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
AOR
Ishares Tr Core Growth Allocat

ETFs
5.8K
+ 1.9%
$55.15 - $59.31 $320K - $344K
312K $18.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
12.3K
New
$84.18 - $106.5 $1.04M - $1.31M
12.3K $1.23M
AZN
Astrazeneca PLC

Healthcare
15.5K
+ 138.03%
$76.67 - $87.62 $1.19M - $1.36M
26.8K $2.08M
NXST
Nexstar Media Group, Inc.

Communication Services
7.31K
New
$154.25 - $184.79 $1.13M - $1.35M
7.31K $1.21M
R
Ryder System Inc

Industrials
7.72K
+ 376.53%
$117.21 - $148.66 $904K - $1.15M
9.76K $1.42M
SPTS
Spdr Portfolio Short Term Trea

ETFs
31.1K
+ 6.67%
$28.75 - $29.46 $894K - $916K
497K $14.6M
JLS
Nuveen Mortgage & Income Fund

Financial Services
62.8K
New
$17.83 - $18.45 $1.12M - $1.16M
62.8K $1.16M
GUG
Guggenheim Active Allocation Fund

ETFs
69.4K
New
$15.15 - $16.65 $1.05M - $1.16M
69.4K $1.15M
TSN
Tyson Foods, Inc.

Consumer Defensive
14.5K
+ 12.31%
$55.91 - $65.87 $810K - $955K
132K $7.87M
HIG
Hartford Financial Services Group, Inc.

Financial Services
9.33K
+ 353.79%
$98.71 - $117.61 $921K - $1.1M
12K $1.41M
HII
Huntington Ingalls Industries, Inc.

Industrials
4.19K
+ 251.38%
$241.93 - $282.86 $1.01M - $1.19M
5.86K $1.55M
UBER
Uber Technologies, Inc

Technology
13.5K
+ 28.44%
$58.48 - $77.47 $790K - $1.05M
61K $4.59M
ARCC
Ares Capital Corp

Financial Services
53.3K
+ 39.8%
$19.8 - $21.28 $1.05M - $1.13M
187K $3.92M
GWW
W.W. Grainger, Inc.

Industrials
1.04K
+ 345.7%
$896.19 - $1044.18 $936K - $1.09M
1.35K $1.4M
WHR
Whirlpool Corp

Consumer Cyclical
6.79K
+ 8.34%
$90.25 - $112.34 $613K - $763K
88.3K $9.45M
VHT
Vanguard Health Care ETF

ETFs
3.83K
+ 237.25%
$261.88 - $288.1 $1M - $1.1M
5.45K $1.54M
CSX
Csx Corp

Industrials
29.2K
+ 34.48%
$32.48 - $35.45 $950K - $1.04M
114K $3.94M
GIC
Global Industrial CO

Industrials
31.9K
New
$30.23 - $35.87 $965K - $1.15M
31.9K $1.08M
NRG
Nrg Energy, Inc.

Utilities
11.9K
New
$68.89 - $91.22 $818K - $1.08M
11.9K $1.08M
AVT
Avnet Inc

Technology
19.6K
+ 430.64%
$49.63 - $55.43 $975K - $1.09M
24.2K $1.31M
CTVA
Corteva, Inc.

Basic Materials
12K
+ 15.78%
$50.72 - $58.78 $610K - $707K
88.3K $5.19M
BCS
Barclays PLC

Financial Services
88.5K
New
$10.59 - $12.45 $937K - $1.1M
88.5K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
12K
+ 16.34%
$56.47 - $63.69 $676K - $762K
85.2K $5.37M
UNM
Unum Group

Financial Services
18.1K
New
$49.81 - $59.44 $900K - $1.07M
18.1K $1.07M
VV
Vanguard Large Cap ETF

ETFs
4.07K
New
$236.92 - $263.4 $965K - $1.07M
4.07K $1.07M
NTAP
Net App, Inc.

Technology
11.8K
+ 15.8%
$114.18 - $134.62 $1.35M - $1.59M
86.7K $10.7M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
46.8K
New
$21.96 - $22.69 $1.03M - $1.06M
46.8K $1.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.3K
New
$211.47 - $281.27 $909K - $1.21M
4.3K $1.05M
KLAC
Kla Corp

Technology
1.56K
+ 51.33%
$696.17 - $892.35 $1.08M - $1.39M
4.59K $3.56M
XLRE
Select Sector Spdr Tr Real Est

ETFs
22.6K
+ 371.53%
$38.04 - $45.36 $861K - $1.03M
28.7K $1.28M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
31.8K
+ 401.26%
$26.55 - $32.42 $845K - $1.03M
39.8K $1.27M
INDA
Ishares Msci India Index Fund

ETFs
17.9K
New
$54.86 - $59.22 $981K - $1.06M
17.9K $1.05M
GXG
Global X Msci Colombia

ETFs
44.5K
New
$22.47 - $25.86 $999K - $1.15M
44.5K $1.04M
MAN
Manpower Group Inc.

Industrials
8.29K
+ 7.31%
$66.26 - $77.13 $549K - $639K
122K $8.95M
AEP
American Electric Power CO Inc

Utilities
9.96K
New
$87.11 - $104.95 $867K - $1.04M
9.96K $1.02M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
11.6K
+ 196.4%
$75.63 - $84.89 $874K - $981K
17.4K $1.47M
TFC
Truist Financial Corp

Financial Services
8.74K
+ 5.4%
$38.22 - $44.94 $334K - $393K
171K $7.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
25.2K
New
$33.89 - $41.64 $855K - $1.05M
25.2K $1M
NXPI
Nxp Semiconductors N.V.

Technology
4.75K
+ 96.68%
$225.14 - $290.78 $1.07M - $1.38M
9.67K $2.32M
OTIS
Otis Worldwide Corp

Industrials
8.09K
+ 40.42%
$91.43 - $104.43 $740K - $845K
28.1K $2.92M
DHI
Horton D R Inc

Consumer Cyclical
4.1K
+ 98.32%
$135.21 - $197.06 $554K - $808K
8.27K $1.58M
GIS
General Mills Inc

Consumer Defensive
13.4K
New
$62.5 - $75.15 $837K - $1.01M
13.4K $988K
GBX
Greenbrier Companies Inc

Industrials
16.7K
+ 16.56%
$43.5 - $51.36 $726K - $857K
117K $5.98M
D
Dominion Energy, Inc

Utilities
17K
New
$48.01 - $58.53 $814K - $992K
17K $979K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
56.7K
New
$15.33 - $17.47 $869K - $990K
56.7K $979K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7.06K
+ 9.07%
$111.59 - $129.08 $788K - $912K
85K $10.1M
UYG
Proshares Ultra Financials

ETFs
12.7K
New
$62.72 - $77.9 $797K - $990K
12.7K $971K
NI
Nisource Inc.

Utilities
27.7K
New
$28.54 - $34.64 $792K - $961K
27.7K $961K
ALB
Albemarle Corp

Basic Materials
10.8K
+ 14.5%
$72.85 - $100.09 $784K - $1.08M
85K $8.05M
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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