Chicago Partners Investment Group LLC Purchases in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMP
Tompkins Financial Corp

Financial Services
56
+ 0.5%
$55.65 - $65.06 $3.12K - $3.64K
11.2K $703K
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.03%
N/A
7.63K $0
Ferguson Enterprises Inc
1.14K
New
N/A
1.14K $0
UTES
Virtus Reaves Utilities ETF
7K
New
N/A
7K $0
Ishares Bitcoin Trust ETF
4.63K
+ 19.29%
N/A
28.6K $0
Vaneck Bitcoin ETF
38.1K
New
N/A
38.1K $0
Te Connectivity PLC
1.79K
New
N/A
1.79K $0
VUSB
Vanguard Bd Index Fds
3.56K
+ 5.24%
N/A
71.5K $0
Dimensional ETF Trust
49.5K
+ 12.43%
N/A
448K $0
Direxion Shs ETF Tr
1.83K
New
N/A
1.83K $0
IYR
Ishares Tr

ETFs
1
+ 0.05%
$84.48 - $96.25 $84.5 - $96.3
2.14K $202K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9
+ 0.06%
$39.34 - $40.41 $354 - $364
14.9K $595K
GILD
Gilead Sciences, Inc.

Healthcare
48
+ 0.71%
$96.91 - $113.0 $4.65K - $5.42K
6.82K $755K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
264
+ 0.99%
$10.78 - $11.57 $2.85K - $3.05K
26.8K $303K
DEO
Diageo PLC

Consumer Defensive
33
+ 1.74%
$99.86 - $115.75 $3.3K - $3.82K
1.93K $194K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
352
+ 1.34%
$11.34 - $12.35 $3.99K - $4.35K
26.7K $317K
NVO
Novo Nordisk A S

Healthcare
35
+ 0.19%
$58.08 - $81.05 $2.03K - $2.84K
18.2K $1.26M
SLRC
Slr Investment Corp.

Financial Services
632
+ 2.16%
$14.19 - $17.01 $8.97K - $10.8K
29.9K $483K
AFL
Aflac Inc

Financial Services
19
+ 0.86%
$99.77 - $112.45 $1.9K - $2.14K
2.23K $235K
NYF
Ishares New York Muni Bond ETF

ETFs
15
+ 0.08%
$51.29 - $53.06 $769 - $796
20K $1.04M
PEY
Invesco Exchange Traded Fd Tr

ETFs
98
+ 0.79%
$18.68 - $21.54 $1.83K - $2.11K
12.6K $256K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
556
+ 1.79%
$11.12 - $12.78 $6.18K - $7.11K
31.7K $383K
GBDC
Golub Capital Bdc, Inc.

Financial Services
971
+ 1.7%
$13.03 - $15.28 $12.7K - $14.8K
58K $850K
MLPA
Global X Mlp ETF

ETFs
129
+ 1.87%
$46.47 - $54.16 $5.99K - $6.99K
7.02K $352K
GIS
General Mills Inc

Consumer Defensive
391
+ 8.85%
$50.37 - $60.97 $19.7K - $23.8K
4.81K $249K
PFG
Principal Financial Group Inc

Financial Services
137
+ 2.53%
$69.56 - $86.19 $9.53K - $11.8K
5.55K $440K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
91
+ 0.82%
$38.81 - $44.28 $3.53K - $4.03K
11.2K $475K
IYH
Ishares Tr

ETFs
7
+ 0.15%
$53.97 - $60.17 $378 - $421
4.82K $272K
MAA
Mid America Apartment Communities Inc.

Real Estate
137
+ 6.46%
$145.91 - $168.0 $20K - $23K
2.26K $334K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
260
+ 0.41%
$9.57 - $10.35 $2.49K - $2.69K
63.1K $624K
PGR
Progressive Corp

Financial Services
12
+ 0.76%
$255.27 - $288.74 $3.06K - $3.46K
1.6K $426K
CL
Colgate Palmolive CO

Consumer Defensive
25
+ 0.27%
$87.57 - $96.0 $2.19K - $2.4K
9.25K $840K
DVY
Ishares Tr

ETFs
15
+ 0.08%
$118.37 - $134.86 $1.78K - $2.02K
18.8K $2.49M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
79
+ 4.64%
$212.1 - $244.27 $16.8K - $19.3K
1.78K $389K
MSI
Motorola Solutions, Inc.

Technology
63
+ 2.01%
$394.72 - $440.39 $24.9K - $27.7K
3.2K $1.35M
WES
Western Midstream Partners, LP

Energy
573
+ 2.6%
$34.99 - $41.61 $20K - $23.8K
22.6K $874K
RPM
Rpm International Inc

Basic Materials
31
+ 0.57%
$96.97 - $117.58 $3.01K - $3.64K
5.44K $597K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
221
+ 0.34%
$48.13 - $49.85 $10.6K - $11K
64.6K $3.17M
WTM
White Mountains Insurance Group LTD

Financial Services
20
+ 4.07%
$1699.35 - $1901.99 $34K - $38K
511 $917K
DHR
Danaher Corp

Healthcare
256
+ 2.41%
$174.64 - $205.16 $44.7K - $52.5K
10.9K $2.15M
BP
Bp PLC

Energy
339
+ 3.06%
$26.11 - $33.81 $8.85K - $11.5K
11.4K $341K
AMZA
Etfis Ser Tr I

ETFs
140
+ 1.35%
$39.22 - $47.77 $5.49K - $6.69K
10.5K $456K
FRME
First Merchants Corp

Financial Services
252
+ 1.07%
$34.13 - $40.19 $8.6K - $10.1K
23.9K $915K
EXC
Exelon Corp

Utilities
387
+ 1.74%
$42.2 - $47.37 $16.3K - $18.3K
22.7K $984K
BDX
Becton Dickinson & CO

Healthcare
240
+ 15.32%
$165.15 - $226.42 $39.6K - $54.3K
1.81K $311K
FAST
Fastenal CO

Industrials
6.1K
+ 71.23%
$40.65 - $83.16 $248K - $508K
14.7K $616K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
25.2K
+ 1458.14%
$87.84 - $1441.89 $2.21M - $36.3M
26.9K $2.43M
XLV
Select Sector Spdr Fund Health

ETFs
57
+ 1.11%
$128.77 - $144.3 $7.34K - $8.23K
5.18K $697K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
363
+ 0.89%
$1.66 - $3.61 $603 - $1.31K
41K $70K
Activity Summary
Buys All Purchases 766 New Holdings 190 Increased Positions 576 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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