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
MTB
M&T Bank Corp

Financial Services
-367
- 10.65%
$156.58 - $193.99 $57.5K - $71.2K
3.08K $597K
EGP
Eastgroup Properties Inc

Real Estate
-37
- 2.72%
$145.28 - $176.09 $5.38K - $6.52K
1.32K $221K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-155
- 2.78%
$38.81 - $44.28 $6.02K - $6.86K
5.42K $229K
ROL
Rollins Inc

Consumer Cyclical
-525
- 9.25%
$50.65 - $58.58 $26.6K - $30.8K
5.15K $290K
MCHP
Microchip Technology Inc

Technology
-6.21K
- 32.27%
$35.34 - $71.6 $220K - $445K
13K $917K
OGS
One Gas, Inc.

Utilities
-48
- 1.61%
$71.59 - $81.38 $3.44K - $3.91K
2.93K $210K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
-3.68K
- 26.5%
$2.38 - $2.97 $8.76K - $10.9K
10.2K $28K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-563
- 4.57%
$95.74 - $115.54 $53.9K - $65K
11.8K $1.34M
VXF
Vanguard Extended Market ETF

ETFs
-1.73K
- 11.08%
$150.43 - $192.71 $260K - $333K
13.9K $2.67M
STLD
Steel Dynamics Inc

Basic Materials
-129
- 5.31%
N/A
2.3K $225K
COHU
Cohu Inc

Technology
-53.3K
- 23.86%
$13.33 - $19.7 $711K - $1.05M
170K $3.27M
TWLO
Twilio Inc

Communication Services
-1.09K
- 22.98%
$81.34 - $124.36 $88.8K - $136K
3.66K $455K
JBT
John Bean Technologies Corp

Industrials
-79
- 1.09%
N/A
7.14K $897K
OXLC
Oxford Lane Capital Corp.

Financial Services
-115
- 0.68%
$4.01 - $4.96 $461 - $570
16.8K $70K
CMA
Comerica Inc

Financial Services
-1.38K
- 1.11%
$50.42 - $59.65 $69.7K - $82.5K
123K $7.33M
BHP
Bhp Group LTD

Basic Materials
-123
- 2.5%
$40.22 - $50.88 $4.95K - $6.26K
4.79K $230K
OSK
Oshkosh Corp

Industrials
-492
- 19.59%
$79.17 - $113.62 $39K - $55.9K
2.02K $229K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.88K
- 15.05%
$11.9 - $15.57 $22.4K - $29.3K
10.6K $162K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-980
- 4.31%
$8.39 - $9.19 $8.22K - $9.01K
21.8K $197K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-269
- 2.59%
$24.66 - $25.17 $6.63K - $6.77K
10.1K $254K
CACC
Credit Acceptance Corp

Financial Services
-3
- 0.6%
$443.32 - $529.8 $1.33K - $1.59K
495 $252K
CINF
Cincinnati Financial Corp

Financial Services
-99
- 1.13%
$126.6 - $151.6 $12.5K - $15K
8.69K $1.29M
CCOR
Listed Fds Tr Core Alternative

ETFs
-532
- 0.66%
$26.42 - $28.13 $14.1K - $15K
79.7K $2.14M
HSC
Harsco Corp

Industrials
-431
- 3.69%
N/A
11.2K $80K
BLND
Blend Labs, Inc.

Technology
-50
- 0.12%
$3.04 - $3.74 $152 - $187
40K $132K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.26K
- 10.71%
$58.52 - $71.7 $73.8K - $90.4K
10.5K $722K
AVTE
Aerovate Therapeutics, Inc.

Healthcare
-2.3K
- 8.69%
$2.49 - $2.77 $5.74K - $6.38K
24.2K $64K
EMLP
First Tr Exchange Traded Iv

ETFs
-68
- 0.5%
$33.62 - $37.89 $2.29K - $2.58K
13.4K $503K
CWEN
Clearway Energy, Inc.

Utilities
-948
- 5.54%
$26.74 - $32.22 $25.3K - $30.5K
16.2K $517K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-437
- 8.22%
$34.72 - $42.74 $15.2K - $18.7K
4.88K $208K
Tortoise Capital Series Trus
-168K
- 31.19%
N/A
370K $0
Coherent Corp
-42.1K
- 30.41%
N/A
96.4K $0
Jacobs Solutions Inc
-20.8K
- 1.76%
N/A
1.16M $0
Aptiv PLC
-220
- 6.27%
N/A
3.29K $0
Labcorp Holdings Inc
-102
- 5.08%
N/A
1.91K $0
Canadian Pacific Kansas City
-382
- 2.55%
N/A
14.6K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-1.29K
- 4.55%
N/A
27K $0
Natwest Group PLC
-3.03K
- 20.22%
N/A
11.9K $0
Airjoule Technologies Corp
-763
- 0.53%
N/A
145K $0
Liberty Media Corp Del
-4
- 0.08%
N/A
5.1K $0
Flaherty & Crumrine Dynamic
-20K
- 11.05%
N/A
161K $0
Wells Fargo CO New
-109
- 4.81%
N/A
2.16K $0
Ftai Aviation LTD
-1.18K
- 7.29%
N/A
15K $0
Corpay Inc
-77
- 5.4%
N/A
1.35K $0
Oaktree Specialty Lending CO
-2.87K
- 1.68%
N/A
168K $0
Uranium Rty Corp
-11.4K
- 39.85%
N/A
17.2K $0
Innovator Etfs Trust
-467
- 0.84%
N/A
55.2K $0
BFB
Brown Forman Corp Cl B
-998
- 5.32%
N/A
17.8K $0
Janus Detroit Str Tr
-1.31K
- 0.16%
N/A
798K $0
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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