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Detalus Advisors LLC Has $255,000 Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Detalus Advisors LLC lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 13.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,051 shares of the network equipment provider’s stock after selling 755 shares during the period. Detalus Advisors LLC’s holdings in Cisco […]
Asia Pacific Piper Sandler Richard Scott Herren Capital Investment Advisors Detalus Advisors Securities Exchange Commission

Financial Security Advisor Inc. Has $1.42 Million Stock Holdings in The Coca-Cola Company (NYSE:KO)

Financial Security Advisor Inc. increased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,045 shares of the company’s stock after buying an additional 1,256 shares during […]
James Quincey Cohen Lawrence Bruno Pietracci Insigneo Advisory Services Wahed Invest Securities Exchange Commission

Financial Security Advisor Inc. Raises Stake in McDonald's Co. (NYSE:MCD)

Financial Security Advisor Inc. raised its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 2.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 15,254 shares of the fast-food giant’s stock after buying an additional 297 shares during the period. McDonald’s accounts for approximately 1.8% of Financial Security Advisor Inc.’s investment portfolio, […]
United States Josephm Erlinger Stifel Nicolaus Robertw Baird Blue Bell Private Wealth Management Compass Wealth Management

Financial Security Advisor Inc. Trims Position in The Southern Company (NYSE:SO)

Financial Security Advisor Inc. cut its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 22.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,822 shares of the utilities provider’s stock after selling 1,109 shares during the quarter. Financial Security Advisor […]
United States Stephene Kuczynski Christopher Cummiskey Southern Company Imprint Wealth Southern Company Profile

Financial Security Advisor Inc. Has $417,000 Stock Holdings in Capital One Financial Co. (NYSE:COF)

Financial Security Advisor Inc. lessened its stake in shares of Capital One Financial Co. (NYSE:COF) by 4.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,180 shares of the financial services provider’s stock after selling 159 shares during the […]
United States United Kingdom Piper Sandler Capital One Financial Corporation Capital One Householder Group Estate Retirement Specialist

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Financial Security Advisor Inc. Sells 41 Shares of Elevance Health, Inc. (NYSE:ELV)

Financial Security Advisor Inc. lessened its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,316 shares of the company’s stock after selling 41 shares during the quarter. […]
United States Chicago Capital Elevance Health Inc Financial Security Advisor Inc Elevance Health Catalyst Financial Partners

Elevance Health, Inc. (NYSE:ELV) Shares Sold by Financial Security Advisor Inc.

Financial Security Advisor Inc. lowered its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,316 shares of the company’s stock after selling 41 shares during the quarter. Financial Security Advisor […]
United States Quarter For Elevance Health Securities Exchange Commission News Ratings For Elevance Health Daily Royal Bank Elevance Health Increases Dividend

Park Place Capital Corp Grows Position in The Coca-Cola Company (NYSE:KO)

Park Place Capital Corp increased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 25,767 shares of the company’s stock after buying an additional 1,357 shares during the quarter. Park Place […]
Beatrizr Perez James Quincey International Assets Investment Management Park Place Capital Corp Cola Company Traveka Wealth

Wells Fargo & Company (NYSE:WFC) Shares Sold by Fulton Bank N.A.

Fulton Bank N.A. trimmed its holdings in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 8.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,798 shares of the financial services provider’s stock after selling 1,970 […]
United States Raymond James Highlander Capital Management Nilsine Partners Sowell Financial Services Wells Fargo Company Profile

Park Place Capital Corp Grows Position in The Coca-Cola Company (NYSE:KO)

Park Place Capital Corp increased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 25,767 shares of the company’s stock after buying an additional 1,357 shares during the quarter. Park Place […]
Beatrizr Perez James Quincey Nilsine Partners International Assets Investment Management Jpmorgan Chase Co Cola Company
Source: wkrb13.com

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