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
VBR
Vanguard Small Cap Value ETF

ETFs
48K
+ 1722.68%
$179.99 - $201.6 $8.64M - $9.68M
50.8K $10.2M
ABBV
Abb Vie Inc.

Healthcare
45.3K
+ 196.92%
$163.84 - $199.33 $7.43M - $9.04M
68.4K $13.5M
ACN
Accenture PLC

Technology
17K
+ 24.56%
$295.44 - $355.81 $5.03M - $6.05M
86.3K $30.5M
AMGN
Amgen Inc

Healthcare
25.8K
+ 38.03%
$309.38 - $337.38 $7.98M - $8.71M
93.7K $30.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
73.5K
+ 89.36%
$100.75 - $111.62 $7.41M - $8.21M
156K $17M
VZ
Verizon Communications Inc

Communication Services
166K
+ 56.58%
$38.89 - $45.0 $6.46M - $7.48M
460K $20.6M
AMD
Advanced Micro Devices Inc

Technology
50.7K
+ 66.05%
$128.67 - $183.96 $6.53M - $9.33M
128K $20.9M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
140K
New
$54.33 - $60.04 $7.62M - $8.42M
140K $8.42M
BLK
Black Rock Inc.

Financial Services
6.13K
+ 39.51%
$782.27 - $949.51 $4.79M - $5.82M
21.6K $20.5M
CAT
Caterpillar Inc

Industrials
4.78K
+ 4.41%
$316.8 - $391.12 $1.51M - $1.87M
113K $44.2M
APH
Amphenol Corp

Technology
134K
+ 38.0%
$58.39 - $70.41 $7.82M - $9.42M
486K $31.7M
SO
Southern CO

Utilities
86.9K
+ 1018.99%
$77.0 - $90.52 $6.69M - $7.86M
95.4K $8.6M
RTX
Raytheon Technologies Corp

Industrials
62.4K
+ 368.46%
$99.55 - $123.34 $6.21M - $7.69M
79.3K $9.6M
GS
Goldman Sachs Group Inc

Financial Services
13.7K
+ 52.81%
$459.02 - $510.25 $6.28M - $6.98M
39.6K $19.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8.88K
+ 24.54%
$531.86 - $624.21 $4.72M - $5.54M
45K $27.9M
NFLX
Netflix Inc

Communication Services
10.7K
+ 139.91%
$598.55 - $722.26 $6.4M - $7.73M
18.3K $13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
156K
+ 222.13%
$41.9 - $48.26 $6.52M - $7.51M
226K $10.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
20.7K
+ 53.51%
$247.34 - $300.11 $5.12M - $6.21M
59.3K $17.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
129K
+ 2380.88%
$54.98 - $59.51 $7.09M - $7.68M
134K $8M
DFAE
Dimensional ETF Tr

ETFs
275K
New
$24.46 - $27.82 $6.73M - $7.66M
275K $7.54M
MMM
3 M CO

Industrials
43K
+ 88.66%
$99.69 - $139.42 $4.28M - $5.99M
91.5K $12.5M
IEMG
Ishares Inc

ETFs
139K
+ 21.73%
$53.64 - $53.64 $7.47M - $7.47M
780K $41.9M
ELV
Elevance Health, Inc.

Healthcare
14.9K
+ 108.28%
$500.12 - $562.29 $7.48M - $8.4M
28.8K $15M
TY
Tri Continental Corp

Financial Services
226K
New
$29.86 - $32.92 $6.75M - $7.44M
226K $7.44M
CCOR
Listed Fds Tr Core Alternative

ETFs
267K
New
$24.72 - $27.8 $6.61M - $7.44M
267K $7.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
17.2K
+ 5.78%
$57.22 - $80.08 $986K - $1.38M
315K $24.6M
KMI
Kinder Morgan, Inc.

Energy
320K
+ 2320.8%
$19.72 - $22.22 $6.3M - $7.1M
333K $7.37M
PH
Parker Hannifin Corp

Industrials
5.75K
+ 20.98%
$501.01 - $635.92 $2.88M - $3.66M
33.1K $20.9M
KO
Coca Cola CO

Consumer Defensive
88.9K
+ 135.65%
$62.69 - $73.01 $5.57M - $6.49M
154K $11.1M
LADR
Ladder Capital Corp

Real Estate
595K
New
$11.1 - $12.36 $6.61M - $7.36M
595K $6.91M
CVX
Chevron Corp

Energy
53.3K
+ 45.84%
$137.88 - $161.97 $7.35M - $8.63M
170K $25M
PGR
Progressive Corp

Financial Services
10.2K
+ 11.53%
$209.46 - $259.24 $2.14M - $2.65M
99K $25.1M
NSC
Norfolk Southern Corp

Industrials
20.6K
+ 48.82%
$213.75 - $259.69 $4.41M - $5.35M
62.8K $15.6M
GLW
Corning Inc

Technology
98.9K
+ 32.56%
$37.76 - $46.2 $3.73M - $4.57M
403K $18.2M
GDL
Gdl Fund

Financial Services
770K
New
$7.85 - $8.2 $6.05M - $6.32M
770K $6.28M
GD
General Dynamics Corp

Industrials
19.9K
+ 116.77%
$279.51 - $308.09 $5.57M - $6.14M
37K $11.2M
CBRE
Cbre Group, Inc.

Real Estate
5.3K
+ 3.42%
$85.97 - $124.48 $456K - $660K
160K $19.9M
PAYX
Paychex Inc

Industrials
45.7K
New
$116.17 - $135.19 $5.31M - $6.18M
45.7K $6.14M
CMCSA
Comcast Corp

Communication Services
108K
+ 17.56%
$37.33 - $41.78 $4.02M - $4.5M
721K $30.1M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
343K
New
$16.35 - $18.0 $5.6M - $6.17M
343K $6.08M
ITW
Illinois Tool Works Inc

Industrials
22.4K
+ 289.59%
$233.14 - $263.97 $5.23M - $5.93M
30.2K $7.91M
AFL
Aflac Inc

Financial Services
49.8K
+ 238.39%
$88.52 - $111.8 $4.41M - $5.57M
70.7K $7.91M
VLUE
Ishares Msci Usa Value Factor

ETFs
55.3K
New
$99.14 - $109.18 $5.48M - $6.04M
55.3K $6.03M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9.15K
+ 4.95%
$283.28 - $314.39 $2.59M - $2.88M
194K $61M
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
516K
New
$10.95 - $11.41 $5.65M - $5.89M
516K $5.82M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
63.2K
+ 25.45%
$91.42 - $91.82 $5.78M - $5.8M
312K $28.6M
DHR
Danaher Corp

Healthcare
18K
+ 62.84%
$239.25 - $280.76 $4.3M - $5.05M
46.6K $12.9M
EMR
Emerson Electric CO

Industrials
52.9K
+ 1333.33%
$98.19 - $118.87 $5.19M - $6.29M
56.8K $6.22M
WM
Waste Management Inc

Industrials
28.6K
+ 98.75%
$196.96 - $223.45 $5.63M - $6.39M
57.6K $11.9M
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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