Chicago Partners Investment Group LLC Purchases in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
267
+ 1.18%
$181.06 - $197.17 $48.3K - $52.6K
22.9K $4.51M
ENB
Enbridge Inc

Energy
1.14K
+ 1.65%
$35.27 - $41.18 $40.1K - $46.8K
70.1K $2.85M
JNJ
Johnson & Johnson

Healthcare
744
+ 4.46%
$145.48 - $167.38 $108K - $125K
17.4K $2.83M
FOUR
Shift4 Payments, Inc.

Technology
4.28K
New
$61.26 - $88.65 $262K - $379K
4.28K $379K
CEG
Constellation Energy Corp

Utilities
357
+ 7.56%
$167.08 - $262.86 $59.6K - $93.8K
5.08K $1.32M
WEC
Wec Energy Group, Inc.

Utilities
3.91K
New
$77.68 - $96.19 $304K - $376K
3.91K $375K
ED
Consolidated Edison Inc

Utilities
3.55K
New
$88.42 - $104.97 $313K - $372K
3.55K $369K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.85K
+ 4.73%
$41.02 - $46.01 $117K - $131K
63K $2.87M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.52K
+ 21.68%
$79.29 - $84.02 $279K - $296K
19.7K $1.65M
AVEM
American Centy ETF Tr Avantis

ETFs
1.24K
+ 1.61%
$57.2 - $65.59 $70.9K - $81.3K
78.2K $5.05M
ABT
Abbott Laboratories

Healthcare
29
+ 0.09%
$100.07 - $118.13 $2.9K - $3.43K
32.2K $3.67M
CPRT
Copart Inc

Consumer Cyclical
6.22K
New
$49.19 - $55.54 $306K - $345K
6.22K $325K
AJG
Arthur J. Gallagher & Co.

Financial Services
313
+ 2.97%
$259.22 - $299.75 $81.1K - $93.8K
10.8K $3.05M
VRT
Vertiv Holdings CO

Industrials
3.64K
New
$86.66 - $86.66 $315K - $315K
3.64K $315K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.58K
+ 5.65%
$50.25 - $50.74 $281K - $283K
104K $5.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
16
+ 0.09%
$240.48 - $267.94 $3.85K - $4.29K
17.6K $4.71M
AMD
Advanced Micro Devices Inc

Technology
1.02K
+ 1.36%
$128.67 - $183.96 $132K - $188K
76.2K $12.5M
CTAS
Cintas Corp

Industrials
1.5K
New
$201.38 - $819.83 $302K - $1.23M
1.5K $308K
KO
Coca Cola CO

Consumer Defensive
222
+ 0.63%
$62.69 - $73.01 $13.9K - $16.2K
35.6K $2.56M
BKNG
Booking Holdings Inc.

Consumer Cyclical
73
New
$3305.62 - $4268.05 $241K - $312K
73 $307K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.35K
+ 3.53%
$47.0 - $47.84 $204K - $208K
128K $6.1M
ITW
Illinois Tool Works Inc

Industrials
999
+ 69.23%
$233.14 - $263.97 $233K - $264K
2.44K $639K
NI
Nisource Inc.

Utilities
8.58K
New
$28.54 - $34.64 $245K - $297K
8.58K $297K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
41.4K
+ 8.11%
$3.8 - $4.05 $157K - $168K
552K $2.24M
WTRG
Essential Utilities, Inc.

Utilities
7.5K
New
$36.74 - $41.49 $275K - $311K
7.5K $289K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.5K
+ 4.45%
$7.45 - $8.23 $101K - $111K
317K $2.56M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.21K
+ 2.53%
$81.1 - $89.18 $98K - $108K
48.9K $4.29M
IT
Gartner Inc

Technology
555
New
$441.32 - $516.47 $245K - $287K
555 $281K
UNH
Unitedhealth Group Inc

Healthcare
94
+ 3.16%
$488.01 - $604.18 $45.9K - $56.8K
3.07K $1.8M
CFG
Citizens Financial Group Inc

Financial Services
6.63K
New
$35.24 - $43.24 $234K - $287K
6.63K $272K
BLK
Black Rock Inc.

Financial Services
199
+ 39.02%
$782.27 - $949.51 $156K - $189K
709 $673K
GLW
Corning Inc

Technology
452
+ 1.14%
$37.76 - $46.2 $17.1K - $20.9K
40.1K $1.81M
MSTR
Microstrategy Inc

Technology
7.53K
+ 908.69%
$114.3 - $1800.09 $861K - $13.6M
8.36K $1.41M
FITB
Fifth Third Bancorp

Financial Services
6.23K
New
$36.01 - $43.64 $224K - $272K
6.23K $267K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.3K
+ 1.56%
$25.23 - $27.94 $58.1K - $64.3K
150K $4.15M
PLTR
Palantir Technologies Inc.

Technology
3.19K
+ 26.35%
$24.09 - $37.95 $76.7K - $121K
15.3K $568K
ATO
Atmos Energy Corp

Utilities
980
+ 17.41%
$114.08 - $138.75 $112K - $136K
6.61K $916K
ORCC
Owl Rock Capital Corp

Financial Services
19.3K
+ 3.71%
N/A
539K $7.21M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.16K
New
$210.25 - $231.86 $243K - $268K
1.16K $257K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.43K
New
$72.18 - $107.33 $175K - $261K
2.43K $257K
PULS
Pgim ETF Tr

ETFs
5.15K
New
$49.47 - $49.8 $255K - $257K
5.15K $256K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
932
+ 4.01%
$85.03 - $94.56 $79.2K - $88.1K
24.2K $2.25M
QDPL
Pacer Fds Tr Metaurus Us Large
4.28K
+ 6.07%
$34.97 - $38.41 $150K - $164K
74.8K $2.84M
USAC
Usa Compression Partners, LP

Energy
13K
+ 20.67%
$21.09 - $24.66 $274K - $320K
75.8K $1.74M
MMM
3 M CO

Industrials
531
+ 10.54%
$99.69 - $139.42 $52.9K - $74K
5.57K $761K
MSCI
Msci Inc.

Financial Services
425
New
$479.31 - $584.91 $204K - $249K
425 $247K
EXAS
Exact Sciences Corp

Healthcare
158
+ 1.74%
$42.43 - $70.83 $6.7K - $11.2K
9.26K $630K
EQIX
Equinix Inc

Real Estate
277
New
$749.0 - $890.01 $207K - $247K
277 $245K
T
At&T Inc.

Communication Services
4.24K
+ 8.18%
$18.21 - $22.28 $77.3K - $94.6K
56.2K $1.24M
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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