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KFG Wealth Management LLC Increases Stock Holdings in International Business Machines Corporation $IBM

https://www.marketbeat.com/instant-alerts/filing-kfg-wealth-management-llc-increases-stock-holdings-in-international-business-machines-corporation-ibm-2026-04-07/
KFG Wealth Management LLC significantly increased its stake in International Business Machines Corporation (IBM) by 275% in the fourth quarter, now owning 3,281 shares valued at approximately $972,000. Several other institutional investors also adjusted their positions in IBM, with Vanguard Group Inc. holding the largest stake. Insider transactions show recent stock purchases by directors, and analysts currently rate IBM with a "Moderate Buy" consensus.

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Ameriprise Financial, Arista Networks, Arm Holdings, Lennar, Morgan Stanley, Rocket Lab, Tractor Supply, Wingstop, Wix.com and More

https://247wallst.com/investing/2026/04/07/here-are-tuesdays-top-wall-street-analyst-research-calls-ameriprise-financial-arista-networks-arm-holdings-lennar-morgan-stanley-rocket-lab-tractor-supply-wingstop-wix-com-and-more/
This article details top Wall Street analyst upgrades, downgrades, and initiations for Tuesday, April 7, 2026, including companies like Arista Networks, Morgan Stanley, Arm Holdings, and Lennar. It also provides a market overview, covering stock futures, treasury bonds, oil and gas, gold, and cryptocurrency performance, noting key economic factors such as inflation concerns and geopolitical tensions.

Holding(s) in Company

https://www.sharecast.com/amp/news/Holding-s-in-Company/Holding-s-in-Company--dl35834318.html
Ameriprise Financial, Inc. has notified a major holding in Burford Capital Limited, crossing the notification threshold on March 31, 2026. The filing indicates Ameriprise now holds 5.121% of voting rights in Burford Capital, an increase from its previous notification of 4.986%. The notification provides a detailed breakdown of the voting rights and the chain of controlled undertakings through which these rights are held.

Ameriprise Financial: I Was Right To Rotate Two Years Ago (NYSE:AMP)

https://seekingalpha.com/article/4888755-ameriprise-financial-i-was-right-to-rotate-2-years-ago
The article evaluates Ameriprise Financial (AMP), maintaining a 'HOLD' rating with a $380/share price target due to current valuation and market dynamics. Despite strong fundamentals, robust capital returns, and high advisor productivity, AMP faces headwinds from interest rate sensitivity and the shift from active asset management to passive ETFs, which pressures margins. Although the stock trades below its historical P/E average, growth normalization and fee compression limit its near-term upside.

Principal Financial (NYSE: PFG) touts 18% TSR, $1.5B returns in proxy

https://www.stocktitan.net/sec-filings/PFG/def-14a-principal-financial-group-inc-definitive-proxy-statement-c7c830ebe12e.html
Principal Financial Group (NYSE: PFG) highlights strong 2025 financial performance in its proxy statement, including an 18% total shareholder return that outperformed the S&P 500 and over $1.5 billion returned to shareholders through repurchases and dividends. The company reported $781 billion in assets under management and $1.8 trillion in assets under administration, with margins expanding to 31%. Shareholders are asked to vote on director elections, executive pay, auditor ratification, and a new stock incentive plan at the upcoming virtual annual meeting on May 19, 2026.
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Goldman Sachs Adjusts Ameriprise Financial Price Target to $490 From $538, Maintains Neutral Rating

https://www.marketscreener.com/news/goldman-sachs-adjusts-ameriprise-financial-price-target-to-490-from-538-maintains-neutral-rating-ce7e51d2d18af72c
Goldman Sachs has lowered its price target for Ameriprise Financial (AMP) to $490 from $538, while reiterating a Neutral rating on the stock. This adjustment reflects an updated outlook by the investment bank. Another firm, BMO Capital, also revised its price target for Ameriprise Financial to $470 from $560, maintaining a Market Perform rating.

