Chicago Partners Investment Group LLC Sells in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
-6
- 0.05%
$70.05 - $814.09 $420 - $4.88K
11.1K $800K
IWS
Ishares Russell Midcap Value E

ETFs
-32K
- 10.67%
$128.08 - $140.32 $4.1M - $4.49M
268K $34.7M
DFAU
Dimensional ETF Tr

ETFs
-109K
- 35.53%
$39.27 - $42.38 $4.29M - $4.64M
198K $8.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.68K
- 3.41%
$442.29 - $483.08 $2.51M - $2.74M
161K $73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-50.4K
- 5.45%
$61.68 - $67.87 $3.11M - $3.42M
874K $54.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.22K
- 10.54%
$563.99 - $620.12 $2.95M - $3.24M
44.3K $25.3M
AMT
American Tower Corp

Real Estate
-676
- 1.3%
$179.4 - $232.01 $121K - $157K
51.3K $9.41M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-14.5K
- 25.68%
$134.53 - $150.65 $1.95M - $2.19M
42K $5.68M
DFAI
Dimensional ETF Tr

ETFs
-25.9K
- 5.29%
$29.0 - $31.6 $751K - $819K
464K $13.6M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-6.01K
- 1.1%
$30.42 - $36.45 $183K - $219K
542K $17.2M
CCI
Crown Castle International Corp

Real Estate
-2.39K
- 5.39%
$89.78 - $119.11 $214K - $284K
41.9K $3.81M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-22.8K
- 5.18%
$20.17 - $21.84 $461K - $499K
418K $8.44M
DISV
Dimensional ETF Tr Dimensional

ETFs
-16.5K
- 7.87%
$26.18 - $28.77 $432K - $475K
193K $5.13M
IEFA
Ishares Tr

ETFs
-1.58K
- 1.44%
$70.06 - $77.43 $110K - $122K
107K $7.55M
VTV
Vanguard Value ETF

ETFs
-1.59K
- 1.32%
$168.32 - $181.87 $267K - $289K
119K $20.1M
TDG
Trans Digm Group Inc

Industrials
-217
- 5.7%
$1239.0 - $1442.53 $269K - $313K
3.59K $4.55M
PWR
Quanta Services, Inc.

Industrials
-3.34K
- 32.63%
$296.05 - $346.6 $990K - $1.16M
6.9K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-629
- 0.75%
$75.1 - $82.99 $47.2K - $52.2K
83.1K $6.28M
UNP
Union Pacific Corp

Industrials
-770
- 2.75%
$223.15 - $249.32 $172K - $192K
27.2K $6.2M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-29.7K
- 50.35%
$20.56 - $21.8 $610K - $647K
29.3K $605K
VEA
Vanguard Ftse Developed Market

ETFs
-2.24K
- 2.0%
$47.57 - $52.44 $106K - $117K
110K $5.24M
DUK
Duke Energy Corp

Utilities
-1.32K
- 2.85%
$105.76 - $120.76 $140K - $160K
45K $4.85M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-107K
- 19.32%
$3.86 - $4.04 $412K - $431K
445K $1.75M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-17K
- 16.67%
$28.48 - $29.56 $484K - $503K
85K $2.49M
DFAE
Dimensional ETF Tr

ETFs
-12.8K
- 25.23%
$25.36 - $28.15 $325K - $361K
38K $962K
VUG
Vanguard Growth ETF

ETFs
-10.7K
- 7.13%
$378.79 - $428.11 $4.06M - $4.58M
139K $57.2M
FVD
First Tr Value Line Divid Inde

ETFs
-4.62K
- 4.59%
$43.4 - $46.7 $200K - $216K
95.9K $4.18M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-17.3K
- 24.57%
$26.52 - $32.15 $459K - $557K
53.2K $1.52M
ADM
Archer Daniels Midland CO

Consumer Defensive
-34
- 0.09%
$49.38 - $59.52 $1.68K - $2.02K
38.3K $1.93M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-13.5K
- 20.99%
$21.42 - $22.58 $290K - $305K
50.9K $1.09M
NEE
Nextera Energy Inc

Utilities
-655
- 2.93%
$69.77 - $85.43 $45.7K - $56K
21.7K $1.56M
AMGN
Amgen Inc

Healthcare
-108
- 2.19%
$258.78 - $328.31 $27.9K - $35.5K
4.82K $1.26M
ECC
Eagle Point Credit CO Inc.

Financial Services
-27.2K
- 29.54%
$8.7 - $9.98 $236K - $271K
64.8K $575K
ARCH
Arch Resources, Inc.

Energy
-2.65K
- 17.06%
$134.17 - $175.55 $356K - $466K
12.9K $1.82M
IXUS
Ishares Tr

ETFs
-971
- 2.54%
$65.95 - $72.56 $64K - $70.5K
37.3K $2.47M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-36.6K
- 16.9%
$6.37 - $7.15 $233K - $261K
180K $1.19M
JOE
St Joe CO

Real Estate
-2.88K
- 26.07%
$43.8 - $59.68 $126K - $172K
8.18K $367K
FRI
First Tr S&P Reit Index Fd

ETFs
-370
- 0.35%
$26.74 - $30.19 $9.89K - $11.2K
105K $2.88M
PFE
Pfizer Inc

Healthcare
-1.74K
- 2.1%
$24.8 - $30.19 $43.3K - $52.7K
81.3K $2.16M
IOO
Ishares Tr Global 100 ETF

ETFs
-2.67K
- 17.01%
$97.46 - $103.45 $260K - $276K
13K $1.31M
HYLS
First Tr Tactical High Yield L

ETFs
-5.17K
- 11.9%
$41.29 - $42.03 $213K - $217K
38.3K $1.58M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-62
- 0.26%
$131.66 - $144.0 $8.16K - $8.93K
23.4K $3.09M
AMAT
Applied Materials Inc

Technology
-80
- 1.39%
$161.44 - $213.89 $12.9K - $17.1K
5.7K $926K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.8K
- 3.31%
$50.35 - $50.69 $191K - $192K
111K $5.59M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-3.62K
- 7.17%
$76.21 - $82.24 $276K - $298K
46.9K $3.65M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-532
- 8.0%
$97.45 - $121.28 $51.8K - $64.5K
6.12K $610K
TGT
Target Corp

Consumer Defensive
-367
- 4.71%
$121.59 - $160.69 $44.6K - $59K
7.43K $1M
ASML
Asml Holding Nv

Technology
-34
- 2.59%
$658.43 - $872.27 $22.4K - $29.7K
1.28K $885K
QCOM
Qualcomm Inc

Technology
-63
- 0.53%
$150.4 - $178.04 $9.48K - $11.2K
11.7K $1.8M
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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