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
OHI
Omega Healthcare Investors Inc

Real Estate
12.9K
New
$35.55 - $39.05 $460K - $506K
12.9K $474K
FCX
Freeport Mcmoran Inc

Basic Materials
10.9K
New
$29.15 - $44.46 $316K - $483K
10.9K $470K
ARCC
Ares Capital Corp

Financial Services
26.3K
+ 4.88%
$18.91 - $22.43 $497K - $589K
564K $12.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.32K
+ 73.9%
$149.76 - $186.42 $348K - $433K
5.46K $1.02M
NVT
N Vent Electric PLC

Industrials
6.29K
New
$45.2 - $73.35 $284K - $461K
6.29K $460K
PM
Philip Morris International Inc.

Consumer Defensive
915
+ 7.38%
$149.23 - $184.95 $137K - $169K
13.3K $2.42M
VRSN
Verisign Inc

Technology
1.35K
+ 72.28%
$234.49 - $288.8 $316K - $389K
3.21K $927K
BAC
Bank Of America Corp

Financial Services
4.29K
+ 9.54%
$34.39 - $47.46 $147K - $203K
49.2K $2.33M
MDB
Mongo Db, Inc.

Technology
2.14K
New
$145.85 - $225.38 $313K - $483K
2.14K $450K
EIX
Edison International

Utilities
8.72K
New
$48.32 - $59.92 $421K - $522K
8.72K $449K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.65K
+ 5.15%
$47.09 - $48.01 $360K - $367K
156K $7.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
20
+ 0.18%
$216.28 - $284.39 $4.33K - $5.69K
10.9K $3.09M
ADI
Analog Devices Inc

Technology
1.84K
New
$164.6 - $238.02 $302K - $437K
1.84K $437K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
8.23K
+ 1.94%
$18.53 - $20.98 $152K - $173K
432K $9.07M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.22K
+ 21.93%
$105.69 - $140.64 $235K - $312K
12.3K $1.63M
ETN
Eaton Corp PLC

Industrials
295
+ 7.91%
$246.52 - $356.99 $72.7K - $105K
4.03K $1.44M
TNL
Travel & Leisure Co.

Consumer Cyclical
8.16K
New
$38.78 - $51.89 $316K - $423K
8.16K $421K
CFG
Citizens Financial Group Inc

Financial Services
9.35K
New
$34.27 - $44.75 $321K - $419K
9.35K $418K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.53K
+ 1.13%
$22.25 - $28.0 $34K - $42.7K
136K $3.81M
TTEK
Tetra Tech Inc

Industrials
11.5K
New
$28.01 - $36.25 $321K - $415K
11.5K $411K
AOA
Ishares Tr Core Aggressive All

ETFs
4.93K
New
$69.46 - $83.4 $342K - $411K
4.93K $410K
SMG
Scotts Miracle Gro CO

Basic Materials
6.2K
New
$48.21 - $66.48 $299K - $412K
6.2K $409K
MNST
Monster Beverage Corp

Consumer Defensive
6K
+ 74.89%
$55.01 - $64.24 $330K - $385K
14K $877K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
879
+ 25.4%
$141.37 - $228.57 $124K - $201K
4.34K $982K
OWL
Blue Owl Capital Inc.

Financial Services
45.3K
+ 8.13%
$15.9 - $21.16 $720K - $958K
602K $11.6M
ORI
Old Republic International Corp

Financial Services
10.5K
New
$35.25 - $39.79 $370K - $418K
10.5K $404K
SWKS
Skyworks Solutions, Inc.

Technology
5.42K
New
$49.2 - $74.95 $267K - $406K
5.42K $403K
LNG
Cheniere Energy, Inc.

Energy
397
+ 1.57%
$197.25 - $244.33 $78.3K - $97K
25.7K $6.25M
JBHT
Hunt J B Transport Services Inc

Industrials
2.84K
+ 135.98%
$124.73 - $152.78 $354K - $434K
4.93K $707K
INTC
Intel Corp

Technology
18.5K
+ 38.57%
$18.13 - $22.69 $335K - $420K
66.5K $1.49M
MELI
Mercadolibre Inc

Consumer Cyclical
152
New
$1794.73 - $2613.63 $273K - $397K
152 $397K
TT
Trane Technologies PLC

Industrials
204
+ 6.7%
$315.21 - $437.41 $64.3K - $89.2K
3.25K $1.42M
CDW
Cdw Corp

Technology
2.2K
New
$144.49 - $190.68 $318K - $420K
2.2K $393K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
12.4K
New
$26.94 - $34.72 $334K - $430K
12.4K $390K
VOE
Vanguard Mid Cap Value Index F

ETFs
387
+ 0.47%
$141.87 - $164.49 $54.9K - $63.7K
83.4K $13.7M
GLD
Spdr Gold Trust

ETFs
1.01K
+ 21.78%
$273.71 - $316.29 $278K - $321K
5.67K $1.73M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
921
+ 11.28%
$140.37 - $177.56 $129K - $164K
9.08K $1.56M
BBY
Best Buy CO Inc

Consumer Cyclical
5.72K
New
$56.17 - $75.73 $321K - $433K
5.72K $384K
HIW
Highwoods Properties, Inc.

Real Estate
12.2K
New
$25.31 - $31.85 $309K - $389K
12.2K $380K
NTNX
Nutanix, Inc.

Technology
4.47K
+ 83.37%
$58.17 - $83.07 $260K - $371K
9.83K $751K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.42K
+ 8.28%
$55.54 - $69.09 $135K - $167K
31.7K $2.19M
CW
Curtiss Wright Corp

Industrials
763
New
$283.18 - $488.55 $216K - $373K
763 $372K
CF
Cf Industries Holdings, Inc.

Basic Materials
4.04K
New
$68.47 - $102.48 $277K - $414K
4.04K $371K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.37K
New
$91.62 - $109.97 $309K - $371K
3.37K $370K
DIS
Walt Disney CO

Communication Services
1.41K
+ 18.31%
$81.72 - $124.01 $115K - $175K
9.11K $1.13M
BYD
Boyd Gaming Corp

Consumer Cyclical
4.71K
New
$60.8 - $79.02 $286K - $372K
4.71K $368K
VEEV
Veeva Systems Inc

Healthcare
1.26K
New
$209.39 - $289.94 $264K - $366K
1.26K $363K
ASML
Asml Holding Nv

Technology
198
+ 13.53%
$595.37 - $815.24 $118K - $161K
1.66K $1.33M
EMR
Emerson Electric CO

Industrials
1K
+ 10.4%
$94.15 - $133.33 $94.2K - $133K
10.6K $1.42M
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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