Western Financial Corp CA Sells 6,926 Shares of Cintas Corporation $CTAS

https://www.marketbeat.com/instant-alerts/filing-western-financial-corp-ca-sells-6926-shares-of-cintas-corporation-ctas-2026-04-06/
Western Financial Corp CA has reduced its stake in Cintas Corporation (NASDAQ:CTAS) by 40.6% in the fourth quarter, selling 6,926 shares, though still retaining 10,145 shares valued at approximately $1.908 million. Despite this reduction, institutional investors collectively own 63.46% of Cintas, with many major funds like Vanguard and State Street increasing their holdings. Analysts generally rate Cintas as a "Hold" with a consensus price target of $215.17, while the company recently reported Q4 EPS of $1.24 and an 8.9% year-over-year revenue increase.

Costco Wholesale Corporation $COST Shares Purchased by Rathbones Group PLC

https://www.marketbeat.com/instant-alerts/filing-costco-wholesale-corporation-cost-shares-purchased-by-rathbones-group-plc-2026-04-06/
Rathbones Group PLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 2.2% during the fourth quarter, now owning 274,655 shares valued at $236.8 million. Several other institutional investors also adjusted their positions, and 68.48% of Costco's stock is held by institutional investors and hedge funds. The article details Costco's recent stock performance, financial metrics, Q1 earnings, dividend declaration, and analyst ratings, alongside key news summaries affecting the company.

Waste Management, Inc. $WM Shares Purchased by Rathbones Group PLC

https://www.marketbeat.com/instant-alerts/filing-waste-management-inc-wm-shares-purchased-by-rathbones-group-plc-2026-04-06/
Rathbones Group PLC increased its holdings in Waste Management, Inc. (NYSE:WM) by 12.7% in the fourth quarter, now owning 463,274 shares valued at $101.79 million. Other institutional investors also increased their stakes, with Vanguard Group Inc. being the largest shareholder. Analysts have given Waste Management a consensus "Moderate Buy" rating with a target price of $254.59.

5,792 Shares in InterDigital, Inc. $IDCC Acquired by SG Americas Securities LLC

https://www.marketbeat.com/instant-alerts/filing-5792-shares-in-interdigital-inc-idcc-acquired-by-sg-americas-securities-llc-2026-04-06/
SG Americas Securities LLC has acquired a new stake of 5,792 shares in InterDigital, Inc. (NASDAQ:IDCC) during the fourth quarter, valued at approximately $1.84 million. InterDigital exceeded EPS expectations in its latest quarter, reporting $2.12 against an estimated $1.65, despite a 37.4% year-over-year revenue decline. The company also announced a quarterly dividend and analysts maintain a "Moderate Buy" rating for the stock.
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Franklin Income Focus ETF $INCM is Base Wealth Management LLC’s 6th Largest Position

https://www.defenseworld.net/2026/04/06/franklin-income-focus-etf-incm-is-base-wealth-management-llcs-6th-largest-position.html
Base Wealth Management LLC significantly increased its stake in the Franklin Income Focus ETF ($INCM) by 12.7% during the 4th quarter, making it their 6th largest holding. Other institutional investors like Raymond James Financial Inc. and Ameriprise Financial Inc. also raised their positions in the ETF. The article details the stock's performance and provides a profile of the Franklin Income Focus ETF, which aims to maximize income through a diversified portfolio of equities and debt securities.

Allspring Global Investments Holdings LLC Buys 34,108 Shares of EPAM Systems, Inc. $EPAM

https://www.marketbeat.com/instant-alerts/filing-allspring-global-investments-holdings-llc-buys-34108-shares-of-epam-systems-inc-epam-2026-04-06/
Allspring Global Investments Holdings LLC significantly increased its stake in EPAM Systems, Inc. (NYSE:EPAM) by 430.4% in the fourth quarter, purchasing an additional 34,108 shares to bring its total holdings to 42,032 shares, valued at approximately $8.43 million. Other institutional investors also modified their holdings of EPAM Systems. Despite some recent analyst price target trims and rating adjustments to "hold," the stock maintains a "Moderate Buy" consensus with a target price of $196.06, supported by strong Q4 earnings and positive FY2026 guidance.

BAM Wealth Management LLC Takes Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD

https://www.defenseworld.net/2026/04/06/bam-wealth-management-llc-takes-position-in-first-trust-tcw-opportunistic-fixed-income-etf-fixd.html
BAM Wealth Management LLC has purchased a new stake of 11,608 shares, valued at approximately $514,000, in the First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) during the fourth quarter. Other institutional investors like Ameriprise Financial Inc. and Envestnet Asset Management Inc. have also adjusted their holdings in FIXD, which recently declared a monthly dividend. The ETF, launched in 2017, is an actively managed broad-based bond fund.

