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
PNOV
Innovator U.S. Equity Power Bu
-3.27K
- 1.36%
N/A
236K $0
Valued Advisers Tr
-55.9K
- 0.12%
N/A
45.7M $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-165
- 0.3%
N/A
55.4K $0
Morgan Stanley ETF Trust
-31.5K
- 27.85%
N/A
81.7K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-11.7K
- 5.94%
N/A
185K $0
Amentum Holdings Inc
-74.6K
- 2.43%
N/A
3M $0
Simplify Exchange Traded Fun
-1.01M
- 47.55%
N/A
1.12M $0
Managed Portfolio Series
-2.4K
- 4.86%
N/A
47.1K $0
Veralto Corp
-123
- 1.87%
N/A
6.45K $0
Gsk PLC
-1.29K
- 5.55%
N/A
22K $0
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-470
- 3.43%
$8.28 - $9.42 $3.89K - $4.43K
13.2K $124K
IVZ
Invesco Ltd.

Financial Services
-388
- 3.34%
$12.14 - $15.77 $4.71K - $6.12K
11.2K $177K
FVD
First Tr Value Line Divid Inde

ETFs
-10
- 0.06%
$40.62 - $45.12 $406 - $451
16.8K $751K
SBSI
Southside Bancshares Inc

Financial Services
-59
- 0.69%
$26.49 - $29.9 $1.56K - $1.76K
8.44K $248K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-47
- 0.11%
$25.26 - $29.45 $1.19K - $1.38K
42.5K $1.18M
SRLN
Ssga Active Trust

ETFs
-3
- 0.03%
$39.47 - $41.59 $118 - $125
10.7K $444K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-618
- 5.74%
$33.46 - $41.33 $20.7K - $25.5K
10.2K $419K
AYI
Acuity Brands Inc

Industrials
-85
- 9.32%
$223.31 - $304.18 $19K - $25.9K
827 $246K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-150
- 11.38%
$372.3 - $448.86 $55.8K - $67.3K
1.17K $510K
ZS
Zscaler, Inc.

Technology
-590
- 35.29%
$174.67 - $315.32 $103K - $186K
1.08K $339K
TTD
Trade Desk, Inc.

Technology
-1.68K
- 22.55%
$45.27 - $79.4 $76.1K - $133K
5.77K $415K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-356
- 6.85%
$50.27 - $62.05 $17.9K - $22.1K
4.84K $299K
GWW
W.W. Grainger, Inc.

Industrials
-60
- 4.39%
$919.93 - $1101.66 $55.2K - $66.1K
1.31K $1.36M
NWBI
Northwest Bancshares, Inc.

Financial Services
-55
- 0.42%
$10.9 - $12.84 $600 - $706
12.9K $165K
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
-210
- 2.0%
$5.71 - $7.54 $1.2K - $1.58K
10.3K $77K
EWBC
East West Bancorp Inc

Financial Services
-271
- 8.26%
$71.03 - $101.75 $19.2K - $27.6K
3.01K $303K
LUMN
Lumen Technologies, Inc.

Communication Services
-229
- 0.9%
$3.07 - $4.51 $703 - $1.03K
25.3K $110K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-513
- 2.12%
$23.55 - $27.67 $12.1K - $14.2K
23.7K $654K
LBRDK
Liberty Broadband Corp

Communication Services
-502
- 10.84%
$73.65 - $101.29 $37K - $50.8K
4.13K $406K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-201
- 4.44%
$43.53 - $54.46 $8.75K - $10.9K
4.32K $235K
ALGN
Align Technology Inc

Healthcare
-977
- 14.9%
$144.32 - $190.42 $141K - $186K
5.58K $1.06M
EPI
Wisdomtree Tr India Earnings F

ETFs
-917
- 5.88%
$41.3 - $47.52 $37.9K - $43.6K
14.7K $696K
EWP
Ishares Inc Msci Spain ETF

ETFs
-1.91K
- 11.41%
$34.15 - $44.03 $65.2K - $84K
14.8K $652K
WBS
Webster Financial Corp

Financial Services
-6
- 0.11%
$41.76 - $54.91 $251 - $329
5.26K $287K
WAL
Western Alliance Bancorporation

Financial Services
-62
- 0.31%
$61.0 - $79.94 $3.78K - $4.96K
19.6K $1.53M
DOV
Dover Corp

Industrials
-148
- 2.47%
$151.14 - $186.7 $22.4K - $27.6K
5.83K $1.07M
SEE
Sealed Air Corp

Consumer Cyclical
-124
- 1.15%
$23.93 - $32.95 $2.97K - $4.09K
10.7K $331K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-34
- 2.37%
$170.2 - $211.82 $5.79K - $7.2K
1.4K $296K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.73K
- 2.9%
$7.69 - $11.46 $13.3K - $19.8K
57.9K $663K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
-1.92K
- 1.87%
$7.63 - $10.2 $14.6K - $19.5K
100K $1M
VCIT
Vanguard Intermediate Term Cor

ETFs
-69
- 0.26%
$79.56 - $82.92 $5.49K - $5.72K
26.8K $2.22M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-733
- 6.11%
$73.02 - $90.22 $53.5K - $66.1K
11.3K $1.01M
RF
Regions Financial Corp

Financial Services
-352
- 1.82%
$18.34 - $23.52 $6.46K - $8.28K
19K $445K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-20
- 0.01%
$1.5 - $2.03 $30 - $40.6
232K $438K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-2.66K
- 7.69%
$9.57 - $11.9 $25.4K - $31.6K
31.9K $374K
MRVL
Marvell Technology, Inc.

Technology
-1.67K
- 16.13%
$49.38 - $79.97 $82.5K - $134K
8.69K $672K
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.04K
- 2.69%
$25.0 - $30.93 $26K - $32.2K
37.7K $1.09M
VCR
Vanguard Consumer Discretionar

ETFs
-77
- 4.25%
$290.42 - $364.35 $22.4K - $28.1K
1.74K $628K
WRB
Berkley W R Corp

Financial Services
-210
- 0.88%
$64.28 - $75.17 $13.5K - $15.8K
23.7K $1.74M
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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