Chicago Partners Investment Group LLC Incresed Positions in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
IYG
Ishares Tr

ETFs
237
+ 7.24%
$74.6 - $84.81 $17.7K - $20.1K
3.51K $275K
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 0.15%
$109.09 - $126.48 $327 - $379
1.94K $233K
GLW
Corning Inc

Technology
1.98K
+ 4.76%
$44.91 - $54.25 $89.1K - $108K
43.7K $2M
SYF
Synchrony Financial

Financial Services
1.86K
+ 27.82%
$51.9 - $70.63 $96.7K - $132K
8.56K $453K
PNC
Pnc Financial Services Group, Inc.

Financial Services
371
+ 13.39%
$168.84 - $202.89 $62.6K - $75.3K
3.14K $552K
IYF
Ishares Tr

ETFs
6
+ 0.09%
$107.69 - $119.37 $646 - $716
6.87K $775K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
2.23K
+ 5.94%
$8.34 - $8.69 $18.6K - $19.4K
39.8K $332K
VGIT
Vanguard Intermediate Term Tre

ETFs
80
+ 1.03%
$57.44 - $59.4 $4.6K - $4.75K
7.87K $467K
ILMN
Illumina, Inc.

Healthcare
1.26K
+ 81.48%
$79.34 - $144.22 $99.8K - $181K
2.8K $222K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
77
+ 0.7%
$42.18 - $45.16 $3.25K - $3.48K
11.1K $491K
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 2.6%
$283.24 - $338.07 $8.78K - $10.5K
1.23K $361K
XLF
Financial Sector Spdr

ETFs
49
+ 0.6%
$47.32 - $52.19 $2.32K - $2.56K
8.16K $406K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
307
+ 1.93%
$11.34 - $12.23 $3.48K - $3.75K
16.2K $198K
IYH
Ishares Tr

ETFs
6
+ 0.12%
$58.32 - $62.76 $350 - $377
4.81K $292K
PSA
Public Storage

Real Estate
41
+ 5.48%
$288.99 - $313.98 $11.8K - $12.9K
789 $236K
BXSL
Blackstone Secured Lending Fund

Financial Services
357
+ 5.01%
$31.3 - $34.5 $11.2K - $12.3K
7.49K $242K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
661
+ 2.56%
$11.96 - $13.56 $7.91K - $8.96K
26.5K $340K
FNDX
Schwab Fundamental U S Large C

ETFs
680
+ 1.31%
$23.03 - $25.01 $15.7K - $17K
52.5K $1.24M
MANH
Manhattan Associates Inc

Technology
531
+ 64.36%
$163.5 - $295.1 $86.8K - $157K
1.36K $234K
WDAY
Workday, Inc.

Technology
189
+ 13.91%
$233.53 - $277.82 $44.1K - $52.5K
1.55K $361K
HTZ
Hertz Global Holdings, Inc

Industrials
976
+ 3.86%
$3.3 - $4.5 $3.22K - $4.39K
26.3K $103K
IEMG
Ishares Inc

ETFs
195
+ 0.75%
N/A
26.3K $1.41M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
1.04K
+ 3.44%
$12.61 - $13.36 $13.1K - $13.8K
31.1K $396K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
493
+ 0.79%
$10.13 - $10.52 $4.99K - $5.19K
62.9K $646K
NTRS
Northern Trust Corp

Financial Services
186
+ 8.05%
$96.09 - $113.81 $17.9K - $21.2K
2.5K $246K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
799
+ 10.24%
$38.41 - $44.06 $30.7K - $35.2K
8.6K $336K
FTA
First Tr Large Cap Value

ETFs
56
+ 0.36%
$74.42 - $80.34 $4.17K - $4.5K
15.4K $1.18M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
663
+ 2.58%
$12.03 - $12.69 $7.98K - $8.41K
26.3K $321K
NEAR
Blackrock Short Maturity Bond

ETFs
77
+ 0.55%
$50.4 - $50.89 $3.88K - $3.92K
14K $710K
REET
Ishares Global Reit ETF

ETFs
99
+ 0.43%
$23.24 - $25.16 $2.3K - $2.49K
23.3K $565K
AAL
American Airlines Group Inc.

Industrials
683
+ 5.28%
N/A
13.6K $150K
BBDC
Barings Bdc, Inc.

Financial Services
803
+ 3.48%
$9.36 - $10.78 $7.52K - $8.66K
23.9K $228K
EVN
Eaton Vance Municipal Income Trust

Financial Services
386
+ 2.0%
$9.91 - $10.78 $3.83K - $4.16K
19.7K $202K
EQR
Equity Residential

Real Estate
132
+ 0.95%
$66.98 - $75.02 $8.84K - $9.9K
14.1K $1.01M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
488
+ 6.36%
$141.31 - $175.89 $69K - $85.8K
8.16K $1.18M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
121
+ 0.72%
$17.57 - $18.05 $2.13K - $2.18K
17K $306K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
110
+ 1.79%
$44.26 - $45.22 $4.87K - $4.97K
6.27K $279K
RSP
Invesco S&P 500 Equal Weight E

ETFs
176
+ 1.44%
$169.43 - $182.84 $29.8K - $32.2K
12.4K $2.15M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
24
+ 0.27%
$47.59 - $48.35 $1.14K - $1.16K
8.91K $430K
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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