Investment banking research reports and institutional holding disclosures filed with the SEC involving TD Cowen, American Express, HSBC, and SEC.

The entities involved

• TD Cowen →

  American investment bank

  • TD Cowen increased its price target for Paylocity Holding Corporation.Sun 10:21
  • Multiple financial firms, including TD Cowen, Goldman Sachs, and Mizuho, issued various rating changes and price target updates across several stocks.Sun 10:08
• American Express →

  American multinational financial services corporation

  • Goldman Sachs chief economist discusses how AI pressure is extending beyond Silicon Valley to affect large financial firms like American Express.Thu 07:58
• HSBC →

  British multinational bank

  • RBI policy decisions are influencing global banking forecasts, affecting HSBC and Bank of Baroda.Sun 20:51
  • Lloyds Banking Group and HSBC are reported to be charging fees for shares and ETFs.Sun 13:52
• SEC →

  Slovak company

  • SEC filings track institutional investment activity in the SPDR S&P Global Infrastructure ETF.Sun 22:36
  • The SEC has sued Ripple over unregistered security claims. In response to the legal uncertainty, Kraken pulled XRP listings, and Coinbase also suspended XRP trading.Sun 22:10

Related events

• TD Cowen provided investment banking analysis on Franklin Resources fund stock on August 6, 2026.Aug 6
• Datadog saw institutional investment changes tracked by the SEC and received a buy rating from TD Cowen.Oct 25
• Institutional investors filed holdings reports with the SEC regarding the Vanguard Total Stock Market ETF.Jul 20
• TD Cowen analysts are scrutinizing the business strategies of major financial institutions, including U.S. Bancorp and Wells Fargo, while Morgan Stanley also contributes to the inquiry.Jun 7
• Shell disclosed its holdings to the SEC on September 8, 2026.Sep 9