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Paralel Advisors LLC Acquires Shares of 5,204 Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-paralel-advisors-llc-acquires-shares-of-5204-ameriprise-financial-inc-amp-2026-08-21/
Paralel Advisors LLC recently acquired 5,204 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $2.39 million, adding to significant institutional ownership in the company. Ameriprise Financial holds a consensus "Moderate Buy" rating from analysts with an average price target of $555.33, and recently exceeded quarterly earnings expectations with an EPS of $11.07 and revenue of $4.90 billion. Despite insider selling activity totaling nearly 30,000 shares, the company announced a quarterly dividend of $1.70 per share, reflecting a 1.2% yield.

212,260 Shares in Ameriprise Financial, Inc. $AMP Purchased by TrinityBridge Ltd

https://www.marketbeat.com/instant-alerts/filing-212260-shares-in-ameriprise-financial-inc-amp-purchased-by-trinitybridge-ltd-2026-08-21/
TrinityBridge Ltd recently acquired 212,260 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $97.3 million, making it their 13th largest position and representing 0.24% of Ameriprise's stock. This purchase comes as Ameriprise reported strong quarterly earnings, beating analyst estimates with $11.07 EPS and an 11.6% increase in revenue year-over-year. Despite insider selling, analysts maintain a "Moderate Buy" consensus for the financial services provider with an average price target of $555.33.

Raymond James Adjusts PT on Ameriprise Financial to $638 From $582, Maintains Strong Buy Rating

https://www.marketscreener.com/news/raymond-james-adjusts-pt-on-ameriprise-financial-to-638-from-582-maintains-strong-buy-rating-ce7858dad88df027
Raymond James has increased its price target for Ameriprise Financial (AMP) to $638 from $582, while reiterating a Strong Buy rating on the stock. This adjustment reflects a positive outlook on the company's financial performance and future prospects.

Vise Technologies Inc. Buys Shares of 11,649 Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-vise-technologies-inc-buys-shares-of-11649-ameriprise-financial-inc-amp-2026-08-21/
Vise Technologies Inc. has acquired 11,649 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $5.34 million in the second quarter. Institutional investors hold 83.95% of AMP's stock, and analysts maintain a "Moderate Buy" consensus with an average price target of $555.33. Despite positive earnings and revenue, the stock declined by 2.2%, and company insiders sold nearly 30,000 shares worth $16.3 million over the past three months.

7,677 Shares in Ameriprise Financial, Inc. $AMP Acquired by Great Lakes Advisors LLC

https://www.marketbeat.com/instant-alerts/filing-7677-shares-in-ameriprise-financial-inc-amp-acquired-by-great-lakes-advisors-llc-2026-08-21/
Great Lakes Advisors LLC recently acquired 7,677 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $3.52 million during the second quarter. Other institutional investors also adjusted their holdings in AMP, while company insiders made significant sales totaling over $16 million. Ameriprise Financial reported strong quarterly earnings, topping analyst estimates, and announced a quarterly dividend of $1.70 per share.
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22,454 Shares in Ameriprise Financial, Inc. $AMP Acquired by B. Metzler seel. Sohn & Co. AG

https://www.marketbeat.com/instant-alerts/filing-22454-shares-in-ameriprise-financial-inc-amp-acquired-by-b-metzler-seel-sohn-co-ag-2026-08-21/
B. Metzler seel. Sohn & Co. AG recently acquired 22,454 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $10.3 million. This purchase is part of broader institutional investment trends, with several other hedge funds also adjusting their stakes in the financial services provider. Analysts have issued a range of ratings, from "Strong Buy" to "Sell," with a consensus "Moderate Buy" rating and an average price target of $555.33 for the stock.

Ameriprise Financial Inc Adds to BellRing Brands Inc (BRBR) Stak

https://www.gurufocus.com/news/9046858/ameriprise-financial-inc-adds-to-bellring-brands-inc-brbr-stake-shares-trade-86-below-gf-value
Ameriprise Financial Inc has significantly increased its stake in BellRing Brands Inc (BRBR) by purchasing over 5.6 million shares at $12.94 each, bringing its total holdings to 5,837,922 shares. This transaction, representing a 0.02% portfolio impact, comes as BellRing Brands' stock is trading approximately 86% below its estimated intrinsic value, suggesting a contrarian investment strategy. Despite the apparent undervaluation and strong three-year earnings growth, BellRing Brands faces challenges such as weak momentum, a low GF Score, and concerns about its cash-to-debt ratio, leading to mixed sentiment among institutional investors.

