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
AZO
Autozone Inc

Consumer Cyclical
3
+ 3.37%
$2815.0 - $3212.87 $8.45K - $9.64K
92 $289K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
460
+ 1.86%
$12.25 - $13.1 $5.64K - $6.03K
25.2K $329K
OC
Owens Corning

Industrials
122
+ 10.64%
$154.02 - $186.38 $18.8K - $22.7K
1.27K $223K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.17%
$91.37 - $101.65 $731 - $813
4.61K $468K
AAL
American Airlines Group Inc.

Industrials
2.45K
+ 24.24%
$11.04 - $11.04 $27K - $27K
12.5K $138K
XLB
Select Sector Spdr Fd Material

ETFs
55
+ 2.48%
$86.95 - $97.09 $4.78K - $5.34K
2.28K $219K
ILCV
Ishares Morningstar Value ETF

ETFs
20
+ 0.55%
$75.47 - $82.2 $1.51K - $1.64K
3.63K $298K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1.32K
+ 3.82%
$12.31 - $12.31 $16.3K - $16.3K
35.9K $442K
TJX
Tjx Companies Inc

Consumer Cyclical
37
+ 1.55%
$107.93 - $120.23 $3.99K - $4.45K
2.42K $284K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$37.33 - $40.63 $112 - $122
8.09K $328K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
509
+ 2.03%
$9.89 - $11.43 $5.03K - $5.82K
25.6K $280K
SVAL
Ishares Tr Us Small Cap Value

ETFs
48
+ 0.69%
$28.64 - $33.7 $1.37K - $1.62K
6.98K $224K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.96K
+ 15.48%
$9.97 - $11.33 $19.5K - $22.2K
14.6K $161K
DLR
Digital Realty Trust, Inc.

Real Estate
41
+ 2.64%
$144.47 - $162.98 $5.92K - $6.68K
1.59K $257K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3
+ 0.12%
$72.52 - $82.35 $218 - $247
2.59K $211K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16
+ 0.19%
$33.74 - $37.96 $540 - $607
8.39K $314K
CHY
Calamos Convertible & High Income Fund

Financial Services
376
+ 1.77%
$11.13 - $12.01 $4.18K - $4.52K
21.6K $257K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
345
+ 1.36%
$11.72 - $12.38 $4.04K - $4.27K
25.7K $318K
EDOW
First Tr Exchange Traded Fd

ETFs
21
+ 0.28%
$32.74 - $36.1 $688 - $758
7.64K $274K
IYC
Ishares U.S. Consumer Discreti

ETFs
4
+ 0.13%
$76.12 - $88.31 $304 - $353
2.99K $262K
AOK
Ishares Tr Core Conservative A

ETFs
61
+ 0.65%
$36.8 - $38.71 $2.24K - $2.36K
9.5K $367K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
11
+ 0.28%
$56.83 - $62.44 $625 - $687
4K $249K
IYG
Ishares Tr

ETFs
2
+ 0.06%
$64.2 - $71.76 $128 - $144
3.27K $232K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
98
+ 0.98%
$47.18 - $48.74 $4.62K - $4.78K
10.1K $490K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
12
+ 0.33%
$67.43 - $74.23 $809 - $891
3.62K $263K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
1
+ 0.02%
$49.13 - $54.55 $49.1 - $54.6
4.62K $249K
GERN
Geron Corp

Healthcare
1.71K
+ 7.42%
$4.17 - $4.99 $7.15K - $8.55K
24.8K $112K
EVN
Eaton Vance Municipal Income Trust

Financial Services
19
+ 0.1%
$10.28 - $11.24 $195 - $214
19.4K $213K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
62
+ 1.16%
$43.7 - $45.66 $2.71K - $2.83K
5.42K $247K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
55
+ 0.35%
$17.71 - $18.5 $974 - $1.02K
15.8K $291K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.18%
$125.95 - $139.96 $378 - $420
1.7K $236K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
29
+ 6.5%
$460.0 - $505.78 $13.3K - $14.7K
475 $220K
AROC
Archrock, Inc.

Energy
475
+ 1.29%
$17.83 - $23.35 $8.47K - $11.1K
37.4K $757K
FDT
First Trust Developed Markets

ETFs
9
+ 0.25%
$51.36 - $58.76 $462 - $529
3.68K $212K
CSQ
Calamos Strategic Total Return Fund

Financial Services
108
+ 0.92%
$15.71 - $17.51 $1.7K - $1.89K
11.9K $206K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
425
+ 2.37%
$13.82 - $14.39 $5.87K - $6.12K
18.4K $259K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8
+ 0.13%
$37.32 - $42.18 $299 - $337
5.98K $249K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3
+ 0.04%
$48.27 - $49.43 $145 - $148
7.06K $348K
MFM
Mfs Municipal Income Trust

Financial Services
241
+ 1.16%
$5.33 - $5.78 $1.28K - $1.39K
20.9K $119K
MLM
Martin Marietta Materials Inc

Basic Materials
14
+ 3.22%
$502.48 - $593.35 $7.03K - $8.31K
449 $241K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.02%
$51.35 - $59.82 $51.4 - $59.8
4.86K $283K
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.09%
$133.16 - $158.73 $266 - $317
2.29K $346K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
25
+ 0.63%
N/A
3.99K $258K
BAC
Bank Of America Corp

Financial Services
125
+ 0.32%
$36.65 - $44.13 $4.58K - $5.52K
39.3K $1.56M
XLK
Technology Sector Spdr

ETFs
34
+ 0.21%
$197.34 - $237.68 $6.71K - $8.08K
16.1K $3.64M
Dimensional ETF Trust
214
+ 3.45%
N/A
6.42K $0
Innovator Etfs Trust
14.8K
+ 17.92%
N/A
97.2K $0
STXK
Ea Ser Tr Strive 2000 ETF
70
+ 0.34%
N/A
20.8K $0
XC
Wisdomtree Tr Emerging Mkts Ex
626
+ 0.58%
N/A
109K $0
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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