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
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
146K
+ 1358.02%
$23.75 - $23.75 $3.46M - $3.46M
157K $3.72M
CI
Cigna Corp

Healthcare
8.34K
+ 23.91%
$319.12 - $367.1 $2.66M - $3.06M
43.2K $15M
PAUG
Innovator U.S. Equity Power Bu

ETFs
84.7K
+ 51.25%
$35.57 - $37.86 $3.01M - $3.21M
250K $9.46M
NOW
Service Now, Inc.

Technology
2.49K
+ 25.53%
$730.87 - $937.36 $1.82M - $2.33M
12.2K $11M
BLDR
Builders First Source, Inc.

Industrials
3.09K
+ 6.4%
$132.6 - $201.83 $410K - $624K
51.4K $9.96M
IXUS
Ishares Tr

ETFs
32.3K
+ 17.73%
$64.9 - $73.35 $2.1M - $2.37M
215K $15.6M
VO
Vanguard Mid Cap ETF

ETFs
10.1K
+ 36.63%
$237.84 - $263.83 $2.4M - $2.67M
37.7K $9.95M
CMI
Cummins Inc

Industrials
4.6K
+ 12.13%
$266.63 - $326.4 $1.23M - $1.5M
42.5K $13.8M
KR
Kroger CO

Consumer Defensive
34.6K
+ 21.27%
$50.43 - $57.3 $1.74M - $1.98M
197K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
27.7K
+ 36.6%
$106.13 - $108.7 $2.94M - $3.02M
104K $11.2M
GE
General Electric CO

Industrials
15.9K
+ 422.7%
$156.66 - $189.66 $2.49M - $3.01M
19.6K $3.7M
EMB
Ishares Tr

ETFs
30.5K
+ 69.99%
$87.75 - $93.74 $2.67M - $2.86M
74K $6.93M
FTSL
First Trust Senior Ln Fund

ETFs
64.5K
+ 12.45%
$45.51 - $46.26 $2.93M - $2.98M
582K $26.7M
PFE
Pfizer Inc

Healthcare
95.9K
+ 35.41%
$27.7 - $31.39 $2.66M - $3.01M
367K $10.6M
NOC
Northrop Grumman Corp

Industrials
4.96K
+ 111.43%
$423.73 - $533.14 $2.1M - $2.65M
9.42K $4.97M
CEG
Constellation Energy Corp

Utilities
11K
+ 497.1%
$167.08 - $262.86 $1.83M - $2.88M
13.2K $3.43M
MDT
Medtronic PLC

Healthcare
22.6K
+ 27.04%
$76.84 - $91.03 $1.74M - $2.06M
106K $9.57M
ETN
Eaton Corp PLC

Industrials
6.91K
+ 18.36%
$272.52 - $333.02 $1.88M - $2.3M
44.6K $14.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
586
+ 30.65%
$3305.62 - $4268.05 $1.94M - $2.5M
2.5K $10.5M
TRGP
Targa Resources Corp.

Energy
18.2K
+ 141.26%
$127.86 - $156.46 $2.33M - $2.85M
31.1K $4.61M
FITB
Fifth Third Bancorp

Financial Services
32.9K
+ 13.79%
$36.01 - $43.64 $1.18M - $1.44M
271K $11.6M
MU
Micron Technology Inc

Technology
49.6K
+ 61.89%
$86.27 - $136.82 $4.28M - $6.79M
130K $13.5M
CL
Colgate Palmolive CO

Consumer Defensive
19.8K
+ 16.05%
$95.54 - $108.77 $1.9M - $2.16M
144K $14.9M
GPC
Genuine Parts CO

Consumer Cyclical
20.2K
+ 126.93%
$131.04 - $147.11 $2.64M - $2.97M
36K $5.03M
CAH
Cardinal Health Inc

Healthcare
19.2K
+ 37.87%
$93.74 - $114.66 $1.8M - $2.2M
69.9K $7.72M
ISRG
Intuitive Surgical Inc

Healthcare
5.31K
+ 247.69%
$416.14 - $494.01 $2.21M - $2.62M
7.45K $3.66M
DVY
Ishares Tr

ETFs
14K
+ 25.54%
$119.99 - $135.74 $1.67M - $1.89M
68.6K $9.26M
ELS
Equity Lifestyle Properties Inc

Real Estate
34.7K
+ 130.37%
$63.6 - $76.23 $2.21M - $2.65M
61.4K $4.38M
HAL
Halliburton CO

Energy
109K
+ 83.42%
$27.81 - $36.44 $3.03M - $3.96M
239K $6.95M
STZ
Constellation Brands, Inc.

Consumer Defensive
9.65K
+ 31.56%
$236.42 - $259.82 $2.28M - $2.51M
40.2K $10.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.97K
+ 4.51%
$156.14 - $187.2 $464K - $556K
68.9K $12.7M
SPGI
S&P Global Inc.

Financial Services
3.07K
+ 24.36%
$446.32 - $527.38 $1.37M - $1.62M
15.7K $8.11M
HCA
Hca Healthcare, Inc.

Healthcare
3.05K
+ 21.04%
$315.12 - $406.43 $962K - $1.24M
17.6K $7.14M
HPE
Hewlett Packard Enterprise CO

Technology
125K
+ 82.54%
$16.1 - $21.44 $2.02M - $2.68M
277K $5.66M
AZO
Autozone Inc

Consumer Cyclical
438
+ 7.95%
$2815.0 - $3212.87 $1.23M - $1.41M
5.95K $18.7M
ECL
Ecolab Inc.

Basic Materials
8.58K
+ 80.79%
$228.86 - $255.76 $1.96M - $2.19M
19.2K $4.9M
DIS
Walt Disney CO

Communication Services
29.3K
+ 19.77%
$85.6 - $98.61 $2.51M - $2.89M
177K $17.1M
XYL
Xylem Inc.

Industrials
17.1K
+ 259.01%
$126.14 - $141.53 $2.16M - $2.43M
23.8K $3.21M
VT
Vanguard Total World Stk Index

ETFs
10.6K
+ 7.33%
$107.72 - $119.96 $1.14M - $1.27M
155K $18.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15.4K
+ 281.2%
$125.95 - $142.04 $1.94M - $2.19M
20.9K $2.97M
ANSS
Ansys Inc

Technology
7.22K
+ 45.11%
$296.54 - $331.25 $2.14M - $2.39M
23.2K $7.4M
PNW
Pinnacle West Capital Corp

Utilities
10.5K
+ 10.21%
$75.52 - $91.31 $792K - $958K
113K $10M
UPS
United Parcel Service Inc

Industrials
15.8K
+ 85.32%
$123.32 - $147.38 $1.95M - $2.33M
34.3K $4.67M
MO
Altria Group, Inc.

Consumer Defensive
34.6K
+ 52.07%
$45.95 - $54.71 $1.59M - $1.89M
101K $5.15M
CMA
Comerica Inc

Financial Services
19.5K
+ 18.4%
$49.93 - $61.49 $975K - $1.2M
126K $7.52M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.64K
+ 14.75%
$460.0 - $505.78 $2.13M - $2.35M
36.1K $16.8M
XLU
Utilities Sector Spdr

ETFs
9.22K
+ 9.0%
$67.67 - $80.78 $624K - $745K
112K $9.02M
PANW
Palo Alto Networks Inc

Technology
5.88K
+ 128.61%
$294.18 - $368.01 $1.73M - $2.16M
10.5K $3.57M
GILD
Gilead Sciences, Inc.

Healthcare
7.8K
+ 8.7%
$66.59 - $83.99 $519K - $655K
97.5K $8.17M
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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