AMERIPRISE FINANCIAL INC Trims Personalis Inc (PSNL) Stake -- Shares Trade 590% Above GF Value

https://www.gurufocus.com/news/9046840/ameriprise-financial-inc-trims-personalis-inc-psnl-stake-shares-trade-590-above-gf-value
AMERIPRISE FINANCIAL INC reduced its stake in Personalis Inc (PSNL) by 19.84%, selling 1,506,492 shares at $13.40 each. Despite this reduction, Personalis Inc's stock price has surged 26.12% since the transaction, now trading at $16.90. GuruFocus rates PSNL as "Significantly Overvalued" with a GF Value of $2.45, highlighting concerns about its profitability and negative revenue growth despite strong recent price momentum.

Ameriprise Financial Inc Adds to Burford Capital Ltd (BUR) Stake -- Shares Look 23% Undervalued on GF Value

https://www.gurufocus.com/news/9046808/ameriprise-financial-inc-adds-to-burford-capital-ltd-bur-stake-shares-look-23-undervalued-on-gf-value
Ameriprise Financial Inc has increased its stake in Burford Capital Ltd (BUR) by purchasing an additional 6,156,164 shares, bringing its total holdings to 18,474,414 shares. This move, made at a time when Burford Capital's stock has declined significantly year-to-date, suggests a contrarian investment approach as the stock is classified as "Modestly Undervalued" by GuruFocus. Despite concerns about Burford Capital's financial health and performance metrics, Ameriprise's strategic decision indicates a potential bet on the stock's future recovery and intrinsic value.

Ameriprise Financial Inc. stock outperforms competitors despite losses on the day

https://www.marketwatch.com/data-news/ameriprise-financial-inc-stock-outperforms-competitors-despite-losses-on-the-day-96da872c-99e13dacdcba?mod=mw_quote_news
Shares of Ameriprise Financial Inc. (AMP) fell by 2.27% to $547.09 on Thursday, marking its second consecutive day of losses. Despite this decline, the stock performed better than the broader market, as the S&P 500 Index (SPX) dropped 0.87% and the Dow Jones Industrial Average (DJIA) fell 1.32%.
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33,630 Shares in Semtech Corporation $SMTC Acquired by Lisanti Capital Growth LLC

https://www.marketbeat.com/instant-alerts/filing-33630-shares-in-semtech-corporation-smtc-acquired-by-lisanti-capital-growth-llc-2026-08-20/
Lisanti Capital Growth LLC recently acquired 33,630 shares of Semtech Corporation (NASDAQ:SMTC), valued at approximately $5.44 million, during the second quarter. Other major institutional investors like BlackRock, Vanguard, Ameriprise Financial, and State Street also increased their positions or initiated new ones in the semiconductor company. Despite a 7.3% decline in its stock price, Semtech reported stronger-than-expected quarterly earnings and revenue, and analysts maintain a "Moderate Buy" rating with a consensus target price of $189.07.

Johnson Financial Group Inc. Buys New Position in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-johnson-financial-group-inc-buys-new-position-in-ameriprise-financial-inc-amp-2026-08-20/
Johnson Financial Group Inc. has acquired a new position of 9,972 shares in Ameriprise Financial, Inc. (NYSE:AMP) during the second quarter, valued at approximately $4.575 million. Other institutional investors have also adjusted their holdings in the company. Analysts currently give Ameriprise Financial a "Moderate Buy" consensus rating with an average price target of $555.33.

