Home » Investing
Persistent Asset Partners Ltd Invests $5.35 Million in Cogent Biosciences, Inc. $COGT
Persistent Asset Partners Ltd acquired a new position in Cogent Biosciences, Inc. (NASDAQ:COGT – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 138,272 shares of the technology company’s... More of this article »
HBK Sorce Advisory LLC Makes New Investment in The Sherwin-Williams Company $SHW
HBK Sorce Advisory LLC bought a new stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 3,397 shares of... More of this article »
OneDigital Investment Advisors LLC Buys New Position in LGI Homes, Inc. $LGIH
OneDigital Investment Advisors LLC purchased a new position in shares of LGI Homes, Inc. (NASDAQ:LGIH – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 43,005 shares of the... More of this article »
138,590 Shares in AGNC Investment Corp. $AGNC Acquired by HBK Sorce Advisory LLC
HBK Sorce Advisory LLC acquired a new position in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 138,590 shares of... More of this article »
Persistent Asset Partners Ltd Acquires New Shares in Littelfuse, Inc. $LFUS
Persistent Asset Partners Ltd acquired a new position in shares of Littelfuse, Inc. (NASDAQ:LFUS – Free Report) in the second quarter, HoldingsChannel.com reports. The firm acquired 5,927 shares of the technology company’s... More of this article »
HBK Sorce Advisory LLC Makes New Investment in Vistra Corp. $VST
HBK Sorce Advisory LLC bought a new position in Vistra Corp. (NYSE:VST – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
21,093 Shares in Aflac Incorporated $AFL Bought by OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC bought a new position in shares of Aflac Incorporated (NYSE:AFL – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Mosaic Family Wealth Partners LLC Grows Stake in ASML Holding N.V. $ASML
Mosaic Family Wealth Partners LLC grew its stake in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 217.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Mufg Bank LTD. Takes Position in U.S. Bancorp $USB
Mufg Bank LTD. acquired a new position in U.S. Bancorp (NYSE:USB – Free Report) during the second quarter, Holdings Channel reports. The institutional investor acquired 44,374,155 shares of the financial services provider’s... More of this article »
OneDigital Investment Advisors LLC Raises Stock Holdings in Vanguard S&P 500 Growth ETF $VOOG
OneDigital Investment Advisors LLC boosted its position in shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 504.5% during the second quarter, Holdings Channel.com reports. The fund owned 90,185 shares... More of this article »
Hikari Power Ltd Makes New $5.62 Million Investment in Intuitive Surgical, Inc. $ISRG
Hikari Power Ltd acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
OneDigital Investment Advisors LLC Buys Shares of 161,372 Southern Company (The) $SO
OneDigital Investment Advisors LLC purchased a new position in shares of Southern Company (The) (NYSE:SO – Free Report) in the second quarter, HoldingsChannel reports. The fund purchased 161,372 shares of the utilities provider’s... More of this article »
Pegasystems Highlights AI Push, Sales Reset After Soft ACV Growth
Pegasystems (NASDAQ:PEGA) CFO Ken Stillwell outlined the company’s position as a workflow platform for large enterprises, its expanding AI product capabilities and its plans to improve sales execution following a softer first half... More of this article »
Vivos Therapeutics Q2 Earnings Call Highlights
Vivos Therapeutics (NASDAQ:VVOS) reported second-quarter revenue growth as its acquisition of The Sleep Center of Nevada, or SCN, and expansion of treatment services shifted the company toward a sleep-center-based operating model.... More of this article »
Braskem Q2 Earnings Call Highlights
Braskem (NYSE:BAK) reported recurring EBITDA of $1.043 billion for the second quarter of 2026, supported by wider international petrochemical spreads following supply disruptions linked to the Middle East conflict. The company said... More of this article »
17,101 Shares in Expeditors International of Washington, Inc. $EXPD Bought by Plato Investment Management Ltd
Plato Investment Management Ltd bought a new stake in shares of Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Taiyo Yuden Co., Ltd. (OTCMKTS:TYOYY) Short Interest Update
Taiyo Yuden Co., Ltd. (OTCMKTS:TYOYY – Get Free Report) was the target of a significant growth in short interest in the month of July. As of July 31st, there was short interest totaling 973 shares, a growth of 104.8% from the... More of this article »
ProShares MSCI Transformational Changes ETF (NYSEARCA:ANEW) Short Interest Up 106.5% in July
ProShares MSCI Transformational Changes ETF (NYSEARCA:ANEW – Get Free Report) was the recipient of a significant growth in short interest during the month of July. As of July 31st, there was short interest totaling 128 shares,... More of this article »
Fortinet, Inc. $FTNT Shares Sold by Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC lessened its stake in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 69.8% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 2,423 shares of the software... More of this article »
Reviewing Harte Hanks (HHS) & Its Rivals
Harte Hanks (NASDAQ:HHS – Get Free Report) is one of 259 public companies in the “Media” industry, but how does it compare to its competitors? We will compare Harte Hanks to related companies based on the strength... More of this article »
State of Wyoming Takes Position in EMCOR Group, Inc. $EME
State of Wyoming acquired a new position in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 955... More of this article »
SCS Capital Management LLC Invests $7.21 Million in HCA Healthcare, Inc. $HCA
SCS Capital Management LLC bought a new stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
UnitedHealth Group (NYSE:UNH) and First China Pharmaceutical Group (OTCMKTS:FCPG) Head to Head Contrast
First China Pharmaceutical Group (OTCMKTS:FCPG – Get Free Report) and UnitedHealth Group (NYSE:UNH – Get Free Report) are both healthcare companies, but which is the better business? We will compare the two businesses based... More of this article »
