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
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
29K
New
$17.76 - $20.23 $515K - $586K
29K $586K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.8K
New
$48.06 - $49.39 $565K - $580K
11.8K $579K
TRP
Tc Energy Corp

Energy
12.2K
New
$37.48 - $47.9 $457K - $584K
12.2K $579K
ABC
Amerisourcebergen Corp

Healthcare
3.13K
New
N/A
3.13K $579K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
18.3K
New
$28.08 - $32.61 $513K - $596K
18.3K $577K
AINV
Apollo Investment Corp

Financial Services
51.7K
New
N/A
51.7K $574K
AES
Aes Corp

Utilities
28.2K
New
$16.18 - $20.07 $457K - $567K
28.2K $566K
FDL
First Tr Morningstar Dividend

ETFs
13.5K
New
$37.66 - $42.06 $509K - $568K
13.5K $566K
AMG
Affiliated Managers Group, Inc.

Financial Services
3.12K
New
$154.72 - $185.62 $482K - $579K
3.12K $554K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
52K
New
$9.67 - $10.51 $503K - $547K
52K $546K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5K
New
$95.1 - $106.76 $475K - $533K
5K $533K
SQ
Block, Inc.

Technology
7.82K
New
$57.21 - $72.07 $447K - $563K
7.82K $524K
PCT
Pure Cycle Technologies, Inc.

Industrials
55.1K
New
$4.69 - $10.17 $259K - $561K
55.1K $523K
MASI
Masimo Corp

Healthcare
3.9K
New
$104.79 - $133.77 $409K - $522K
3.9K $520K
FNDX
Schwab Fundamental U S Large C

ETFs
7.11K
New
$65.36 - $71.76 $465K - $510K
7.11K $509K
MKC
Mccormick & CO Inc

Consumer Defensive
6.1K
New
$69.44 - $84.76 $423K - $517K
6.1K $501K
WEC
Wec Energy Group, Inc.

Utilities
5.21K
New
$77.68 - $96.19 $404K - $501K
5.21K $500K
RPV
Invesco Exchange Traded Fd Tr

ETFs
5.57K
New
$82.04 - $89.49 $457K - $499K
5.57K $495K
MANH
Manhattan Associates Inc

Technology
1.76K
New
$218.59 - $286.0 $384K - $503K
1.76K $494K
GAL
Ssga Active ETF Tr

ETFs
10.8K
New
$42.41 - $45.61 $460K - $495K
10.8K $493K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
12.3K
New
$31.95 - $38.02 $393K - $467K
12.3K $460K
EXEL
Exelixis, Inc.

Healthcare
17.7K
New
$21.96 - $27.6 $390K - $490K
17.7K $460K
EME
Emcor Group, Inc.

Industrials
1.05K
New
$340.22 - $435.6 $357K - $457K
1.05K $452K
RF
Regions Financial Corp

Financial Services
19.4K
New
$19.51 - $23.42 $379K - $455K
19.4K $452K
AVY
Avery Dennison Corp

Industrials
2.05K
New
$202.27 - $224.18 $414K - $458K
2.05K $451K
ENTG
Entegris Inc

Technology
4K
New
$98.09 - $146.48 $392K - $586K
4K $450K
TROW
Price T Rowe Group Inc

Financial Services
4.03K
New
$101.71 - $120.75 $410K - $486K
4.03K $438K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
21.6K
New
$18.31 - $20.21 $396K - $437K
21.6K $437K
MSTR
Microstrategy Inc

Technology
2.55K
New
$114.3 - $1800.09 $291K - $4.59M
2.55K $429K
NSTS
Nsts Bancorp, Inc.

Financial Services
40K
New
$9.37 - $10.79 $375K - $432K
40K $414K
ILMN
Illumina, Inc.

Healthcare
3.18K
New
$105.28 - $135.9 $335K - $432K
3.18K $414K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.51K
New
$47.7 - $48.54 $406K - $413K
8.51K $413K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
15.8K
New
$23.54 - $26.35 $372K - $416K
15.8K $412K
PRDO
Perdoceo Education Corp

Consumer Defensive
18.5K
New
$20.78 - $25.25 $384K - $467K
18.5K $411K
URGN
Uro Gen Pharma Ltd.

Healthcare
31.3K
New
$12.7 - $17.92 $397K - $561K
31.3K $397K
PBA
Pembina Pipeline Corp

Energy
9.58K
New
$36.86 - $41.36 $353K - $396K
9.58K $394K
MT
Arcelor Mittal

Basic Materials
14.9K
New
$21.09 - $26.26 $315K - $392K
14.9K $391K
SLV
I Shares Silver Trust

ETFs
13.5K
New
$24.33 - $29.38 $329K - $398K
13.5K $384K
SOFI
So Fi Technologies, Inc.

Financial Services
48.7K
New
$6.32 - $8.19 $308K - $399K
48.7K $382K
IDCC
Inter Digital, Inc.

Communication Services
2.68K
New
$116.28 - $141.69 $312K - $380K
2.68K $380K
AM
Antero Midstream Corp

Energy
24.2K
New
$13.39 - $15.16 $324K - $367K
24.2K $364K
EWC
Ishares Msci Canada ETF

ETFs
8.68K
New
$36.52 - $41.67 $317K - $361K
8.68K $360K
DSTX
ETF Ser Sol Distillate Intl Fu

ETFs
13.7K
New
$22.98 - $26.03 $315K - $357K
13.7K $354K
DOCU
Docusign, Inc.

Technology
5.72K
New
$49.73 - $62.53 $284K - $357K
5.72K $354K
BXSL
Blackstone Secured Lending Fund

Financial Services
12.1K
New
$28.75 - $31.59 $347K - $381K
12.1K $353K
CNP
Centerpoint Energy Inc

Utilities
11.9K
New
$25.63 - $30.55 $305K - $363K
11.9K $349K
PMO
Putnam Municipal Opportunities Trust

Financial Services
32K
New
$10.15 - $10.9 $325K - $349K
32K $348K
XLI
Industrial Sector Spdr

ETFs
2.55K
New
$120.56 - $135.44 $308K - $346K
2.55K $345K
LNG
Cheniere Energy, Inc.

Energy
1.88K
New
$172.24 - $186.09 $324K - $350K
1.88K $338K
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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