Chicago Partners Investment Group LLC Incresed Positions in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
KMX
Carmax Inc

Consumer Cyclical
906
+ 19.24%
$71.11 - $87.2 $64.4K - $79K
5.61K $459K
ETN
Eaton Corp PLC

Industrials
279
+ 9.06%
$326.96 - $377.52 $91.2K - $105K
3.36K $1.11M
DASH
Door Dash, Inc.

Communication Services
309
+ 18.66%
$141.93 - $180.48 $43.9K - $55.8K
1.97K $329K
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
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
23.2K
+ 39.81%
$4.18 - $4.53 $97K - $105K
81.5K $343K
WWD
Woodward, Inc.

Industrials
524
+ 42.85%
$159.67 - $187.29 $83.7K - $98.1K
1.75K $290K
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
CNX
Cnx Resources Corp

Energy
268
+ 1.66%
$32.66 - $41.09 $8.75K - $11K
16.4K $602K
BBDC
Barings Bdc, Inc.

Financial Services
8.29K
+ 56.0%
$9.27 - $10.33 $76.9K - $85.7K
23.1K $221K
USAC
Usa Compression Partners, LP

Energy
1.23K
+ 1.63%
$21.54 - $23.99 $26.5K - $29.6K
77K $1.81M
NET
Cloudflare, Inc.

Technology
105
+ 4.33%
$78.11 - $117.56 $8.2K - $12.3K
2.53K $272K
TRV
Travelers Companies, Inc.

Financial Services
266
+ 15.99%
$225.97 - $266.66 $60.1K - $70.9K
1.93K $464K
AMP
Ameriprise Financial Inc

Financial Services
89
+ 21.14%
$473.15 - $574.01 $42.1K - $51.1K
510 $271K
VGSH
Vanguard

ETFs
4.28K
+ 2.05%
$58.02 - $58.88 $248K - $252K
213K $12.4M
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.1K
+ 4.18%
$8.02 - $9.66 $24.8K - $29.9K
77.1K $670K
FRME
First Merchants Corp

Financial Services
197
+ 0.85%
$35.52 - $44.97 $7K - $8.86K
23.3K $929K
HON
Honeywell International Inc

Industrials
60
+ 2.05%
$202.84 - $236.0 $12.2K - $14.2K
2.99K $674K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.37K
+ 3.77%
$44.33 - $49.55 $105K - $118K
65.4K $2.94M
VRT
Vertiv Holdings CO

Industrials
800
+ 22.0%
N/A
4.44K $384K
ACN
Accenture PLC

Technology
259
+ 1.9%
$343.9 - $376.86 $89.1K - $97.6K
13.9K $4.89M
NOC
Northrop Grumman Corp

Industrials
213
+ 33.81%
$466.52 - $543.88 $99.4K - $116K
843 $395K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
32
+ 3.13%
$173.13 - $258.09 $5.54K - $8.26K
1.06K $243K
MRK
Merck & Co., Inc.

Healthcare
3.91K
+ 16.78%
$96.31 - $114.76 $376K - $449K
27.2K $2.71M
PX
P10, Inc.

Financial Services
297
+ 0.99%
$10.75 - $14.17 $3.19K - $4.21K
30.4K $383K
MMM
3 M CO

Industrials
794
+ 14.26%
$124.74 - $137.12 $99K - $109K
6.36K $821K
NTRS
Northern Trust Corp

Financial Services
348
+ 17.73%
$88.4 - $111.16 $30.8K - $38.7K
2.31K $236K
UYG
Proshares Ultra Financials

ETFs
14
+ 0.23%
$75.09 - $96.7 $1.05K - $1.35K
6.18K $528K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.65K
+ 15.61%
$57.29 - $63.1 $152K - $167K
19.6K $1.12M
AZO
Autozone Inc

Consumer Cyclical
16
+ 17.39%
$2981.19 - $3370.27 $47.7K - $53.9K
108 $345K
PAYX
Paychex Inc

Industrials
14
+ 0.15%
$135.86 - $148.73 $1.9K - $2.08K
9.07K $1.27M
CMI
Cummins Inc

Industrials
77
+ 7.14%
$324.93 - $383.42 $25K - $29.5K
1.16K $402K
EWBC
East West Bancorp Inc

Financial Services
263
+ 12.26%
$80.04 - $111.23 $21.1K - $29.3K
2.41K $230K
ZION
Zions Bancorporation, National Association

Financial Services
343
+ 6.99%
$45.62 - $61.73 $15.6K - $21.2K
5.25K $284K
VMC
Vulcan Materials CO

Basic Materials
182
+ 21.34%
$237.95 - $292.31 $43.3K - $53.2K
1.04K $266K
CPRT
Copart Inc

Consumer Cyclical
348
+ 5.59%
$51.36 - $63.8 $17.9K - $22.2K
6.57K $376K
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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