Chicago Partners Investment Group LLC Purchases in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
161
+ 7.49%
$91.57 - $116.93 $14.7K - $18.8K
2.31K $212K
DAL
Delta Air Lines, Inc.

Industrials
1.02K
+ 22.72%
$43.6 - $69.06 $44.5K - $70.5K
5.51K $240K
PHO
Invesco Exchange Traded Fd Tr

ETFs
154
+ 0.48%
$63.77 - $68.75 $9.82K - $10.6K
32K $2.07M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
194
+ 0.63%
$7.39 - $9.09 $1.43K - $1.76K
31.2K $231K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
13
+ 0.18%
$48.37 - $55.84 $629 - $726
7.31K $357K
IWN
Ishares Russell2000 Val ETF

ETFs
43
+ 1.29%
$149.27 - $169.4 $6.42K - $7.28K
3.39K $511K
IRM
Iron Mountain Inc

Real Estate
319
+ 9.39%
$82.79 - $111.31 $26.4K - $35.5K
3.72K $319K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
521
+ 0.45%
$1.39 - $2.05 $724 - $1.07K
117K $162K
AXP
American Express CO

Financial Services
340
+ 7.28%
$255.39 - $325.87 $86.8K - $111K
5.01K $1.35M
FNDA
Schwab Fundamental U S Small C

ETFs
84
+ 0.48%
$26.87 - $30.99 $2.26K - $2.6K
17.7K $485K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
181
+ 0.7%
$58.38 - $64.16 $10.6K - $11.6K
26.2K $1.55M
CHY
Calamos Convertible & High Income Fund

Financial Services
585
+ 2.68%
$10.1 - $12.0 $5.91K - $7.02K
22.4K $226K
QUAL
Ishares Msci Usa Quality Facto

ETFs
306
+ 2.39%
$168.16 - $186.21 $51.5K - $57K
13.1K $2.24M
CAT
Caterpillar Inc

Industrials
108
+ 4.52%
$326.75 - $407.63 $35.3K - $44K
2.5K $823K
VV
Vanguard Large Cap ETF

ETFs
83
+ 1.56%
$253.32 - $282.66 $21K - $23.5K
5.41K $1.39M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
219
+ 0.56%
$48.02 - $53.02 $10.5K - $11.6K
39.6K $1.96M
TMP
Tompkins Financial Corp

Financial Services
60
+ 0.54%
$62.44 - $72.73 $3.75K - $4.36K
11.2K $703K
UPS
United Parcel Service Inc

Industrials
144
+ 3.22%
$109.66 - $136.26 $15.8K - $19.6K
4.62K $507K
AVUV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 10.4%
$84.95 - $100.62 $1.72M - $2.04M
215K $18.7M
QTEC
First Trust Nasdaq 100 Technol

ETFs
74
+ 1.43%
$173.56 - $210.67 $12.8K - $15.6K
5.25K $910K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
167
+ 0.73%
$67.03 - $74.61 $11.2K - $12.5K
23K $1.56M
LPRO
Open Lending Corp

Financial Services
33.7K
+ 67.19%
$2.76 - $6.61 $93K - $223K
83.9K $231K
TDW
Tidewater Inc

Energy
53
+ 0.94%
$39.93 - $57.69 $2.12K - $3.06K
5.67K $239K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
249
+ 1.73%
$113.22 - $126.36 $28.2K - $31.5K
14.7K $1.68M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.4K
+ 5.78%
$5.91 - $6.78 $61.3K - $70.4K
190K $1.12M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2
+ 0.07%
$185.73 - $221.19 $371 - $442
2.98K $556K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.01%
$81.62 - $96.63 $81.6 - $96.6
9.44K $785K
STZ
Constellation Brands, Inc.

Consumer Defensive
43
+ 1.91%
$161.05 - $222.93 $6.93K - $9.59K
2.29K $420K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
153
+ 4.63%
$165.25 - $224.62 $25.3K - $34.4K
3.46K $574K
ADM
Archer Daniels Midland CO

Consumer Defensive
201
+ 0.52%
$45.22 - $52.17 $9.09K - $10.5K
38.5K $1.85M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
958
+ 2.71%
$37.84 - $44.02 $36.3K - $42.2K
36.3K $1.4M
SSO
Proshares Ultra S&P 500

ETFs
19
+ 0.19%
$80.57 - $100.21 $1.53K - $1.9K
9.84K $814K
TT
Trane Technologies PLC

Industrials
7
+ 0.23%
$332.0 - $400.86 $2.32K - $2.81K
3.05K $1.03M
ETN
Eaton Corp PLC

Industrials
373
+ 11.11%
$271.83 - $371.23 $101K - $138K
3.73K $1.01M
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.39K
+ 1.8%
$7.17 - $9.1 $9.94K - $12.6K
78.5K $563K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
110
+ 1.8%
$80.4 - $106.5 $8.84K - $11.7K
6.23K $501K
IWB
Ishares Tr Russell 1000 ETF

ETFs
280
+ 2.19%
$302.31 - $337.54 $84.6K - $94.5K
13.1K $4.01M
ADBE
Adobe Inc.

Technology
223
+ 6.82%
$377.84 - $464.11 $84.3K - $103K
3.49K $1.34M
APPN
Appian Corp

Technology
368
+ 1.18%
$28.81 - $37.23 $10.6K - $13.7K
31.5K $907K
EMR
Emerson Electric CO

Industrials
123
+ 1.29%
$108.64 - $131.17 $13.4K - $16.1K
9.62K $1.06M
FPX
First Trust Us Equity Opportun

ETFs
147
+ 0.76%
$106.21 - $143.53 $15.6K - $21.1K
19.4K $2.17M
NOW
Service Now, Inc.

Technology
77
+ 10.28%
$783.83 - $1170.39 $60.4K - $90.1K
826 $657K
IREN
Iris Energy LTD

Financial Services
10.7K
+ 19.39%
$6.07 - $13.18 $65.1K - $141K
66K $402K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
139
+ 0.88%
$47.79 - $59.89 $6.64K - $8.32K
15.9K $800K
IWV
Ishares Russell 3000 ETF

ETFs
377
+ 2.26%
$313.1 - $349.83 $118K - $132K
17K $5.41M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.07K
+ 4.22%
$92.71 - $107.38 $98.7K - $114K
26.3K $2.44M
XLK
Technology Sector Spdr

ETFs
1.21K
+ 7.41%
$206.38 - $242.18 $250K - $293K
17.5K $3.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
624
+ 6.28%
$360.07 - $417.26 $225K - $260K
10.6K $3.81M
DSI
Ishares Msci Kld 400 Social Et

ETFs
53
+ 0.23%
$101.98 - $115.66 $5.4K - $6.13K
23.4K $2.4M
Activity Summary
Buys All Purchases 637 New Holdings 167 Increased Positions 470 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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