Chicago Partners Investment Group LLC Purchases in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
2.57K
+ 122.42%
$181.96 - $405.9 $467K - $1.04M
4.66K $848K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.19K
+ 9.48%
$59.74 - $60.03 $131K - $131K
25.3K $1.51M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10.7K
New
$12.1 - $13.76 $130K - $148K
10.7K $129K
APPN
Appian Corp

Technology
4.81K
+ 18.29%
$30.53 - $41.56 $147K - $200K
31.1K $1.03M
BLK
Black Rock Inc.

Financial Services
71
+ 10.01%
$934.02 - $1065.26 $66.3K - $75.6K
780 $799K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
64
+ 0.41%
$129.96 - $144.97 $8.32K - $9.28K
15.8K $2.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
267
+ 8.78%
$172.07 - $207.36 $45.9K - $55.4K
3.31K $653K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.63K
+ 32.47%
$26.63 - $30.23 $177K - $200K
27.1K $720K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.17K
+ 32.45%
$104.52 - $115.08 $123K - $135K
4.79K $505K
MDT
Medtronic PLC

Healthcare
2.14K
+ 43.92%
$79.61 - $92.24 $170K - $197K
7.01K $559K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.22K
+ 14.38%
$42.33 - $43.3 $136K - $139K
25.6K $1.09M
AON
Aon PLC

Financial Services
310
+ 51.41%
$344.14 - $393.31 $107K - $122K
913 $327K
BDX
Becton Dickinson & CO

Healthcare
622
+ 38.21%
$220.02 - $243.75 $137K - $152K
2.25K $510K
SYF
Synchrony Financial

Financial Services
270
+ 4.2%
$49.01 - $68.55 $13.2K - $18.5K
6.7K $435K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.06%
$155.96 - $188.66 $468 - $566
5.07K $946K
TMP
Tompkins Financial Corp

Financial Services
90
+ 0.82%
$56.09 - $78.15 $5.05K - $7.03K
11.1K $753K
WEN
Wendy'S CO

Consumer Cyclical
7.83K
+ 77.29%
$16.26 - $20.42 $127K - $160K
18K $292K
COF
Capital One Financial Corp

Financial Services
275
+ 12.23%
$145.19 - $192.01 $39.9K - $52.8K
2.52K $450K
FYX
First Tr Small Cap Core Alphad

ETFs
70
+ 0.1%
$96.51 - $110.53 $6.76K - $7.74K
69.5K $7.03M
ORCC
Owl Rock Capital Corp

Financial Services
8.45K
+ 1.57%
N/A
547K $7.32M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.75K
+ 3.58%
$86.65 - $94.9 $152K - $166K
50.7K $4.41M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
72
+ 9.55%
$260.53 - $404.79 $18.8K - $29.1K
826 $315K
PAGP
Plains Gp Holdings LP

Energy
7.11K
+ 4.14%
$17.2 - $20.02 $122K - $142K
179K $3.28M
T
At&T Inc.

Communication Services
2.79K
+ 4.97%
$21.22 - $23.88 $59.2K - $66.7K
58.9K $1.34M
TPL
Texas Pacific Land Corp

Energy
7
+ 1.58%
$915.49 - $1730.0 $6.41K - $12.1K
451 $498K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
332
+ 69.89%
$396.64 - $516.74 $132K - $172K
807 $324K
MCO
Moodys Corp

Financial Services
234
+ 3.25%
$454.04 - $500.88 $106K - $117K
7.43K $3.52M
UNM
Unum Group

Financial Services
444
+ 8.99%
$58.88 - $77.07 $26.1K - $34.2K
5.39K $393K
HBAN
Huntington Bancshares Inc

Financial Services
5.02K
+ 43.24%
$14.18 - $18.2 $71.2K - $91.4K
16.6K $270K
EW
Edwards Lifesciences Corp

Healthcare
537
+ 7.61%
$64.54 - $75.92 $34.7K - $40.8K
7.59K $562K
BIIB
Biogen Inc.

Healthcare
1.02K
+ 70.98%
$146.47 - $191.55 $149K - $194K
2.45K $373K
ETN
Eaton Corp PLC

Industrials
279
+ 9.06%
$326.96 - $377.52 $91.2K - $105K
3.36K $1.11M
KMX
Carmax Inc

Consumer Cyclical
906
+ 19.24%
$71.11 - $87.2 $64.4K - $79K
5.61K $459K
DASH
Door Dash, Inc.

Communication Services
309
+ 18.66%
$141.93 - $180.48 $43.9K - $55.8K
1.97K $329K
SPYG
Spdr Portfolio

ETFs
255
+ 1.85%
$81.74 - $91.38 $20.8K - $23.3K
14K $1.23M
ADP
Automatic Data Processing Inc

Industrials
116
+ 3.34%
$280.08 - $307.97 $32.5K - $35.7K
3.59K $1.05M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.08K
+ 6.4%
$40.38 - $44.35 $125K - $137K
51.3K $2.1M
IYW
Ishares Dj Us Tech ETF

ETFs
439
+ 19.2%
$148.14 - $166.23 $65K - $73K
2.73K $434K
IQV
Iqvia Holdings Inc.

Healthcare
627
+ 65.79%
$190.97 - $236.63 $120K - $148K
1.58K $310K
GILD
Gilead Sciences, Inc.

Healthcare
279
+ 4.07%
$83.95 - $97.9 $23.4K - $27.3K
7.13K $658K
IREN
Iris Energy LTD

Financial Services
779
+ 1.43%
$7.33 - $15.39 $5.71K - $12K
55.3K $542K
WWD
Woodward, Inc.

Industrials
524
+ 42.85%
$159.67 - $187.29 $83.7K - $98.1K
1.75K $290K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
23.2K
+ 39.81%
$4.18 - $4.53 $97K - $105K
81.5K $343K
TXN
Texas Instruments Inc

Technology
403
+ 20.66%
N/A
2.35K $458K
CMCSA
Comcast Corp

Communication Services
4.31K
+ 22.17%
$37.39 - $45.14 $161K - $194K
23.7K $890K
PNC
Pnc Financial Services Group, Inc.

Financial Services
301
+ 12.19%
$178.39 - $215.0 $53.7K - $64.7K
2.77K $534K
NET
Cloudflare, Inc.

Technology
105
+ 4.33%
$78.11 - $117.56 $8.2K - $12.3K
2.53K $272K
CNX
Cnx Resources Corp

Energy
268
+ 1.66%
$32.66 - $41.09 $8.75K - $11K
16.4K $602K
USAC
Usa Compression Partners, LP

Energy
1.23K
+ 1.63%
$21.54 - $23.99 $26.5K - $29.6K
77K $1.81M
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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