Ameriprise Financial, Inc. $AMP Shares Purchased by Denali Advisors LLC

https://www.marketbeat.com/instant-alerts/filing-ameriprise-financial-inc-amp-shares-purchased-by-denali-advisors-llc-2026-08-20/
Denali Advisors LLC significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 173% in the second quarter, bringing its total holdings to 3,008 shares valued at approximately $1.38 million. The company's stock shows strong institutional ownership, favorable analyst ratings, and recently exceeded quarterly earnings expectations with an 11.6% year-over-year revenue increase. Ameriprise also announced a quarterly dividend of $1.70 per share, reflecting a 1.2% yield.

BlackRock Inc. Makes New $1.74 Billion Investment in Baxter International Inc. $BAX

https://www.marketbeat.com/instant-alerts/filing-blackrock-inc-makes-new-174-billion-investment-in-baxter-international-inc-bax-2026-08-20/
BlackRock Inc. has acquired a significant new position in Baxter International Inc. (NYSE:BAX), purchasing over 81 million shares valued at approximately $1.74 billion, representing about 15.83% of the company. This investment comes as Baxter reported stronger-than-expected quarterly earnings and revenue, while maintaining its fiscal 2026 EPS guidance. Despite a cautious "Hold" consensus rating from analysts, institutional investors now collectively own 90.19% of Baxter's stock, and the company recently declared a quarterly dividend.

2,282 Shares in Ameriprise Financial, Inc. $AMP Acquired by Diversify Advisory Services LLC

https://www.marketbeat.com/instant-alerts/filing-2282-shares-in-ameriprise-financial-inc-amp-acquired-by-diversify-advisory-services-llc-2026-08-20/
Diversify Advisory Services LLC recently acquired 2,282 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $1.23 million, contributing to institutional investors owning 83.95% of the company. Ameriprise Financial reported strong Q2 earnings, surpassing analyst expectations with an EPS of $11.07 and revenue of $4.90 billion, an 11.6% year-over-year increase. The company also declared a quarterly dividend of $1.70 per share, and analysts currently hold a "Moderate Buy" rating with an average price target of $555.33.
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First National Bank of Omaha Buys New Stake in RPM International Inc. $RPM

https://www.marketbeat.com/instant-alerts/filing-first-national-bank-of-omaha-buys-new-stake-in-rpm-international-inc-rpm-2026-08-20/
First National Bank of Omaha has acquired a new position of 18,507 shares in RPM International Inc. (NYSE:RPM), valued at approximately $2.057 million during the second quarter. Other institutional investors like BlackRock Inc. and Bank of New York Mellon Corp also significantly increased their stakes. RPM International recently reported strong Q2 earnings, beating analyst estimates with $1.89 EPS and revenue up 7.2% year-over-year, and declared a quarterly dividend of $0.54 per share.

5,672 Shares in Ameriprise Financial, Inc. $AMP Purchased by Aurora Investment Counsel

https://www.marketbeat.com/instant-alerts/filing-5672-shares-in-ameriprise-financial-inc-amp-purchased-by-aurora-investment-counsel-2026-08-20/
Aurora Investment Counsel has acquired 5,672 shares of Ameriprise Financial, Inc. (NYSE:AMP) during the second quarter, valued at approximately $2.602 million, making it their 13th largest holding. Other institutional investors have also adjusted their stakes, with hedge funds and institutional investors collectively owning 83.95% of the company's stock. Ameriprise Financial recently reported strong quarterly earnings, beating analyst expectations, and announced a quarterly dividend.

Insider Selling: Universal Electronics (NASDAQ:UEIC) Major Shareholder Sells 43,596 Shares

https://www.marketbeat.com/instant-alerts/insider-selling-universal-electronics-nasdaqueic-major-shareholder-sells-43596-shares-2026-08-19/
Toro 18 Holdings Llc, a major shareholder in Universal Electronics (NASDAQ:UEIC), sold 43,596 shares at an average price of $5.25, totaling $228,879.00, reducing its position by 3.24%. This transaction was part of broader sales in August, where the shareholder sold an additional 223,300 shares. Despite falling short on revenue expectations with $73.24 million, the company reported strong quarterly EPS of $0.34, significantly above the $0.03 consensus estimate, and announced a $0.24 special dividend.

