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
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-9.3K
- 4.58%
N/A
194K $3.78M
GIS
General Mills Inc

Consumer Defensive
-2.07K
- 23.21%
$50.37 - $60.97 $104K - $126K
6.85K $354K
SPE
Special Opportunities Fund, Inc.

Financial Services
-58.1K
- 3.78%
$13.34 - $15.49 $775K - $899K
1.48M $22.9M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-17.8K
- 5.34%
$9.08 - $10.16 $161K - $181K
315K $3.2M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-13.6K
- 15.85%
$13.21 - $14.85 $179K - $201K
72K $1.07M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.91K
- 3.94%
$45.12 - $46.23 $177K - $181K
95.4K $4.41M
NI
Nisource Inc.

Utilities
-4.27K
- 15.58%
$37.11 - $40.64 $158K - $174K
23.1K $933K
FDL
First Tr Morningstar Dividend

ETFs
-3.37K
- 24.1%
$38.19 - $43.19 $129K - $146K
10.6K $444K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.49K
- 11.9%
$37.08 - $42.26 $130K - $148K
25.9K $1.07M
SOUN
Soundhound Ai, Inc.

Technology
-23.4K
- 63.63%
$7.18 - $11.76 $168K - $275K
13.4K $143K
XYL
Xylem Inc.

Industrials
-4.95K
- 10.05%
$102.86 - $129.5 $509K - $641K
44.3K $5.73M
TSI
Tcw Strategic Income Fund Inc

Financial Services
-37.4K
- 2.47%
$4.73 - $4.96 $177K - $186K
1.48M $7.2M
CHD
Church & Dwight CO Inc

Consumer Defensive
-242
- 2.7%
$91.57 - $110.76 $22.2K - $26.8K
8.73K $838K
DXCM
Dexcom Inc

Healthcare
-3.17K
- 46.65%
$59.83 - $87.57 $190K - $278K
3.63K $316K
LEN
Lennar Corp

Consumer Cyclical
-809
- 7.05%
$102.76 - $115.66 $83.1K - $93.6K
10.7K $1.18M
MTCH
Match Group, Inc.

Communication Services
-3.75K
- 5.44%
$27.03 - $31.93 $101K - $120K
65.1K $2.01M
KIM
Kimco Realty Corp

Real Estate
-3.81K
- 1.49%
$18.7 - $21.69 $71.3K - $82.7K
252K $5.31M
MTDR
Matador Resources CO

Energy
-226
- 0.62%
$36.67 - $52.23 $8.29K - $11.8K
36.2K $1.73M
BRT
Brt Apartments Corp.

Real Estate
-802
- 0.9%
$14.95 - $16.6 $12K - $13.3K
87.9K $1.37M
BRO
Brown & Brown, Inc.

Financial Services
-858
- 30.6%
$104.48 - $124.43 $89.6K - $107K
1.95K $215K
HRL
Hormel Foods Corp

Consumer Defensive
-2.97K
- 4.9%
$29.11 - $31.44 $86.3K - $93.2K
57.5K $1.74M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.34K
- 6.58%
$94.78 - $95.97 $127K - $128K
19K $1.82M
ALC
Alcon Inc

Healthcare
-642
- 5.73%
$82.88 - $98.3 $53.2K - $63.1K
10.6K $932K
MTD
Mettler Toledo International Inc

Healthcare
-105
- 18.07%
$970.15 - $1216.57 $102K - $128K
476 $559K
FICO
Fair Isaac Corp

Technology
-61
- 7.94%
$1503.62 - $2206.01 $91.7K - $135K
707 $1.29M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.58K
- 38.22%
$47.89 - $48.65 $124K - $126K
4.18K $203K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-12.2K
- 21.96%
$10.59 - $11.48 $129K - $140K
43.3K $496K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.47K
- 9.04%
$103.88 - $123.68 $152K - $181K
14.8K $1.82M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-5.48K
- 3.57%
$24.48 - $24.9 $134K - $137K
148K $3.69M
EMN
Eastman Chemical CO

Basic Materials
-179
- 2.45%
$72.7 - $88.29 $13K - $15.8K
7.13K $532K
GVI
Ishares Tr

ETFs
-1.04K
- 13.69%
$104.82 - $106.79 $109K - $111K
6.57K $701K
XLB
Select Sector Spdr Fd Material

ETFs
-1.29K
- 28.32%
$74.27 - $88.92 $95.6K - $114K
3.26K $286K
ALK
Alaska Air Group, Inc.

Industrials
-2.12K
- 32.11%
$41.01 - $54.88 $87K - $116K
4.49K $221K
ABM
Abm Industries Inc

Industrials
-2.14K
- 20.13%
$42.24 - $52.72 $90.4K - $113K
8.49K $400K
SRE
Sempra Energy

Utilities
-1.99K
- 18.05%
$63.78 - $78.91 $127K - $157K
9.04K $684K
KMI
Kinder Morgan, Inc.

Energy
-14.6K
- 3.83%
$25.21 - $29.4 $369K - $430K
368K $10.8M
MSCI
Msci Inc.

Financial Services
-176
- 12.09%
$506.56 - $576.74 $89.2K - $102K
1.28K $738K
PHYS
Sprott Physical Gold Trust

Financial Services
-4.81K
- 16.78%
$22.82 - $26.29 $110K - $126K
23.8K $604K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.55K
- 32.67%
$61.79 - $76.67 $95.8K - $119K
3.2K $242K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-9.27K
- 2.89%
$7.75 - $9.2 $71.8K - $85.3K
311K $2.8M
CNP
Centerpoint Energy Inc

Utilities
-2.28K
- 18.19%
$35.5 - $39.05 $80.8K - $88.9K
10.2K $376K
EXPD
Expeditors International Of Washington Inc

Industrials
-459
- 11.4%
$102.84 - $122.24 $47.2K - $56.1K
3.57K $407K
DGX
Quest Diagnostics Inc

Healthcare
-550
- 13.38%
N/A
3.56K $488K
DOCN
Digital Ocean Holdings, Inc.

Technology
-313
- 2.34%
$25.91 - $35.19 $8.11K - $11K
13.1K $372K
PAYC
Paycom Software, Inc.

Technology
-500
- 14.77%
$193.07 - $265.71 $96.5K - $133K
2.89K $667K
PFG
Principal Financial Group Inc

Financial Services
-493
- 7.67%
$69.56 - $86.19 $34.3K - $42.5K
5.93K $471K
DOCU
Docusign, Inc.

Technology
-640
- 14.08%
$70.35 - $93.84 $45K - $60.1K
3.91K $304K
CBSH
Commerce Bancshares Inc

Financial Services
-1.04K
- 5.42%
$55.42 - $65.63 $57.5K - $68.1K
18.1K $1.12M
GOLD
Barrick Gold Corp

Basic Materials
-3.83K
- 27.03%
$17.52 - $21.59 $67.1K - $82.7K
10.3K $215K
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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