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
LYV
Live Nation Entertainment, Inc.

Communication Services
-40
- 1.57%
$118.81 - $151.28 $4.75K - $6.05K
2.5K $378K
ANSS
Ansys Inc

Technology
-2.8K
- 9.43%
$284.19 - $351.22 $795K - $983K
26.9K $9.44M
CIEN
Ciena Corp

Technology
-10.1K
- 24.32%
$53.5 - $83.89 $543K - $851K
31.6K $2.57M
IRM
Iron Mountain Inc

Real Estate
-256
- 5.67%
$76.93 - $105.25 $19.7K - $26.9K
4.26K $436K
IDXX
Idexx Laboratories Inc

Healthcare
-3.77K
- 21.21%
$361.04 - $536.34 $1.36M - $2.02M
14K $7.51M
KEX
Kirby Corp

Industrials
-29
- 0.7%
$87.32 - $114.99 $2.53K - $3.33K
4.14K $469K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-511
- 4.03%
$39.43 - $49.34 $20.1K - $25.2K
12.2K $576K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-586
- 5.66%
$108.06 - $135.3 $63.3K - $79.3K
9.77K $1.32M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-124
- 1.07%
$37.77 - $46.15 $4.68K - $5.72K
11.5K $528K
VOT
Vanguard Mid Cap Growth Index

ETFs
-645
- 10.24%
$216.28 - $284.39 $140K - $183K
5.65K $1.61M
RS
Reliance Steel & Aluminum CO

Basic Materials
-91
- 2.24%
$262.08 - $316.81 $23.8K - $28.8K
3.97K $1.25M
CHTR
Charter Communications, Inc.

Communication Services
-110
- 3.72%
$321.68 - $427.25 $35.4K - $47K
2.85K $1.16M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-967
- 3.92%
$78.85 - $101.3 $76.2K - $98K
23.7K $2.34M
SAP
Sap Se

Technology
-1.01K
- 9.18%
$237.53 - $309.8 $239K - $312K
9.95K $3.03M
COOP
Mr. Cooper Group Inc.

Financial Services
-43
- 1.36%
$107.26 - $155.96 $4.61K - $6.71K
3.11K $464K
FLJP
Franklin Templeton ETF Tr

ETFs
-254
- 0.71%
$26.35 - $32.28 $6.69K - $8.2K
35.4K $1.14M
VONE
Vanguard Russell 1000 ETF

ETFs
-340
- 4.92%
$225.48 - $280.86 $76.7K - $95.5K
6.57K $1.84M
EBAY
Ebay Inc

Consumer Cyclical
-811
- 3.52%
$59.52 - $79.36 $48.3K - $64.4K
22.2K $1.66M
NTRS
Northern Trust Corp

Financial Services
-2.56K
- 17.05%
$84.45 - $126.79 $216K - $325K
12.5K $1.58M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-285
- 0.45%
$26.18 - $30.91 $7.46K - $8.81K
62.8K $1.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.11K
- 0.33%
$77.94 - $79.5 $86.3K - $88K
334K $26.5M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-36
- 0.3%
$68.63 - $85.78 $2.47K - $3.09K
12.2K $1.04M
FDN
First Tr Fd Dow Jones

ETFs
-31
- 1.29%
$200.29 - $269.33 $6.21K - $8.35K
2.37K $638K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-10K
- 6.12%
$7.65 - $9.71 $76.6K - $97.2K
154K $1.48M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-19
- 0.45%
$160.22 - $209.35 $3.04K - $3.98K
4.2K $879K
AVT
Avnet Inc

Technology
-146
- 0.57%
$41.51 - $53.08 $6.06K - $7.75K
25.5K $1.36M
EEM
Ishares Msci Emerging Markets

ETFs
-2.08K
- 4.27%
$38.52 - $48.28 $80K - $100K
46.6K $2.25M
EXEL
Exelixis, Inc.

Healthcare
-379
- 1.95%
$34.13 - $46.26 $12.9K - $17.5K
19.1K $841K
EME
Emcor Group, Inc.

Industrials
-25
- 2.98%
$342.02 - $534.89 $8.55K - $13.4K
814 $435K
AGCO
Agco Corp

Industrials
-145
- 1.07%
$75.77 - $108.43 $11K - $15.7K
13.4K $1.38M
TY
Tri Continental Corp

Financial Services
-2.37K
- 1.15%
$27.37 - $31.84 $64.8K - $75.3K
203K $6.44M
EZA
Ishares Msci South Africa ETF

ETFs
-67
- 0.28%
$40.54 - $54.77 $2.72K - $3.67K
23.5K $1.26M
PFGC
Performance Food Group CO

Consumer Defensive
-1.85K
- 5.49%
$71.62 - $89.56 $132K - $165K
31.8K $2.78M
BOX
Box Inc

Technology
-3.94K
- 4.81%
$28.42 - $38.55 $112K - $152K
78K $2.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
-106
- 1.6%
$219.76 - $276.94 $23.3K - $29.4K
6.52K $1.8M
BWXT
Bwx Technologies, Inc.

Industrials
-2.61K
- 23.08%
$89.24 - $144.06 $233K - $375K
8.69K $1.25M
CSL
Carlisle Companies Inc

Industrials
-195
- 3.03%
$317.1 - $408.5 $61.8K - $79.7K
6.23K $2.33M
KLIC
Kulicke & Soffa Industries Inc

Technology
-394
- 0.4%
$27.65 - $35.38 $10.9K - $13.9K
99.1K $3.43M
R
Ryder System Inc

Industrials
-90
- 0.84%
$130.14 - $160.88 $11.7K - $14.5K
10.6K $1.68M
VIS
Vanguard Industrial ETF

ETFs
-53
- 1.05%
$220.04 - $280.07 $11.7K - $14.8K
4.99K $1.4M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-11
- 0.08%
$98.58 - $123.6 $1.08K - $1.36K
14.3K $1.77M
EWN
Ishares Msci Netherlnds ETF

ETFs
-162
- 0.69%
$41.88 - $54.73 $6.78K - $8.87K
23.4K $1.27M
ZETA
Zeta Global Holdings Corp.

Technology
-9
- 0.01%
$11.02 - $16.81 $99.2 - $151
105K $1.63M
BCS
Barclays PLC

Financial Services
-838
- 1.2%
$12.69 - $18.61 $10.6K - $15.6K
68.8K $1.28M
MPC
Marathon Petroleum Corp

Energy
-6.34K
- 10.22%
$118.55 - $170.08 $751K - $1.08M
55.7K $9.25M
POCT
Innovator U.S. Equity Power Bu

ETFs
-6.6K
- 3.3%
$36.35 - $41.3 $240K - $272K
193K $7.98M
CFG
Citizens Financial Group Inc

Financial Services
-3.5K
- 3.44%
$34.27 - $44.75 $120K - $157K
98.3K $4.4M
NXPI
Nxp Semiconductors N.V.

Technology
-97
- 1.09%
$153.5 - $218.72 $14.9K - $21.2K
8.8K $1.92M
TEX
Terex Corp

Industrials
-135
- 0.48%
$32.21 - $48.33 $4.35K - $6.52K
27.9K $1.3M
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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