Kovitz Investment Group Partners, LLC Purchases in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSTS
Nsts Bancorp, Inc.

Financial Services
6.56K
+ 16.39%
$11.02 - $12.49 $72.2K - $81.9K
46.6K $574K
KRNY
Kearny Financial Corp.

Financial Services
17.3K
+ 27.82%
$5.66 - $6.55 $97.6K - $113K
79.3K $511K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
803
+ 26.03%
$93.26 - $122.6 $74.9K - $98.4K
3.89K $442K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.15K
+ 16.66%
$53.65 - $67.02 $61.5K - $76.9K
8.03K $538K
VFH
Vanguard Financial ETF

ETFs
728
+ 21.0%
$104.87 - $127.3 $76.3K - $92.7K
4.2K $534K
GXG
Global X Msci Colombia

ETFs
2.25K
+ 5.55%
$24.56 - $30.01 $55.2K - $67.5K
42.8K $1.23M
JBHT
Hunt J B Transport Services Inc

Industrials
875
+ 54.89%
$124.73 - $152.78 $109K - $134K
2.47K $354K
ETR
Entergy Corp

Utilities
1.71K
+ 16.84%
$79.01 - $86.61 $135K - $148K
11.8K $984K
WES
Western Midstream Partners, LP

Energy
6.14K
+ 11.55%
$34.99 - $41.61 $215K - $255K
59.3K $2.29M
VONG
Vanguard Russell 1000 Growth E

ETFs
153
+ 2.53%
$82.51 - $109.2 $12.6K - $16.7K
6.21K $677K
BALL
Ball Corp

Consumer Cyclical
1.76K
+ 44.43%
$44.94 - $56.99 $79K - $100K
5.72K $320K
USEA
United Maritime Corp

Industrials
77.1K
New
$1.12 - $1.73 $86.3K - $133K
77.1K $113K
UAL
United Airlines Holdings, Inc.

Industrials
429
+ 5.81%
$56.15 - $84.23 $24.1K - $36.1K
7.82K $622K
TOL
Toll Brothers, Inc.

Consumer Cyclical
427
+ 5.72%
$90.5 - $114.3 $38.6K - $48.8K
7.89K $900K
ADT
Adt Inc.

Industrials
13.1K
New
$7.54 - $8.6 $99.1K - $113K
13.1K $111K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
9.87K
+ 53.64%
$9.86 - $10.92 $97.3K - $108K
28.3K $308K
ENB
Enbridge Inc

Energy
1.74K
+ 5.58%
$41.09 - $47.16 $71.4K - $82K
32.9K $1.49M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
235
+ 16.98%
$180.84 - $240.32 $42.5K - $56.5K
1.62K $389K
XEL
Xcel Energy Inc

Utilities
2.59K
+ 10.4%
$65.65 - $72.39 $170K - $187K
27.5K $1.87M
EWM
Ishs Msci Malaysia ETF

ETFs
2.09K
+ 4.7%
$21.2 - $25.08 $44.3K - $52.4K
46.6K $1.13M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
5.6K
+ 49.89%
$22.66 - $26.12 $127K - $146K
16.8K $411K
DHI
Horton D R Inc

Consumer Cyclical
720
+ 9.36%
$115.1 - $129.63 $82.9K - $93.3K
8.42K $1.08M
FFIV
F5, Inc.

Technology
267
+ 29.28%
$239.25 - $295.9 $63.9K - $79K
1.18K $347K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
5.87K
+ 56.39%
$12.25 - $15.47 $71.9K - $90.8K
16.3K $251K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
969
+ 11.5%
$70.7 - $82.14 $68.5K - $79.6K
9.4K $771K
IXN
Ishares Global Information Tec

ETFs
298
+ 6.6%
$65.81 - $92.34 $19.6K - $27.5K
4.81K $444K
TTWO
Take Two Interactive Software Inc

Communication Services
30
+ 1.12%
$194.58 - $243.05 $5.84K - $7.29K
2.7K $656K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
23.2K
New
$3.84 - $4.48 $89K - $104K
23.2K $101K
UEC
Uranium Energy Corp

Energy
14.9K
New
$4.0 - $7.05 $59.4K - $105K
14.9K $101K
DTM
Dt Midstream, Inc.

Energy
280
+ 5.47%
$87.23 - $109.91 $24.4K - $30.8K
5.4K $593K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
10K
New
$9.57 - $10.35 $95.8K - $104K
10K $99K
DRI
Darden Restaurants Inc

Consumer Cyclical
312
+ 10.51%
$186.58 - $225.78 $58.2K - $70.4K
3.28K $715K
PROF
Profound Medical Corp.

Healthcare
16.7K
New
$4.04 - $6.86 $67.6K - $115K
16.7K $98K
IGV
Ishares Expanded Tech Software

ETFs
158
+ 4.0%
$80.15 - $109.5 $12.7K - $17.3K
4.11K $449K
AME
Ametek Inc

Industrials
272
+ 4.92%
$151.41 - $182.75 $41.2K - $49.7K
5.8K $1.05M
AMG
Affiliated Managers Group, Inc.

Financial Services
45
+ 1.46%
$143.35 - $197.67 $6.45K - $8.9K
3.12K $613K
FXI
Ishares Tr

ETFs
2.34K
+ 28.92%
$29.59 - $37.41 $69.3K - $87.6K
10.4K $383K
FSLY
Fastly, Inc.

Technology
13.1K
New
$5.0 - $8.28 $65.5K - $108K
13.1K $92K
SNN
Smith & Nephew PLC

Healthcare
2.37K
+ 30.17%
$24.97 - $30.63 $59.2K - $72.7K
10.2K $313K
OTIS
Otis Worldwide Corp

Industrials
1.36K
+ 12.5%
$90.88 - $104.3 $124K - $142K
12.2K $1.21M
GGG
Graco Inc

Industrials
948
+ 35.11%
$74.02 - $87.26 $70.2K - $82.7K
3.65K $313K
MASI
Masimo Corp

Healthcare
480
+ 12.26%
$144.4 - $171.97 $69.3K - $82.5K
4.4K $739K
RCAT
Red Cat Holdings, Inc.

Technology
11.7K
New
$4.66 - $9.19 $54.5K - $108K
11.7K $85K
AOS
Smith A O Corp

Industrials
1.29K
+ 21.59%
$59.63 - $70.52 $76.8K - $90.8K
7.26K $475K
RACE
Ferrari N.V.

Consumer Cyclical
84
+ 12.28%
$397.86 - $499.02 $33.4K - $41.9K
768 $376K
RRX
Regal Rexnord Corp

Industrials
58
+ 2.57%
$94.06 - $147.0 $5.46K - $8.53K
2.31K $335K
PNR
Pentair PLC

Industrials
359
+ 13.27%
$76.17 - $103.58 $27.3K - $37.2K
3.06K $314K
SAN
Banco Santander, S.A.

Financial Services
5.56K
+ 27.96%
$5.72 - $8.32 $31.8K - $46.2K
25.4K $211K
DFAS
Dimensional ETF Tr U S Small C

ETFs
20
+ 0.1%
$52.31 - $63.72 $1.05K - $1.27K
19.2K $1.22M
Activity Summary
Buys All Purchases 839 New Holdings 170 Increased Positions 669 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 5
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