Checchi Capital Advisers LLC recently sold 496 shares of Paychex, Inc., according to its latest SEC filing. This move represents an 8.4% reduction in its stake, leaving the firm with 5,415 shares in the business services provider.
One Wealth Advisors LLC reduced its position in the Vanguard Tax-Exempt Bond ETF by 8.5% during the second quarter of this year. The sale of 46,816 shares leaves the firm holding 502,680 shares, comprising 3.4% of its overall portfolio. This shift underscores a notable update in the firm’s investment strategy.
CHICAGO TRUST Co NA has cut its stake in Lowe’s Companies, Inc. by 40.2% during the second quarter, selling 1,410 shares. The firm currently holds 2,101 shares, according to a filing with the Securities & Exchange Commission.
Marshall Financial Group LLC has slightly increased its holdings in the First Trust Municipal High Income ETF, adding an additional 268 shares during the second quarter. The firm now owns 13,057 shares of the ETF, totaling approximately $610,000 in value.
Delphi Management Inc. MA has reduced its holdings in Chubb Limited by 8% during the second quarter of 2025. The latest regulatory filing reveals details behind this notable move, including the number of shares sold and the firm’s remaining stake.
WBI Investments LLC has disclosed a 19.5% decrease in its position in OneMain Holdings, Inc. during the first quarter. The institutional investor sold 4,304 shares, leaving it with 17,821 shares in the financial services provider, according to a recent 13F filing with the SEC.
Peloton Wealth Strategists has reduced its stake in Monster Beverage Corporation by 1.7% during the first quarter, selling 750 shares in the process. An SEC filing confirms that the institutional investor currently holds 43,645 shares of the beverage company’s stock.
Great Lakes Advisors LLC scaled back its stake in SPDR Portfolio Emerging Markets ETF by selling over one million shares. According to its latest SEC filing, the firm now holds 446,006 shares, marking a 71.3% reduction.
Hancock Whitney Corp has trimmed its holdings in CVS Health Corporation by 3.5% in the first quarter, selling 314 shares to bring its remaining total to 8,609. This change, as reported by HoldingsChannel.com, values the investment at $583,000.
Hirtle Callaghan & Co LLC dramatically reduced its Microsoft holdings by 87.3% during the first quarter, shedding 30,934 shares in total. This major move, disclosed in a recent SEC filing, leaves the firm with just 4,508 shares of the software giant.