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
WTW
Willis Towers Watson PLC

Financial Services
70
+ 5.88%
$306.61 - $340.78 $21.5K - $23.9K
1.26K $425K
ZTS
Zoetis Inc.

Healthcare
292
+ 11.09%
$156.48 - $175.67 $45.7K - $51.3K
2.93K $481K
NOK
Nokia Corp

Technology
10K
New
$4.43 - $5.42 $44.4K - $54.3K
10K $52K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
204
+ 1.16%
$55.47 - $61.45 $11.3K - $12.5K
17.8K $1.05M
HIG
Hartford Financial Services Group, Inc.

Financial Services
161
+ 7.28%
$106.31 - $123.73 $17.1K - $19.9K
2.37K $293K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
3.88K
+ 2.48%
$7.6 - $7.96 $29.5K - $30.9K
160K $1.24M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
614
+ 23.74%
$78.12 - $83.7 $48K - $51.4K
3.2K $258K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.04K
+ 22.95%
$62.43 - $84.12 $127K - $172K
10.9K $712K
SSP
E.W. Scripps CO

Communication Services
16.4K
New
$1.41 - $3.36 $23.1K - $55.1K
16.4K $48K
HYG
Ishares Tr

ETFs
575
+ 4.95%
$78.51 - $80.11 $45.1K - $46.1K
12.2K $961K
CEG
Constellation Energy Corp

Utilities
881
+ 15.55%
$201.63 - $347.44 $178K - $306K
6.55K $1.32M
NVS
Novartis Ag

Healthcare
107
+ 4.48%
$97.14 - $115.57 $10.4K - $12.4K
2.5K $278K
URI
United Rentals, Inc.

Industrials
114
+ 33.04%
$594.17 - $789.56 $67.7K - $90K
459 $287K
ATOM
Atomera Inc

Technology
10.5K
New
$4.0 - $16.55 $41.8K - $173K
10.5K $41K
TD
Toronto Dominion Bank

Financial Services
58
+ 1.05%
$53.12 - $61.15 $3.08K - $3.55K
5.56K $333K
VOT
Vanguard Mid Cap Growth Index

ETFs
549
+ 5.33%
$237.72 - $276.98 $131K - $152K
10.8K $2.65M
NI
Nisource Inc.

Utilities
299
+ 3.48%
$35.57 - $41.23 $10.6K - $12.3K
8.9K $356K
MODD
Modular Medical, Inc.

Healthcare
36.9K
New
$0.73 - $1.45 $26.9K - $53.5K
36.9K $40K
DFIS
Dimensional ETF Tr Dimensional

ETFs
15
+ 0.05%
$23.92 - $26.89 $359 - $403
30.8K $795K
FE
Firstenergy Corp

Utilities
863
+ 10.4%
$37.95 - $43.5 $32.8K - $37.5K
9.16K $370K
CWEN
Clearway Energy, Inc.

Utilities
60
+ 0.71%
$24.63 - $30.42 $1.48K - $1.83K
8.5K $257K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.22K
+ 5.18%
$16.76 - $17.69 $87.4K - $92.3K
106K $1.78M
USB
Us Bancorp \De\

Financial Services
2.61K
+ 20.13%
$40.92 - $50.9 $107K - $133K
15.6K $656K
DCI
Donaldson CO Inc

Industrials
578
+ 13.13%
$66.51 - $72.28 $38.4K - $41.8K
4.98K $333K
BB
Blackberry LTD

Technology
10K
New
$3.68 - $6.07 $36.8K - $60.7K
10K $37K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.49K
+ 12.57%
$77.33 - $90.16 $347K - $405K
40.2K $3.15M
EFC
Ellington Financial Inc.

Real Estate
181
+ 0.62%
$12.08 - $14.35 $2.19K - $2.6K
29.3K $388K
HYLS
First Tr Tactical High Yield L

ETFs
1.11K
+ 2.9%
$40.95 - $41.77 $45.4K - $46.3K
39.4K $1.62M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
12.7K
New
$2.63 - $3.68 $33.5K - $46.8K
12.7K $33K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.41K
+ 4.13%
$30.73 - $32.26 $74K - $77.7K
60.6K $1.86M
DHC
Diversified Healthcare Trust

Real Estate
14K
New
$2.04 - $2.83 $28.6K - $39.7K
14K $33K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.22K
+ 10.72%
$35.54 - $37.44 $43.4K - $45.7K
12.6K $451K
MLPA
Global X Mlp ETF

ETFs
119
+ 1.76%
$49.83 - $54.53 $5.93K - $6.49K
6.89K $366K
VTC
Vanguard Scottsdale Fds Total

ETFs
151
+ 0.79%
$74.74 - $77.39 $11.3K - $11.7K
19.3K $1.48M
TMCI
Treace Medical Concepts, Inc.

Healthcare
1.34K
+ 6.92%
$7.3 - $10.54 $9.81K - $14.2K
20.8K $174K
FNDF
Schwab Fundamental Intl Large

ETFs
298
+ 4.68%
$32.9 - $37.45 $9.8K - $11.2K
6.66K $240K
NSC
Norfolk Southern Corp

Industrials
80
+ 2.22%
$227.69 - $259.76 $18.2K - $20.8K
3.68K $872K
FRME
First Merchants Corp

Financial Services
351
+ 1.51%
$37.99 - $45.25 $13.3K - $15.9K
23.7K $956K
MFM
Mfs Municipal Income Trust

Financial Services
5.19K
+ 24.48%
$5.3 - $5.59 $27.5K - $29K
26.4K $139K
PAXS
Pimco Access Income Fund

Financial Services
187
+ 0.76%
$15.31 - $16.37 $2.86K - $3.06K
24.9K $400K
SCHV
Schwab Strategic Tr Us Large C

ETFs
544
+ 3.08%
$25.77 - $27.6 $14K - $15K
18.2K $483K
PRTA
Prothena Corp Public LTD CO

Healthcare
3.32K
+ 29.61%
$12.38 - $16.04 $41K - $53.2K
14.5K $179K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
396
+ 1.38%
$22.46 - $23.26 $8.89K - $9.21K
29.2K $675K
JOE
St Joe CO

Real Estate
143
+ 1.75%
$43.61 - $49.45 $6.24K - $7.07K
8.32K $390K
FTCS
First Trust Capital Strength E

ETFs
29
+ 0.26%
$86.39 - $91.35 $2.51K - $2.65K
11K $987K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
5.89K
+ 7.23%
$4.18 - $4.41 $24.6K - $26K
87.4K $365K
CLIR
Clear Sign Technologies Corp

Industrials
28K
New
$0.75 - $1.48 $21K - $41.4K
28K $21K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
153
+ 0.3%
$39.96 - $43.3 $6.11K - $6.62K
51.4K $2.12M
IYG
Ishares Tr

ETFs
237
+ 7.24%
$74.6 - $84.81 $17.7K - $20.1K
3.51K $275K
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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