Insider Selling: Universal Electronics (NASDAQ:UEIC) Major Shareholder Sells 8,300 Shares of Stock

https://www.marketbeat.com/instant-alerts/insider-selling-universal-electronics-nasdaqueic-major-shareholder-sells-8300-shares-of-stock-2026-08-19/
Toro 18 Holdings LLC, a major shareholder in Universal Electronics (NASDAQ:UEIC), sold 8,300 shares of the company's stock for approximately $40,089 on August 19th, reducing its stake by 0.65%. This sale is part of a series of disposals by Toro 18 Holdings in August, totaling 258,596 shares. Despite the insider selling, Universal Electronics reported strong quarterly EPS of $0.34, significantly beating analyst estimates, though revenue missed expectations, and the company announced a special dividend.

Insider Buying: Nature's Sunshine Products (NASDAQ:NATR) Major Shareholder Purchases $293,800.00 in Stock

https://www.marketbeat.com/instant-alerts/insider-buying-natures-sunshine-products-nasdaqnatr-major-shareholder-purchases-29380000-in-stock-2026-08-19/
Prescott Group Capital Management, a major shareholder in Nature's Sunshine Products (NASDAQ:NATR), recently purchased 20,000 shares for $293,800, increasing its direct ownership to 1,944,486 shares. This latest acquisition follows earlier purchases in August totaling over 141,000 shares. Despite these insider buys, NATR shares are trading down and significantly below their 52-week high, with the company's latest quarterly results missing analyst expectations.
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Stratos Onboards $400 Million Firm RPI Financial Life Planners

https://pulse2.com/stratos-onboards-400-million-firm-rpi-financial-life-planners/
Stratos Wealth Enterprises has partnered with RPI Financial Life Planners, adding approximately $400 million in assets and expanding Stratos' presence in the Midwest. RPI will maintain its brand and team while gaining access to Stratos' operational infrastructure and growth support. This partnership is Stratos' 12th since SEI's strategic investment in 2025, continuing its strategy of collaborating with established advisory practices.

Q2 Earnings Outperformers: SEI Investments (NASDAQ:SEIC) And The Rest Of The Custody Bank Stocks

https://stockstory.org/us/stocks/nasdaq/seic/news/earnings/q2-earnings-outperformers-sei-investments-nasdaqseic-and-the-rest-of-the-custody-bank-stocks
This article reviews the Q2 earnings performance of custody bank stocks, highlighting SEI Investments (NASDAQ:SEIC) as an outperformer with significant revenue growth and a stock price increase. It also covers Hamilton Lane (NASDAQ:HLNE) as the best performer for beating analyst estimates, StepStone Group (NASDAQ:STEP) as the weakest, and satisfactory results from Ameriprise Financial (NYSE:AMP) and Affiliated Managers Group (NYSE:AMG). The piece notes that custody banks as a group reported strong Q2 revenues, exceeding consensus estimates.

NetApp Shares Slip as Investors Appear to Turn Cautious Ahead of Earnings

https://www.quiverquant.com/news/NetApp+Shares+Slip+as+Investors+Appear+to+Turn+Cautious+Ahead+of+Earnings
NetApp (NTAP) shares slipped 3.4%, likely due to profit-taking and investor caution ahead of its Q1 fiscal 2027 earnings report on September 2, 2026. This comes after a period of strong performance and the recent acquisition of DataPelago, which may raise integration questions. Insider selling, though planned, also contributed to a cautious sentiment among investors.

Ameriprise Gains 14.6% YTD: Should You Buy the Stock Now?

https://www.tradingview.com/news/zacks:623ea0693094b:0-ameriprise-gains-14-6-ytd-should-you-buy-the-stock-now/
Ameriprise Financial (AMP) has seen a 14.6% year-to-date gain, outperforming the S&P 500 and its peers. The company's strong performance is attributed to its diversified business model, robust revenue growth, strategic portfolio optimization, solid balance sheet, and efficient capital returns. Analysts have revised earnings estimates upward, and the stock appears undervalued, suggesting a potential buying opportunity.

