Chicago Partners Investment Group LLC Incresed Positions in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
176
+ 1.05%
$56.47 - $63.69 $9.94K - $11.2K
16.9K $1.07M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
406
+ 2.83%
$57.85 - $64.92 $23.5K - $26.4K
14.8K $956K
REET
Ishares Global Reit ETF

ETFs
175
+ 0.77%
$23.07 - $27.17 $4.04K - $4.75K
22.9K $610K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
4.9K
+ 38.8%
$9.76 - $11.79 $47.8K - $57.7K
17.5K $205K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
111
+ 0.64%
$55.06 - $62.25 $6.11K - $6.91K
17.4K $1.07M
SYY
Sysco Corp

Consumer Defensive
310
+ 3.72%
$69.16 - $78.98 $21.4K - $24.5K
8.63K $673K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
507
+ 0.87%
$20.51 - $21.98 $10.4K - $11.1K
59K $1.28M
CSGP
Costar Group, Inc.

Real Estate
781
+ 5.65%
$71.59 - $79.61 $55.9K - $62.2K
14.6K $1.1M
VV
Vanguard Large Cap ETF

ETFs
14
+ 0.26%
$236.92 - $263.4 $3.32K - $3.69K
5.31K $1.4M
GS
Goldman Sachs Group Inc

Financial Services
53
+ 4.57%
$459.02 - $510.25 $24.3K - $27K
1.21K $600K
EQR
Equity Residential

Real Estate
51
+ 0.37%
$67.19 - $78.09 $3.43K - $3.98K
13.9K $1.04M
SSB
South State Corp

Financial Services
186
+ 7.02%
$75.47 - $101.63 $14K - $18.9K
2.84K $275K
JLL
Jones Lang Lasalle Inc

Real Estate
24
+ 2.39%
$198.7 - $272.0 $4.77K - $6.53K
1.03K $277K
CAG
Conagra Brands Inc.

Consumer Defensive
1.21K
+ 15.79%
$28.13 - $32.83 $34K - $39.6K
8.85K $287K
ECC
Eagle Point Credit CO Inc.

Financial Services
8.72K
+ 10.48%
$9.62 - $10.3 $83.9K - $89.8K
91.9K $906K
VONG
Vanguard Russell 1000 Growth E

ETFs
15
+ 0.06%
$85.48 - $98.39 $1.28K - $1.48K
25.5K $2.46M
ODFL
Old Dominion Freight Line, Inc.

Industrials
224
+ 19.56%
$178.41 - $210.18 $40K - $47.1K
1.37K $271K
PDI
Pimco Dynamic Income Fund

Financial Services
2.18K
+ 12.47%
$18.7 - $20.25 $40.7K - $44.1K
19.6K $397K
CTVA
Corteva, Inc.

Basic Materials
109
+ 0.84%
$50.72 - $58.78 $5.53K - $6.41K
13.1K $771K
STZ
Constellation Brands, Inc.

Consumer Defensive
262
+ 13.25%
$236.42 - $259.82 $61.9K - $68.1K
2.24K $576K
IEMG
Ishares Inc

ETFs
1.22K
+ 4.43%
$53.64 - $53.64 $65.4K - $65.4K
28.7K $1.54M
IYF
Ishares Tr

ETFs
24
+ 0.35%
$93.83 - $105.05 $2.25K - $2.52K
6.82K $708K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.02%
$138.06 - $172.74 $138 - $173
5.07K $831K
RYLD
Global X Fds Russell 2000 Cove

ETFs
3.78K
+ 11.08%
$15.22 - $16.33 $57.5K - $61.7K
37.9K $611K
IWN
Ishares Russell2000 Val ETF

ETFs
87
+ 2.59%
$150.05 - $171.34 $13.1K - $14.9K
3.45K $575K
APO
Apollo Global Management, Inc.

Financial Services
349
+ 11.74%
$99.16 - $125.81 $34.6K - $43.9K
3.32K $414K
ROST
Ross Stores, Inc.

Consumer Cyclical
363
+ 22.24%
$136.06 - $155.24 $49.4K - $56.4K
2K $300K
ICE
Intercontinental Exchange, Inc.

Financial Services
58
+ 2.62%
$136.93 - $162.81 $7.94K - $9.44K
2.27K $364K
JOE
St Joe CO

Real Estate
414
+ 3.89%
$52.59 - $63.7 $21.8K - $26.4K
11.1K $644K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
79
+ 0.75%
$39.95 - $45.86 $3.16K - $3.62K
10.6K $485K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
252
+ 1.25%
$25.45 - $29.53 $6.41K - $7.44K
20.4K $595K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.8K
+ 10.95%
$16.42 - $18.12 $45.9K - $50.7K
28.3K $511K
REAL
The Real Real, Inc.

Consumer Cyclical
19.2K
+ 53.01%
$2.28 - $3.77 $43.8K - $72.4K
55.5K $174K
IDXX
Idexx Laboratories Inc

Healthcare
96
+ 16.67%
$455.08 - $517.19 $43.7K - $49.7K
672 $339K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.17K
+ 13.54%
$29.23 - $33.51 $34.3K - $39.3K
9.84K $324K
VTWG
Vanguard Russell 2000 Growth E

ETFs
49
+ 1.67%
$186.75 - $211.16 $9.15K - $10.3K
2.98K $617K
COP
Conocophillips

Energy
980
+ 19.18%
$102.3 - $116.61 $100K - $114K
6.09K $641K
CRF
Cornerstone Total Return Fund Inc

Financial Services
4.84K
+ 6.99%
$7.11 - $8.09 $34.4K - $39.1K
74K $598K
EMN
Eastman Chemical CO

Basic Materials
216
+ 9.89%
$93.82 - $113.74 $20.3K - $24.6K
2.4K $268K
GM
General Motors CO

Consumer Cyclical
1.56K
+ 15.87%
$39.95 - $49.9 $62.3K - $77.8K
11.4K $510K
HYG
Ishares Tr

ETFs
230
+ 2.06%
$76.72 - $80.36 $17.6K - $18.5K
11.4K $916K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.14K
+ 3.83%
$44.66 - $49.15 $95.6K - $105K
58K $2.73M
VTC
Vanguard Scottsdale Fds Total

ETFs
127
+ 1.09%
$75.09 - $79.73 $9.54K - $10.1K
11.7K $930K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
253
+ 0.51%
$48.06 - $49.39 $12.2K - $12.5K
50.2K $2.48M
RWR
Spdr Dow Jones Reit ETF

ETFs
26
+ 0.77%
$92.36 - $108.47 $2.4K - $2.82K
3.39K $362K
IHTA
Invesco High Income 2024 Target Term Fund

N/A
517
+ 0.31%
$7.3 - $7.6 $3.77K - $3.93K
169K $1.29M
SRE
Sempra Energy

Utilities
19
+ 0.3%
$74.97 - $84.04 $1.42K - $1.6K
6.26K $523K
TD
Toronto Dominion Bank

Financial Services
74
+ 1.45%
$54.54 - $64.56 $4.04K - $4.78K
5.17K $326K
FYT
First Trust Small Cap

ETFs
211
+ 2.3%
$50.68 - $58.56 $10.7K - $12.4K
9.37K $520K
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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