Kovitz Investment Group Partners, LLC Sells in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GPN
Global Payments Inc

Industrials
-1.45K
- 5.1%
$67.47 - $99.6 $97.6K - $144K
26.9K $2.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.67K
- 5.11%
$85.42 - $94.39 $570K - $630K
124K $11.6M
OMC
Omnicom Group Inc.

Communication Services
-1.34K
- 2.92%
$69.22 - $79.77 $92.5K - $107K
44.5K $3.2M
SLB
Schlumberger Limited

Energy
-358
- 0.52%
$31.95 - $42.2 $11.4K - $15.1K
67.9K $2.29M
ENS
Ener Sys

Industrials
-394
- 0.48%
$78.52 - $100.4 $30.9K - $39.6K
81.4K $6.98M
SXI
Standex International Corp

Industrials
-2.71K
- 16.22%
$130.91 - $162.93 $355K - $442K
14K $2.19M
ELS
Equity Lifestyle Properties Inc

Real Estate
-3.65K
- 6.55%
$61.46 - $68.02 $224K - $248K
52.1K $3.21M
TRGP
Targa Resources Corp.

Energy
-423
- 2.6%
$157.32 - $205.72 $66.5K - $87K
15.8K $2.75M
BP
Bp PLC

Energy
-7.22K
- 10.54%
$26.11 - $33.81 $189K - $244K
61.3K $1.83M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-17.9K
- 31.04%
$34.38 - $44.36 $616K - $794K
39.8K $1.77M
CI
Cigna Corp

Healthcare
-1.51K
- 8.58%
$301.89 - $340.04 $455K - $512K
16.1K $5.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-26.7K
- 7.17%
$152.42 - $182.82 $4.07M - $4.88M
346K $63.2M
TSCO
Tractor Supply CO

Consumer Cyclical
-7.27K
- 36.44%
$47.86 - $55.77 $348K - $405K
12.7K $669K
DVN
Devon Energy Corp

Energy
-1.72K
- 2.88%
$26.8 - $37.92 $46.1K - $65.2K
58K $1.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-33.4K
- 11.35%
$58.41 - $72.69 $1.95M - $2.43M
261K $19M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-11.1K
- 56.95%
$30.7 - $44.12 $340K - $488K
8.37K $364K
AEP
American Electric Power CO Inc

Utilities
-1.44K
- 3.4%
$98.59 - $109.11 $142K - $157K
40.7K $4.23M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-11.4K
- 21.94%
$20.83 - $25.75 $237K - $293K
40.4K $947K
CE
Celanese Corp

Basic Materials
-4.09K
- 3.95%
$37.49 - $59.36 $153K - $242K
99.3K $5.5M
SO
Southern CO

Utilities
-3.9K
- 3.81%
$84.91 - $92.56 $331K - $361K
98.2K $9.02M
NRZ
New Residential Investment Corp.

Real Estate
-49.5K
- 15.85%
N/A
263K $1.91M
RPM
Rpm International Inc

Basic Materials
-2.26K
- 12.23%
$96.97 - $117.58 $219K - $265K
16.2K $1.78M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-8.72K
- 13.43%
$41.1 - $42.37 $359K - $370K
56.2K $2.38M
IREN
Iris Energy LTD

Financial Services
-87.8K
- 78.41%
$5.3 - $14.57 $465K - $1.28M
24.2K $352K
INTC
Intel Corp

Technology
-7.55K
- 1.52%
$18.13 - $22.69 $137K - $171K
488K $10.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-15.6K
- 13.98%
$54.19 - $67.22 $844K - $1.05M
95.8K $6.44M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.35K
- 5.15%
$77.74 - $78.78 $338K - $343K
80.1K $6.31M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.57K
- 1.53%
$50.47 - $50.66 $281K - $282K
358K $18.1M
SYF
Synchrony Financial

Financial Services
-19.3K
- 26.55%
$43.81 - $66.74 $846K - $1.29M
53.5K $3.57M
VTR
Ventas, Inc.

Real Estate
-803
- 1.96%
$62.45 - $70.08 $50.1K - $56.3K
40.3K $2.54M
EBC
Eastern Bankshares, Inc.

Financial Services
-2.54K
- 1.24%
$14.18 - $16.5 $36K - $41.9K
203K $3.09M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6.53K
- 15.52%
$73.7 - $90.98 $481K - $594K
35.5K $3.23M
FTV
Fortive Corp

Technology
-812
- 7.51%
$52.13 - $74.29 $42.3K - $60.3K
10K $521K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
-22.1K
- 4.48%
$11.04 - $11.27 $244K - $249K
471K $5.28M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.89K
- 6.15%
N/A
44.1K $3.79M
PUK
Prudential PLC

Financial Services
-14.5K
- 41.78%
$18.03 - $25.49 $261K - $369K
20.2K $505K
HES
Hess Corp

Energy
-18
- 0.16%
$126.32 - $161.29 $2.27K - $2.9K
11.2K $1.55M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-4.09K
- 33.46%
$62.11 - $78.98 $254K - $323K
8.13K $626K
NOC
Northrop Grumman Corp

Industrials
-173
- 1.62%
$456.3 - $540.39 $78.9K - $93.5K
10.5K $5.27M
MPWR
Monolithic Power Systems Inc

Technology
-787
- 32.44%
$455.19 - $737.73 $358K - $581K
1.64K $1.2M
SKY
Skyline Champion Corp

Consumer Cyclical
-367
- 6.66%
$60.33 - $94.94 $22.1K - $34.8K
5.15K $322K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.98K
- 0.49%
$22.54 - $23.17 $180K - $185K
1.63M $37.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-8.18K
- 5.68%
N/A
136K $3.23M
CMS
Cms Energy Corp

Utilities
-2.12K
- 26.3%
$68.57 - $75.51 $146K - $160K
5.95K $412K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.08K
- 24.92%
$47.02 - $47.83 $192K - $195K
12.3K $588K
CWT
California Water Service Group

Utilities
-1.63K
- 4.24%
$44.67 - $51.36 $72.7K - $83.6K
36.8K $1.67M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.1K
- 10.67%
$32.62 - $33.58 $199K - $205K
51.1K $1.72M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-17.9K
- 6.04%
$33.22 - $37.29 $595K - $668K
279K $10.4M
PKI
Perkinelmer Inc

Healthcare
-1.51K
- 15.97%
N/A
7.95K $962K
Activity Summary
Buys All Purchases 839 New Holdings 170 Increased Positions 669 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 5
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