Ameriprise Gains 14.6% YTD: Should You Buy the Stock Now?

https://sg.finance.yahoo.com/news/ameriprise-gains-14-6-ytd-142900408.html
Ameriprise Financial (AMP) has seen a 14.6% year-to-date gain, outperforming the S&P 500 and its industry. The company's strong revenue growth, strategic portfolio optimization, solid balance sheet, and efficient capital returns suggest further upside. Analysts have also revised earnings estimates upward, and the stock currently trades at an attractive valuation compared to its peers.
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Timothy G. Youngquist 2020 Irrevocable Trust Takes $2.70 Million Position in SiTime Corporation $SITM

https://www.marketbeat.com/instant-alerts/filing-timothy-g-youngquist-2020-irrevocable-trust-takes-270-million-position-in-sitime-corporation-sitm-2026-08-19/
Timothy G. Youngquist 2020 Irrevocable Trust has acquired a $2.70 million stake in SiTime Corporation (NASDAQ:SITM), comprising 0.5% of its portfolio. This comes as institutional investors hold 84.31% of SiTime, despite recent insider selling totaling $50 million. Analysts maintain a "Moderate Buy" rating with a $688.75 price target, following SiTime's strong Q2 earnings beat with $2.34 EPS and $157.43 million in revenue, up 126.5% year-over-year.

Robotti Robert Invests $7.46 Million in RadNet, Inc. $RDNT

https://www.marketbeat.com/instant-alerts/filing-robotti-robert-invests-746-million-in-radnet-inc-rdnt-2026-08-19/
Robotti Robert has initiated a significant position in RadNet, Inc. (NASDAQ:RDNT) during the second quarter, investing $7.46 million for 120,972 shares, which now constitutes 1.2% of the firm's portfolio. This move aligns with high institutional ownership in RadNet, including other major investors like BlackRock and RTW Investments increasing their stakes. The company recently reported strong financial results with quarterly revenue up 25% year-over-year and EPS exceeding analyst estimates, contributing to a "Moderate Buy" consensus among analysts.

Trust Co. of Vermont Takes $1.43 Million Position in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-trust-co-of-vermont-takes-143-million-position-in-ameriprise-financial-inc-amp-2026-08-19/
Trust Co. of Vermont recently acquired a new stake in Ameriprise Financial, Inc. (NYSE:AMP) during the second quarter, purchasing 3,108 shares valued at approximately $1.43 million. This comes as other institutional investors have also adjusted their holdings in Ameriprise Financial. The article also details recent insider transactions, analyst ratings, and the company's financial performance, including its latest quarterly earnings and dividend announcement.

Summit Creek Advisors LLC Invests $7.78 Million in The Chefs' Warehouse, Inc. $CHEF

https://www.marketbeat.com/instant-alerts/filing-summit-creek-advisors-llc-invests-778-million-in-the-chefs-warehouse-inc-chef-2026-08-19/
Summit Creek Advisors LLC has invested $7.78 million in The Chefs' Warehouse, Inc. (NASDAQ:CHEF), purchasing 80,970 shares which now comprise 2.6% of its portfolio. While institutional ownership is high at 91.55%, there are concerns due to recent insider selling by the CEO and General Counsel and the stock's elevated P/E ratio of 51.6, despite strong quarterly earnings and positive analyst ratings.

Mitsubishi UFJ Asset Management Co. Ltd. Has $100.10 Million Holdings in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-mitsubishi-ufj-asset-management-co-ltd-has-10010-million-holdings-in-ameriprise-financial-inc-amp-2026-08-19/
Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Ameriprise Financial (NYSE:AMP) by 5.1% in Q2, bringing its total holdings to 218,197 shares valued at $100.1 million. Ameriprise Financial reported strong Q2 earnings, exceeding analyst estimates with EPS of $11.07 and revenue of $4.90 billion, an 11.6% increase year-over-year. Despite a "Moderate Buy" consensus rating from analysts with a target price of $555.33, company insiders have sold nearly 30,000 shares worth $16.3 million in the past three months.
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First National Bank of Omaha Sells 15,104 Shares of Microchip Technology Incorporated $MCHP

https://www.marketbeat.com/instant-alerts/filing-first-national-bank-of-omaha-sells-15104-shares-of-microchip-technology-incorporated-mchp-2026-08-19/
First National Bank of Omaha reduced its stake in Microchip Technology Incorporated (NASDAQ:MCHP) by 27.7% in the second quarter, selling 15,104 shares and holding 39,487 shares valued at $3.6 million. Despite this, other institutional investors like Norges Bank and Barclays PLC increased their holdings significantly. The article also details recent analyst ratings, insider selling activity, and the company's financial performance, including its latest earnings report and dividend announcement.

