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
IYF
Ishares Tr

ETFs
45
+ 0.66%
$102.7 - $119.05 $4.62K - $5.36K
6.86K $758K
PCEF
Invesco Cef Income Composite E

ETFs
3.36K
+ 13.06%
$19.05 - $19.86 $63.9K - $66.7K
29K $556K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
495
+ 13.73%
$89.88 - $101.38 $44.5K - $50.2K
4.1K $382K
ALL
Allstate Corp

Financial Services
168
+ 3.63%
$181.25 - $208.2 $30.5K - $35K
4.8K $925K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
313
+ 1.22%
$11.18 - $13.68 $3.5K - $4.28K
25.9K $328K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.83K
+ 10.67%
N/A
39.7K $489K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.09K
+ 21.17%
$10.4 - $12.75 $32.1K - $39.4K
17.7K $207K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.14K
+ 17.05%
$41.64 - $45.75 $47.3K - $52K
7.81K $326K
AJG
Arthur J. Gallagher & Co.

Financial Services
64
+ 0.59%
$278.49 - $315.16 $17.8K - $20.2K
10.9K $3.09M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
108
+ 0.92%
$124.61 - $133.96 $13.5K - $14.5K
11.8K $1.52M
EXC
Exelon Corp

Utilities
2.54K
+ 14.4%
$36.22 - $40.97 $92K - $104K
20.2K $759K
DAL
Delta Air Lines, Inc.

Industrials
10
+ 0.22%
$47.46 - $65.77 $475 - $658
4.49K $271K
JFR
Nuveen Floating Rate Income Fund

Financial Services
4.74K
+ 23.71%
$8.74 - $9.22 $41.4K - $43.7K
24.7K $220K
BR
Broadridge Financial Solutions, Inc.

Technology
144
+ 14.46%
$209.64 - $236.44 $30.2K - $34K
1.14K $257K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
4.89K
+ 3.23%
$7.35 - $8.04 $36K - $39.3K
156K $1.19M
QDPL
Pacer Fds Tr Metaurus Us Large
252
+ 0.34%
$37.54 - $40.11 $9.46K - $10.1K
75.1K $2.88M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
862
+ 5.92%
$50.0 - $50.27 $43.1K - $43.3K
15.4K $772K
TT
Trane Technologies PLC

Industrials
258
+ 9.27%
$369.35 - $419.14 $95.3K - $108K
3.04K $1.12M
CAT
Caterpillar Inc

Industrials
276
+ 13.06%
$360.37 - $416.88 $99.5K - $115K
2.39K $866K
ANSS
Ansys Inc

Technology
75
+ 10.85%
$313.05 - $361.45 $23.5K - $27.1K
766 $258K
VV
Vanguard Large Cap ETF

ETFs
15
+ 0.28%
$260.27 - $280.65 $3.9K - $4.21K
5.33K $1.44M
USB
Us Bancorp \De\

Financial Services
202
+ 1.58%
$43.98 - $53.66 $8.88K - $10.8K
12.9K $619K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
43.4K
+ 5.82%
$8.51 - $9.15 $369K - $397K
789K $6.78M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
75
+ 0.33%
$69.3 - $74.3 $5.2K - $5.57K
22.8K $1.63M
COP
Conocophillips

Energy
737
+ 12.1%
$95.12 - $114.72 $70.1K - $84.5K
6.83K $677K
LPRO
Open Lending Corp

Financial Services
7.17K
+ 16.67%
$5.35 - $6.75 $38.3K - $48.4K
50.2K $299K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.12K
+ 4.64%
$89.9 - $100.66 $101K - $113K
25.3K $2.29M
SSO
Proshares Ultra S&P 500

ETFs
113
+ 1.16%
$87.92 - $99.73 $9.93K - $11.3K
9.82K $908K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
64
+ 0.25%
$59.58 - $63.93 $3.81K - $4.09K
26K $1.59M
KMB
Kimberly Clark Corp

Consumer Defensive
733
+ 13.12%
$130.37 - $146.09 $95.6K - $107K
6.32K $827K
WDAY
Workday, Inc.

Technology
61
+ 4.7%
$233.85 - $279.91 $14.3K - $17.1K
1.36K $350K
TMCI
Treace Medical Concepts, Inc.

Healthcare
57
+ 0.29%
$4.66 - $8.78 $266 - $500
19.4K $144K
APD
Air Products & Chemicals, Inc.

Basic Materials
134
+ 12.64%
$285.5 - $335.62 $38.3K - $45K
1.19K $346K
VT
Vanguard Total World Stk Index

ETFs
447
+ 4.56%
$117.09 - $123.07 $52.3K - $55K
10.3K $1.2M
DLR
Digital Realty Trust, Inc.

Real Estate
27
+ 1.69%
$156.46 - $195.69 $4.22K - $5.28K
1.62K $287K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
143
+ 3.1%
$100.18 - $109.1 $14.3K - $15.6K
4.75K $498K
AME
Ametek Inc

Industrials
51
+ 2.41%
$165.89 - $197.38 $8.46K - $10.1K
2.16K $390K
SRE
Sempra Energy

Utilities
11
+ 0.18%
$80.81 - $94.77 $889 - $1.04K
6.27K $550K
BXSL
Blackstone Secured Lending Fund

Financial Services
170
+ 2.44%
$29.25 - $33.27 $4.97K - $5.66K
7.13K $230K
DCI
Donaldson CO Inc

Industrials
737
+ 20.11%
$67.28 - $78.27 $49.6K - $57.7K
4.4K $296K
LOW
Lowes Companies Inc

Consumer Cyclical
358
+ 13.75%
$244.52 - $284.07 $87.5K - $102K
2.96K $731K
VFH
Vanguard Financial ETF

ETFs
10
+ 0.33%
$108.87 - $126.2 $1.09K - $1.26K
3K $354K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
738
+ 13.61%
$44.45 - $45.41 $32.8K - $33.5K
6.16K $273K
FTC
First Tr Lge Cap Growth

ETFs
6
+ 0.16%
$130.13 - $149.09 $781 - $895
3.83K $527K
IYC
Ishares U.S. Consumer Discreti

ETFs
3
+ 0.1%
$85.96 - $101.28 $258 - $304
2.99K $287K
EFSC
Enterprise Financial Services Corp

Financial Services
20
+ 0.46%
$49.0 - $61.38 $980 - $1.23K
4.33K $243K
IYG
Ishares Tr

ETFs
2
+ 0.06%
$70.24 - $82.34 $140 - $165
3.28K $254K
NEAR
Blackrock Short Maturity Bond

ETFs
611
+ 4.6%
$50.28 - $51.08 $30.7K - $31.2K
13.9K $701K
EQIX
Equinix Inc

Real Estate
6
+ 2.17%
$865.69 - $985.0 $5.19K - $5.91K
283 $266K
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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