Chicago Partners Investment Group LLC New Holdings in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OVV
Ovintiv Inc.

Energy
5.76K
New
$37.74 - $46.71 $217K - $269K
5.76K $233K
KD
Kyndryl Holdings, Inc.

Technology
6.74K
New
$22.43 - $35.79 $151K - $241K
6.74K $233K
NVS
Novartis Ag

Healthcare
2.39K
New
$96.78 - $117.18 $231K - $280K
2.39K $232K
HPE
Hewlett Packard Enterprise CO

Technology
10.8K
New
$19.31 - $23.95 $209K - $259K
10.8K $230K
JCI
Johnson Controls International PLC

Industrials
2.91K
New
$74.23 - $86.6 $216K - $252K
2.91K $229K
GRMN
Garmin LTD

Technology
1.11K
New
$161.91 - $220.77 $179K - $245K
1.11K $228K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.93K
New
$115.64 - $129.74 $223K - $250K
1.93K $224K
SWK
Stanley Black & Decker, Inc.

Industrials
2.7K
New
$79.07 - $109.36 $213K - $295K
2.7K $216K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.78K
New
$53.97 - $63.88 $204K - $241K
3.78K $216K
EXPD
Expeditors International Of Washington Inc

Industrials
1.94K
New
$110.5 - $128.26 $214K - $248K
1.94K $214K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.3K
New
$58.39 - $67.04 $192K - $221K
3.3K $209K
WING
Wingstop Inc.

Consumer Cyclical
735
New
$281.09 - $422.95 $207K - $311K
735 $208K
PNR
Pentair PLC

Industrials
2.06K
New
$95.0 - $109.21 $196K - $225K
2.06K $207K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.12K
New
$146.47 - $191.01 $163K - $213K
1.12K $207K
ILMN
Illumina, Inc.

Healthcare
1.54K
New
$128.99 - $155.15 $199K - $240K
1.54K $206K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.16K
New
$57.27 - $71.33 $181K - $226K
3.16K $206K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.41K
New
$54.6 - $68.9 $186K - $235K
3.41K $205K
FHN
First Horizon Corp

Financial Services
10.1K
New
$14.91 - $21.42 $150K - $216K
10.1K $202K
MTZ
Mastec Inc

Industrials
1.49K
New
$119.94 - $147.94 $179K - $220K
1.49K $202K
PATH
Ui Path, Inc.

Technology
15.8K
New
$11.95 - $15.5 $189K - $245K
15.8K $201K
LYFT
Lyft, Inc.

Technology
15.1K
New
$12.36 - $18.59 $187K - $281K
15.1K $195K
GPS
Gap Inc

Consumer Cyclical
9.58K
New
N/A
9.58K $193K
PRTA
Prothena Corp Public LTD CO

Healthcare
11.2K
New
$11.95 - $18.35 $134K - $205K
11.2K $155K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10.7K
New
$12.1 - $13.76 $130K - $148K
10.7K $129K
ADT
Adt Inc.

Industrials
10.5K
New
$6.71 - $8.14 $70.3K - $85.3K
10.5K $72K
RIG
Transocean Ltd.

Energy
17.7K
New
$3.47 - $4.67 $61.5K - $82.8K
17.7K $66K
PIM
Putnam Master Intermediate Income Trust

Financial Services
10.1K
New
$3.21 - $3.42 $32.5K - $34.6K
10.1K $32K
Knife River Corp
2.27K
New
N/A
2.27K $0
Howard Hughes Holdings Inc
2.81K
New
N/A
2.81K $0
Astera Labs Inc
1.74K
New
N/A
1.74K $0
Atlassian Corporation
1.07K
New
N/A
1.07K $0
Direxion Shs ETF Tr
2.04K
New
N/A
2.04K $0
Ea Series Trust
80.7K
New
N/A
80.7K $0
Valued Advisers Tr
8.41K
New
N/A
8.41K $0
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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