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
RACE
Ferrari N.V.

Consumer Cyclical
713
New
$405.92 - $496.79 $289K - $354K
713 $335K
FTCS
First Trust Capital Strength E

ETFs
3.7K
New
$83.58 - $90.94 $309K - $336K
3.7K $335K
AXON
Axon Enterprise, Inc.

Industrials
821
New
$286.16 - $399.6 $235K - $328K
821 $328K
KRE
Spdr S&P Regional Banking ETF

ETFs
5.52K
New
$47.94 - $59.23 $265K - $327K
5.52K $312K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.1K
New
$268.61 - $337.37 $295K - $371K
1.1K $312K
ACM
Aecom

Industrials
2.99K
New
$82.37 - $103.25 $246K - $309K
2.99K $308K
IJUL
Innovator Etfs Tr

ETFs
10.4K
New
$27.47 - $29.55 $286K - $308K
10.4K $306K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
12K
New
$24.38 - $25.2 $293K - $303K
12K $302K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
33.1K
New
$8.03 - $9.1 $266K - $301K
33.1K $301K
EWBC
East West Bancorp Inc

Financial Services
3.55K
New
$70.41 - $88.25 $250K - $313K
3.55K $293K
BELFB
Bel Fuse Inc.

Technology
3.67K
New
$61.07 - $81.01 $224K - $298K
3.67K $288K
DIG
Proshares Ultra Oil & Gas

ETFs
7.5K
New
$35.28 - $44.12 $265K - $331K
7.5K $288K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
32K
New
$8.2 - $9.0 $262K - $288K
32K $287K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.18K
New
$116.79 - $133.54 $254K - $291K
2.18K $287K
SBSI
Southside Bancshares Inc

Financial Services
8.53K
New
$26.4 - $35.03 $225K - $299K
8.53K $285K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
24.4K
New
$9.86 - $12.2 $240K - $297K
24.4K $282K
MGC
Vanguard Mega Cap ETF

ETFs
1.35K
New
$185.93 - $206.64 $250K - $278K
1.35K $278K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
13.5K
New
$14.84 - $21.08 $201K - $285K
13.5K $277K
MKL
Markel Corp

Financial Services
177
New
$1494.55 - $1645.69 $265K - $291K
177 $277K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
10K
New
$21.25 - $28.21 $213K - $282K
10K $276K
WTFC
Wintrust Financial Corp

Financial Services
2.55K
New
$96.43 - $111.89 $246K - $285K
2.55K $276K
ASB
Associated Banc Corp

Financial Services
12.4K
New
$20.07 - $23.95 $250K - $298K
12.4K $267K
IVZ
Invesco Ltd.

Financial Services
15.2K
New
$14.85 - $17.74 $226K - $270K
15.2K $267K
WEN
Wendy'S CO

Consumer Cyclical
15.2K
New
$15.83 - $18.24 $240K - $277K
15.2K $266K
ASPN
Aspen Aerogels Inc

Industrials
9.5K
New
$18.5 - $31.72 $176K - $301K
9.5K $263K
AEYE
Audioeye Inc

Technology
11.5K
New
$18.34 - $27.15 $211K - $312K
11.5K $262K
IYW
Ishares Dj Us Tech ETF

ETFs
1.64K
New
$133.16 - $158.73 $219K - $260K
1.64K $248K
CACC
Credit Acceptance Corp

Financial Services
553
New
$421.5 - $611.11 $233K - $338K
553 $245K
ICLR
Icon PLC

Healthcare
844
New
$280.48 - $346.2 $237K - $292K
844 $242K
FXI
Ishares Tr

ETFs
7.6K
New
$24.78 - $32.17 $188K - $245K
7.6K $241K
JEF
Jefferies Financial Group Inc.

Financial Services
3.91K
New
$49.97 - $62.49 $195K - $244K
3.91K $240K
LAMR
Lamar Advertising CO

Real Estate
1.75K
New
$110.9 - $135.58 $194K - $237K
1.75K $233K
AMCR
Amcor PLC

Consumer Cyclical
20.4K
New
$9.5 - $11.44 $194K - $234K
20.4K $231K
BLFY
Blue Foundry Bancorp

Financial Services
21.5K
New
$8.94 - $11.4 $192K - $245K
21.5K $220K
INFY
Infosys LTD

Technology
9.89K
New
$18.76 - $23.28 $185K - $230K
9.89K $220K
EEMA
Ishares Msci Emerging Markets

ETFs
2.67K
New
$68.31 - $80.1 $182K - $214K
2.67K $208K
CHK
Chesapeake Energy Corp

Energy
2.5K
New
$70.32 - $83.77 $176K - $209K
2.5K $205K
IYF
Ishares Tr

ETFs
1.96K
New
$93.83 - $105.05 $184K - $206K
1.96K $204K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.66K
New
$40.48 - $45.39 $188K - $211K
4.66K $204K
O
Realty Income Corp

Real Estate
3.16K
New
$52.36 - $63.42 $166K - $201K
3.16K $200K
ICLN
Ishares

ETFs
12.3K
New
$13.26 - $14.77 $163K - $182K
12.3K $181K
LUMN
Lumen Technologies, Inc.

Communication Services
25.4K
New
$1.03 - $7.28 $26.2K - $185K
25.4K $180K
USA
Liberty All Star Equity Fund

Financial Services
24.9K
New
$6.43 - $7.14 $160K - $177K
24.9K $177K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
14K
New
$10.38 - $11.34 $146K - $159K
14K $159K
BLND
Blend Labs, Inc.

Technology
40K
New
$2.33 - $4.1 $93.2K - $164K
40K $150K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10K
New
$13.24 - $14.64 $132K - $146K
10K $146K
PBPB
Potbelly Corp

Consumer Cyclical
17.4K
New
$6.6 - $8.4 $115K - $146K
17.4K $145K
GNW
Genworth Financial Inc

Financial Services
20.7K
New
$5.95 - $6.98 $123K - $145K
20.7K $141K
NEXT
Next Decade Corp.

Energy
29.7K
New
$4.37 - $8.32 $130K - $247K
29.7K $139K
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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