Foster & Motley Inc. Cuts Position in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-foster-motley-inc-cuts-position-in-ameriprise-financial-inc-amp-2026-08-19/
Foster & Motley Inc. has reduced its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 11.1%, selling 2,148 shares and holding 17,184 shares valued at $7.88 million. The article also details other institutional investor activity, the company's financial performance including a recent dividend announcement, insider stock sales, and updated analyst ratings.

ABM Industries Incorporated $ABM Shares Sold by Bank of America Corp DE

https://www.marketbeat.com/instant-alerts/filing-abm-industries-incorporated-abm-shares-sold-by-bank-of-america-corp-de-2026-08-19/
Bank of America Corp DE reduced its stake in ABM Industries by 4.6% in the first quarter, selling 26,938 shares but still holding 553,105 shares valued at $21.3 million. Despite ABM reporting increased quarterly revenue of $2.29 billion, its earnings per share of $0.90 missed analyst expectations. The company maintains its fiscal 2026 EPS guidance and analysts currently rate the stock as a "Hold" with an average price target of $47.

BlackRock Inc. Decreases Stock Holdings in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-blackrock-inc-decreases-stock-holdings-in-ameriprise-financial-inc-amp-2026-08-19/
BlackRock Inc. reduced its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 8.0% in the second quarter, selling 690,810 shares and holding 7,935,137 shares valued at over $3.6 billion. Despite this, other institutional investors have increased their positions. Ameriprise Financial reported strong Q2 earnings, beating analyst estimates, and announced a quarterly dividend of $1.70 per share, with recent insider selling activity also noted.

Raymond James Stock And Other Asset Managers Tied To Rising Cash Demand

https://www.sahmcapital.com/news/content/raymond-james-stock-and-other-asset-managers-tied-to-rising-cash-demand-2026-08-19
Rising bond yields are drawing investor attention to cash, liquidity, and short-term fixed income, impacting asset managers. This article examines Raymond James Financial (RJF), Ashmore Group (ASHM), and TP ICAP Group (TCAP), highlighting how their business models are positioned to benefit from this shift. It also notes potential risks and considerations for investors evaluating these companies in the current market environment.
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Raymond James Stock And Other Asset Managers Tied To Rising Cash Demand

https://simplywall.st/stocks/us/diversified-financials/nyse-rjf/raymond-james-financial/news/raymond-james-stock-and-other-asset-managers-tied-to-rising/amp
The article discusses how rising bond yields and inflation are increasing investor demand for cash, liquidity, and short-term fixed income. It examines three global asset managers—Raymond James Financial, Ashmore Group, and TP ICAP Group—and their exposure to this trend. The piece highlights how these companies are positioned to benefit from or facilitate this shift in investor behavior due to their services and operations.

Stoneridge (NYSE:SRI) CFO Scott Randall Humphrey Buys 6,000 Shares

https://www.marketbeat.com/instant-alerts/stoneridge-nysesri-cfo-scott-randall-humphrey-buys-6000-shares-2026-08-18/
Stoneridge's CFO, Scott Randall Humphrey, purchased 6,000 shares of the company's stock for $42,060 on August 18th, increasing his direct ownership to 6,000 shares. This insider buying comes as Stoneridge shares experienced a slight increase but reported a quarterly loss that missed analyst expectations, despite revenue exceeding estimates. Institutional investors hold a significant portion of the company's stock, and analysts currently have a "Reduce" rating on SRI.

