Kovitz Investment Group Partners, LLC Purchases in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIG
Proshares Ultra Oil & Gas

ETFs
7.5K
New
$35.28 - $44.12 $265K - $331K
7.5K $288K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
32K
New
$8.2 - $9.0 $262K - $288K
32K $287K
SCHX
Schwab Strategic Tr Us Large C

ETFs
920
+ 1.47%
$61.11 - $67.85 $56.2K - $62.4K
63.4K $4.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.18K
New
$116.79 - $133.54 $254K - $291K
2.18K $287K
SBSI
Southside Bancshares Inc

Financial Services
8.53K
New
$26.4 - $35.03 $225K - $299K
8.53K $285K
EPD
Enterprise Products Partners L.P.

Energy
9.04K
+ 6.02%
$27.88 - $30.0 $252K - $271K
159K $4.63M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
24.4K
New
$9.86 - $12.2 $240K - $297K
24.4K $282K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.45K
+ 14.43%
$111.9 - $124.28 $163K - $181K
11.5K $1.42M
MGC
Vanguard Mega Cap ETF

ETFs
1.35K
New
$185.93 - $206.64 $250K - $278K
1.35K $278K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
13.5K
New
$14.84 - $21.08 $201K - $285K
13.5K $277K
WTFC
Wintrust Financial Corp

Financial Services
2.55K
New
$96.43 - $111.89 $246K - $285K
2.55K $276K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
10K
New
$21.25 - $28.21 $213K - $282K
10K $276K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.87K
+ 44.45%
$81.14 - $92.39 $232K - $265K
9.31K $826K
UGI
Ugi Corp

Utilities
2.26K
+ 2.22%
$22.23 - $25.05 $50.2K - $56.6K
104K $2.6M
IVZ
Invesco Ltd.

Financial Services
15.2K
New
$14.85 - $17.74 $226K - $270K
15.2K $267K
ASB
Associated Banc Corp

Financial Services
12.4K
New
$20.07 - $23.95 $250K - $298K
12.4K $267K
WEN
Wendy'S CO

Consumer Cyclical
15.2K
New
$15.83 - $18.24 $240K - $277K
15.2K $266K
ASPN
Aspen Aerogels Inc

Industrials
9.5K
New
$18.5 - $31.72 $176K - $301K
9.5K $263K
AEYE
Audioeye Inc

Technology
11.5K
New
$18.34 - $27.15 $211K - $312K
11.5K $262K
AIZ
Assurant, Inc.

Financial Services
1.1K
+ 81.98%
$161.28 - $199.95 $178K - $220K
2.44K $485K
IYW
Ishares Dj Us Tech ETF

ETFs
1.64K
New
$133.16 - $158.73 $219K - $260K
1.64K $248K
VTRS
Viatris Inc

Healthcare
19.7K
+ 105.95%
$10.32 - $12.13 $204K - $239K
38.4K $445K
RY
Royal Bank Of Canada

Financial Services
800
+ 10.03%
$105.65 - $124.73 $84.5K - $99.8K
8.78K $1.09M
CACC
Credit Acceptance Corp

Financial Services
553
New
$421.5 - $611.11 $233K - $338K
553 $245K
ICLR
Icon PLC

Healthcare
844
New
$280.48 - $346.2 $237K - $292K
844 $242K
FXI
Ishares Tr

ETFs
7.6K
New
$24.78 - $32.17 $188K - $245K
7.6K $241K
JEF
Jefferies Financial Group Inc.

Financial Services
3.91K
New
$49.97 - $62.49 $195K - $244K
3.91K $240K
GGG
Graco Inc

Industrials
1.44K
+ 10.65%
$77.82 - $87.64 $112K - $126K
15K $1.31M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.18K
+ 7.11%
$87.56 - $95.49 $104K - $113K
17.8K $1.7M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.02K
+ 65.99%
$38.03 - $42.06 $191K - $211K
12.6K $528K
LAMR
Lamar Advertising CO

Real Estate
1.75K
New
$110.9 - $135.58 $194K - $237K
1.75K $233K
EW
Edwards Lifesciences Corp

Healthcare
9.09K
+ 65.2%
$59.7 - $93.78 $543K - $853K
23K $1.52M
AMCR
Amcor PLC

Consumer Cyclical
20.4K
New
$9.5 - $11.44 $194K - $234K
20.4K $231K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.81K
+ 52.2%
$46.9 - $51.96 $179K - $198K
11.1K $571K
RS
Reliance Steel & Aluminum CO

Basic Materials
703
+ 12.66%
$271.23 - $308.75 $191K - $217K
6.26K $1.81M
VIS
Vanguard Industrial ETF

ETFs
369
+ 7.25%
$232.12 - $260.07 $85.7K - $96K
5.46K $1.42M
INFY
Infosys LTD

Technology
9.89K
New
$18.76 - $23.28 $185K - $230K
9.89K $220K
GPI
Group 1 Automotive Inc

Consumer Cyclical
365
+ 38.75%
$280.92 - $391.73 $103K - $143K
1.31K $500K
BLFY
Blue Foundry Bancorp

Financial Services
21.5K
New
$8.94 - $11.4 $192K - $245K
21.5K $220K
UL
Unilever PLC

Consumer Defensive
1.58K
+ 14.07%
$54.7 - $65.59 $86.3K - $104K
12.8K $831K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
280
+ 1.11%
$96.28 - $112.4 $27K - $31.5K
25.5K $2.74M
WCC
Wesco International Inc

Industrials
416
+ 2.83%
$149.47 - $183.24 $62.2K - $76.2K
15.1K $2.54M
SYF
Synchrony Financial

Financial Services
1.01K
+ 1.72%
$43.77 - $52.22 $44.2K - $52.7K
59.7K $2.98M
EEMA
Ishares Msci Emerging Markets

ETFs
2.67K
New
$68.31 - $80.1 $182K - $214K
2.67K $208K
CHK
Chesapeake Energy Corp

Energy
2.5K
New
$70.32 - $83.77 $176K - $209K
2.5K $205K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.66K
New
$40.48 - $45.39 $188K - $211K
4.66K $204K
IYF
Ishares Tr

ETFs
1.96K
New
$93.83 - $105.05 $184K - $206K
1.96K $204K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.7K
+ 74.78%
$11.57 - $14.32 $135K - $167K
27.3K $386K
O
Realty Income Corp

Real Estate
3.16K
New
$52.36 - $63.42 $166K - $201K
3.16K $200K
Activity Summary
Buys All Purchases 828 New Holdings 300 Increased Positions 528 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 2 Puts 1
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