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
DRI
Darden Restaurants Inc

Consumer Cyclical
276
+ 5.44%
$180.02 - $208.56 $49.7K - $57.6K
5.35K $1.11M
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.01%
$182.82 - $196.21 $914 - $981
53.6K $10.1M
FIX
Comfort Systems Usa Inc

Industrials
491
New
$313.26 - $550.27 $154K - $270K
491 $158K
DGX
Quest Diagnostics Inc

Healthcare
1.15K
New
N/A
1.15K $157K
ENB
Enbridge Inc

Energy
629
+ 0.92%
$41.54 - $45.45 $26.1K - $28.6K
69.1K $3.06M
HE
Hawaiian Electric Industries Inc

Utilities
14.4K
New
$8.18 - $11.46 $118K - $165K
14.4K $157K
IVE
Ishares S&P 500 Value ETF

ETFs
842
+ 3.73%
$185.78 - $198.58 $156K - $167K
23.4K $4.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.41K
+ 19.68%
$56.12 - $68.15 $79.1K - $96.1K
8.58K $581K
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.91K
+ 21.03%
$14.46 - $15.96 $143K - $158K
57.1K $863K
YUM
Yum Brands Inc

Consumer Cyclical
699
+ 41.98%
$123.25 - $162.53 $86.2K - $114K
2.36K $371K
PCTY
Paylocity Holding Corp

Technology
917
+ 41.83%
$183.21 - $217.86 $168K - $200K
3.11K $582K
PG
Procter & Gamble CO

Consumer Defensive
299
+ 0.89%
$158.56 - $176.26 $47.4K - $52.7K
33.8K $5.76M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
114
+ 0.01%
$8.58 - $8.9 $978 - $1.01K
789K $6.92M
CSGP
Costar Group, Inc.

Real Estate
438
+ 3.11%
$69.29 - $80.37 $30.3K - $35.2K
14.5K $1.15M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
4.39K
+ 45.29%
$35.75 - $40.67 $157K - $178K
14.1K $510K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.61K
+ 0.83%
$22.35 - $24.52 $36K - $39.5K
195K $4.64M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
141
+ 17.47%
$402.49 - $513.76 $56.8K - $72.4K
948 $459K
CB
Chubb LTD

Financial Services
267
+ 12.85%
$257.71 - $301.99 $68.8K - $80.6K
2.35K $708K
CTVA
Corteva, Inc.

Basic Materials
833
+ 6.27%
$55.94 - $66.15 $46.6K - $55.1K
14.1K $888K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.7K
+ 4.85%
$53.6 - $58.97 $359K - $395K
145K $7.94M
HON
Honeywell International Inc

Industrials
793
+ 26.56%
$202.75 - $226.52 $161K - $180K
3.78K $800K
AIG
American International Group, Inc.

Financial Services
819
+ 21.57%
$70.5 - $86.94 $57.7K - $71.2K
4.62K $401K
TXG
10x Genomics, Inc.

Healthcare
14.3K
New
$8.73 - $16.31 $125K - $233K
14.3K $124K
AVRE
American Centy ETF Tr Avantis
450
+ 0.48%
$40.62 - $44.31 $18.3K - $19.9K
94.1K $4.05M
COF
Capital One Financial Corp

Financial Services
656
+ 25.99%
$163.87 - $209.82 $107K - $138K
3.18K $570K
SO
Southern CO

Utilities
308
+ 3.27%
$80.96 - $92.96 $24.9K - $28.6K
9.72K $893K
CPRT
Copart Inc

Consumer Cyclical
2.14K
+ 32.64%
$52.3 - $59.83 $112K - $128K
8.71K $493K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.67K
+ 31.24%
$33.84 - $37.77 $90.2K - $101K
11.2K $407K
SPGI
S&P Global Inc.

Financial Services
196
+ 13.66%
$478.26 - $543.77 $93.7K - $107K
1.63K $828K
TPL
Texas Pacific Land Corp

Energy
10
+ 2.22%
$1180.08 - $1431.01 $11.8K - $14.3K
461 $610K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.78K
+ 16.83%
$114.9 - $139.6 $205K - $249K
12.4K $1.45M
MKC
Mccormick & CO Inc

Consumer Defensive
1.12K
+ 40.58%
$71.24 - $84.73 $79.9K - $95.1K
3.89K $319K
TFC
Truist Financial Corp

Financial Services
2.9K
+ 55.1%
$39.48 - $48.15 $115K - $140K
8.17K $336K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.01K
+ 11.14%
$25.81 - $28.52 $77.8K - $86K
30.1K $828K
DFIV
Dimensional ETF Tr

ETFs
90
+ 0.34%
$35.33 - $40.77 $3.18K - $3.67K
26.6K $1.05M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.72K
+ 15.8%
$25.41 - $30.14 $43.6K - $51.7K
12.6K $379K
ICE
Intercontinental Exchange, Inc.

Financial Services
277
+ 11.67%
$142.8 - $176.36 $39.6K - $48.9K
2.65K $457K
WVE
Wave Life Sciences Ltd.

Healthcare
12.7K
New
$8.08 - $13.51 $103K - $172K
12.7K $102K
AEP
American Electric Power CO Inc

Utilities
520
+ 19.66%
$90.32 - $109.27 $47K - $56.8K
3.17K $345K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
39
+ 0.22%
$75.32 - $84.77 $2.94K - $3.31K
17.5K $1.43M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
234
+ 0.4%
$48.43 - $49.9 $11.3K - $11.7K
59.4K $2.96M
RL
Ralph Lauren Corp

Consumer Cyclical
493
+ 48.76%
$215.68 - $286.74 $106K - $141K
1.5K $331K
CRWD
Crowd Strike Holdings, Inc.

Technology
182
+ 5.93%
$308.86 - $455.36 $56.2K - $82.9K
3.25K $1.15M
PGR
Progressive Corp

Financial Services
115
+ 7.82%
$235.61 - $291.22 $27.1K - $33.5K
1.59K $448K
CLSK
Cleanspark, Inc.

Technology
14.1K
New
$6.72 - $12.03 $94.8K - $170K
14.1K $94K
VTRS
Viatris Inc

Healthcare
10.9K
New
$8.68 - $12.42 $94.2K - $135K
10.9K $94K
CMI
Cummins Inc

Industrials
427
+ 36.97%
$312.92 - $386.07 $134K - $165K
1.58K $495K
LMT
Lockheed Martin Corp

Industrials
358
+ 20.97%
$423.19 - $506.29 $152K - $181K
2.07K $922K
VMC
Vulcan Materials CO

Basic Materials
505
+ 48.79%
$220.9 - $277.54 $112K - $140K
1.54K $359K
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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