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
RPM
Rpm International Inc

Basic Materials
3
+ 0.05%
$120.09 - $140.26 $360 - $421
5.52K $679K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
551
+ 2.45%
$77.02 - $78.58 $42.4K - $43.3K
23.1K $1.78M
ROST
Ross Stores, Inc.

Consumer Cyclical
59
+ 2.96%
$138.59 - $156.61 $8.18K - $9.24K
2.05K $310K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
19
+ 0.26%
$51.33 - $58.78 $975 - $1.12K
7.3K $393K
VLO
Valero Energy Corp

Energy
458
+ 12.31%
$118.59 - $144.02 $54.3K - $66K
4.18K $512K
CL
Colgate Palmolive CO

Consumer Defensive
943
+ 16.23%
$90.22 - $102.31 $85.1K - $96.5K
6.75K $613K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
368
+ 2.0%
$14.04 - $14.76 $5.17K - $5.43K
18.7K $268K
HTGC
Hercules Capital, Inc.

Financial Services
107
+ 0.68%
$18.53 - $20.22 $1.98K - $2.16K
15.8K $317K
VIG
Vanguard Dividend Appreciation

ETFs
52
+ 0.34%
N/A
15.3K $2.79M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
1.03K
+ 6.5%
$17.65 - $18.4 $18.2K - $19K
16.9K $300K
FV
First Trust Dorsey Wright Focu

ETFs
86
+ 1.77%
$57.47 - $62.82 $4.94K - $5.4K
4.95K $292K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2
+ 0.1%
$159.11 - $178.39 $318 - $357
2.06K $339K
AFL
Aflac Inc

Financial Services
266
+ 11.89%
$100.37 - $115.27 $26.7K - $30.7K
2.5K $258K
PRF
Invesco Exchange Traded Fd Tr

ETFs
258
+ 3.19%
$40.15 - $42.9 $10.4K - $11.1K
8.35K $336K
TFC
Truist Financial Corp

Financial Services
122
+ 2.37%
$41.51 - $48.1 $5.06K - $5.87K
5.27K $228K
CHY
Calamos Convertible & High Income Fund

Financial Services
252
+ 1.17%
$11.79 - $12.56 $2.97K - $3.17K
21.8K $265K
HD
Home Depot, Inc.

Consumer Cyclical
315
+ 4.45%
$385.02 - $431.37 $121K - $136K
7.39K $2.87M
GD
General Dynamics Corp

Industrials
292
+ 16.2%
$260.28 - $314.03 $76K - $91.7K
2.1K $552K
ADSK
Autodesk, Inc.

Technology
24
+ 2.42%
N/A
1.02K $249K
CSQ
Calamos Strategic Total Return Fund

Financial Services
70
+ 0.59%
$17.14 - $18.44 $1.2K - $1.29K
12K $212K
ECL
Ecolab Inc.

Basic Materials
166
+ 10.61%
$234.32 - $261.43 $38.9K - $43.4K
1.73K $405K
CVX
Chevron Corp

Energy
328
+ 1.9%
$141.15 - $162.53 $46.3K - $53.3K
17.6K $2.55M
AAL
American Airlines Group Inc.

Industrials
389
+ 3.1%
N/A
12.9K $142K
FYT
First Trust Small Cap

ETFs
164
+ 1.75%
$53.73 - $60.73 $8.81K - $9.96K
9.53K $524K
ATO
Atmos Energy Corp

Utilities
1
+ 0.02%
$136.41 - $151.43 $136 - $151
6.61K $920K
EDOW
First Tr Exchange Traded Fd

ETFs
19
+ 0.25%
$35.29 - $38.02 $671 - $722
7.66K $278K
FISV
Fiserv Inc

Technology
23
+ 1.55%
N/A
1.51K $188K
DGRO
Ishares Core Dividend Growth E

ETFs
689
+ 2.33%
$60.73 - $64.94 $41.8K - $44.7K
30.3K $1.86M
ELYM
Eliem Therapeutics, Inc.

Healthcare
4.73K
+ 27.87%
$4.11 - $5.42 $19.4K - $25.6K
21.7K $89K
PULS
Pgim ETF Tr

ETFs
70
+ 1.36%
$49.51 - $49.79 $3.47K - $3.49K
5.22K $258K
DMA
Destra Multi Alternative Fund

Financial Services
1.34K
+ 2.86%
$8.46 - $9.09 $11.4K - $12.2K
48.4K $409K
NRZ
New Residential Investment Corp.

Real Estate
69
+ 0.15%
N/A
46.3K $335K
Dimensional ETF Trust
6.14K
+ 95.65%
N/A
12.6K $0
SFLR
Innovator Etfs Tr Equity Manag
246K
+ 19.66%
N/A
1.5M $0
Innovator Etfs Trust
51.7K
+ 53.19%
N/A
149K $0
Howard Hughes Holdings Inc
2.81K
New
N/A
2.81K $0
Ftai Aviation LTD
86
+ 2.95%
N/A
3K $0
Canadian Pacific Kansas City
10
+ 0.13%
N/A
7.7K $0
Ea Series Trust
80.7K
New
N/A
80.7K $0
ISCV
Ishares Morningstar Small Cap

ETFs
59
+ 0.12%
$62.21 - $69.5 $3.67K - $4.1K
49.9K $3.16M
Ge Vernova Inc
576
+ 9.74%
N/A
6.49K $0
STXK
Ea Ser Tr Strive 2000 ETF
2.87K
+ 13.75%
N/A
23.7K $0
Valued Advisers Tr
8.41K
New
N/A
8.41K $0
MET
Metlife Inc

Financial Services
11
+ 0.4%
$78.15 - $88.25 $860 - $971
2.79K $228K
Ge Healthcare Technologies I
319
+ 6.43%
N/A
5.28K $0
Proshares Tr
4.85K
+ 70.56%
N/A
11.7K $0
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
2.22K
+ 8.26%
$18.1 - $19.97 $40.3K - $44.4K
29.2K $529K
American Centy ETF Tr
4.69K
+ 13.63%
N/A
39.1K $0
Siriusxm Holdings Inc
1.2K
+ 7.86%
N/A
16.5K $0
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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