Sharemaestro Newsreel

Franchise GP Ltd Makes New Investment in Lam Research Corporation $LRCX

Franchise GP Ltd has made a new investment in Lam Research Corporation, purchasing 14,660 shares valued at approximately $6.35 million, making it about 3% of their portfolio. Institutional ownership of Lam Research remains high at 84.61%, with several major investors increasing or initiating positions. …

66,886 Shares in First American Financial Corporation $FAF Bought by Advisors Capital Management LLC

Advisors Capital Management LLC acquired 66,886 shares of First American Financial Corporation (NYSE:FAF) in the second quarter, valued at approximately $4,588,000. This makes Advisors Capital Management LLC own about 0.07% of the company's stock. Other institutional investors like BlackRock Inc., Boston Partners, and Northwestern …

Daymark Wealth Partners LLC Has $32.71 Million Holdings in Costco Wholesale Corporation $COST

Daymark Wealth Partners LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 24.8% during the second quarter, bringing its total holdings to 34,966 shares valued at $32.71 million. The article also highlights that institutional investors collectively own 68.48% of Costco, analysts maintain a …

Marc Benioff's Salesforce Spent a Record $27 Billion on Stock Buybacks in a Single Quarter to Fight What He Calls the "SaaSpocalypse." Here's Why the Size of That Repurchase Matters.

Salesforce invested a record $27 billion in stock buybacks in the first quarter of 2026 to combat the "SaaSpocalypse" threat posed by generative AI. CEO Marc Benioff believes AI will positively impact the company, leading him to take on significant debt for these repurchases. …

Great Lakes Advisors LLC Purchases New Stake in Casey's General Stores, Inc. $CASY

Great Lakes Advisors LLC has acquired a new position in Casey's General Stores, Inc. (NASDAQ:CASY), purchasing 3,426 shares valued at approximately $2.723 million. This comes as other institutional investors have also adjusted their holdings in the company. Casey's General Stores recently reported strong quarterly …

Xunlei (NASDAQ:XNET) Stock Passes Below 200-Day Moving Average - Should You Sell?

Xunlei (NASDAQ:XNET) stock fell below its 200-day moving average, trading at $5.04 after hitting a low of $4.92, compared to the average of $5.71. Analysts have a cautious outlook, with a consensus "Hold" rating, following downgrades by Wall Street Zen and a slight upgrade …

Materion Corporation $MTRN Shares Acquired by Bank of America Corp DE

Bank of America Corp DE increased its stake in Materion Corporation (NYSE:MTRN) by 8.7% in the first quarter, now owning 118,569 shares valued at $17.15 million. Other institutional investors also adjusted their positions in the company. Materion recently reported strong quarterly earnings, beating analyst …

Deutsche Bank AG Cuts Stock Holdings in ASML Holding N.V. $ASML

Deutsche Bank AG significantly reduced its stake in ASML Holding N.V. by 44.0% in the second quarter, selling 29,272 shares. Despite this reduction, many other institutional investors increased their holdings in the semiconductor company. ASML recently reported strong quarterly earnings and revenue, but also …

Alphabet stock slips as $77.1 billion gain shapes the view

Alphabet's Class C stock experienced a slight slip despite a significant $77.1 billion unrealized gain on equity securities and quarterly revenue of $119.8 billion. The market is weighing the impact of this large investment gain against its operating performance, especially strong growth in Google …

4,355,914 Shares in Talen Energy Corporation $TLN Acquired by BlackRock Inc.

BlackRock Inc. has acquired 4,355,914 shares of Talen Energy Corporation (NASDAQ:TLN), valued at approximately $1.67 billion, giving it a 9.09% stake in the company. Despite a recent earnings miss, analysts maintain a "Moderate Buy" rating with an average price target of $477.58 for Talen …

Bank of New York Mellon Corp Takes $747.45 Million Position in First Horizon Corporation $FHN

Bank of New York Mellon Corp has acquired a significant stake in First Horizon Corporation, purchasing over 29 million shares valued at approximately $747.45 million, representing a 6.14% ownership. This move comes as First Horizon exceeded its quarterly earnings and revenue expectations, reporting $0.54 …

