Chicago Partners Investment Group LLC Reduced Holdings in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-1.8K
- 9.79%
$191.76 - $263.26 $345K - $474K
16.6K $4.34M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-5.07K
- 1.14%
$19.52 - $21.75 $99K - $110K
441K $9.59M
META
Meta Platforms, Inc.

Communication Services
-37
- 0.33%
$453.41 - $572.44 $16.8K - $21.2K
11.2K $6.42M
TRGP
Targa Resources Corp.

Energy
-157
- 0.32%
$127.86 - $156.46 $20.1K - $24.6K
48.4K $7.16M
WMB
Williams Companies, Inc.

Energy
-856
- 0.25%
$41.24 - $46.22 $35.3K - $39.6K
335K $15.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-813
- 1.61%
$523.84 - $572.02 $426K - $465K
49.6K $28.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18K
- 1.85%
$31.05 - $34.29 $560K - $618K
954K $32.7M
OKE
Oneok Inc

Energy
-1.14K
- 0.41%
$78.62 - $95.27 $89.7K - $109K
275K $25M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-2.21K
- 0.4%
$27.14 - $35.2 $60.1K - $77.9K
548K $19.2M
BX
Blackstone Inc.

Financial Services
-270
- 0.15%
$120.77 - $159.66 $32.6K - $43.1K
179K $27.4M
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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