Allspring Global Investments Holdings LLC Lowers Stake in FormFactor, Inc. $FORM

https://www.marketbeat.com/instant-alerts/filing-allspring-global-investments-holdings-llc-lowers-stake-in-formfactor-inc-form-2026-04-06/
Allspring Global Investments Holdings LLC significantly reduced its stake in FormFactor (NASDAQ:FORM) by 33.8% in the fourth quarter of 2025, to 158,974 shares valued at $9.41 million. This reduction comes amid other institutional investor activity and recent insider stock sales by FormFactor's CEO and CFO. Despite these sales and the stake reduction, analysts currently maintain a "Moderate Buy" rating for FormFactor with an average price target of $80.91, while the company’s stock trades near $103.

Tran Capital Management L.P. Acquires New Stake in International Flavors & Fragrances Inc. $IFF

https://www.marketbeat.com/instant-alerts/filing-tran-capital-management-lp-acquires-new-stake-in-international-flavors-fragrances-inc-iff-2026-04-05/
Tran Capital Management L.P. has acquired a new stake in International Flavors & Fragrances Inc. (IFF), purchasing 325,326 shares valued at approximately $21.92 million. This investment represents 2.6% of Tran Capital's portfolio and about 0.13% ownership of IFF. The acquisition coincides with several analysts issuing more positive ratings and price targets for IFF, collectively forming a "Moderate Buy" consensus with an average price target of $90.09.
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Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 19,018 Shares of Carrier Global Corporation $CARR

https://www.marketbeat.com/instant-alerts/filing-empirical-financial-services-llc-dba-empirical-wealth-management-sells-19018-shares-of-carrier-global-corporation-carr-2026-04-05/
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its stake in Carrier Global Corporation (NYSE:CARR) by 54.4% in the fourth quarter, selling 19,018 shares and ending with 15,922 shares valued at $841,000. This divestment occurred despite several other institutional investors significantly increasing their positions in CARR. Carrier Global recently missed its earnings expectations, reporting lower EPS and revenue than anticipated, though analysts still rate the stock a "Moderate Buy" with an average price target of $70.15.

Allspring Global Investments Holdings LLC Acquires 23,846 Shares of General Dynamics Corporation $GD

https://www.marketbeat.com/instant-alerts/filing-allspring-global-investments-holdings-llc-acquires-23846-shares-of-general-dynamics-corporation-gd-2026-04-04/
Allspring Global Investments Holdings LLC increased its stake in General Dynamics Corporation by 61.4%, acquiring an additional 23,846 shares to own a total of 62,684 shares valued at $21.526 million. This comes as General Dynamics reported strong quarterly earnings, beating analyst estimates, and raised its quarterly dividend. Insider selling by CEO Phebe N. Novakovic and EVP Marguerite Amy Gilliland was also noted, though institutional investors collectively own 86.14% of the company's stock.

JPMorgan Chase & Co. Has $4 Million Stock Holdings in Saul Centers, Inc. $BFS

https://www.marketbeat.com/instant-alerts/filing-jpmorgan-chase-co-has-4-million-stock-holdings-in-saul-centers-inc-bfs-2026-04-04/
JPMorgan Chase & Co. significantly increased its stake in Saul Centers, Inc. by 118.6% in the third quarter, bringing its total holdings to 125,345 shares valued at approximately $3.995 million. Despite this increased institutional investor interest, Saul Centers reported disappointing quarterly earnings, missing analyst estimates for both EPS and revenue. The REIT also declared a quarterly dividend of $0.59 per share, representing a 7.2% yield, but noted a high payout ratio of 216.51%.

Ameriprise Survey Shows Retirement Savings Derailed by More Than Just the Recession; Financial Impac

https://www.yahoo.com/2013-05-14-ameriprise-survey-shows-retirement-savings-deraile.html
An Ameriprise Financial survey reveals that 90% of pre-retirees and retirees (ages 50-70 with $100k+ in assets) have experienced events, dubbed "derailers," costing them an average of $117,000 in retirement savings. While market declines and low interest rates were significant, life events like supporting adult children and poor investments also played a major role. Despite these setbacks, many still anticipate a smooth retirement, though those working with a financial advisor are more likely to have a written plan and greater confidence.