BlackRock Inc. Takes $1.51 Billion Position in First Horizon Corporation $FHN

BlackRock Inc. has acquired a significant new stake in First Horizon Corporation (NYSE:FHN) during the second quarter, purchasing 58.7 million shares valued at approximately $1.51 billion, which represents about 12.37% of the company. Other institutional investors have also adjusted their holdings, with institutional ownership …

Bank of New York Mellon Corp Takes Position in Edwards Lifesciences Corporation $EW

Bank of New York Mellon Corp has acquired a significant position in Edwards Lifesciences Corporation, purchasing over 14 million shares valued at approximately $1.27 billion, representing a 2.45% stake in the company. Institutional investors collectively own 79.46% of Edwards Lifesciences, while recent insider transactions …

CBIZ, Inc. $CBZ Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB significantly reduced its stake in CBIZ, Inc. (NYSE:CBZ) by 95% in the second quarter, selling 262,100 shares and retaining 13,900. Despite this, other institutional investors increased their holdings, and institutional ownership remains high at 87.44%. CBIZ recently exceeded EPS estimates but …

BlackRock Inc. Invests $1.41 Billion in Aramark $ARMK

BlackRock Inc. has acquired a significant new stake in Aramark, purchasing over 24.8 million shares valued at approximately $1.41 billion, representing 9.43% of the company. This investment comes as several other institutional investors have also adjusted their positions in Aramark. Analyst ratings for Aramark …

Advisors Capital Management LLC Acquires New Shares in Colliers International Group Inc. $CIGI

Advisors Capital Management LLC has acquired 34,401 new shares in Colliers International Group Inc. (CIGI) during the second quarter, valued at approximately $4.889 million. This purchase gives the fund an approximate 0.07% stake in the company. Other institutional investors also modified their holdings, with …

932,220 Shares in Danaher Corporation $DHR Bought by Bank of New York Mellon Corp

Bank of New York Mellon Corp has acquired 932,220 shares of Danaher Corporation (NYSE:DHR) valued at approximately $671.2 million, representing about 0.13% of the company. Institutional investors collectively own 79.05% of Danaher, which recently exceeded quarterly earnings and revenue expectations. Analysts generally maintain a …

Allworth Financial LP Invests $8.65 Million in Penske Automotive Group, Inc. $PAG

Allworth Financial LP has invested $8.65 million in Penske Automotive Group, Inc. (NYSE:PAG) by acquiring 48,347 shares in the second quarter. Other hedge funds and institutional investors have also adjusted their stakes in PAG, which currently holds a "Moderate Buy" rating with a consensus …

Helport AI Expands AI Labor Deployment Across Global Consumer Hardware Operations

Helport AI, a global AI workforce infrastructure company, is expanding its AI Labor model for customer operations in the consumer hardware sector across North America and Europe. This model uses AI to handle first contact and routine tasks in customer service, allowing human specialists …

J & J Snack Foods Corp. $JJSF Shares Sold by Bank of America Corp DE

Bank of America Corp DE reduced its stake in J & J Snack Foods Corp. (NASDAQ:JJSF) by 19.0% in the first quarter, selling 48,872 shares. Other institutional investors like Vanguard Group Inc. and Dimensional Fund Advisors LP increased their holdings. The article also provides …

Stock Yards Bancorp (SYBT) Stock Looks Fully Priced On Its 93% Run

Stock Yards Bancorp (SYBT) has seen a significant 93% return over three years, but its valuation presents a mixed signal. While an Excess Returns model suggests the stock is undervalued by 29.7%, its P/E ratio of 17.0x is higher than the banking industry average …

BlackRock Inc. Acquires New Holdings in Skyworks Solutions, Inc. $SWKS

BlackRock Inc. has acquired a significant new position in Skyworks Solutions, Inc. (NASDAQ:SWKS), purchasing over 20.5 million shares valued at approximately $1.39 billion, representing about 13.66% of the company. Other institutional investors have also adjusted their holdings in the semiconductor manufacturer. Analysts currently have …

Cerebras Systems (CBRS) Says Its New CS 4 Runs AI Inference 30x Faster

803,188 Shares in SS&C Technologies Holdings, Inc. $SSNC Purchased by Deutsche Bank AG

