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
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
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
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
CMCSA
Comcast Corp

Communication Services
108K
+ 17.56%
$37.33 - $41.78 $4.02M - $4.5M
721K $30.1M
AFL
Aflac Inc

Financial Services
49.8K
+ 238.39%
$88.52 - $111.8 $4.41M - $5.57M
70.7K $7.91M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9.15K
+ 4.95%
$283.28 - $314.39 $2.59M - $2.88M
194K $61M
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
LQD
Ishares Iboxx $ Investment Gra

ETFs
50.5K
+ 578.8%
$106.11 - $113.72 $5.36M - $5.74M
59.2K $6.69M
WMB
Williams Companies, Inc.

Energy
102K
+ 38.91%
$41.24 - $46.22 $4.22M - $4.73M
365K $16.7M
TXN
Texas Instruments Inc

Technology
28.2K
+ 49.8%
$194.6 - $194.6 $5.49M - $5.49M
84.8K $16.5M
KMB
Kimberly Clark Corp

Consumer Defensive
33.5K
+ 22.99%
$135.05 - $148.35 $4.53M - $4.97M
179K $25.5M
BAC
Bank Of America Corp

Financial Services
136K
+ 23.22%
$36.65 - $44.13 $4.98M - $6M
721K $28.6M
SBUX
Starbucks Corp

Consumer Cyclical
40.9K
+ 63.93%
$72.51 - $98.6 $2.97M - $4.03M
105K $10.2M
SYY
Sysco Corp

Consumer Defensive
58.4K
+ 75.95%
$69.16 - $78.98 $4.04M - $4.61M
135K $10.6M
BMY
Bristol Myers Squibb CO

Healthcare
48.4K
+ 20.52%
$39.66 - $51.75 $1.92M - $2.51M
284K $14.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
70.4K
+ 129.23%
$58.03 - $65.37 $4.08M - $4.6M
125K $8.08M
LHX
L3 Harris Technologies, Inc.

Industrials
19.2K
+ 219.92%
$221.96 - $243.27 $4.25M - $4.66M
27.9K $6.63M
COF
Capital One Financial Corp

Financial Services
20.8K
+ 15.6%
$131.42 - $153.05 $2.74M - $3.19M
154K $23.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.5K
+ 40.14%
$60.84 - $67.51 $3.68M - $4.09M
211K $14.3M
MET
Metlife Inc

Financial Services
16.4K
+ 6.39%
$67.96 - $82.48 $1.12M - $1.35M
273K $22.5M
ET
Energy Transfer LP

Energy
269K
+ 830.51%
$15.43 - $16.44 $4.15M - $4.42M
301K $4.84M
AMT
American Tower Corp

Real Estate
4.86K
+ 6.01%
$192.27 - $242.73 $935K - $1.18M
85.8K $20M
BK
Bank Of New York Mellon Corp

Financial Services
32.9K
+ 21.8%
$59.54 - $72.17 $1.96M - $2.38M
184K $13.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.8K
+ 4.46%
$84.77 - $97.13 $2.1M - $2.41M
581K $55.7M
NVO
Novo Nordisk A S

Healthcare
42.4K
+ 106.87%
$119.07 - $145.42 $5.05M - $6.16M
82.1K $9.77M
MPLX
Mplx LP

Energy
89.9K
+ 852.79%
$40.44 - $45.07 $3.64M - $4.05M
100K $4.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6.33K
+ 55.09%
$523.84 - $572.02 $3.32M - $3.62M
17.8K $10.2M
VB
Vanguard Small Cap ETF

ETFs
14.1K
+ 42.35%
$214.77 - $237.72 $3.03M - $3.36M
47.5K $11.3M
CB
Chubb LTD

Financial Services
7.6K
+ 15.02%
$252.51 - $292.2 $1.92M - $2.22M
58.2K $16.8M
PCG
Pg&E Corp

Utilities
17.8K
+ 1.17%
$17.08 - $20.6 $303K - $366K
1.53M $30.3M
CROX
Crocs, Inc.

Consumer Cyclical
26.5K
+ 47.52%
$121.05 - $147.9 $3.2M - $3.91M
82.1K $11.9M
UNP
Union Pacific Corp

Industrials
12.7K
+ 43.34%
$221.78 - $256.09 $2.82M - $3.26M
42.1K $10.4M
BX
Blackstone Inc.

Financial Services
6.2K
+ 6.57%
$120.77 - $159.66 $749K - $990K
101K $15.4M
COP
Conocophillips

Energy
37.2K
+ 164.79%
$102.3 - $116.61 $3.81M - $4.34M
59.8K $6.29M
DE
Deere & CO

Industrials
4.47K
+ 11.01%
$344.84 - $418.0 $1.54M - $1.87M
45K $18.8M
OXY
Occidental Petroleum Corp

Energy
77.7K
+ 235.1%
$49.91 - $63.73 $3.88M - $4.95M
111K $5.71M
ADP
Automatic Data Processing Inc

Industrials
9.25K
+ 33.86%
$233.44 - $279.45 $2.16M - $2.58M
36.6K $10.1M
C
Citigroup Inc

Financial Services
60.7K
+ 23.95%
$56.11 - $67.61 $3.41M - $4.1M
314K $19.7M
ACWI
Ishares Msci Acwi ETF

ETFs
25.9K
+ 40.94%
$107.24 - $119.84 $2.78M - $3.11M
89.2K $10.7M
CBOE
Cboe Global Markets, Inc.

Financial Services
6.28K
+ 9.54%
$168.57 - $213.65 $1.06M - $1.34M
72.1K $14.7M
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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