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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-196
- 0.88%
$79.93 - $88.06 $15.7K - $17.3K
22.1K $1.77M
IVE
Ishares S&P 500 Value ETF

ETFs
-292
- 1.28%
$189.5 - $206.17 $55.3K - $60.2K
22.6K $4.31M
EFC
Ellington Financial Inc.

Real Estate
-13.3K
- 31.41%
$11.92 - $12.81 $159K - $171K
29.1K $353K
DOW
Dow Inc.

Basic Materials
-564
- 4.81%
$39.1 - $55.34 $22.1K - $31.2K
11.2K $447K
EFX
Equifax Inc

Industrials
-528
- 35.82%
$245.03 - $293.5 $129K - $155K
946 $241K
ASND
Ascendis Pharma A/S

Healthcare
-850
- 13.99%
$122.0 - $146.6 $104K - $125K
5.23K $719K
ROP
Roper Technologies Inc

Industrials
-128
- 4.03%
$519.85 - $575.95 $66.5K - $73.7K
3.05K $1.59M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-156
- 15.58%
$501.29 - $612.85 $78.2K - $95.6K
845 $439K
FE
Firstenergy Corp

Utilities
-3.18K
- 27.69%
$39.14 - $44.52 $124K - $142K
8.3K $330K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-2.91K
- 3.43%
$19.51 - $21.41 $56.9K - $62.4K
82.1K $1.61M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-4.73K
- 24.5%
$34.78 - $35.99 $164K - $170K
14.6K $517K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.18K
- 1.88%
$20.55 - $23.26 $24.2K - $27.4K
61.6K $1.3M
FOUR
Shift4 Payments, Inc.

Technology
-2.09K
- 48.96%
$88.26 - $114.95 $185K - $241K
2.18K $226K
FIS
Fidelity National Information Services, Inc.

Technology
-1.54K
- 15.95%
$80.14 - $90.95 $123K - $140K
8.12K $655K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.71K
- 15.74%
$54.54 - $61.04 $148K - $166K
14.5K $808K
NFRA
Flexshares Stoxx Global Broad

ETFs
-519
- 2.24%
$54.11 - $59.58 $28.1K - $30.9K
22.6K $1.23M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3.04K
- 22.89%
$50.07 - $52.35 $152K - $159K
10.3K $526K
IEMG
Ishares Inc

ETFs
-2.64K
- 9.2%
N/A
26.1K $1.4M
PAXS
Pimco Access Income Fund

Financial Services
-6.34K
- 20.4%
$15.13 - $17.17 $95.9K - $109K
24.7K $375K
NKE
Nike, Inc.

Consumer Cyclical
-569
- 8.64%
$73.36 - $89.13 $41.7K - $50.7K
6.02K $455K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-3.66K
- 35.58%
$41.88 - $50.49 $153K - $185K
6.62K $308K
VBR
Vanguard Small Cap Value ETF

ETFs
-209
- 0.7%
$197.36 - $217.3 $41.2K - $45.4K
29.6K $5.86M
SBAC
Sba Communications Corp

Real Estate
-272
- 16.44%
$198.24 - $249.31 $53.9K - $67.8K
1.38K $281K
GIS
General Mills Inc

Consumer Defensive
-949
- 17.13%
$62.78 - $74.62 $59.6K - $70.8K
4.59K $292K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-211
- 2.86%
$59.25 - $72.99 $12.5K - $15.4K
7.17K $427K
O
Realty Income Corp

Real Estate
-134
- 1.24%
$51.76 - $64.71 $6.94K - $8.67K
10.6K $568K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.61K
- 13.11%
$26.16 - $28.82 $68.3K - $75.3K
17.3K $453K
ITT
Itt Inc.

Industrials
-525
- 13.66%
$140.12 - $159.62 $73.6K - $83.8K
3.32K $474K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-14.8K
- 13.17%
$8.24 - $11.07 $122K - $164K
97.6K $910K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-851
- 2.43%
$100.22 - $100.73 $85.3K - $85.7K
34.1K $3.43M
TDW
Tidewater Inc

Energy
-3
- 0.05%
$47.0 - $73.31 $141 - $220
5.62K $307K
CSGP
Costar Group, Inc.

Real Estate
-526
- 3.6%
$69.7 - $81.97 $36.7K - $43.1K
14.1K $1.01M
PSA
Public Storage

Real Estate
-117
- 13.53%
$289.33 - $360.21 $33.9K - $42.1K
748 $223K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.63K
- 12.12%
$94.43 - $105.47 $154K - $172K
11.8K $1.2M
EFG
Msci Eafe Growth ETF

ETFs
-64
- 0.86%
$96.83 - $106.88 $6.2K - $6.84K
7.37K $713K
CBOE
Cboe Global Markets, Inc.

Financial Services
-197
- 3.66%
$191.61 - $217.84 $37.7K - $42.9K
5.19K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-386
- 2.92%
$176.42 - $186.91 $68.1K - $72.1K
12.8K $2.28M
GPC
Genuine Parts CO

Consumer Cyclical
-39
- 1.11%
$113.11 - $143.63 $4.41K - $5.6K
3.48K $406K
CWEN
Clearway Energy, Inc.

Utilities
-1.44K
- 14.54%
$25.71 - $30.74 $36.9K - $44.1K
8.44K $219K
PDI
Pimco Dynamic Income Fund

Financial Services
-2.45K
- 12.48%
$18.33 - $20.85 $44.9K - $51.1K
17.2K $315K
LUMN
Lumen Technologies, Inc.

Communication Services
-1.38K
- 3.38%
$5.31 - $10.12 $7.3K - $13.9K
39.3K $208K
TMUS
T Mobile Us, Inc.

Communication Services
-585
- 16.8%
$206.1 - $246.94 $121K - $144K
2.9K $639K
AOK
Ishares Tr Core Conservative A

ETFs
-1.65K
- 17.39%
$37.3 - $38.64 $61.6K - $63.8K
7.85K $292K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-249
- 1.09%
$80.93 - $85.66 $20.2K - $21.3K
22.6K $1.83M
XLV
Select Sector Spdr Fund Health

ETFs
-10
- 0.24%
$136.28 - $154.74 $1.36K - $1.55K
4.24K $583K
CTAS
Cintas Corp

Industrials
-195
- 12.99%
$182.7 - $226.47 $35.6K - $44.2K
1.31K $238K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-490
- 6.2%
$126.68 - $134.74 $62.1K - $66K
7.41K $945K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.2K
- 11.89%
$47.58 - $48.56 $57K - $58.2K
8.89K $424K
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 1.34%
$406.92 - $495.42 $3.66K - $4.46K
663 $274K
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
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