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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
31
+ 0.3%
$132.75 - $177.12 $4.12K - $5.49K
10.3K $1.57M
ALLE
Allegion PLC

Industrials
2.05K
New
$123.79 - $135.5 $254K - $278K
2.05K $267K
CCK
Crown Holdings Inc

Consumer Cyclical
2.98K
New
$78.77 - $91.74 $235K - $273K
2.98K $266K
EPR
Epr Properties

Real Estate
5.04K
New
$43.98 - $53.81 $222K - $271K
5.04K $265K
SCHX
Schwab Strategic Tr Us Large C

ETFs
81K
+ 5.85%
$21.75 - $24.28 $1.76M - $1.97M
1.47M $32.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
7.58K
+ 18.23%
$39.81 - $42.17 $302K - $319K
49.1K $1.97M
PHM
Pultegroup Inc

Consumer Cyclical
2.53K
New
$101.09 - $118.51 $255K - $299K
2.53K $259K
OWL
Blue Owl Capital Inc.

Financial Services
88.1K
+ 18.8%
$18.49 - $26.68 $1.63M - $2.35M
557K $11.2M
SNA
Snap On Inc

Industrials
760
New
$324.09 - $358.62 $246K - $273K
760 $256K
CI
Cigna Corp

Healthcare
190
+ 5.28%
$274.49 - $329.0 $52.2K - $62.5K
3.79K $1.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.81K
+ 32.31%
$92.45 - $106.69 $352K - $407K
15.6K $1.45M
CL
Colgate Palmolive CO

Consumer Defensive
2.47K
+ 36.64%
$85.68 - $97.5 $212K - $241K
9.23K $864K
G
Genpact LTD

Technology
4.91K
New
$42.88 - $55.54 $210K - $273K
4.91K $247K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
8.11K
New
$28.45 - $41.08 $231K - $333K
8.11K $245K
PSCT
Invesco S&P Smallcap Informati

ETFs
6.13K
New
$40.08 - $50.4 $246K - $309K
6.13K $245K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.35K
New
$73.27 - $96.21 $246K - $322K
3.35K $245K
BRKR
Bruker Corp

Healthcare
5.84K
New
$41.74 - $62.95 $244K - $368K
5.84K $243K
DBX
Dropbox, Inc.

Technology
9.08K
New
$24.55 - $33.27 $223K - $302K
9.08K $242K
DOCU
Docusign, Inc.

Technology
2.98K
New
$74.7 - $97.7 $223K - $291K
2.98K $242K
MNST
Monster Beverage Corp

Consumer Defensive
3.69K
+ 85.41%
$46.16 - $58.58 $170K - $216K
8.01K $468K
OKTA
Okta, Inc.

Technology
2.29K
New
$78.83 - $116.72 $180K - $267K
2.29K $240K
VDE
Vanguard Energy ETF

ETFs
1.85K
New
$119.14 - $132.76 $221K - $246K
1.85K $240K
MAS
Masco Corp

Industrials
3.46K
New
$68.67 - $81.85 $238K - $283K
3.46K $240K
NWSA
News Corp

Communication Services
8.82K
New
$26.29 - $30.49 $232K - $269K
8.82K $240K
PEP
Pepsico Inc

Consumer Defensive
1.8K
+ 11.94%
$142.64 - $156.42 $257K - $282K
16.9K $2.53M
USFD
Us Foods Holding Corp.

Consumer Defensive
3.65K
New
$63.38 - $72.02 $231K - $263K
3.65K $238K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
6.72K
New
$34.83 - $38.02 $234K - $255K
6.72K $236K
AOS
Smith A O Corp

Industrials
3.6K
New
$65.16 - $72.69 $235K - $262K
3.6K $235K
LECO
Lincoln Electric Holdings Inc

Industrials
1.24K
New
$180.51 - $216.81 $224K - $269K
1.24K $234K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.49K
New
$158.1 - $217.71 $235K - $324K
1.49K $234K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.68K
New
$49.69 - $50.76 $232K - $237K
4.68K $233K
ESS
Essex Property Trust, Inc.

Real Estate
856
New
N/A
856 $233K
ETSY
Etsy Inc

Consumer Cyclical
4.93K
New
$44.4 - $57.29 $219K - $282K
4.93K $232K
FFIV
F5, Inc.

Technology
869
New
$251.75 - $310.6 $219K - $270K
869 $231K
TJX
Tjx Companies Inc

Consumer Cyclical
1.88K
+ 75.38%
$112.81 - $126.16 $212K - $237K
4.37K $531K
CRUS
Cirrus Logic, Inc.

Technology
2.32K
New
$97.89 - $111.4 $227K - $259K
2.32K $231K
MPWR
Monolithic Power Systems Inc

Technology
397
New
$565.7 - $720.25 $225K - $286K
397 $230K
ZBRA
Zebra Technologies Corp

Technology
814
New
$271.72 - $421.11 $221K - $343K
814 $230K
EMLP
First Tr Exchange Traded Iv

ETFs
381
+ 0.33%
$35.79 - $38.28 $13.6K - $14.6K
117K $4.4M
ADP
Automatic Data Processing Inc

Industrials
600
+ 16.73%
$286.85 - $318.64 $172K - $191K
4.19K $1.28M
NNN
National Retail Properties, Inc.

Real Estate
5.37K
New
$38.0 - $43.19 $204K - $232K
5.37K $229K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.48K
New
$64.26 - $85.48 $224K - $297K
3.48K $229K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.51K
New
$50.72 - $50.92 $229K - $230K
4.51K $229K
A
Agilent Technologies, Inc.

Healthcare
1.95K
New
$116.69 - $152.6 $228K - $298K
1.95K $228K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.35K
+ 20.91%
$42.38 - $43.28 $227K - $232K
31K $1.32M
WTRG
Essential Utilities, Inc.

Utilities
5.6K
New
$33.49 - $40.57 $188K - $227K
5.6K $221K
PPG
Ppg Industries Inc

Basic Materials
2.02K
New
$107.44 - $124.29 $217K - $251K
2.02K $220K
UHS
Universal Health Services Inc

Healthcare
1.17K
New
$163.99 - $193.27 $191K - $225K
1.17K $219K
WPC
W. P. Carey Inc.

Real Estate
3.47K
New
$53.5 - $65.05 $186K - $226K
3.47K $218K
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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