Plato Investment Management Ltd Takes Position in Sun Life Financial Inc. $SLF
Plato Investment Management Ltd acquired a new stake in shares of Sun Life Financial Inc. (NYSE:SLF – Free Report) (TSE:SLF) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Nippon Life Global Investors Americas Inc. Buys Shares of 2,730 Cadence Design Systems, Inc. $CDNS
Nippon Life Global Investors Americas Inc. purchased a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased... More of this article »
SCS Capital Management LLC Makes New $1.44 Million Investment in Automatic Data Processing, Inc. $ADP
SCS Capital Management LLC bought a new stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Simplicity Wealth LLC Makes New Investment in Pinnacle Financial Partners, Inc. $PNFP
Simplicity Wealth LLC bought a new position in shares of Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Roman Butler Fullerton & Co. Makes New $710,000 Investment in Lockheed Martin Corporation $LMT
Roman Butler Fullerton & Co. bought a new position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund bought 1,364 shares... More of this article »
47,045 Shares in Public Service Enterprise Group Incorporated $PEG Purchased by Plato Investment Management Ltd
Plato Investment Management Ltd bought a new position in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Roman Butler Fullerton & Co. Makes New Investment in Comfort Systems USA, Inc. $FIX
Roman Butler Fullerton & Co. purchased a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Simplicity Wealth LLC Invests $935,000 in Monolithic Power Systems, Inc. $MPWR
Simplicity Wealth LLC acquired a new stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired... More of this article »
IMC Chicago LLC Buys New Shares in Honeywell Aerospace $HONA
IMC Chicago LLC bought a new position in shares of Honeywell Aerospace (NASDAQ:HONA – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
41,782 Shares in Realty Income Corporation $O Acquired by OMC Financial Services LTD
OMC Financial Services LTD bought a new position in Realty Income Corporation (NYSE:O – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The fund bought 41,782 shares of... More of this article »
Simplicity Wealth LLC Invests $845,000 in Kirby Corporation $KEX
Simplicity Wealth LLC purchased a new stake in Kirby Corporation (NYSE:KEX – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Plato Investment Management Ltd Buys New Holdings in UBS Group AG $UBS
Plato Investment Management Ltd purchased a new position in shares of UBS Group AG (NYSE:UBS – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 99,572 shares of the... More of this article »
Roman Butler Fullerton & Co. Makes New $2.01 Million Investment in Oracle Corporation $ORCL
Roman Butler Fullerton & Co. acquired a new stake in Oracle Corporation (NYSE:ORCL – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Silverlake Wealth Management LLC Acquires New Stake in Emerson Electric Co. $EMR
Silverlake Wealth Management LLC bought a new position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Lynch Asset Management Inc. Buys New Position in Chipotle Mexican Grill, Inc. $CMG
Lynch Asset Management Inc. purchased a new position in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
J.Safra Asset Management Corp Makes New $1.79 Million Investment in Celestica, Inc. $CLS
J.Safra Asset Management Corp purchased a new position in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Capital One Financial Corporation $COF Stock Position Decreased by Trivium Point Advisory LLC
Trivium Point Advisory LLC trimmed its holdings in Capital One Financial Corporation (NYSE:COF) by 58.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 5,965 shares of the financial services provider’s stock... More of this article »
Total Clarity Wealth Management Inc. Has $4.15 Million Position in iShares Core S&P 500 ETF $IVV
Total Clarity Wealth Management Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.4% during the second quarter, Holdings Channel.com reports. The fund owned 5,538 shares of the ETF’s... More of this article »
Oak Harvest Investment Services Acquires 28,971 Shares of Starbucks Corporation $SBUX
Oak Harvest Investment Services increased its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 34.1% in the 2nd quarter, HoldingsChannel reports. The fund owned 113,839 shares of the coffee company’s stock... More of this article »
Yorkville Advisors Global LP Invests $17.62 Million in Trump Media & Technology Group Corp. $DJT
Yorkville Advisors Global LP acquired a new stake in shares of Trump Media & Technology Group Corp. (NASDAQ:DJT – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Trivium Point Advisory LLC Buys New Stake in Xcel Energy Inc. $XEL
Trivium Point Advisory LLC bought a new stake in Xcel Energy Inc. (NASDAQ:XEL – Free Report) in the 2nd quarter, HoldingsChannel reports. The fund bought 6,883 shares of the company’s stock, valued at approximately $553,000.... More of this article »
18,426 Shares in IonQ, Inc. $IONQ Purchased by Simplicity Wealth LLC
Simplicity Wealth LLC bought a new stake in IonQ, Inc. (NYSE:IONQ – Free Report) in the second quarter, Holdings Channel reports. The institutional investor bought 18,426 shares of the company’s stock, valued at approximately... More of this article »
Simplicity Wealth LLC Makes New Investment in Broadridge Financial Solutions, Inc. $BR
Simplicity Wealth LLC purchased a new position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the second quarter, Holdings Channel.com reports. The fund purchased 9,848 shares of the business... More of this article »
Trivium Point Advisory LLC Makes New Investment in Vertex Pharmaceuticals Incorporated $VRTX
Trivium Point Advisory LLC bought a new stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Simplicity Wealth LLC Invests $2.01 Million in Palo Alto Networks, Inc. $PANW
Simplicity Wealth LLC purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the second quarter, HoldingsChannel reports. The institutional investor purchased 5,897 shares of the network... More of this article »