Advisor moves: Missouri-based LPL team decamps to Osaic in full-circle succession

https://www.investmentnews.com/independent-broker-dealers/advisor-moves-missouri-based-lpl-team-decamps-to-osaic-in-full-circle-succession/267857
O'Reilly LLC, a Missouri-based firm with $250 million in client assets, has moved from LPL to Millenia Investments, an Osaic affiliate, in a "full-circle succession story" that reunites Patrick O'Reilly with the firm whose president, Stephen Serati, was mentored by Patrick's father. Additionally, Cetera recruited Harbor Financial Advisors, a family-run practice from Commonwealth, while UBS added Merrill advisor Brandon Burleigh to its Hartford, Connecticut office.

Serve Robotics Inc Stock Short Interest Rises to 31.85%

https://www.quiverquant.com/news/Serve+Robotics+Inc+Stock+Short+Interest+Rises+to+31.85%25
Serve Robotics Inc (SERV) saw its short interest increase to 31.85% of the float as of July 31st, totaling 26,478,465 shares, an 8.96% rise from mid-July. Hedge fund activity shows mixed sentiment, with 127 institutions adding shares and 102 decreasing positions, while insiders have exclusively sold shares in the last six months. Analysts have issued "Buy" ratings and price targets for SERV, with a median target of $16.3.

Deals & Recruiting Roundup: Carlyle, Hightower, Raymond James And More

https://www.wealthsolutionsreport.com/deals-recruiting-roundup-carlyle-hightower-raymond-james-and-more/
This article summarizes recent deals and recruiting activities in the wealth management sector. Key highlights include Carlyle's $600 million investment in Prime Capital, multiple acquisitions by Merit and Hightower, and significant advisor recruitment by firms like IFP, Raymond James, Cetera, LPL, and Prudential. Additionally, SEIA launched new tax services and expanded its family office capabilities, and there were notable appointments at CogniCor and Fiduciary Trust.
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Meeder Asset Management Inc. Grows Stake in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-meeder-asset-management-inc-grows-stake-in-ameriprise-financial-inc-amp-2026-08-18/
Meeder Asset Management Inc. significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 70.7% in the second quarter, bringing its total holdings to 44,189 shares valued at $20.3 million. The financial services provider also exceeded quarterly earnings estimates, reporting $11.07 EPS and $4.90 billion in revenue, an 11.6% year-over-year increase. Despite a "Moderate Buy" consensus from analysts, insiders sold nearly 30,000 shares worth $16.3 million during the same period.

Siebert deepens FusionIQ investment with 10-year wealth tech deal

https://www.investmentnews.com/fintech/siebert-deepens-fusioniq-investment-with-10-year-wealth-tech-deal/267854
Siebert Financial Corp. has expanded its strategic partnership with FusionIQ through an additional investment and a 10-year Strategic Transformation Partnership. This collaboration aims to jointly develop and commercialize offerings in wealth management, broker-dealer services, and digital assets. The deal will combine Siebert's regulated infrastructure with FusionIQ's cloud-native technology to create an integrated platform for next-generation financial solutions.

Occidental Asset Management LLC Takes Position in Jacobs Solutions Inc. $J

https://www.marketbeat.com/instant-alerts/filing-occidental-asset-management-llc-takes-position-in-jacobs-solutions-inc-j-2026-08-18/
Occidental Asset Management LLC recently acquired 34,914 shares of Jacobs Solutions Inc. (NYSE:J) valued at $4.4 million, according to its latest SEC filing. Other institutional investors have also adjusted their holdings, with collective institutional ownership standing at 85.65%. Jacobs Solutions reported strong quarterly earnings, beating analyst estimates with $1.84 EPS and $2.42 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $153.70.

JMID Dividend: 0.54% Yield, $0.18/Share — History & Dates

https://www.gurufocus.com/etf/JMID/dividend
This article details the dividend history and yield for Janus Henderson Mid Cap Growth Alpha ETF (JMID). It highlights that JMID offers a 0.55% dividend yield, paying $0.18 per share annually, with a payout ratio of 0.43. The ETF has been paying dividends since 2024 and boasts a 5-year dividend growth rate of 32.87%.

