Salem Investment Counselors

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Salem Investment Counselors Inc. Sells 10,312 Shares Of WK …

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Jun 24, 2024 · Salem Investment Counselors Inc. reduced its stake in WK Kellogg Co (NYSE:KLG – Free Report) by 5.8% during the first quarter, HoldingsChannel.com reports. …

americanbankingnews.com

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SALEM INVESTMENT COUNSELORS INC - WhaleWisdom.com

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Their last reported 13F filing for Q3 2024 included $3,321,789,120 in managed 13F securities and a top 10 holdings concentration of 49.89%. Salem Investment Counselors's largest holding is …

whalewisdom.com

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Salem Investment Counselors Review 2025 - Investor.com

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Oct 16, 2024 · Salem Investment Counselors, registered in 1979, serves 24 state(s) with a licensed staff of 8 advisors. Salem Investment Counselors manages $3.6 billion and provides …

investor.com

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Salem Investment Counselors Inc. Sells 43,270 Shares Of Blue Owl ...

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2 days ago · Salem Investment Counselors Inc. decreased its holdings in Blue Owl Capital Co. (NYSE:OBDC - Free Report) by 11.6% in the fourth quarter, according to the company in its …

marketbeat.com

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Salem Investment Counselors Inc - 13F-HR Filing - 2024-03-31

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Mar 31, 2024 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

fintel.io

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Westrock Shares Owned By Salem Investment Counselors

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Quarter filed Position value Share count Share price at filing; 2023-03-31 $13M : 418k : 30.47 : 2022-12-31 $15M : 418k

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Salem Investment Counselors Inc. Has $2.90 Million Stake In …

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Jun 24, 2024 · The firm owned 60,999 shares of the exchange traded fund’s stock after purchasing an additional 20,023 shares during the quarter. […] Salem Investment Counselors …

americanbankingnews.com

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Salem Investment Counselors Inc. Sells 955 Shares Of The Walt …

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Jun 24, 2024 · Salem Investment Counselors Inc. lowered its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,593 shares of the entertainment giant’s stock after selling 955 shares during the quarter. Salem …

americanbankingnews.com

FAQs about Salem Investment Counselors Coupon?

What is Salem investment counselors's largest holding?

Salem Investment Counselors's largest holding is Lowes Companies, Inc. with shares held of 3,449,525. Whalewisdom has at least 93 13F filings, 8 13D filings, and 7 13G filings ...

Who is Salem investment counselors?

Salem Investment Counselors is a large advisory firm with 840 clients and discretionary assets under management (AUM) of $2,947,714,271 (Form ADV from 2023-03-31). Their last reported 13F filing for Q1 2023 included $2,496,176,741 in managed 13F securities and a top 10 holdings concentration of 52.14%. ...

Who is Salem wealth management?

Since opening its doors to other investors in 1982, Salem has continued this mission, growing to over $3.5 billion in assets under management. We bring a proven 40+ year track record to the wealth management services we provide to our clients. ...

What makes Salem a good investment advisor?

Driven by the conviction that each client’s investment portfolio must be tailored to that individual’s needs, Salem seeks a principled balance between capital growth and capital preservation over your lifetime. Founded in 1979, we provide wealth management services as a fiduciary and SEC Registered Investment Advisor to clients nationwide. ...

Does Salem sell financial products or insurance?

We also do not sell any financial products or insurance. Your financial well-being is our mission. Driven by the conviction that each client’s investment portfolio must be tailored to that individual’s needs, Salem seeks a principled balance between capital growth and capital preservation over your lifetime. ...

Who is Salem financial services?

Founded to provide services to a prominent North Carolina family in 1979, Salem’s charter was to provide the best financial management and guidance to each family member. Since opening its doors to other investors in 1982, Salem has continued this mission, growing to over $3.5 billion in assets under management. ...