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
IYE
Ishares Tr

ETFs
-21
- 0.36%
$43.93 - $51.37 $923 - $1.08K
5.84K $265K
HUBS
Hubspot Inc

Technology
-633
- 24.09%
$514.07 - $757.4 $325K - $479K
2K $1.39M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-243
- 0.68%
$84.34 - $95.14 $20.5K - $23.1K
35.7K $3.12M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-55
- 1.03%
$50.34 - $56.61 $2.77K - $3.11K
5.28K $270K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-590
- 4.19%
$14.38 - $15.35 $8.48K - $9.06K
13.5K $201K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-357
- 1.51%
$107.41 - $115.71 $38.3K - $41.3K
23.4K $2.58M
WES
Western Midstream Partners, LP

Energy
-194
- 0.79%
$35.7 - $40.71 $6.93K - $7.9K
24.5K $941K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-216
- 0.61%
$41.09 - $45.94 $8.88K - $9.92K
35.4K $1.49M
Ishares Bitcoin Trust ETF
-1.75K
- 9.82%
N/A
16K $0
Wells Fargo CO New
-4
- 0.49%
N/A
813 $0
Dimensional ETF Trust
-5.11K
- 1.65%
N/A
304K $0
Invesco Exchange Traded Fd T
-177
- 0.28%
N/A
62.6K $0
Dimensional ETF Trust
-140
- 0.13%
N/A
104K $0
STRV
Ea Ser Tr Strive 500 ETF
-2.95K
- 12.2%
N/A
21.3K $0
Ea Series Trust
-98.2K
- 21.52%
N/A
358K $0
PNM
Pnm Resources Inc

Utilities
-3
- 0.05%
N/A
5.69K $236K
Brookfield Infrastructure CO
-506
- 0.75%
N/A
66.6K $0
Matthews Asia Fds
-1.31K
- 4.94%
N/A
25.2K $0
XC
Wisdomtree Tr Emerging Mkts Ex
-17.3K
- 15.94%
N/A
91.4K $0
Oaktree Specialty Lending CO
-5.27K
- 18.28%
N/A
23.6K $0
Morgan Stanley ETF Trust
-1.5K
- 10.18%
N/A
13.2K $0
Brookfield Asset Managmt LTD
-1.28K
- 2.29%
N/A
54.6K $0
VUSB
Vanguard Bd Index Fds
-268
- 0.44%
N/A
60.7K $0
Brookfield Corp
-1.26K
- 0.49%
N/A
256K $0
Rb Global Inc
-2
- 0.07%
N/A
2.76K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
-68
- 0.14%
$14.69 - $15.67 $999 - $1.07K
47.1K $714K
WTW
Willis Towers Watson PLC

Financial Services
-66
- 5.25%
$287.99 - $332.53 $19K - $21.9K
1.19K $370K
IWR
Ishares Russell Mid Cap ETF

ETFs
-35
- 0.12%
$87.25 - $95.52 $3.05K - $3.34K
28.5K $2.52M
BECN
Beacon Roofing Supply Inc

Industrials
-282
- 12.65%
$84.82 - $113.77 $23.9K - $32.1K
1.95K $197K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-44
- 0.74%
$41.02 - $44.55 $1.8K - $1.96K
5.94K $254K
HBI
Hanesbrands Inc.

Consumer Cyclical
-937
- 6.12%
$6.91 - $8.91 $6.47K - $8.35K
14.4K $117K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-155
- 0.69%
$37.81 - $38.94 $5.86K - $6.04K
22.2K $856K
MRVL
Marvell Technology, Inc.

Technology
-919
- 32.1%
$70.31 - $124.78 $64.6K - $115K
1.94K $214K
JANX
Janux Therapeutics, Inc.

Healthcare
-630
- 12.0%
$40.18 - $66.83 $25.3K - $42.1K
4.62K $247K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
-147
- 0.57%
$25.19 - $26.8 $3.7K - $3.94K
25.4K $663K
CHTR
Charter Communications, Inc.

Communication Services
-7
- 0.9%
$315.38 - $408.02 $2.21K - $2.86K
772 $264K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-84
- 2.04%
$225.16 - $265.16 $18.9K - $22.3K
4.03K $1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-31
- 0.21%
$118.0 - $127.04 $3.66K - $3.94K
14.4K $1.75M
SCHW
Schwab Charles Corp

Financial Services
-3.22K
- 11.69%
$63.31 - $82.85 $204K - $267K
24.3K $1.8M
AFRM
Affirm Holdings, Inc.

Technology
-9.34K
- 32.13%
$38.48 - $72.86 $359K - $680K
19.7K $1.2M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-37
- 0.12%
$7.67 - $9.21 $284 - $341
31K $266K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-896
- 1.86%
$124.26 - $134.12 $111K - $120K
47.2K $6.08M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-355
- 0.5%
$104.59 - $118.05 $37.1K - $41.9K
71.1K $7.72M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-20
- 1.11%
$1146.59 - $1270.6 $22.9K - $25.4K
1.79K $2.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
-528
- 4.75%
$116.4 - $138.52 $61.5K - $73.1K
10.6K $1.34M
ISRG
Intuitive Surgical Inc

Healthcare
-65
- 2.64%
$471.27 - $550.62 $30.6K - $35.8K
2.4K $1.25M
SQ
Block, Inc.

Technology
-104
- 3.44%
$65.06 - $98.92 $6.77K - $10.3K
2.92K $248K
FTSL
First Trust Senior Ln Fund

ETFs
-11
- 0.01%
$45.9 - $46.48 $505 - $511
152K $7.02M
IWV
Ishares Russell 3000 ETF

ETFs
-217
- 1.29%
$323.08 - $349.08 $70.1K - $75.8K
16.7K $5.57M
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