Kovitz Investment Group Partners, LLC New Holdings in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GBDC
Golub Capital Bdc, Inc.

Financial Services
82.3K
New
$14.36 - $16.0 $1.18M - $1.32M
82.3K $1.24M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
11.7K
New
$91.43 - $117.51 $1.07M - $1.37M
11.7K $1.24M
EL
Estee Lauder Companies Inc

Consumer Defensive
12.3K
New
$84.18 - $106.5 $1.04M - $1.31M
12.3K $1.23M
NXST
Nexstar Media Group, Inc.

Communication Services
7.31K
New
$154.25 - $184.79 $1.13M - $1.35M
7.31K $1.21M
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
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
BCS
Barclays PLC

Financial Services
88.5K
New
$10.59 - $12.45 $937K - $1.1M
88.5K $1.08M
UNM
Unum Group

Financial Services
18.1K
New
$49.81 - $59.44 $900K - $1.07M
18.1K $1.07M
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
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
AEP
American Electric Power CO Inc

Utilities
9.96K
New
$87.11 - $104.95 $867K - $1.04M
9.96K $1.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
25.2K
New
$33.89 - $41.64 $855K - $1.05M
25.2K $1M
GIS
General Mills Inc

Consumer Defensive
13.4K
New
$62.5 - $75.15 $837K - $1.01M
13.4K $988K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
56.7K
New
$15.33 - $17.47 $869K - $990K
56.7K $979K
D
Dominion Energy, Inc

Utilities
17K
New
$48.01 - $58.53 $814K - $992K
17K $979K
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
USRT
Ishares Core U.S. Reit ETF

ETFs
15.3K
New
$53.07 - $62.66 $814K - $961K
15.3K $944K
IREN
Iris Energy LTD

Financial Services
110K
New
$6.44 - $15.03 $707K - $1.65M
110K $927K
CHD
Church & Dwight CO Inc

Consumer Defensive
8.78K
New
$98.01 - $106.59 $861K - $936K
8.78K $919K
FSLR
First Solar, Inc.

Technology
3.66K
New
$205.36 - $255.78 $752K - $936K
3.66K $912K
MRO
Marathon Oil Corp

Energy
34.2K
New
$25.87 - $29.26 $886K - $1M
34.2K $911K
ASML
Asml Holding Nv

Technology
1.07K
New
$749.82 - $1098.95 $799K - $1.17M
1.07K $888K
LNC
Lincoln National Corp

Financial Services
27.3K
New
$28.71 - $34.05 $785K - $931K
27.3K $861K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
17K
New
$42.59 - $60.56 $723K - $1.03M
17K $857K
JMM
Nuveen Multi Market Income Fund

Financial Services
132K
New
$5.93 - $6.36 $783K - $840K
132K $840K
KWEB
Kraneshares Tr Csi China Inter

ETFs
24.6K
New
$24.73 - $34.02 $609K - $837K
24.6K $837K
HDV
Ishares Core High Dividend ETF

ETFs
7.1K
New
$107.62 - $118.76 $764K - $843K
7.1K $834K
TWLO
Twilio Inc

Communication Services
12.6K
New
$56.03 - $65.23 $706K - $822K
12.6K $822K
IDV
Ishares Tr

ETFs
26.5K
New
$27.62 - $30.64 $731K - $811K
26.5K $800K
CTBI
Community Trust Bancorp Inc

Financial Services
15.8K
New
$41.71 - $52.15 $660K - $825K
15.8K $785K
SUN
Sunoco LP

Energy
14.6K
New
$50.23 - $58.53 $733K - $854K
14.6K $783K
PEG
Public Service Enterprise Group Inc

Utilities
8.43K
New
$73.58 - $89.21 $620K - $752K
8.43K $751K
EPI
Wisdomtree Tr India Earnings F

ETFs
14.7K
New
$47.41 - $50.82 $696K - $746K
14.7K $740K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
59K
New
$11.58 - $12.39 $683K - $731K
59K $730K
FVD
First Tr Value Line Divid Inde

ETFs
15.5K
New
$40.45 - $45.49 $626K - $704K
15.5K $704K
SRE
Sempra Energy

Utilities
8.07K
New
$74.97 - $84.04 $605K - $678K
8.07K $674K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2.43K
New
$233.81 - $287.01 $568K - $698K
2.43K $668K
CCL
Carnival Corp

Consumer Cyclical
35.6K
New
$14.01 - $19.18 $498K - $682K
35.6K $657K
BHP
Bhp Group LTD

Basic Materials
10.4K
New
$51.32 - $62.11 $536K - $648K
10.4K $648K
MNST
Monster Beverage Corp

Consumer Defensive
12.1K
New
$45.01 - $52.47 $544K - $634K
12.1K $630K
CSGP
Costar Group, Inc.

Real Estate
8.23K
New
$71.59 - $79.61 $589K - $655K
8.23K $620K
PFG
Principal Financial Group Inc

Financial Services
7.21K
New
$72.94 - $87.46 $526K - $631K
7.21K $619K
MIN
Mfs Intermediate Income Trust

Financial Services
226K
New
$2.65 - $2.79 $599K - $630K
226K $614K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.99K
New
$178.94 - $207.0 $535K - $619K
2.99K $600K
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email