Quintet Private Bank Europe S.A. Has $3.61 Million Stock Holdings in McDonald's Corporation $MCD

https://www.marketbeat.com/instant-alerts/filing-quintet-private-bank-europe-sa-has-361-million-stock-holdings-in-mcdonalds-corporation-mcd-2026-04-04/
Quintet Private Bank Europe S.A. significantly reduced its stake in McDonald's Corporation by 38.1% in the fourth quarter, selling 7,270 shares but still retaining 11,796 shares valued at approximately $3.605 million. Despite insider selling activity, with CEO Christopher J. Kempczinski and EVP Jonathan Banner selling shares totaling over $10 million, McDonald's recently beat quarterly earnings expectations (EPS of $3.12 vs. $3.05 expected; revenue of $7.01 billion vs. $6.81 billion expected) and has an average analyst target price of $339.69, with a "Hold" consensus rating. The company also declared a quarterly dividend of $1.86, translating to an annualized dividend of $7.44 and a 2.4% yield.
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AT&T Inc. $T Shares Sold by SteelPeak Wealth LLC

https://www.marketbeat.com/instant-alerts/filing-att-inc-t-shares-sold-by-steelpeak-wealth-llc-2026-04-04/
SteelPeak Wealth LLC significantly reduced its stake in AT&T Inc. ($T) by 49% in Q4, selling 205,815 shares, though still holding 214,215 shares valued at $5.32 million. Despite this sale, AT&T showed strong Q4 operational results, beating EPS and revenue expectations, raising its FY2026 EPS guidance, and declaring a quarterly dividend with a 3.9% yield. The company maintains a "Moderate Buy" consensus rating from analysts with institutional investors holding a significant portion of its stock.

Global Trust Asset Management LLC Increases Stake in American Express Company $AXP

https://www.marketbeat.com/instant-alerts/filing-global-trust-asset-management-llc-increases-stake-in-american-express-company-axp-2026-04-04/
Global Trust Asset Management LLC significantly increased its holdings in American Express Company by 105.6% during the fourth quarter, now owning 7,496 shares valued at $2.77 million. This move comes as American Express reported mixed quarterly results, slightly missing EPS estimates but showing strong revenue growth and raising its annual dividend. Despite institutional ownership of 84.33%, insider selling has also occurred, indicating varied sentiments among investors.

Lawson Kroeker Investment Management Inc. NE Sells 18,277 Shares of Charles River Laboratories International, Inc. $CRL

https://www.marketbeat.com/instant-alerts/filing-lawson-kroeker-investment-management-inc-ne-sells-18277-shares-of-charles-river-laboratories-international-inc-crl-2026-04-04/
Lawson Kroeker Investment Management Inc. NE has decreased its stake in Charles River Laboratories International, Inc. (NYSE:CRL) by 36.6%, selling 18,277 shares and now holding 31,638 shares valued at approximately $6.31 million. Despite this trimming, institutional ownership remains high at 98.91%, with several other major investors increasing their positions. Analysts maintain a "Moderate Buy" consensus rating for CRL, with an average target price of $206.15, following the company's strong Q4 EPS beat and a positive FY2026 guidance.

SG Americas Securities LLC Acquires 299,278 Shares of Ecovyst Inc. $ECVT

https://www.marketbeat.com/instant-alerts/filing-sg-americas-securities-llc-acquires-299278-shares-of-ecovyst-inc-ecvt-2026-04-04/
SG Americas Securities LLC significantly increased its stake in Ecovyst Inc. (NYSE:ECVT) by 938% in the fourth quarter, buying an additional 299,278 shares to own a total of 331,184 shares, valued at approximately $3.22 million. Ecovyst has a "Moderate Buy" consensus rating from analysts with an average target price of $13.60, and the company recently surpassed quarterly earnings and revenue estimates. Despite mixed analyst sentiment and a negative net margin, the company provided solid FY2026 EPS guidance.

