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
DCI
Donaldson CO Inc

Industrials
553
+ 17.78%
$69.34 - $74.86 $38.3K - $41.4K
3.66K $269K
UPS
United Parcel Service Inc

Industrials
359
+ 8.84%
$123.32 - $147.38 $44.3K - $52.9K
4.42K $602K
EFSC
Enterprise Financial Services Corp

Financial Services
22
+ 0.51%
$38.94 - $54.0 $857 - $1.19K
4.31K $220K
DEO
Diageo PLC

Consumer Defensive
125
+ 6.86%
$120.02 - $140.77 $15K - $17.6K
1.95K $273K
KMB
Kimberly Clark Corp

Consumer Defensive
151
+ 2.78%
$135.05 - $148.35 $20.4K - $22.4K
5.59K $794K
IOO
Ishares Tr Global 100 ETF

ETFs
37
+ 0.24%
$89.63 - $100.83 $3.32K - $3.73K
15.7K $1.55M
QTEC
First Trust Nasdaq 100 Technol

ETFs
379
+ 7.91%
$169.92 - $205.38 $64.4K - $77.8K
5.17K $989K
BHP
Bhp Group LTD

Basic Materials
12
+ 0.14%
$51.32 - $62.11 $616 - $745
8.31K $516K
PANW
Palo Alto Networks Inc

Technology
110
+ 5.54%
$294.18 - $368.01 $32.4K - $40.5K
2.1K $716K
XDJL
Innovator Etfs Tr U S Equity A
579
+ 4.48%
$30.76 - $33.91 $17.8K - $19.6K
13.5K $458K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
16
+ 0.22%
$46.45 - $53.68 $743 - $859
7.28K $383K
LPRO
Open Lending Corp

Financial Services
3K
+ 7.5%
$5.11 - $6.64 $15.3K - $19.9K
43K $263K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
335
+ 1.26%
$18.41 - $19.93 $6.17K - $6.68K
26.9K $529K
BY
Byline Bancorp, Inc.

Financial Services
619
+ 8.46%
$23.24 - $29.12 $14.4K - $18K
7.93K $212K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.06K
+ 19.52%
$7.06 - $7.82 $35.8K - $39.6K
31K $238K
DMA
Destra Multi Alternative Fund

Financial Services
1.15K
+ 2.5%
$7.94 - $8.69 $9.13K - $9.99K
47.1K $408K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
99
+ 1.12%
$37.61 - $41.72 $3.72K - $4.13K
8.94K $372K
ZION
Zions Bancorporation, National Association

Financial Services
450
+ 10.09%
$42.49 - $52.53 $19.1K - $23.6K
4.91K $231K
HIG
Hartford Financial Services Group, Inc.

Financial Services
8
+ 0.36%
$98.71 - $117.61 $790 - $941
2.2K $258K
AME
Ametek Inc

Industrials
161
+ 8.25%
$152.74 - $176.01 $24.6K - $28.3K
2.11K $362K
PAGP
Plains Gp Holdings LP

Energy
4.89K
+ 2.93%
$17.93 - $19.98 $87.6K - $97.6K
172K $3.17M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
47
+ 0.37%
$33.88 - $36.77 $1.59K - $1.73K
12.7K $462K
HTZ
Hertz Global Holdings, Inc

Industrials
12.1K
+ 91.75%
$2.62 - $4.55 $31.7K - $55.1K
25.3K $83K
TIP
Ishares Tr Tips Bd ETF

ETFs
117
+ 1.76%
$105.92 - $110.83 $12.4K - $13K
6.76K $746K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.16%
$143.3 - $157.24 $1K - $1.1K
4.25K $654K
EFC
Ellington Financial Inc.

Real Estate
150
+ 0.35%
$11.87 - $13.38 $1.78K - $2.01K
42.5K $547K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
69
+ 0.45%
$98.99 - $101.51 $6.83K - $7K
15.5K $1.57M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
343
+ 0.56%
$10.24 - $10.96 $3.51K - $3.76K
62K $672K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
20
+ 0.56%
$82.38 - $93.84 $1.65K - $1.88K
3.6K $333K
SYF
Synchrony Financial

Financial Services
328
+ 5.38%
$43.77 - $52.22 $14.4K - $17.1K
6.43K $320K
URTH
Ishares Msci World ETF

ETFs
38
+ 1.32%
$140.68 - $156.99 $5.35K - $5.97K
2.92K $457K
CHW
Calamos Global Dynamic Income Fund

Financial Services
2.1K
+ 3.73%
$6.41 - $7.17 $13.5K - $15.1K
58.4K $419K
IAT
Ishares Tr

ETFs
48
+ 0.95%
$40.8 - $48.93 $1.96K - $2.35K
5.11K $242K
WDAY
Workday, Inc.

Technology
25
+ 1.96%
$207.75 - $264.68 $5.19K - $6.62K
1.3K $317K
PNM
Pnm Resources Inc

Utilities
159
+ 2.87%
$35.99 - $42.21 $5.72K - $6.71K
5.69K $236K
VGIT
Vanguard Intermediate Term Tre

ETFs
233
+ 2.84%
$57.8 - $60.8 $13.5K - $14.2K
8.45K $510K
PCEF
Invesco Cef Income Composite E

ETFs
410
+ 1.62%
$18.24 - $19.71 $7.48K - $8.08K
25.7K $506K
VFH
Vanguard Financial ETF

ETFs
9
+ 0.3%
$99.27 - $111.21 $893 - $1K
2.99K $328K
HTGC
Hercules Capital, Inc.

Financial Services
2.1K
+ 15.45%
$17.71 - $21.67 $37.2K - $45.5K
15.7K $308K
PEY
Invesco Exchange Traded Fd Tr

ETFs
78
+ 0.64%
$19.4 - $21.93 $1.51K - $1.71K
12.2K $268K
BBDC
Barings Bdc, Inc.

Financial Services
2.91K
+ 24.43%
$9.28 - $10.19 $27K - $29.6K
14.8K $145K
EMR
Emerson Electric CO

Industrials
338
+ 4.17%
$98.19 - $118.87 $33.2K - $40.2K
8.45K $923K
AVY
Avery Dennison Corp

Industrials
119
+ 8.2%
$202.27 - $224.18 $24.1K - $26.7K
1.57K $346K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.97K
+ 17.42%
$8.36 - $9.0 $24.8K - $26.7K
20K $176K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
277
+ 9.41%
$104.47 - $116.17 $28.9K - $32.2K
3.22K $347K
IYH
Ishares Tr

ETFs
162
+ 3.38%
$60.29 - $66.38 $9.77K - $10.8K
4.95K $321K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
65
+ 1.23%
$46.13 - $52.38 $3K - $3.4K
5.34K $275K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
415
+ 1.11%
$8.21 - $9.03 $3.41K - $3.75K
37.7K $333K
NYF
Ishares New York Muni Bond ETF

ETFs
136
+ 0.69%
$53.13 - $54.36 $7.23K - $7.39K
19.7K $1.07M
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
Track This Portfolio

Track Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email