BIP Wealth LLC Makes New Investment in Accenture plc (NYSE:ACN)
BIP Wealth LLC bought a new position in shares of Accenture plc (NYSE:ACN – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,607 shares of the information technology services provider’s stock, valued at approximately $1,628,000. Several other […]
OneAscent Wealth Management LLC Makes New Investment in Sempra (NYSE:SRE)
OneAscent Wealth Management LLC acquired a new stake in shares of Sempra (NYSE:SRE – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,097 shares of the utilities provider’s stock, valued at approximately $261,000. Several other large investors have also recently modified […]
Drive Wealth Management LLC Makes New $399,000 Investment in Valaris Limited (NYSE:VAL)
Drive Wealth Management LLC purchased a new stake in shares of Valaris Limited (NYSE:VAL – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 7,161 shares of the company’s stock, valued at approximately $399,000. Other large investors have also recently modified their […]
The Coca-Cola Company (NYSE:KO) Stake Lifted by Cypress Point Wealth Management LLC
Cypress Point Wealth Management LLC raised its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 2.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,134 shares of the company’s stock after buying an additional 403 shares during the period. Cypress […]
Cypress Point Wealth Management LLC Makes New Investment in Nokia Oyj (NYSE:NOK)
Cypress Point Wealth Management LLC bought a new position in Nokia Oyj (NYSE:NOK – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 100,000 shares of the technology company’s stock, valued at approximately $437,000. Several other large investors have […]
last updated on 19 Nov 15:15