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
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.17K
- 11.9%
$30.48 - $34.2 $35.7K - $40K
8.67K $264K
VGIT
Vanguard Intermediate Term Tre

ETFs
-660
- 7.81%
$57.78 - $60.4 $38.1K - $39.9K
7.79K $451K
IRM
Iron Mountain Inc

Real Estate
-82
- 2.36%
$101.62 - $128.14 $8.33K - $10.5K
3.4K $356K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-143
- 10.45%
$176.4 - $231.84 $25.2K - $33.2K
1.23K $216K
XBJL
Innovator Etfs Tr Us Equity Ac
-2.81K
- 4.39%
$33.29 - $34.41 $93.5K - $96.7K
61.2K $2.09M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-87
- 2.35%
$114.08 - $125.68 $9.92K - $10.9K
3.62K $413K
GERN
Geron Corp

Healthcare
-7.76K
- 31.26%
$3.3 - $4.44 $25.6K - $34.4K
17.1K $60K
WEC
Wec Energy Group, Inc.

Utilities
-461
- 11.8%
$92.94 - $101.82 $42.8K - $46.9K
3.45K $324K
SNPS
Synopsys Inc

Technology
-69
- 8.8%
$485.36 - $588.0 $33.5K - $40.6K
715 $347K
IYH
Ishares Tr

ETFs
-146
- 2.95%
$57.53 - $65.24 $8.4K - $9.53K
4.81K $279K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-377
- 1.23%
$48.48 - $49.47 $18.3K - $18.7K
30.3K $1.47M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.11K
- 6.57%
$33.7 - $37.69 $37.4K - $41.8K
15.8K $541K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-628
- 1.57%
$50.53 - $55.55 $31.7K - $34.9K
39.3K $2M
IJUL
Innovator Etfs Tr

ETFs
-896
- 10.69%
$27.59 - $29.25 $24.7K - $26.2K
7.48K $207K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
-2.13K
- 1.8%
$1.27 - $3.24 $2.71K - $6.9K
116K $200K
D
Dominion Energy, Inc

Utilities
-246
- 4.14%
$52.63 - $60.92 $12.9K - $15K
5.69K $306K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-5.7K
- 35.7%
$5.7 - $8.27 $32.5K - $47.2K
10.3K $69K
PEG
Public Service Enterprise Group Inc

Utilities
-59
- 0.97%
$81.87 - $94.51 $4.83K - $5.58K
6.05K $511K
IT
Gartner Inc

Technology
-44
- 7.93%
$481.22 - $551.8 $21.2K - $24.3K
511 $247K
BP
Bp PLC

Energy
-334
- 2.71%
$28.16 - $33.14 $9.41K - $11.1K
12K $354K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.15K
- 5.85%
$41.16 - $42.25 $47.4K - $48.7K
18.6K $783K
PH
Parker Hannifin Corp

Industrials
-51
- 8.6%
$621.74 - $709.46 $31.7K - $36.2K
542 $344K
VLUE
Ishares Msci Usa Value Factor

ETFs
-45
- 0.65%
$104.01 - $115.38 $4.68K - $5.19K
6.93K $731K
IWN
Ishares Russell2000 Val ETF

ETFs
-106
- 3.07%
$162.69 - $181.35 $17.2K - $19.2K
3.34K $548K
MKC
Mccormick & CO Inc

Consumer Defensive
-100
- 3.49%
$73.97 - $84.09 $7.4K - $8.41K
2.77K $210K
XLF
Financial Sector Spdr

ETFs
-1.08K
- 11.72%
$44.89 - $51.34 $48.3K - $55.3K
8.11K $392K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-1.86K
- 6.43%
$1.62 - $2.34 $3.01K - $4.35K
27K $46K
SCYX
Scynexis Inc

Healthcare
-10.2K
- 36.19%
$1.0 - $1.53 $10.2K - $15.6K
17.9K $20K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-208
- 1.43%
$36.54 - $37.53 $7.6K - $7.81K
14.3K $525K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-1.6K
- 9.15%
$11.15 - $12.48 $17.9K - $20K
15.9K $185K
JLL
Jones Lang Lasalle Inc

Real Estate
-13
- 1.26%
$246.93 - $283.67 $3.21K - $3.69K
1.02K $257K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-106
- 0.55%
$9.93 - $11.06 $1.05K - $1.17K
19.3K $195K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
-147
- 0.39%
$8.43 - $8.87 $1.24K - $1.3K
37.6K $316K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-178
- 2.52%
$47.98 - $49.47 $8.54K - $8.81K
6.88K $332K
GLD
Spdr Gold Trust

ETFs
-52
- 2.0%
$236.59 - $257.5 $12.3K - $13.4K
2.55K $617K
PSFJ
Pacer Fds Tr Swan Sos Flex Jul

ETFs
-786
- 4.15%
$28.48 - $29.66 $22.4K - $23.3K
18.2K $529K
OC
Owens Corning

Industrials
-41
- 3.23%
$169.41 - $210.81 $6.95K - $8.64K
1.23K $209K
XDSQ
Innovator Etfs Tr Us Equity Ac
-722
- 7.33%
$34.76 - $37.22 $25.1K - $26.9K
9.13K $332K
YUM
Yum Brands Inc

Consumer Cyclical
-31
- 1.83%
$130.36 - $139.54 $4.04K - $4.33K
1.67K $223K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-932
- 2.15%
$201.32 - $217.44 $188K - $203K
42.4K $8.77M
MLM
Martin Marietta Materials Inc

Basic Materials
-5
- 1.11%
$516.5 - $619.58 $2.58K - $3.1K
444 $229K
IWM
Ishares Russell 2000 ETF

ETFs
-60
- 0.19%
$216.13 - $242.4 $13K - $14.5K
32.3K $7.15M
PPL
Ppl Corp

Utilities
-136
- 1.28%
$31.47 - $35.0 $4.28K - $4.76K
10.5K $341K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-372
- 3.85%
$21.36 - $23.24 $7.95K - $8.65K
9.29K $202K
CTSO
Cytosorbents Corp

Healthcare
-1.37K
- 9.15%
$0.74 - $1.35 $1.01K - $1.85K
13.6K $12K
RDVY
First Trust Rising Dividend Ac

ETFs
-147
- 1.01%
$58.65 - $64.37 $8.62K - $9.46K
14.3K $848K
SSB
South State Corp

Financial Services
-163
- 5.75%
$94.05 - $111.93 $15.3K - $18.2K
2.67K $266K
FDX
Fedex Corp

Industrials
-73
- 4.45%
$260.5 - $305.15 $19K - $22.3K
1.57K $440K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-9
- 0.28%
$101.77 - $113.02 $916 - $1.02K
3.21K $339K
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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