Wealth Effects LLC acquired a new stake in Kenvue Inc. (NYSE:KVUE – Free Report) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 177,130 shares of the company’s stock, valued at approximately $3,385,000. Kenvue makes up 0.9% of Wealth Effects LLC’s holdings, making the stock its 23rd biggest holding. A number of other hedge […]

State of Wyoming purchased a new stake in Target Corporation (NYSE:TGT – Free Report) during the second quarter, HoldingsChannel.com reports. The firm purchased 4,538 shares of the retailer’s stock, valued at approximately $593,000. Several other hedge funds and other institutional investors have also made changes to their positions in TGT. Winning Points Advisors LLC bought […]

Wealthspan Partners LLC bought a new stake in CSX Corporation (NASDAQ:CSX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 36,397 shares of the transportation company’s stock, valued at approximately $1,730,000. CSX makes up about 0.5% of Wealthspan Partners LLC’s portfolio, […]

HBK Sorce Advisory LLC purchased a new stake in shares of Sysco Corporation (NYSE:SYY – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 11,309 shares of the company’s stock, valued at approximately $952,000. Other institutional investors also recently bought and sold shares of the company. Lloyd Advisory Services LLC. bought […]

State of Wyoming acquired a new position in shares of Masco Corporation (NYSE:MAS – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 9,220 shares of the construction company’s stock, valued at approximately $750,000. Other institutional investors have also recently made changes to […]

Cura Wealth Advisors LLC purchased a new position in Oracle Corporation (NYSE:ORCL – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,048 shares of the enterprise software provider’s stock, valued at approximately $1,033,000. Other hedge funds […]

SCS Capital Management LLC purchased a new position in shares of The Boeing Company (NYSE:BA – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 38,423 shares of the aircraft producer’s stock, valued at approximately $8,317,000. Other institutional investors and hedge funds have […]

Simplicity Wealth LLC increased its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 867.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,908 shares of the pipeline company’s stock after buying an additional 92,268 shares during the […]

Simplicity Wealth LLC purchased a new position in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,665 shares of the technology company’s stock, valued at approximately $780,000. A number of other hedge […]

A number of firms have modified their ratings and price targets on shares of BP (NYSE: BP) recently: 8/7/2026 – BP had its price target raised by Piper Sandler from $42.00 to $43.00. They now have a “neutral” rating on the stock. 8/6/2026 – BP was upgraded by Freedom Capital from “strong sell” to “hold”. […]

Plato Investment Management Ltd purchased a new stake in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 6,038 shares of the company’s stock, valued at approximately $2,904,000. Other hedge funds and other institutional investors […]

Trivium Point Advisory LLC bought a new position in MetLife, Inc. (NYSE:MET – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 11,860 shares of the financial services provider’s stock, valued at approximately $1,003,000. Several other hedge funds and other institutional investors […]

Plato Investment Management Ltd bought a new position in Visa Inc. (NYSE:V – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 45,340 shares of the credit-card processor’s stock, valued at approximately $15,465,000. Visa makes up about 0.9% of Plato Investment Management Ltd’s […]

Plato Investment Management Ltd purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 52,009 shares of the CRM provider’s stock, valued at approximately $8,100,000. Other hedge funds and other institutional investors have also bought and sold shares of the company. Temasek Holdings […]

J.Safra Asset Management Corp purchased a new stake in Prologis, Inc. (NYSE:PLD – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,409 shares of the real estate investment trust’s stock, valued at approximately $1,004,000. Several other hedge funds and other […]

HBK Sorce Advisory LLC acquired a new stake in Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 6,722 shares of the CRM provider’s stock, valued at approximately $1,297,000. Other large investors have also recently added to or reduced their stakes in […]

Hardy Reed LLC bought a new stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) during the second quarter, HoldingsChannel reports. The fund bought 10,270 shares of the business services provider’s stock, valued at approximately $1,831,000. Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its […]