ICF International, Inc. $ICFI Shares Acquired by SG Americas Securities LLC

https://www.marketbeat.com/instant-alerts/filing-icf-international-inc-icfi-shares-acquired-by-sg-americas-securities-llc-2026-04-04/
SG Americas Securities LLC significantly increased its stake in ICF International, Inc. by 214.7%, acquiring 23,773 additional shares, bringing their total to 34,847 shares valued at approximately $2.97 million. Institutional investors now own about 94.12% of the company. ICF reported an EPS of $1.47 for the last quarter on $443.67 million in revenue, missing consensus estimates, and provided guidance for Q1 and FY2026.
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AMP Stock News Today | Earnings, Events & Price Alerts

https://intellectia.ai/en/stock/AMP/news
This page provides a compilation of recent news and events related to AMP (Ameriprise Financial), including stock performance, earnings updates, and significant company announcements. It tracks analyst reports, financial institution news, and market performance to offer a comprehensive overview for investors. The information highlights AMP's financial results, recognition as a top workplace, and market-related fluctuations.

Analyst IMS Investment Management Services Ltd. Buys 25,135 Shares of Wix.com Ltd. $WIX

https://www.marketbeat.com/instant-alerts/filing-analyst-ims-investment-management-services-ltd-buys-25135-shares-of-wixcom-ltd-wix-2026-04-04/
Analyst IMS Investment Management Services Ltd. increased its stake in Wix.com (NASDAQ:WIX) by 5.6% in the fourth quarter, purchasing an additional 25,135 shares and making Wix its 8th largest holding. This comes as Wix.com reported strong quarterly earnings, beating EPS estimates, and announced a $2.0 billion stock buyback program. Despite recent analyst downgrades and short-term volatility, institutional ownership remains high, with several other major funds also increasing or initiating positions in the company.

LendingTree (NASDAQ:TREE) Cut to Hold at Wall Street Zen

https://www.marketbeat.com/instant-alerts/lendingtree-nasdaqtree-cut-to-hold-at-wall-street-zen-2026-04-04/
Wall Street Zen has downgraded LendingTree (NASDAQ:TREE) from "buy" to "hold" despite the company beating revenue estimates in its recent Q4 earnings report. Several other firms have also adjusted their price targets for LendingTree, though the consensus remains a "Moderate Buy" with an average target price of $74.00. The stock is currently trading around $40.75, significantly below its 52-week high, with institutional investors holding a substantial portion of its shares.

Simulations Plus (NASDAQ:SLP) Downgraded by Wall Street Zen to "Hold"

https://www.marketbeat.com/instant-alerts/simulations-plus-nasdaqslp-downgraded-by-wall-street-zen-to-hold-2026-04-04/
Wall Street Zen has downgraded Simulations Plus (NASDAQ:SLP) from "Buy" to "Hold," reflecting a broader analyst consensus of "Hold" with an average price target of $25.00. This downgrade follows the company's financial results, which showed a miss on quarterly EPS ($0.13 vs. $0.18 expected) despite a slight revenue beat. Institutional investors maintain a significant stake, holding about 78.08% of the stock.

Nano Dimension (NASDAQ:NNDM) Downgraded to Sell Rating by Wall Street Zen

https://www.marketbeat.com/instant-alerts/nano-dimension-nasdaqnndm-downgraded-to-sell-rating-by-wall-street-zen-2026-04-04/
Nano Dimension (NASDAQ:NNDM) has been downgraded to a "sell" rating by Wall Street Zen, a sentiment reaffirmed by Weiss Ratings, leading to a MarketBeat consensus of "Sell." Despite the negative analyst outlook and a reported quarterly loss of ($1.06) EPS on $35.32 million in revenue, institutional investors, such as State Street Corp, have significantly increased their holdings in the company. Nano Dimension specializes in advanced additive manufacturing solutions for the electronics industry, focusing on 3D printing of circuit boards.
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Insider Selling: Jazz Pharmaceuticals (NASDAQ:JAZZ) Director Sells 6,000 Shares of Stock

https://www.marketbeat.com/instant-alerts/insider-selling-jazz-pharmaceuticals-nasdaqjazz-director-sells-6000-shares-of-stock-2026-04-03/
Jazz Pharmaceuticals Director Bruce Cozadd sold 6,000 shares of JAZZ stock for $1.143 million on April 1, 2026, reducing his position by 1.54%. The sale was executed under a pre-arranged Rule 10b5-1 trading plan. The company recently exceeded quarterly EPS estimates with strong revenue growth, and analysts maintain a "Moderate Buy" rating with a target price of $215.38.