Deutsche Bank AG recently acquired 803,188 shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) during the second quarter, valued at approximately $49.8 million. Other institutional investors also adjusted their stakes in SSNC, with institutional investors collectively owning 96.90% of the company's stock. Analysts currently have …

Deutsche Bank AG Purchases New Position in Cenovus Energy Inc $CVE

Deutsche Bank AG has acquired a new stake in Cenovus Energy Inc (NYSE:CVE), purchasing over 3.6 million shares valued at approximately $91.4 million during the second quarter. This move makes Deutsche Bank AG the owner of 0.20% of Cenovus Energy. The article also details …

Bank of America Corp DE Purchases 798,610 Shares of Canadian Solar Inc. $CSIQ

Bank of America Corp DE significantly increased its stake in Canadian Solar Inc. (NASDAQ:CSIQ) by purchasing an additional 798,610 shares, bringing its total ownership to 1,071,486 shares valued at $14.84 million. Other institutional investors have also adjusted their holdings in the solar energy provider. …

Bank of New York Mellon Corp Makes New Investment in Ferrari N.V. $RACE

Bank of New York Mellon Corp has significantly increased its stake in Ferrari N.V. by acquiring over 2.5 million shares valued at approximately $952 million in the second quarter. Other institutional investors have also adjusted their holdings in Ferrari, which currently has a market …

Centric Wealth Management Purchases New Position in Procter & Gamble Company (The) $PG

Centric Wealth Management has acquired a new stake of 8,074 shares in Procter & Gamble Company, valued at approximately $1,158,000 during the second quarter. Other institutional investors have also adjusted their holdings in PG. The company currently has an average rating of "Moderate Buy" …

27,617 Shares in Rockwell Automation, Inc. $ROK Acquired by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG recently acquired 27,617 shares of Rockwell Automation, Inc. (NYSE:ROK) stock, valued at approximately $13.67 million. This comes as other institutional investors have also adjusted their holdings in the industrial products company. Rockwell Automation's stock currently has a …

B. Metzler seel. Sohn & Co. AG Makes New $7.40 Million Investment in MetLife, Inc. $MET

B. Metzler seel. Sohn & Co. AG has made a new $7.40 million investment in MetLife, Inc., acquiring 87,420 shares. This comes as other institutional investors have also adjusted their holdings in MetLife, and the company recently announced a share buyback plan and a …

GAMMA Investing LLC Purchases 19,352 Shares of Microsoft Corporation $MSFT

GAMMA Investing LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 10.8% in the second quarter, bringing its total holdings to 199,013 shares valued at $74.24 million. Other hedge funds also adjusted their positions in Microsoft, which continues to show strong financial performance with …

How Farmers & Merchants Bancorp's 4.7% Dividend Hike Will Impact Farmers & Merchants Bancorp (FMCB) Investors

B. Metzler seel. Sohn & Co. AG Makes New $8.56 Million Investment in Philip Morris International Inc. $PM

B. Metzler seel. Sohn & Co. AG has acquired a new stake of 47,342 shares in Philip Morris International Inc. (NYSE:PM), valued at approximately $8.56 million, during the second quarter. This investment is part of a trend where several institutional investors have increased their …

Bank of New York Mellon Corp Buys 2,755,662 Shares of Philip Morris International Inc. $PM

Bank of New York Mellon Corp significantly increased its stake in Philip Morris International Inc. by 30.9% in the second quarter, acquiring an additional 2,755,662 shares. Other institutional investors also adjusted their holdings in PM, which reported strong earnings for the last quarter, beating …

Boston Trust Walden Corp Has $147.51 Million Stock Holdings in Johnson & Johnson $JNJ

AlpenGlobal Capital LLC Makes New Investment in The Walt Disney Company $DIS

AlpenGlobal Capital LLC has made a new investment in The Walt Disney Company, purchasing 38,028 shares valued at approximately $3.66 million, representing 2.3% of its portfolio. This comes as institutional investors collectively own 65.71% of Disney stock. Despite mixed quarterly results, with earnings beating …