Trivium Point Advisory LLC purchased a new position in Intuit Inc. (NASDAQ:INTU – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,761 shares of the software maker’s stock, valued at approximately $460,000. Several other hedge funds and other institutional investors have also […]

OneDigital Investment Advisors LLC purchased a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the second quarter, Holdings Channel reports. The firm purchased 58,448 shares of the Internet television network’s stock, valued at approximately $4,173,000. Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Imprint […]

Several brokerages have updated their recommendations and price targets on shares of AbbVie (NYSE: ABBV) in the last few weeks: 8/17/2026 – AbbVie had its price target raised by Wells Fargo & Company from $295.00 to $300.00. They now have an “overweight” rating on the stock. 8/13/2026 – AbbVie was upgraded by Wolfe Research from […]

Several brokerages have updated their recommendations and price targets on shares of Aptiv (NYSE: APTV) in the last few weeks: 8/13/2026 – Aptiv was given a new $64.00 price target by Argus. 8/11/2026 – Aptiv was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”. 8/10/2026 – Aptiv had its “outperform” rating reaffirmed by […]

Allstate (NYSE: ALL) recently received a number of ratings updates from brokerages and research firms: 8/11/2026 – Allstate was given a new $265.00 price target by Morgan Stanley. 8/11/2026 – Allstate had its “strong-buy” rating reaffirmed by Raymond James Financial, Inc.. They now have a $315.00 price target on the stock. 8/11/2026 – Allstate was […]

Simplicity Wealth LLC bought a new stake in shares of Chevron Corporation (NYSE:CVX – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 82,222 shares of the oil and gas company’s stock, valued at approximately $13,629,000. A number of other large investors also […]

HBK Sorce Advisory LLC purchased a new stake in Chevron Corporation (NYSE:CVX – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 40,908 shares of the oil and gas company’s stock, valued at approximately $7,626,000. A number of other hedge […]

Simplicity Wealth LLC bought a new stake in Brunswick Corporation (NYSE:BC – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 9,577 shares of the company’s stock, valued at approximately $807,000. Other large investors have also made […]

OneDigital Investment Advisors LLC purchased a new stake in Cummins Inc. (NYSE:CMI – Free Report) during the second quarter, according to its most recent filing with the SEC. The fund purchased 5,573 shares of the company’s stock, valued at approximately $3,974,000. A number of other institutional investors have also recently made changes to their positions […]

SCS Capital Management LLC bought a new stake in shares of FedEx Corporation (NYSE:FDX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 47,408 shares of the shipping service provider’s stock, valued at approximately $14,892,000. Several other large investors […]

HBK Sorce Advisory LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 20,193 shares of the enterprise software provider’s stock, valued at approximately $2,916,000. Other hedge […]

Several brokerages have updated their recommendations and price targets on shares of Hershey (NYSE: HSY) in the last few weeks: 8/3/2026 – Hershey had its price target lowered by Barclays PLC from $208.00 to $200.00. They now have an “equal weight” rating on the stock. 7/31/2026 – Hershey was upgraded by Weiss Ratings from “hold […]

Several brokerages have updated their recommendations and price targets on shares of Kinetik (NYSE: KNTK) in the last few weeks: 8/12/2026 – Kinetik had its price target raised by Truist Financial Corporation from $53.00 to $59.00. They now have a “buy” rating on the stock. 8/11/2026 – Kinetik was upgraded by Weiss Ratings from “hold […]

Trivium Point Advisory LLC acquired a new stake in Ford Motor Company (NYSE:F – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 56,061 shares of the auto manufacturer’s stock, valued at approximately $779,000. Other large investors have also recently added to or reduced their […]

Uniting Wealth Partners LLC acquired a new stake in Blackstone Inc. (NYSE:BX – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 12,056 shares of the asset manager’s stock, valued at approximately $1,419,000. Several other hedge funds and other institutional investors also recently added […]