TTI SEC Filings - Tetra Technlgs 10-K, 10-Q, 8-K Forms

https://www.stocktitan.net/sec-filings/TTI/page-4.html
This page provides access to SEC filings for Tetra Technologies (TTI), including 10-K, 10-Q, 8-K forms, and insider trading reports. It highlights recent filings such as Ameriprise's 5.2% ownership, insider stock option exercises and sales, planned CFO transition, and BlackRock's 7.6% holding, along with AI-powered summaries of these documents. The page also features key financial data from the Q3 2025 earnings report, including revenue, net income, and progress on the Arkansas bromine facility.

A Look At SEI Investments (SEIC) Valuation After Recent Share Price Weakness

https://simplywall.st/stocks/us/diversified-financials/nasdaq-seic/sei-investments/news/a-look-at-sei-investments-seic-valuation-after-recent-share
SEI Investments (SEIC) has experienced recent share price declines, falling 7.2% over 3 months and 6.8% over the past month. Despite this, the company is considered 26% undervalued with a narrative fair value of $104.00, driven by strong earnings potential, capital allocation, and a solid balance sheet. Investors should consider the mixed signals, including ongoing tech spending, fee compression, and competition, when evaluating SEIC.

Pacific Sage Partners LLC Sells 30,922 Shares of Sprott Physical Gold and Silver Trust $CEF

https://www.marketbeat.com/instant-alerts/filing-pacific-sage-partners-llc-sells-30922-shares-of-sprott-physical-gold-and-silver-trust-cef-2026-04-03/
Pacific Sage Partners LLC reduced its stake in Sprott Physical Gold and Silver Trust (CEF) by 11.4% in the fourth quarter, selling 30,922 shares and ending with 239,587 shares valued at $10.97 million. The trust represents 1.7% of Pacific Sage Partners' portfolio, making it its 16th largest holding. Conversely, several other institutional investors, including Jupiter Asset Management, Bleakley Financial, Raymond James, Ameriprise, and Bank of America Corp DE, increased their positions in CEF during recent quarters.

38,600 Shares in Pfizer Inc. $PFE Acquired by Genesis Financial Group LLC

https://www.marketbeat.com/instant-alerts/filing-38600-shares-in-pfizer-inc-pfe-acquired-by-genesis-financial-group-llc-2026-04-03/
Genesis Financial Group LLC initiated a new position in Pfizer Inc. during the fourth quarter, acquiring 38,600 shares valued at approximately $961,000. This comes as Pfizer beat Q4 earnings and revenue estimates, though the consensus analyst rating remains "Hold" with an average price target of $28.19. Institutional ownership in Pfizer is high at 68.36%, with several large financial firms recently increasing their stakes.
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Caledonia Investments Boosts Stake in Paychex

https://nationaltoday.com/us/ny/rochester/news/2026/04/03/caledonia-investments-boosts-stake-in-paychex/
Caledonia Investments PLC, a UK-based investment firm, has acquired a new position of 133,000 shares in Paychex, Inc. (NASDAQ:PAYX) valued at approximately $14.9 million, making it their 15th largest holding. This increased stake signals Caledonia's confidence in Paychex's business model and growth prospects in providing essential payroll and HR services to small and medium-sized businesses. The investment firm believes Paychex can navigate the current economic landscape and continue delivering value to its clients.

Crewe Advisors LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

https://www.defenseworld.net/2026/04/03/crewe-advisors-llc-boosts-stake-in-jpmorgan-hedged-equity-laddered-overlay-etf-helo.html
Crewe Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) by 9.6% in the fourth quarter, now owning 151,244 shares valued at $10.05 million. HELO constitutes 0.9% of Crewe Advisors' investment portfolio, making it their 23rd largest position. Other hedge funds like Bank of America Corp DE, Ameriprise Financial Inc., Bank of New York Mellon Corp, Forvis Mazars Wealth Advisors LLC, and Tcfg Wealth Management LLC also adjusted their holdings in HELO, which recently opened at $64.13 with a market capitalization of $3.76 billion.

