Sharemaestro Newsreel

BayBridge Capital Group LLC Reduces Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Envestnet Portfolio Solutions Inc. Sells 17,550 Shares of JPMorgan Chase & Co. $JPM

Financial & Tax Architects LLC Has $7.75 Million Stake in Emerson Electric Co. $EMR

Financial & Tax Architects LLC significantly increased its stake in Emerson Electric Co. (NYSE:EMR) by 1,055.6% in Q2, bringing its total holdings to 54,139 shares valued at $7.75 million. The company reported strong Q2 earnings, beating analyst expectations for both EPS and revenue, and …

Covenant Asset Management LLC Sells 2,765 Shares of JPMorgan Chase & Co. $JPM

Covenant Asset Management LLC reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 9.9% in the second quarter, selling 2,765 shares and retaining 25,140 shares valued at $8.23 million. Institutional investors hold a significant portion of the stock, and analysts maintain a "Moderate …

Envestnet Portfolio Solutions Inc. Sells 6,962 Shares of Johnson & Johnson $JNJ

Envestnet Portfolio Solutions Inc. reduced its stake in Johnson & Johnson by 8.9% in Q2 2026, selling 6,962 shares but retaining 71,666 shares valued at $18.2 million. Johnson & Johnson exceeded quarterly earnings and revenue expectations, reporting $2.90 EPS and $25.31 billion in revenue, …

Empery Asset Management acquires $4.07m in Empery Digital stock

Empery Asset Management, a major investor and director at Empery Digital Inc. (NASDAQ: EMPD), has acquired 1.4 million shares of Empery Digital stock for approximately $4.07 million in mid-August 2026. These purchases, made across two transactions, come as EMPD stock trades near its 52-week …

Bank of America Corp DE Buys 33,943 Shares of Fidelity National Financial, Inc. $FNF

Bank of America Corp DE Lowers Position in Coca-Cola Consolidated, Inc. $COKE

Bank of America Corp DE Purchases 18,146 Shares of FirstService Corporation $FSV

1,805,487 Shares in Aris Mining Co. $ARIS Bought by Bank of America Corp DE

Cohen Klingenstein LLC Acquires Shares of 16,200 Duke Energy Corporation $DUK

Cohen Klingenstein LLC has acquired a new position in Duke Energy Corporation (NYSE:DUK), purchasing 16,200 shares valued at approximately $2.05 million. Other institutional investors also adjusted their holdings in Duke Energy, with significant increases from firms like Sarasin & Partners LLP and Mirae Asset …

Crossmark Global Holdings Inc. Increases Position in Duke Energy Corporation $DUK

Crossmark Global Holdings Inc. has increased its stake in Duke Energy Corporation by 20.4%, bringing its total holdings to 56,438 shares valued at $7.14 million. This move comes as Duke Energy reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. Despite …

Cannon Advisors Inc. Acquires New Shares in Thermo Fisher Scientific Inc. $TMO

Cannon Advisors Inc. recently purchased 3,971 shares of Thermo Fisher Scientific Inc. (NYSE:TMO) valued at approximately $2.12 million, making it their 17th biggest position. This acquisition comes as other hedge funds have also adjusted their holdings in TMO, while company insiders have sold a …

Canoe Financial LP Sells 57,400 Shares of The TJX Companies, Inc. $TJX

Canoe Financial LP reduced its stake in The TJX Companies, Inc. by 8% in the second quarter, selling 57,400 shares and retaining 661,117 shares valued at $100.2 million. TJX reported strong quarterly earnings of $1.19 per share and $14.32 billion in revenue, surpassing analyst …

Global-e Online (NASDAQ:GLBE) Upgraded by Wall Street Zen to "Buy" Rating

Canoe Financial LP Buys 148,999 Shares of Thermo Fisher Scientific Inc. $TMO

4,363 Shares in Salesforce Inc. $CRM Purchased by BIP Wealth LLC

BIP Wealth LLC recently acquired 4,363 shares of Salesforce Inc. (NYSE:CRM) valued at approximately $684,000 during the second quarter. This move is part of broader institutional investment activity, with several other firms also increasing their stakes in the CRM provider. Salesforce has received mixed …

Assetmark Inc. Has $1.57 Million Stake in Waters Corporation $WAT

Assetmark Inc. significantly reduced its stake in Waters Corporation (NYSE:WAT) by 56.5% in the second quarter, now holding 4,196 shares valued at $1.57 million. Other institutional investors like Zions Bancorporation and SHP Wealth Management have recently adjusted their positions in Waters, with institutional ownership …

ABN Amro Investment Solutions Raises Position in Booking Holdings Inc. $BKNG

ABN Amro Investment Solutions significantly increased its stake in Booking Holdings Inc. by 713.6% in the second quarter, bringing its total holdings to 53,241 shares valued at $9.49 million. Booking Holdings reported strong quarterly results, with revenue up 8.1% year-over-year to $7.35 billion and …

Booking Holdings Inc. $BKNG Shares Purchased by Bellecapital International Ltd.

