares of 2,315 Tesla, Inc. $TSLA

Horizon Investment Services LLC Acquires Shares of 2,315 Tesla, Inc. $TSLA

Horizon Investment Services LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Critical Analysis: RLJ Lodging Trust (OTCMKTS:RLJ.PA) & RLJ Lodging Trust (NYSE:RLJ)

Critical Analysis: RLJ Lodging Trust (OTCMKTS:RLJ.PA) & RLJ Lodging Trust (NYSE:RLJ)

RLJ Lodging Trust (OTCMKTS:RLJ.PA – Get Free Report) and RLJ Lodging Trust (NYSE:RLJ – Get Free Report) are both real estate companies, but which is the better business? We will compare the two companies based on the strength... More of this article »
Image for Man Group plc Makes New Investment in TG Therapeutics, Inc. $TGTX

Man Group plc Makes New Investment in TG Therapeutics, Inc. $TGTX

Man Group plc acquired a new stake in TG Therapeutics, Inc. (NASDAQ:TGTX – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 132,376 shares... More of this article »