6,788 Shares in Applied Materials, Inc. $AMAT Acquired by Dorato Capital Management

https://www.marketbeat.com/instant-alerts/filing-6788-shares-in-applied-materials-inc-amat-acquired-by-dorato-capital-management-2026-04-03/
Dorato Capital Management has acquired a new stake of 6,788 shares in Applied Materials, Inc. ($AMAT) during the fourth quarter, representing about 1.3% of Dorato's total holdings. This acquisition comes as institutional investors are increasing their positions in AMAT, with overall institutional ownership at 80.56%. Analysts have largely maintained a "Moderate Buy" rating for Applied Materials, raising price targets, while the company has reported strong earnings, beating estimates, and increased its quarterly dividend.

Bristol Myers Squibb Company $BMY Shares Sold by Compagnie Lombard Odier SCmA

https://www.marketbeat.com/instant-alerts/filing-bristol-myers-squibb-company-bmy-shares-sold-by-compagnie-lombard-odier-scma-2026-04-03/
Compagnie Lombard Odier SCmA significantly reduced its stake in Bristol Myers Squibb by selling 99.2% of its shares in Q4, leaving 2,000 shares. This move comes as BMY missed quarterly EPS estimates despite a revenue beat, set FY 2026 guidance, and declared a $0.63 quarterly dividend. Other institutional investors like Vanguard Group and State Street Corp increased their holdings, while an EVP also sold a portion of his shares.

Aberdeen Group plc Cuts Stock Holdings in The Walt Disney Company $DIS

https://www.marketbeat.com/instant-alerts/filing-aberdeen-group-plc-cuts-stock-holdings-in-the-walt-disney-company-dis-2026-04-03/
Aberdeen Group plc reduced its stake in The Walt Disney Company by 2.3% in the fourth quarter of the last reporting period, selling 31,264 shares. Despite this, institutional investors still own a significant 65.71% of the stock. Analysts largely maintain a "Moderate Buy" rating with an average price target of $132.81, even though some targets have been lowered.
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Morgan Stanley Bumps Saperstein’s Pay to $34 Million for 2025

https://www.advisorhub.com/morgan-stanley-bumps-sapersteins-pay-to-34-million-for-2025/
Morgan Stanley has increased the pay for Co-President Andy Saperstein to $34 million for 2025, a 26% rise from the previous year. This places him among the highest-paid wealth executives, on par with fellow Co-President Daniel A. Simkowitz, and follows a recent 32% pay increase for CEO Edward "Ted" Pick. The compensation committee cited Saperstein's contributions to record wealth management results and the firm's AI strategy.

Insider Selling: Radiant Logistics (NYSEAMERICAN:RLGT) CFO Sells 7,500 Shares of Stock

https://www.marketbeat.com/instant-alerts/insider-selling-radiant-logistics-nyseamericanrlgt-cfo-sells-7500-shares-of-stock-2026-04-02/
Radiant Logistics CFO Todd Macomber sold 7,500 shares of company stock for $52,500 on March 31st, reducing his position by 4.42%. The company recently reported better-than-expected earnings but missed revenue forecasts. Institutional investors hold over half the stock, and analysts maintain a "Buy" rating with a $9.00 price target.

Unpacking Q4 Earnings: Voya Financial (NYSE:VOYA) In The Context Of Other Custody Bank Stocks

https://www.tradingview.com/news/stockstory:450c25afd094b:0-unpacking-q4-earnings-voya-financial-nyse-voya-in-the-context-of-other-custody-bank-stocks/
The article reviews the Q4 earnings of several custody bank stocks, focusing on Voya Financial (VOYA). While the sector reported a strong Q4 with revenues beating estimates by 2.4%, individual company stock prices have generally seen declines post-earnings. Voya Financial missed EPS estimates, leading to an 11.3% stock drop, whereas WisdomTree, T. Rowe Price, Ameriprise Financial, and Cohen & Steers also experienced stock price dips despite varied earnings performances.

