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
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.81K
+ 52.2%
$46.9 - $51.96 $179K - $198K
11.1K $571K
RS
Reliance Steel & Aluminum CO

Basic Materials
703
+ 12.66%
$271.23 - $308.75 $191K - $217K
6.26K $1.81M
VIS
Vanguard Industrial ETF

ETFs
369
+ 7.25%
$232.12 - $260.07 $85.7K - $96K
5.46K $1.42M
GPI
Group 1 Automotive Inc

Consumer Cyclical
365
+ 38.75%
$280.92 - $391.73 $103K - $143K
1.31K $500K
UL
Unilever PLC

Consumer Defensive
1.58K
+ 14.07%
$54.7 - $65.59 $86.3K - $104K
12.8K $831K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
280
+ 1.11%
$96.28 - $112.4 $27K - $31.5K
25.5K $2.74M
WCC
Wesco International Inc

Industrials
416
+ 2.83%
$149.47 - $183.24 $62.2K - $76.2K
15.1K $2.54M
SYF
Synchrony Financial

Financial Services
1.01K
+ 1.72%
$43.77 - $52.22 $44.2K - $52.7K
59.7K $2.98M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.7K
+ 74.78%
$11.57 - $14.32 $135K - $167K
27.3K $386K
OGN
Organon & Co.

Healthcare
11.1K
+ 93.37%
$18.65 - $23.03 $207K - $256K
23K $440K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.01K
+ 27.09%
$58.35 - $66.29 $118K - $134K
9.45K $626K
IRM
Iron Mountain Inc

Real Estate
773
+ 22.81%
$89.69 - $119.32 $69.3K - $92.2K
4.16K $494K
SONY
Sony Group Corp

Technology
320
+ 2.33%
$81.61 - $98.65 $26.1K - $31.6K
14.1K $1.36M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.62K
+ 5.93%
$85.84 - $85.84 $225K - $225K
46.9K $4.02M
FTV
Fortive Corp

Technology
1.69K
+ 14.63%
$67.01 - $79.2 $113K - $134K
13.2K $1.04M
BIIB
Biogen Inc.

Healthcare
1.64K
+ 45.1%
$189.07 - $236.8 $310K - $388K
5.27K $1.02M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
29.2K
+ 107.07%
$8.26 - $12.16 $241K - $355K
56.5K $506K
ENSG
Ensign Group, Inc

Healthcare
404
+ 7.04%
$124.14 - $153.65 $50.2K - $62.1K
6.14K $883K
ATO
Atmos Energy Corp

Utilities
802
+ 31.34%
$114.08 - $138.75 $91.5K - $111K
3.36K $466K
PKW
Invesco Exchange Traded Fd Tr

ETFs
136
+ 0.97%
$102.34 - $114.52 $13.9K - $15.6K
14.2K $1.63M
ALC
Alcon Inc

Healthcare
294
+ 2.39%
$88.07 - $100.79 $25.9K - $29.6K
12.6K $1.26M
VCR
Vanguard Consumer Discretionar

ETFs
324
+ 19.53%
$291.88 - $341.94 $94.6K - $111K
1.98K $675K
GIB
Cgi Inc

Technology
88
+ 0.92%
$99.02 - $116.4 $8.71K - $10.2K
9.67K $1.11M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 13.16%
$63.82 - $70.54 $87.8K - $97K
11.8K $833K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.23K
+ 9.19%
$65.06 - $71.72 $80K - $88.1K
14.6K $1.04M
EMLP
First Tr Exchange Traded Iv

ETFs
3.32K
+ 32.65%
$30.38 - $34.0 $101K - $113K
13.5K $452K
CEIX
Consol Energy Inc.

Energy
659
+ 2.51%
$88.45 - $107.31 $58.3K - $70.7K
26.9K $2.81M
IXN
Ishares Global Information Tec

ETFs
1.71K
+ 55.5%
$73.0 - $87.81 $124K - $150K
4.78K $394K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.2K
+ 15.06%
$64.57 - $71.76 $77.6K - $86.3K
9.18K $658K
CLSK
Cleanspark, Inc.

Technology
85.4K
+ 85.76%
$8.09 - $19.79 $691K - $1.69M
185K $1.73M
WING
Wingstop Inc.

Consumer Cyclical
338
+ 60.68%
$352.46 - $427.92 $119K - $145K
895 $372K
IYH
Ishares Tr

ETFs
1.58K
+ 17.76%
$60.29 - $66.38 $95.3K - $105K
10.5K $681K
IWV
Ishares Russell 3000 ETF

ETFs
307
+ 26.56%
$294.75 - $326.73 $90.5K - $100K
1.46K $478K
VFH
Vanguard Financial ETF

ETFs
803
+ 23.5%
$99.27 - $111.21 $79.7K - $89.3K
4.22K $463K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.94K
+ 1.31%
$30.55 - $30.85 $120K - $121K
305K $9.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.07K
+ 9.95%
$40.45 - $47.24 $43.3K - $50.5K
11.8K $554K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
682
+ 6.07%
$75.47 - $83.18 $51.5K - $56.7K
11.9K $990K
XLP
Consumer Staples Sector Spdr

ETFs
1.46K
+ 47.23%
$76.04 - $76.04 $111K - $111K
4.55K $346K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
470
+ 7.9%
$112.99 - $126.45 $53.1K - $59.4K
6.42K $809K
RRX
Regal Rexnord Corp

Industrials
265
+ 13.05%
$132.18 - $174.25 $35K - $46.2K
2.3K $380K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
941
+ 14.51%
$60.13 - $68.17 $56.6K - $64.1K
7.43K $502K
XLB
Select Sector Spdr Fd Material

ETFs
733
+ 19.15%
$86.95 - $97.09 $63.7K - $71.2K
4.56K $439K
FNB
Fnb Corp

Financial Services
6.88K
+ 60.55%
$13.41 - $15.55 $92.3K - $107K
18.2K $257K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.98K
+ 63.9%
$69.02 - $93.84 $137K - $186K
5.08K $357K
SF
Stifel Financial Corp

Financial Services
757
+ 23.62%
$78.91 - $93.87 $59.7K - $71.1K
3.96K $371K
PKI
Perkinelmer Inc

Healthcare
824
+ 9.61%
N/A
9.4K $1.14M
EWS
Ishares Inc Msci Singapore ETF

ETFs
2.19K
+ 13.76%
$18.52 - $22.4 $40.5K - $48.9K
18.1K $400K
CBSH
Commerce Bancshares Inc

Financial Services
355
+ 1.76%
$55.02 - $65.08 $19.5K - $23.1K
20.5K $1.22M
ORCC
Owl Rock Capital Corp

Financial Services
6.9K
+ 69.0%
N/A
16.9K $226K
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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