Chicago Partners Investment Group LLC Purchases in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBDC
Barings Bdc, Inc.

Financial Services
8.29K
+ 56.0%
$9.27 - $10.33 $76.9K - $85.7K
23.1K $221K
TRV
Travelers Companies, Inc.

Financial Services
266
+ 15.99%
$225.97 - $266.66 $60.1K - $70.9K
1.93K $464K
VGSH
Vanguard

ETFs
4.28K
+ 2.05%
$58.02 - $58.88 $248K - $252K
213K $12.4M
AMP
Ameriprise Financial Inc

Financial Services
89
+ 21.14%
$473.15 - $574.01 $42.1K - $51.1K
510 $271K
ADT
Adt Inc.

Industrials
10.5K
New
$6.71 - $8.14 $70.3K - $85.3K
10.5K $72K
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.1K
+ 4.18%
$8.02 - $9.66 $24.8K - $29.9K
77.1K $670K
HON
Honeywell International Inc

Industrials
60
+ 2.05%
$202.84 - $236.0 $12.2K - $14.2K
2.99K $674K
FRME
First Merchants Corp

Financial Services
197
+ 0.85%
$35.52 - $44.97 $7K - $8.86K
23.3K $929K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.37K
+ 3.77%
$44.33 - $49.55 $105K - $118K
65.4K $2.94M
VRT
Vertiv Holdings CO

Industrials
800
+ 22.0%
N/A
4.44K $384K
RIG
Transocean Ltd.

Energy
17.7K
New
$3.47 - $4.67 $61.5K - $82.8K
17.7K $66K
NOC
Northrop Grumman Corp

Industrials
213
+ 33.81%
$466.52 - $543.88 $99.4K - $116K
843 $395K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
32
+ 3.13%
$173.13 - $258.09 $5.54K - $8.26K
1.06K $243K
MRK
Merck & Co., Inc.

Healthcare
3.91K
+ 16.78%
$96.31 - $114.76 $376K - $449K
27.2K $2.71M
PX
P10, Inc.

Financial Services
297
+ 0.99%
$10.75 - $14.17 $3.19K - $4.21K
30.4K $383K
MMM
3 M CO

Industrials
794
+ 14.26%
$124.74 - $137.12 $99K - $109K
6.36K $821K
NTRS
Northern Trust Corp

Financial Services
348
+ 17.73%
$88.4 - $111.16 $30.8K - $38.7K
2.31K $236K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.65K
+ 15.61%
$57.29 - $63.1 $152K - $167K
19.6K $1.12M
UYG
Proshares Ultra Financials

ETFs
14
+ 0.23%
$75.09 - $96.7 $1.05K - $1.35K
6.18K $528K
PAYX
Paychex Inc

Industrials
14
+ 0.15%
$135.86 - $148.73 $1.9K - $2.08K
9.07K $1.27M
AZO
Autozone Inc

Consumer Cyclical
16
+ 17.39%
$2981.19 - $3370.27 $47.7K - $53.9K
108 $345K
CMI
Cummins Inc

Industrials
77
+ 7.14%
$324.93 - $383.42 $25K - $29.5K
1.16K $402K
EWBC
East West Bancorp Inc

Financial Services
263
+ 12.26%
$80.04 - $111.23 $21.1K - $29.3K
2.41K $230K
ZION
Zions Bancorporation, National Association

Financial Services
343
+ 6.99%
$45.62 - $61.73 $15.6K - $21.2K
5.25K $284K
VMC
Vulcan Materials CO

Basic Materials
182
+ 21.34%
$237.95 - $292.31 $43.3K - $53.2K
1.04K $266K
CPRT
Copart Inc

Consumer Cyclical
348
+ 5.59%
$51.36 - $63.8 $17.9K - $22.2K
6.57K $376K
PCEF
Invesco Cef Income Composite E

ETFs
3.36K
+ 13.06%
$19.05 - $19.86 $63.9K - $66.7K
29K $556K
IYF
Ishares Tr

ETFs
45
+ 0.66%
$102.7 - $119.05 $4.62K - $5.36K
6.86K $758K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
495
+ 13.73%
$89.88 - $101.38 $44.5K - $50.2K
4.1K $382K
ALL
Allstate Corp

Financial Services
168
+ 3.63%
$181.25 - $208.2 $30.5K - $35K
4.8K $925K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
313
+ 1.22%
$11.18 - $13.68 $3.5K - $4.28K
25.9K $328K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.83K
+ 10.67%
N/A
39.7K $489K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.09K
+ 21.17%
$10.4 - $12.75 $32.1K - $39.4K
17.7K $207K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.14K
+ 17.05%
$41.64 - $45.75 $47.3K - $52K
7.81K $326K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
108
+ 0.92%
$124.61 - $133.96 $13.5K - $14.5K
11.8K $1.52M
AJG
Arthur J. Gallagher & Co.

Financial Services
64
+ 0.59%
$278.49 - $315.16 $17.8K - $20.2K
10.9K $3.09M
DAL
Delta Air Lines, Inc.

Industrials
10
+ 0.22%
$47.46 - $65.77 $475 - $658
4.49K $271K
SLRC
Slr Investment Corp.

Financial Services
627
+ 2.07%
$14.9 - $16.86 $9.34K - $10.6K
30.9K $499K
EXC
Exelon Corp

Utilities
2.54K
+ 14.4%
$36.22 - $40.97 $92K - $104K
20.2K $759K
JFR
Nuveen Floating Rate Income Fund

Financial Services
4.74K
+ 23.71%
$8.74 - $9.22 $41.4K - $43.7K
24.7K $220K
BR
Broadridge Financial Solutions, Inc.

Technology
144
+ 14.46%
$209.64 - $236.44 $30.2K - $34K
1.14K $257K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
862
+ 5.92%
$50.0 - $50.27 $43.1K - $43.3K
15.4K $772K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
4.89K
+ 3.23%
$7.35 - $8.04 $36K - $39.3K
156K $1.19M
QDPL
Pacer Fds Tr Metaurus Us Large
252
+ 0.34%
$37.54 - $40.11 $9.46K - $10.1K
75.1K $2.88M
TT
Trane Technologies PLC

Industrials
258
+ 9.27%
$369.35 - $419.14 $95.3K - $108K
3.04K $1.12M
CAT
Caterpillar Inc

Industrials
276
+ 13.06%
$360.37 - $416.88 $99.5K - $115K
2.39K $866K
ANSS
Ansys Inc

Technology
75
+ 10.85%
$313.05 - $361.45 $23.5K - $27.1K
766 $258K
VV
Vanguard Large Cap ETF

ETFs
15
+ 0.28%
$260.27 - $280.65 $3.9K - $4.21K
5.33K $1.44M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
43.4K
+ 5.82%
$8.51 - $9.15 $369K - $397K
789K $6.78M
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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