Deutsche Bank AG Has $366.22 Million Holdings in Ameriprise Financial, Inc. $AMP

https://www.marketbeat.com/instant-alerts/filing-deutsche-bank-ag-has-36622-million-holdings-in-ameriprise-financial-inc-amp-2026-08-18/
Deutsche Bank AG significantly reduced its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 12% in the second quarter, selling over 109,000 shares but still retaining holdings worth approximately $366.2 million. Despite this reduction, Ameriprise Financial has a "Moderate Buy" consensus rating from analysts with an average price target of $555.33, and the company recently reported strong quarterly earnings that surpassed expectations, along with declaring a $1.70 quarterly dividend. Institutional investors collectively own a substantial 83.95% of Ameriprise Financial's stock.
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Empowered Funds LLC Lowers Holdings in Valaris Limited $VAL

https://www.marketbeat.com/instant-alerts/filing-empowered-funds-llc-lowers-holdings-in-valaris-limited-val-2026-08-18/
Empowered Funds LLC significantly reduced its stake in Valaris Limited by 75.6% in the first quarter, selling 19,862 shares and retaining 6,399 shares. Despite this, other institutional investors, including Healthcare of Ontario Pension Plan Trust Fund, increased their positions, with institutions collectively owning 96.74% of Valaris shares. Valaris surpassed quarterly earnings expectations, reporting $0.72 EPS against a $0.31 consensus, though revenue saw a 12.4% year-over-year decline.

348,631 Shares in Strawberry Fields REIT, Inc. $STRW Bought by Diamond Hill Capital Management LLC Investment Advisor

https://www.marketbeat.com/instant-alerts/filing-348631-shares-in-strawberry-fields-reit-inc-strw-bought-by-diamond-hill-capital-management-llc-investment-advisor-2026-08-18/
Diamond Hill Capital Management LLC Investment Advisor recently acquired 348,631 shares of Strawberry Fields REIT, Inc. (NYSEAMERICAN:STRW) valued at approximately $4.79 million, representing a 2.60% stake in the company. Other institutional investors like Barclays PLC, Bank of America Corp DE, Ameriprise Financial Inc., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., and Rhumbline Advisers also adjusted their positions in the REIT. Strawberry Fields REIT has a market cap of $192.58 million, a P/E ratio of 20.92, and recently announced a quarterly dividend of $0.17 per share.

Short Interest in First Trust Multi-Asset Diversified Income Index Fund (NASDAQ:MDIV) Rises By 58.4%

https://www.marketbeat.com/instant-alerts/short-interest-in-first-trust-multi-asset-diversified-income-index-fund-nasdaqmdiv-rises-by-584-2026-08-18/
Short interest in the First Trust Multi-Asset Diversified Income Index Fund (NASDAQ:MDIV) increased by 58.4% in July, reaching 24,982 shares, which represents 0.1% of its outstanding shares. The fund's shares opened at $16.90, close to its 52-week high, and it recently paid a monthly dividend of $0.0684 per share, resulting in a 4.9% annualized yield. Several institutional investors, including Ameriprise Financial, have significantly increased their holdings in MDIV.

Klarna Group Slides Ahead of Scheduled Q2 Earnings Release

https://www.quiverquant.com/news/Klarna+Group+Slides+Ahead+of+Scheduled+Q2+Earnings+Release
Klarna Group (KLAR) saw a 5.6% decline in its stock price ahead of its Q2 2026 earnings release, likely due to investor caution following prior guidance that suggested more moderate profit levels. The company had strong Q1 2026 results but guided for lower adjusted operating income in Q2, while also pursuing strategic expansion with an application to establish Klarna Bank USA. Institutional investors showed mixed activity, with some significant additions and removals of shares, and analysts have a median price target of $23.0 for KLAR.

BW LPG (NYSE:BWLP) Sets New 12-Month High - Time to Buy?

https://www.marketbeat.com/instant-alerts/bw-lpg-nysebwlp-sets-new-12-month-high-time-to-buy-2026-08-17/
BW LPG (NYSE:BWLP) recently reached a new 52-week high of $23.01, with shares trading above their 50-day and 200-day moving averages. The company reported strong quarterly revenue of $838.89 million and earnings of $1.08 per share, coupled with a significantly increased quarterly dividend. Analyst sentiment is mixed but leans towards "Moderate Buy," and several institutional investors have either increased or initiated positions in the stock.
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