Bellecapital International Ltd. significantly increased its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 2,817.2% in the second quarter, bringing its total holdings to 97,405 shares valued at $17.4 million. This move is part of broader institutional interest, with 92.42% of BKNG stock owned by …

Altria Group, Inc. $MO Shares Sold by Banco Santander S.A.

Banco Santander S.A. significantly reduced its stake in Altria Group, Inc. (NYSE:MO) by 97.5% in the second quarter, selling 153,548 shares and retaining 3,882 shares valued at $279,000. Other institutional investors also adjusted their holdings, with institutional ownership now at 57.41%. The article also …

Bar Harbor Wealth Management Sells 24,142 Shares of The TJX Companies, Inc. $TJX

Bar Harbor Wealth Management reduced its stake in The TJX Companies (NYSE:TJX) by 24.4%, selling 24,142 shares and retaining 74,648 shares valued at $11.3 million. Despite this, institutional ownership remains high, and several other firms increased their positions. Analysts maintain a "Buy" rating for …

Genpact (NYSE:G) Delivers Dividend Quality with a Sustainable Payout

Genpact (NYSE:G) has been identified as a quality dividend stock due to its sustainable payout, as highlighted by ChartMill's "Best Dividend" screen. The company boasts a modest but well-supported dividend yield of 2.18%, a low payout ratio of 20.88%, and a consistent dividend growth …

Crossmark Global Holdings Inc. Sells 15,422 Shares of Wells Fargo & Company $WFC

Assenagon Asset Management S.A. Lowers Stock Position in International Paper Company $IP

Assenagon Asset Management S.A. significantly reduced its stake in International Paper Company (NYSE:IP) by 54.0% in the second quarter, selling 49,345 shares and owning 42,043 shares valued at $1,602,000. Other institutional investors also adjusted their positions, with 81.95% of the stock held by institutions. …

Canoe Financial LP Has $129.56 Million Holdings in Wells Fargo & Company $WFC

Canoe Financial LP significantly increased its stake in Wells Fargo & Company, acquiring an additional 196,905 shares to reach a total holding of 1,567,786 shares valued at $129.56 million. Other institutional investors like Nixon Peabody Trust Co. and Simmons Bank also adjusted their holdings …

Assenagon Asset Management S.A. Has $1.14 Million Position in The Simply Good Foods Company $SMPL

El Pollo Loco (NASDAQ:LOCO) Lowered to Hold Rating by Wall Street Zen

BDF Gestion Sells 95,828 Shares of NVIDIA Corporation $NVDA

BDF Gestion reduced its stake in NVIDIA Corporation by 21.9% in the second quarter, selling 95,828 shares but still retaining 341,359 shares valued at $68.3 million, making NVIDIA its second-largest holding. Despite this trimming, analysts maintain a bullish "Buy" rating for NVIDIA with a …

118,062 Shares in Fortive Corporation $FTV Bought by Handelsbanken Fonder AB

Handelsbanken Fonder AB has acquired a new stake of 118,062 shares in Fortive Corporation (NYSE:FTV) during the second quarter, valued at approximately $7.21 million. This comes amidst other institutional investors also adjusting their positions in Fortive, with hedge funds and institutional investors collectively owning …

WBI (NYSE:WBI) Stock Rating Lowered by Wall Street Zen

Equifax, Inc. $EFX Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB reduced its stake in Equifax (NYSE:EFX) by 14.0% in the second quarter, selling 5,549 shares but still holding 34,154 shares valued at $5.4 million. Despite the sale, institutional investors own 96.2% of Equifax, and analysts maintain a "Moderate Buy" rating with …

Fisher Funds Management LTD Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fisher Funds Management LTD Trims Stock Holdings in International Business Machines Corporation $IBM

Fisher Funds Management LTD reduced its stake in International Business Machines Corporation (IBM) by 5.5% in the second quarter, now holding 65,349 shares valued at $18.377 million. Other institutional investors also adjusted their positions in IBM. The article also covers recent positive and negative …

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $16.92 Million Stake in International Business Machines Corporation $IBM

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in International Business Machines Corporation by 5.4% in the second quarter, bringing its total holdings to $16.92 million. Several other institutional investors also adjusted their positions in IBM. The article also provides a …

Qualcomm Incorporated $QCOM Shares Sold by Essential Investment Partners LLC

Essential Investment Partners LLC reduced its stake in Qualcomm (NASDAQ:QCOM) by 48.1% in the second quarter. While Essential Investment Partners sold shares, several other institutional investors, such as World Investment Advisors and MUFG Securities EMEA plc, increased their holdings. Analysts have a mixed view …