Chicago Partners Investment Group LLC Sells in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Wells Fargo CO New
-11
- 1.35%
N/A
802 $0
Dimensional ETF Trust
-1.85K
- 14.7%
N/A
10.7K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-1.21K
- 1.62%
N/A
73.4K $0
Invesco Exchange Traded Fd T
-98
- 0.16%
N/A
62.5K $0
Corpay Inc
-111
- 11.36%
N/A
866 $0
Oaktree Specialty Lending CO
-3.62K
- 15.37%
N/A
19.9K $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-67
- 1.11%
$49.67 - $51.43 $3.33K - $3.45K
5.96K $304K
CTSO
Cytosorbents Corp

Healthcare
-171
- 1.26%
$0.89 - $1.3 $152 - $222
13.4K $13K
CHTR
Charter Communications, Inc.

Communication Services
-50
- 6.48%
$334.89 - $384.77 $16.7K - $19.2K
722 $266K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-279
- 4.89%
$36.6 - $39.56 $10.2K - $11K
5.42K $210K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-2.39K
- 2.84%
$25.44 - $27.95 $60.8K - $66.8K
81.7K $2.21M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-362
- 3.9%
$21.65 - $24.17 $7.84K - $8.75K
8.93K $212K
DTE
Dte Energy CO

Utilities
-461
- 10.69%
$117.6 - $138.27 $54.2K - $63.7K
3.85K $532K
FAST
Fastenal CO

Industrials
-510
- 5.62%
$71.11 - $79.98 $36.3K - $40.8K
8.57K $664K
VLO
Valero Energy Corp

Energy
-195
- 4.67%
$121.76 - $142.99 $23.7K - $27.9K
3.98K $526K
PDI
Pimco Dynamic Income Fund

Financial Services
-357
- 2.08%
$18.51 - $20.05 $6.61K - $7.16K
16.8K $333K
BP
Bp PLC

Energy
-920
- 7.68%
$29.93 - $35.31 $27.5K - $32.5K
11.1K $373K
TMUS
T Mobile Us, Inc.

Communication Services
-430
- 14.84%
$211.3 - $272.83 $90.9K - $117K
2.47K $658K
BROS
Dutch Bros Inc.

Consumer Cyclical
-987
- 11.4%
$55.77 - $85.37 $55K - $84.3K
7.67K $473K
COP
Conocophillips

Energy
-188
- 2.75%
$88.6 - $105.85 $16.7K - $19.9K
6.64K $697K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-106
- 2.3%
$49.06 - $56.82 $5.2K - $6.02K
4.51K $248K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-147
- 7.94%
$208.48 - $244.03 $30.6K - $35.9K
1.7K $415K
NOC
Northrop Grumman Corp

Industrials
-13
- 1.54%
$433.45 - $513.82 $5.63K - $6.68K
830 $424K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.6K
- 1.88%
$71.17 - $73.66 $256K - $265K
188K $13.8M
GL
Globe Life Inc.

Financial Services
-30
- 1.43%
$111.2 - $131.72 $3.34K - $3.95K
2.07K $272K
SYK
Stryker Corp

Healthcare
-15
- 0.41%
$355.18 - $399.9 $5.33K - $6K
3.63K $1.35M
FVD
First Tr Value Line Divid Inde

ETFs
-1.07K
- 1.12%
$42.61 - $45.51 $45.6K - $48.7K
94.8K $4.23M
XLE
Energy Sector Spdr

ETFs
-805
- 5.21%
$85.7 - $93.96 $69K - $75.6K
14.6K $1.37M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-184
- 0.83%
$78.97 - $85.82 $14.5K - $15.8K
21.9K $1.82M
MMM
3 M CO

Industrials
-409
- 6.43%
$129.7 - $155.12 $53K - $63.4K
5.95K $874K
IDEV
Ishares Core Msci Intl Develop

ETFs
-59
- 0.41%
$63.77 - $71.36 $3.76K - $4.21K
14.4K $990K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-140
- 0.6%
$128.74 - $138.67 $18K - $19.4K
23.2K $3.15M
MDT
Medtronic PLC

Healthcare
-39
- 0.56%
$79.84 - $94.5 $3.11K - $3.69K
6.97K $626K
INTC
Intel Corp

Technology
-2.87K
- 5.64%
$19.1 - $27.39 $54.8K - $78.6K
48K $1.09M
EEM
Ishares Msci Emerging Markets

ETFs
-984
- 1.6%
$40.81 - $45.34 $40.2K - $44.6K
60.5K $2.64M
MA
Mastercard Inc

Financial Services
-265
- 2.59%
$504.67 - $576.31 $134K - $153K
9.97K $5.46M
MO
Altria Group, Inc.

Consumer Defensive
-930
- 5.27%
$50.81 - $60.02 $47.3K - $55.8K
16.7K $1M
SCHW
Schwab Charles Corp

Financial Services
-93
- 0.38%
$71.24 - $83.64 $6.63K - $7.78K
24.2K $1.9M
GILD
Gilead Sciences, Inc.

Healthcare
-360
- 5.05%
$89.14 - $117.41 $32.1K - $42.3K
6.77K $758K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-91
- 3.46%
$80.53 - $147.57 $7.33K - $13.4K
2.54K $335K
AKRO
Akero Therapeutics, Inc.

Healthcare
-4.52K
- 17.95%
$21.87 - $57.56 $98.9K - $260K
20.7K $837K
ROP
Roper Technologies Inc

Industrials
-81
- 2.65%
$502.71 - $593.81 $40.7K - $48.1K
2.97K $1.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-94
- 0.08%
$95.85 - $99.25 $9.01K - $9.33K
116K $11.5M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.8K
- 3.17%
$60.63 - $68.55 $170K - $192K
85.5K $5.66M
KO
Coca Cola CO

Consumer Defensive
-888
- 2.43%
$60.81 - $72.32 $54K - $64.2K
35.7K $2.56M
CVS
Cvs Health Corp

Healthcare
-41
- 0.28%
$44.22 - $68.64 $1.81K - $2.81K
14.4K $976K
LNG
Cheniere Energy, Inc.

Energy
-376
- 1.47%
$209.32 - $253.66 $78.7K - $95.4K
25.3K $5.84M
PAGP
Plains Gp Holdings LP

Energy
-8.95K
- 5.01%
$18.52 - $22.13 $166K - $198K
170K $3.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-61
- 3.41%
$1187.71 - $1432.58 $72.5K - $87.4K
1.73K $2.47M
Activity Summary
Buys All Purchases 637 New Holdings 167 Increased Positions 470 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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