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
Ge Vernova Inc
772
+ 10.77%
N/A
7.94K $0
Graniteshares ETF Tr
59.1K
+ 738.45%
N/A
67.1K $0
Grayscale Ethereum Mini Tr E
3.14K
+ 14.19%
N/A
25.2K $0
PDEC
Innovator U.S. Equity Power Bu
44.2K
+ 4.24%
N/A
1.09M $0
Ishares Bitcoin Trust ETF
7.28K
+ 30.07%
N/A
31.5K $0
Bank America Corp
180
New
N/A
180 $0
Net Power Inc
23K
New
N/A
23K $0
Morgan Stanley Direct Lendin
5.44K
+ 43.21%
N/A
18K $0
Fidelity Wise Origin Bitcoin
213
+ 0.52%
N/A
41.3K $0
Calumet Inc
7.5K
+ 7.27%
N/A
111K $0
Series Portfolios Tr
85.1K
+ 7.88%
N/A
1.16M $0
Coreweave Inc
11.8K
New
N/A
11.8K $0
CRH.L
Crh PLC

Basic Materials
115K
New
N/A
115K $0
Blackrock ETF Trust Ii
320K
+ 291.06%
N/A
429K $0
J P Morgan Exchange Traded F
3.25K
New
N/A
3.25K $0
HEIA
Heico Crp Cl A
16
+ 0.24%
N/A
6.65K $0
Grayscale Bitcoin Mini Tr Et
4.9K
New
N/A
4.9K $0
Grayscale Ethereum Trust ETF
23.1K
New
N/A
23.1K $0
J P Morgan Exchange Traded F
429K
New
N/A
429K $0
J P Morgan Exchange Traded F
18.3K
New
N/A
18.3K $0
PSEP
Innovator U.S. Equity Power Bu
1.83K
+ 0.77%
N/A
241K $0
Blackrock ETF Trust Ii
5.4K
+ 3.27%
N/A
171K $0
Cooper Cos Inc
353
+ 14.18%
N/A
2.84K $0
BFLY
Butterfly Network, Inc.

Healthcare
4K
+ 11.03%
$1.96 - $2.63 $7.84K - $10.5K
40.3K $80K
FSK
Fs Kkr Capital Corp

Financial Services
8
+ 0.08%
$17.95 - $21.5 $144 - $172
10.1K $209K
SSNC
Ss&C Technologies Holdings Inc

Technology
250
+ 0.76%
$71.96 - $83.42 $18K - $20.9K
33.3K $2.76M
NEWT
Newtek Business Services Corp.

Financial Services
194
+ 1.84%
$9.54 - $12.17 $1.85K - $2.36K
10.7K $120K
CNXC
Concentrix Corp

Technology
249
+ 3.32%
$45.73 - $57.88 $11.4K - $14.4K
7.75K $409K
WEC
Wec Energy Group, Inc.

Utilities
250
+ 3.44%
$102.24 - $109.76 $25.6K - $27.4K
7.51K $782K
CHKP
Check Point Software Technologies LTD

Technology
8
+ 0.49%
$204.26 - $233.47 $1.63K - $1.87K
1.65K $364K
ICLR
Icon PLC

Healthcare
289
+ 16.78%
$126.62 - $168.7 $36.6K - $48.8K
2.01K $292K
OTTR
Otter Tail Corp

Utilities
2
+ 0.07%
$74.62 - $81.76 $149 - $164
2.84K $218K
PPL
Ppl Corp

Utilities
654
+ 4.21%
$33.45 - $36.5 $21.9K - $23.9K
16.2K $548K
LYB
Lyondell Basell Industries N.V.

Basic Materials
743
+ 16.91%
$53.23 - $70.65 $39.5K - $52.5K
5.14K $297K
IFF
International Flavors & Fragrances Inc

Basic Materials
496
+ 4.07%
$66.85 - $79.33 $33.2K - $39.3K
12.7K $932K
COMP
Compass, Inc.

Technology
3.57K
+ 24.75%
$5.8 - $8.98 $20.7K - $32.1K
18K $113K
MUR
Murphy Oil Corp

Energy
1.87K
+ 19.71%
$19.62 - $29.21 $36.6K - $54.5K
11.3K $255K
OWL
Blue Owl Capital Inc.

Financial Services
510
+ 1.72%
$15.9 - $21.16 $8.11K - $10.8K
30.1K $579K
RES
Rpc Inc

Energy
901
+ 2.96%
$4.3 - $5.72 $3.87K - $5.15K
31.4K $148K
PBA
Pembina Pipeline Corp

Energy
16
+ 0.18%
$35.16 - $40.88 $563 - $654
9.15K $343K
ACI
Albertsons Companies, Inc.

Consumer Defensive
605
+ 0.81%
$19.94 - $22.91 $12.1K - $13.9K
75.2K $1.62M
REG
Regency Centers Corp

Real Estate
951
+ 2.54%
$65.48 - $74.74 $62.3K - $71.1K
38.3K $2.73M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.06%
$108.41 - $120.51 $434 - $482
7.17K $840K
DTE
Dte Energy CO

Utilities
285
+ 2.47%
$127.39 - $139.49 $36.3K - $39.8K
11.8K $1.57M
NXST
Nexstar Media Group, Inc.

Communication Services
133
+ 1.54%
$144.68 - $181.86 $19.2K - $24.2K
8.76K $1.52M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
598
+ 10.68%
$99.37 - $134.05 $59.4K - $80.2K
6.2K $702K
WGO
Winnebago Industries Inc

Consumer Cyclical
28
+ 0.4%
$28.24 - $37.27 $791 - $1.04K
7.07K $204K
TTC
Toro CO

Industrials
1.6K
+ 2.03%
$63.51 - $77.8 $101K - $124K
80.2K $5.67M
PLD
Prologis, Inc.

Real Estate
883
+ 4.1%
$89.76 - $112.34 $79.3K - $99.2K
22.4K $2.36M
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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