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
OZK
Bank Ozk

Financial Services
4.96K
New
$41.71 - $53.1 $207K - $263K
4.96K $215K
WELL
Welltower Inc.

Real Estate
1.4K
New
$124.05 - $156.86 $174K - $220K
1.4K $214K
CNI
Canadian National Railway CO

Industrials
2.19K
New
$95.46 - $106.79 $209K - $234K
2.19K $213K
FDT
First Trust Developed Markets

ETFs
3.67K
New
$53.51 - $60.98 $196K - $224K
3.67K $213K
VMI
Valmont Industries Inc

Industrials
741
New
$285.37 - $376.98 $211K - $279K
741 $211K
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.4K
+ 3.63%
$17.53 - $17.87 $253K - $258K
411K $7.23M
UNH
Unitedhealth Group Inc

Healthcare
280
+ 8.32%
$461.52 - $548.18 $129K - $153K
3.64K $1.91M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.02K
New
$67.41 - $69.37 $203K - $209K
3.02K $207K
ROM
Proshares Ultra Technology

ETFs
3.87K
New
$53.2 - $74.94 $206K - $290K
3.87K $206K
AEE
Ameren Corp

Utilities
2.06K
New
$86.87 - $103.67 $179K - $213K
2.06K $206K
IYR
Ishares Tr

ETFs
2.14K
New
$89.49 - $98.98 $191K - $211K
2.14K $204K
MEAR
Blackrock Short Maturity Munic

ETFs
4.02K
+ 73.69%
$49.97 - $50.36 $201K - $203K
9.48K $476K
STT
State Street Corp

Financial Services
2.27K
New
$84.47 - $102.23 $192K - $232K
2.27K $203K
XBAP
Innovator ETF Tr Us Equity Acc
5.81K
New
$33.63 - $34.94 $196K - $203K
5.81K $202K
ES
Eversource Energy

Utilities
3.25K
New
$55.63 - $63.8 $181K - $207K
3.25K $201K
FIVE
Five Below, Inc

Consumer Cyclical
2.66K
New
$72.25 - $103.2 $192K - $274K
2.66K $199K
AQN
Algonquin Power & Utilities Corp.

Utilities
38.8K
New
$4.27 - $5.19 $166K - $202K
38.8K $199K
AVY
Avery Dennison Corp

Industrials
1.2K
+ 75.55%
$174.58 - $195.91 $209K - $235K
2.79K $495K
TRIN
Trinity Capital Inc.

Financial Services
9.09K
+ 10.29%
$14.26 - $16.56 $130K - $150K
97.4K $1.48M
WFC
Wells Fargo & Company

Financial Services
2.07K
+ 6.44%
$66.78 - $81.42 $138K - $168K
34.1K $2.45M
JCI
Johnson Controls International PLC

Industrials
2.42K
+ 83.19%
$76.12 - $90.6 $184K - $219K
5.33K $426K
EVRG
Evergy, Inc.

Utilities
1.97K
+ 24.42%
$59.9 - $69.52 $118K - $137K
10K $692K
DDOG
Datadog, Inc.

Technology
1.96K
New
$98.68 - $151.89 $193K - $297K
1.96K $194K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
6.16K
+ 1.47%
$20.08 - $21.07 $124K - $130K
424K $8.64M
RSG
Republic Services, Inc.

Industrials
796
New
$200.09 - $242.16 $159K - $193K
796 $192K
FICO
Fair Isaac Corp

Technology
103
New
$1695.35 - $2030.47 $175K - $209K
103 $189K
ALL
Allstate Corp

Financial Services
584
+ 12.17%
$180.99 - $210.18 $106K - $123K
5.38K $1.11M
AMCR
Amcor PLC

Consumer Cyclical
19K
New
$9.33 - $10.39 $178K - $198K
19K $184K
APH
Amphenol Corp

Technology
2.78K
New
$61.62 - $78.55 $171K - $218K
2.78K $182K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
62.4K
New
$2.88 - $2.99 $180K - $187K
62.4K $181K
EME
Emcor Group, Inc.

Industrials
485
New
$361.16 - $535.99 $175K - $260K
485 $179K
NLOK
Norton Life Lock Inc.

Technology
8.38K
New
N/A
8.38K $179K
O
Realty Income Corp

Real Estate
2.23K
+ 20.91%
$51.67 - $58.49 $115K - $130K
12.9K $746K
SBAC
Sba Communications Corp

Real Estate
702
+ 50.76%
$192.76 - $224.91 $135K - $158K
2.09K $458K
NRG
Nrg Energy, Inc.

Utilities
1.85K
New
$84.82 - $113.33 $157K - $210K
1.85K $176K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.68K
New
$102.72 - $143.06 $172K - $240K
1.68K $175K
F
Ford Motor CO

Consumer Cyclical
17.5K
New
$9.12 - $10.43 $160K - $183K
17.5K $175K
DUHP
Dimensional ETF Tr Dimensional

ETFs
24.5K
+ 2.5%
$32.57 - $35.82 $797K - $877K
1.01M $33.3M
HWM
Howmet Aerospace Inc.

Industrials
851
+ 27.84%
$110.79 - $139.39 $94.3K - $119K
3.91K $506K
SPOT
Spotify Technology S.A.

Communication Services
311
New
$457.79 - $648.32 $142K - $202K
311 $171K
C
Citigroup Inc

Financial Services
2.26K
+ 13.53%
$67.23 - $84.63 $152K - $191K
19K $1.35M
DASH
Door Dash, Inc.

Communication Services
774
+ 39.39%
$168.37 - $213.38 $130K - $165K
2.74K $500K
VFC
V F Corp

Consumer Cyclical
11K
New
$15.52 - $26.93 $170K - $295K
11K $170K
PSX
Phillips 66

Energy
856
+ 12.96%
$113.93 - $131.55 $97.5K - $113K
7.46K $921K
GPC
Genuine Parts CO

Consumer Cyclical
1.35K
+ 38.78%
$115.91 - $129.02 $156K - $174K
4.83K $575K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.03K
+ 42.42%
$96.85 - $111.39 $197K - $226K
6.83K $673K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.8K
+ 16.52%
$40.03 - $46.81 $432K - $506K
76.2K $3.1M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
4.02K
+ 3.08%
$24.27 - $26.2 $97.6K - $105K
135K $3.39M
XLV
Select Sector Spdr Fund Health

ETFs
878
+ 20.71%
$137.61 - $149.68 $121K - $131K
5.12K $747K
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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