Sierra Bancorp (NASDAQ:BSRR) Given Consensus Rating of "Moderate Buy" by Brokerages

https://www.marketbeat.com/instant-alerts/sierra-bancorp-nasdaqbsrr-given-consensus-rating-of-moderate-buy-by-brokerages-2026-04-02/
Sierra Bancorp (NASDAQ:BSRR) has received a "Moderate Buy" consensus rating from five analysts, with an average 12-month price target of $37.00. Insider activity shows sales of 11,000 shares totaling approximately $402,478 over the past 90 days, reducing insider ownership to 11.86%. The company also reported an EPS beat of $0.97 against an $0.85 estimate and increased its quarterly dividend to $0.26, yielding about 3.1%.

BofA Securities Adjusts Ameriprise Financial Price Target to $575 From $660

https://www.marketscreener.com/news/bofa-securities-adjusts-ameriprise-financial-price-target-to-575-from-660-ce7e51ddd88af726
BofA Securities has lowered its price target for Ameriprise Financial from $660 to $575. This adjustment was reported on April 2, 2026, at 10:05 am EDT by MT Newswires. The article is reserved for members to unlock.
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Is the Options Market Predicting a Spike in Ameriprise Financial Stock?

https://www.tradingview.com/news/zacks:39b8f36bd094b:0-is-the-options-market-predicting-a-spike-in-ameriprise-financial-stock/
The article suggests that the options market indicates a potential significant move for Ameriprise Financial (AMP) stock, specifically highlighting high implied volatility in a June 2026 $360 Call option. While options traders may anticipate a spike, analysts currently rate Ameriprise Financial as a Zacks Rank #3 (Hold), with recent revisions slightly lowering earnings estimates for the current quarter. This discrepancy between options market sentiment and analyst consensus might present a trading opportunity for those who sell premium.

Business Brief: Wellspire Financial earns Ameriprise Client Experience Award

https://cdispatch.com/news/business-brief-wellspire-financial-earns-ameriprise-client-experience-award/
Wellspire Financial Group, a wealth advisory practice of Ameriprise Financial Inc., has received the Ameriprise Client Experience Award for 2025. This award recognizes their consistent delivery of personalized, goal-based advice and outstanding client service. Recipients achieved a client satisfaction rating of 4.9 out of 5 or higher and maintained stellar business results, marking them as leaders committed to client success.

HF Advisory Group LLC Acquires 26,924 Shares of Altria Group, Inc. $MO

https://www.marketbeat.com/instant-alerts/filing-hf-advisory-group-llc-acquires-26924-shares-of-altria-group-inc-mo-2026-04-02/
HF Advisory Group LLC significantly increased its stake in Altria Group (NYSE:MO) by 80.7% in Q4, purchasing 26,924 additional shares to hold a total of 60,298 shares valued at approximately $3.48 million. Other institutional investors also adjusted their positions in Altria, while SVP Charles N. Whitaker sold a portion of his holdings. The company recently declared a quarterly dividend of $1.06 per share, yielding 6.5% annually, and analysts have a consensus "Hold" rating with an average target price of $65.75 for the stock.

AES SEC Filings - Aes Corp 10-K, 10-Q, 8-K Forms

https://www.stocktitan.net/sec-filings/AES/page-3.html
This page provides access to AES Corporation's SEC filings, including 10-K annual reports, 10-Q quarterly reports, and 8-K material event reports, offering detailed insights into the company's financial performance, risk factors, and strategic initiatives. It highlights recent insider trading activities, significant ownership disclosures by firms like Ameriprise, and key financial announcements such as impairment charges and quarterly results. Investors can use this resource to understand AES's regulatory record and financial health.

Compagnie Lombard Odier SCmA Purchases 10,235 Shares of Linde PLC $LIN

https://www.marketbeat.com/instant-alerts/filing-compagnie-lombard-odier-scma-purchases-10235-shares-of-linde-plc-lin-2026-04-02/
Compagnie Lombard Odier SCmA increased its stake in Linde PLC by 2.4% during the fourth quarter, adding 10,235 shares to hold a total of 430,709 shares, representing 0.09% of the company. Valued at approximately $183.65 million, Linde is now the 13th largest holding for Compagnie Lombard Odier SCmA. This move comes as Linde PLC reported strong quarterly earnings, beating analyst estimates, and announced an increase in its quarterly dividend.
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