Kovitz Investment Group Partners, LLC Incresed Positions in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.11K
+ 1.78%
$104.47 - $116.17 $116K - $129K
63.5K $6.86M
VIG
Vanguard Dividend Appreciation

ETFs
508
+ 2.1%
$182.15 - $182.15 $92.5K - $92.5K
24.6K $4.49M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.04K
+ 21.89%
$54.38 - $59.77 $56.3K - $61.9K
5.76K $341K
SNX
Td Synnex Corp

Technology
546
+ 26.33%
$109.37 - $122.34 $59.7K - $66.8K
2.62K $314K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
1K
+ 1.0%
$7.95 - $7.95 $7.95K - $7.95K
101K $803K
PUK
Prudential PLC

Financial Services
3.38K
+ 10.15%
$16.07 - $19.33 $54.3K - $65.3K
36.7K $679K
RES
Rpc Inc

Energy
10K
+ 56.24%
$5.72 - $7.47 $57.5K - $75.1K
27.9K $177K
ABM
Abm Industries Inc

Industrials
588
+ 3.86%
$48.97 - $57.15 $28.8K - $33.6K
15.8K $833K
HXL
Hexcel Corp

Industrials
1.41K
+ 3.6%
$59.36 - $69.03 $83.5K - $97.1K
40.4K $2.5M
OWL
Blue Owl Capital Inc.

Financial Services
443
+ 1.37%
$15.81 - $19.83 $7K - $8.78K
32.9K $636K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
6.48K
+ 49.1%
$7.86 - $8.77 $50.9K - $56.8K
19.7K $171K
FDN
First Tr Fd Dow Jones

ETFs
239
+ 21.63%
$183.68 - $212.48 $43.9K - $50.8K
1.34K $284K
CRUS
Cirrus Logic, Inc.

Technology
535
+ 16.63%
$112.86 - $145.69 $60.4K - $77.9K
3.75K $466K
EWL
Ishares Inc Msci Switzerlnd

ETFs
596
+ 10.05%
$48.06 - $52.85 $28.6K - $31.5K
6.53K $340K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.67K
+ 7.02%
$13.0 - $15.08 $21.7K - $25.2K
25.5K $361K
ING
Ing Groep Nv

Financial Services
1.78K
+ 8.85%
$16.55 - $18.66 $29.5K - $33.3K
21.9K $398K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
141
+ 4.63%
$167.06 - $182.72 $23.6K - $25.8K
3.19K $565K
PARA
Paramount Global

Communication Services
4.2K
+ 12.16%
$9.98 - $11.95 $41.9K - $50.2K
38.8K $411K
ZS
Zscaler, Inc.

Technology
695
+ 21.86%
$155.9 - $204.47 $108K - $142K
3.87K $662K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
275
+ 3.41%
$28.7 - $35.25 $7.89K - $9.69K
8.34K $287K
RKLB
Rocket Lab Usa, Inc.

Industrials
67
+ 0.67%
$4.54 - $9.78 $304 - $655
10.1K $97K
MGK
Vanguard Mega Cap Growth ETF

ETFs
75
+ 2.86%
$285.48 - $330.24 $21.4K - $24.8K
2.7K $867K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.6K
+ 1.6%
$57.96 - $65.72 $151K - $171K
165K $9.87M
JNK
Spdr Bloomberg High Yield Bond

ETFs
265
+ 7.07%
$93.65 - $97.81 $24.8K - $25.9K
4.02K $392K
SCHG
Schwab Strategic Tr Us Large C

ETFs
124
+ 1.76%
$92.63 - $105.69 $11.5K - $13.1K
7.16K $745K
VALE
Vale S.A.

Basic Materials
613
+ 1.18%
$9.9 - $11.8 $6.07K - $7.23K
52.6K $614K
MKSI
Mks Instruments Inc

Technology
628
+ 38.62%
$103.52 - $144.6 $65K - $90.8K
2.25K $244K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
609
+ 14.78%
$47.78 - $56.88 $29.1K - $34.6K
4.73K $254K
VOX
Vanguard Communication Service

ETFs
63
+ 2.31%
$129.82 - $145.39 $8.18K - $9.16K
2.8K $406K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
755
+ 36.67%
$124.33 - $156.75 $93.9K - $118K
2.81K $351K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
617
+ 3.68%
$194.69 - $239.18 $120K - $148K
17.4K $3.63M
SOXX
Ishares Semiconductor ETF

ETFs
297
+ 10.53%
$199.29 - $265.49 $59.2K - $78.9K
3.12K $718K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
154
+ 1.2%
$19.88 - $21.63 $3.06K - $3.33K
13K $279K
MPW
Medical Properties Trust Inc

Real Estate
110
+ 0.92%
$4.03 - $6.38 $443 - $702
12.1K $70K
BBD
Bank Bradesco

Financial Services
914
+ 2.49%
$2.18 - $2.92 $1.99K - $2.67K
37.7K $100K
AL
Air Lease Corp

Industrials
900
+ 8.25%
$40.73 - $49.94 $36.7K - $44.9K
11.8K $534K
RIG
Transocean Ltd.

Energy
4.03K
+ 33.98%
$3.92 - $5.82 $15.8K - $23.4K
15.9K $67K
NEWT
Newtek Business Services Corp.

Financial Services
177
+ 1.31%
$11.0 - $14.92 $1.95K - $2.64K
13.7K $170K
Veralto Corp
4.44K
+ 120.21%
N/A
8.13K $0
APA
Apa Corp

Energy
12.2K
+ 20.33%
$23.34 - $32.22 $285K - $393K
72.3K $1.77M
Panagram Bbb B
229K
+ 787.0%
N/A
259K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
64.8K
+ 23.15%
N/A
345K $0
Kenvue Inc
13.3K
+ 27.43%
N/A
61.8K $0
FSR
Fisker Inc.

Consumer Cyclical
3.61K
+ 15.54%
N/A
26.8K $1K
Ge Healthcare Technologies I
2.19K
+ 3.15%
N/A
71.8K $0
Jacobs Solutions Inc
32.7K
+ 3.24%
N/A
1.04M $0
Cava Group Inc
35
+ 1.56%
N/A
2.28K $0
Valued Advisers Tr
904K
+ 2.01%
N/A
45.9M $0
Canadian Pacific Kansas City
4.46K
+ 74.62%
N/A
10.4K $0
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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