Chicago Partners Investment Group LLC Purchases in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
992
New
$245.83 - $245.83 $244K - $244K
992 $243K
TER
Teradyne, Inc

Technology
1.79K
New
$114.25 - $163.0 $205K - $292K
1.79K $240K
PEP
Pepsico Inc

Consumer Defensive
997
+ 7.5%
$161.9 - $179.3 $161K - $179K
14.3K $2.43M
JANX
Janux Therapeutics, Inc.

Healthcare
5.25K
New
$35.29 - $50.26 $185K - $264K
5.25K $238K
DASH
Door Dash, Inc.

Communication Services
1.66K
New
$100.28 - $143.99 $166K - $238K
1.66K $236K
TGT
Target Corp

Consumer Defensive
1.18K
+ 17.86%
$133.47 - $159.25 $158K - $188K
7.79K $1.21M
MKC
Mccormick & CO Inc

Consumer Defensive
2.87K
New
$69.44 - $84.76 $199K - $243K
2.87K $235K
CSCO
Cisco Systems, Inc.

Technology
1.8K
+ 7.41%
$44.74 - $53.22 $80.7K - $96K
26.1K $1.39M
HPP
Hudson Pacific Properties, Inc.

Real Estate
48.5K
New
$4.4 - $6.01 $213K - $292K
48.5K $231K
IWR
Ishares Russell Mid Cap ETF

ETFs
349
+ 1.24%
$79.92 - $88.19 $27.9K - $30.8K
28.5K $2.51M
TT
Trane Technologies PLC

Industrials
185
+ 7.12%
$314.21 - $388.71 $58.1K - $71.9K
2.78K $1.08M
DAL
Delta Air Lines, Inc.

Industrials
4.48K
New
$37.32 - $51.8 $167K - $232K
4.48K $227K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
5.67K
+ 7.14%
$19.3 - $20.82 $109K - $118K
85.1K $1.77M
TMO
Thermo Fisher Scientific Inc.

Healthcare
290
+ 40.79%
$531.86 - $624.21 $154K - $181K
1K $619K
FE
Firstenergy Corp

Utilities
4.08K
+ 55.16%
$38.25 - $44.54 $156K - $182K
11.5K $509K
IQV
Iqvia Holdings Inc.

Healthcare
953
New
$206.81 - $251.55 $197K - $240K
953 $225K
RTX
Raytheon Technologies Corp

Industrials
304
+ 3.37%
$99.55 - $123.34 $30.3K - $37.5K
9.31K $1.13M
TROW
Price T Rowe Group Inc

Financial Services
2.06K
New
$101.71 - $120.75 $210K - $249K
2.06K $224K
DVY
Ishares Tr

ETFs
229
+ 1.68%
$119.99 - $135.74 $27.5K - $31.1K
13.8K $1.87M
MANH
Manhattan Associates Inc

Technology
793
New
$218.59 - $286.0 $173K - $227K
793 $223K
DFS
Discover Financial Services

Financial Services
96
+ 0.44%
$123.41 - $144.72 $11.8K - $13.9K
22.1K $3.1M
ICF
Ishares Tr

ETFs
3.39K
New
$56.77 - $67.33 $192K - $228K
3.39K $223K
MPWR
Monolithic Power Systems Inc

Technology
239
New
$757.04 - $947.16 $181K - $226K
239 $221K
TFC
Truist Financial Corp

Financial Services
5.15K
New
$38.22 - $44.94 $197K - $231K
5.15K $220K
ANSS
Ansys Inc

Technology
691
New
$296.54 - $331.25 $205K - $229K
691 $219K
AXP
American Express CO

Financial Services
155
+ 3.5%
$225.92 - $271.17 $35K - $42K
4.58K $1.24M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.62K
+ 21.77%
$42.22 - $48.62 $153K - $176K
20.2K $941K
MSI
Motorola Solutions, Inc.

Technology
141
+ 5.96%
$385.65 - $450.49 $54.4K - $63.5K
2.51K $1.13M
BR
Broadridge Financial Solutions, Inc.

Technology
996
New
$196.56 - $218.55 $196K - $218K
996 $214K
EWS
Ishares Inc Msci Singapore ETF

ETFs
9.66K
New
$18.52 - $22.4 $179K - $216K
9.66K $213K
SO
Southern CO

Utilities
1.24K
+ 15.42%
$77.0 - $90.52 $95.2K - $112K
9.25K $834K
VMC
Vulcan Materials CO

Basic Materials
853
New
$231.83 - $274.51 $198K - $234K
853 $213K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
616
New
$305.34 - $350.41 $188K - $216K
616 $212K
EEM
Ishares Msci Emerging Markets

ETFs
353
+ 0.6%
$40.42 - $46.7 $14.3K - $16.5K
59.6K $2.73M
SR
Spire Inc

Utilities
3.14K
New
$59.15 - $67.77 $185K - $212K
3.14K $210K
WWD
Woodward, Inc.

Industrials
1.22K
New
$151.73 - $187.23 $186K - $229K
1.22K $209K
TPG
Tpg Inc.

Financial Services
3.62K
New
$40.49 - $59.88 $146K - $217K
3.62K $208K
MNST
Monster Beverage Corp

Consumer Defensive
4K
New
$45.01 - $52.47 $180K - $210K
4K $208K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.01K
+ 42.8%
$113.01 - $154.34 $340K - $465K
10K $1.27M
XEL
Xcel Energy Inc

Utilities
2.03K
+ 32.93%
$52.11 - $65.3 $106K - $132K
8.18K $533K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
754
New
$233.4 - $302.36 $176K - $228K
754 $204K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.89K
New
$95.1 - $106.76 $180K - $202K
1.89K $201K
TRIN
Trinity Capital Inc.

Financial Services
16.9K
+ 33.5%
$13.57 - $14.74 $229K - $248K
67.2K $911K
KHC
Kraft Heinz CO

Consumer Defensive
5.71K
New
$31.86 - $36.13 $182K - $206K
5.71K $200K
PM
Philip Morris International Inc.

Consumer Defensive
299
+ 3.66%
$101.25 - $127.45 $30.3K - $38.1K
8.47K $1.03M
BMY
Bristol Myers Squibb CO

Healthcare
649
+ 4.04%
$39.66 - $51.75 $25.7K - $33.6K
16.7K $864K
SPGI
S&P Global Inc.

Financial Services
232
+ 20.84%
$446.32 - $527.38 $104K - $122K
1.35K $694K
AMP
Ameriprise Financial Inc

Financial Services
421
New
$391.53 - $469.81 $165K - $198K
421 $197K
NET
Cloudflare, Inc.

Technology
2.42K
New
$74.4 - $86.96 $180K - $211K
2.42K $196K
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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