GSA Capital Partners LLP bought a new position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 10,206 shares of the software maker’s stock, valued at approximately $1,568,000. Other institutional investors have also […]

Insight Wealth Partners LLC bought a new position in shares of PACCAR Inc. (NASDAQ:PCAR – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 7,564 shares of the company’s stock, valued at approximately $909,000. Other hedge funds and other institutional investors have also recently made […]

Plato Investment Management Ltd bought a new position in shares of SLB Limited (NYSE:SLB – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 87,769 shares of the oil and gas company’s stock, valued at approximately $4,057,000. Several other large […]

HBK Sorce Advisory LLC purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 7,648 shares of the network technology company’s stock, valued at approximately $2,774,000. Several other institutional investors have also modified their holdings of the company. Norges Bank […]

A number of firms have modified their ratings and price targets on shares of Home Depot (NYSE: HD) recently: 8/17/2026 – Home Depot had its price target raised by Stifel Nicolaus from $320.00 to $340.00. They now have a “hold” rating on the stock. 8/12/2026 – Home Depot had its price target raised by Royal […]

Tulsa Wealth Advisors INC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 4,602 shares of the CRM provider’s stock, valued at approximately $721,000. A number of other institutional investors and hedge […]

Wealth Effects LLC purchased a new stake in Sandisk Corporation (NASDAQ:SNDK – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 810 shares of the data storage provider’s stock, valued at approximately $1,842,000. Several other institutional investors have […]

HBK Sorce Advisory LLC bought a new stake in CVS Health Corporation (NYSE:CVS – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 22,836 shares of the pharmacy operator’s stock, valued at approximately $2,264,000. Several other institutional investors […]

Wealthspan Partners LLC purchased a new position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 33,327 shares of the company’s stock, valued at approximately $598,000. A number of other large investors also recently modified their holdings of SOFI. Brighton […]

HBK Sorce Advisory LLC acquired a new stake in shares of Carrier Global Corporation (NYSE:CARR – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 14,742 shares of the company’s stock, valued at approximately $965,000. Several other institutional investors and […]

Global Retirement Partners LLC acquired a new stake in shares of Ecolab Inc. (NYSE:ECL – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 8,472 shares of the basic materials company’s stock, valued at approximately $2,360,000. Several other large investors have also recently modified their holdings of the business. Wexford Capital LP purchased […]

Mill Capital Management LLC purchased a new stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 9,550 shares of the apparel and home fashions retailer’s stock, valued at approximately $1,447,000. A number […]

Private Wealth Advisors LLC acquired a new position in Target Corporation (NYSE:TGT – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 3,356 shares of the retailer’s stock, valued at approximately $438,000. Several other large investors also recently bought and sold shares of […]

Trivium Point Advisory LLC purchased a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 3,680 shares of the asset manager’s stock, valued at approximately $433,000. Several other institutional investors have also recently added to or reduced their stakes in BX. Redwood Financial […]

Several analysts have recently updated their ratings and price targets for Traeger (NYSE: COOK): 8/7/2026 – Traeger had its “neutral” rating reaffirmed by B. Riley Financial, Inc.. 8/7/2026 – Traeger had its “sector perform” rating reaffirmed by Royal Bank Of Canada. They now have a $43.00 price target on the stock, up from $37.50. 8/6/2026 […]

Trivium Point Advisory LLC acquired a new stake in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 2,994 shares of the business services provider’s stock, valued at approximately $534,000. Other institutional investors also recently added to or reduced their stakes in the company. Life Cycle […]

OneDigital Investment Advisors LLC bought a new position in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 15,256 shares of the asset manager’s stock, valued at approximately $1,795,000. A number of other institutional investors […]

OMC Financial Services LTD acquired a new position in shares of Corning Incorporated (NYSE:GLW – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 43,378 shares of the electronics maker’s stock, valued at approximately $11,080,000. Corning accounts for approximately […]