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
BFLY
Butterfly Network, Inc.

Healthcare
100
+ 0.67%
$1.66 - $3.67 $166 - $367
15.1K $47K
PGR
Progressive Corp

Financial Services
163
+ 12.46%
$239.6 - $268.88 $39.1K - $43.8K
1.47K $352K
ITW
Illinois Tool Works Inc

Industrials
164
+ 6.72%
$253.56 - $278.5 $41.6K - $45.7K
2.61K $660K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.05%
$136.18 - $158.26 $136 - $158
2.15K $318K
SR
Spire Inc

Utilities
271
+ 8.64%
$62.24 - $73.38 $16.9K - $19.9K
3.41K $231K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
22
+ 0.16%
$121.89 - $135.52 $2.68K - $2.98K
13.5K $1.68M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
38
+ 2.71%
$417.69 - $450.94 $15.9K - $17.1K
1.44K $613K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
18
+ 2.92%
$340.59 - $380.5 $6.13K - $6.85K
634 $232K
SPGI
S&P Global Inc.

Financial Services
90
+ 6.69%
$480.36 - $529.17 $43.2K - $47.6K
1.44K $714K
TPG
Tpg Inc.

Financial Services
11
+ 0.3%
$58.29 - $71.51 $641 - $787
3.63K $227K
MNST
Monster Beverage Corp

Consumer Defensive
317
+ 7.92%
$49.24 - $56.38 $15.6K - $17.9K
4.32K $227K
NI
Nisource Inc.

Utilities
19
+ 0.22%
$33.74 - $38.25 $641 - $727
8.6K $316K
WULF
Terawulf Inc.

Financial Services
676
+ 4.75%
$3.82 - $8.82 $2.58K - $5.96K
14.9K $84K
EVRG
Evergy, Inc.

Utilities
343
+ 4.44%
$59.06 - $65.0 $20.3K - $22.3K
8.07K $496K
IAT
Ishares Tr

ETFs
41
+ 0.8%
$46.07 - $56.9 $1.89K - $2.33K
5.15K $259K
UEC
Uranium Energy Corp

Energy
1.03K
+ 5.57%
$6.55 - $8.6 $6.74K - $8.85K
19.5K $130K
TJX
Tjx Companies Inc

Consumer Cyclical
67
+ 2.77%
$112.15 - $127.2 $7.51K - $8.52K
2.49K $300K
CSX
Csx Corp

Industrials
1.25K
+ 11.27%
$31.58 - $36.88 $39.4K - $46K
12.3K $397K
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 0.25%
$262.86 - $294.75 $1.05K - $1.18K
1.6K $440K
VCIT
Vanguard Intermediate Term Cor

ETFs
995
+ 5.04%
$80.13 - $83.77 $79.7K - $83.4K
20.7K $1.67M
RPM
Rpm International Inc

Basic Materials
3
+ 0.05%
$120.09 - $140.26 $360 - $421
5.52K $679K
FEX
First Tr Large Cap Core Alphde

ETFs
50
+ 0.09%
$103.29 - $112.88 $5.16K - $5.64K
56.9K $5.94M
CL
Colgate Palmolive CO

Consumer Defensive
943
+ 16.23%
$90.22 - $102.31 $85.1K - $96.5K
6.75K $613K
ROST
Ross Stores, Inc.

Consumer Cyclical
59
+ 2.96%
$138.59 - $156.61 $8.18K - $9.24K
2.05K $310K
VLO
Valero Energy Corp

Energy
458
+ 12.31%
$118.59 - $144.02 $54.3K - $66K
4.18K $512K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
551
+ 2.45%
$77.02 - $78.58 $42.4K - $43.3K
23.1K $1.78M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
19
+ 0.26%
$51.33 - $58.78 $975 - $1.12K
7.3K $393K
VIG
Vanguard Dividend Appreciation

ETFs
52
+ 0.34%
N/A
15.3K $2.79M
HTGC
Hercules Capital, Inc.

Financial Services
107
+ 0.68%
$18.53 - $20.22 $1.98K - $2.16K
15.8K $317K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
368
+ 2.0%
$14.04 - $14.76 $5.17K - $5.43K
18.7K $268K
FV
First Trust Dorsey Wright Focu

ETFs
86
+ 1.77%
$57.47 - $62.82 $4.94K - $5.4K
4.95K $292K
VTWG
Vanguard Russell 2000 Growth E

ETFs
4
+ 0.13%
$202.91 - $229.76 $812 - $919
2.98K $626K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
1.03K
+ 6.5%
$17.65 - $18.4 $18.2K - $19K
16.9K $300K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2
+ 0.1%
$159.11 - $178.39 $318 - $357
2.06K $339K
CHY
Calamos Convertible & High Income Fund

Financial Services
252
+ 1.17%
$11.79 - $12.56 $2.97K - $3.17K
21.8K $265K
TFC
Truist Financial Corp

Financial Services
122
+ 2.37%
$41.51 - $48.1 $5.06K - $5.87K
5.27K $228K
PRF
Invesco Exchange Traded Fd Tr

ETFs
258
+ 3.19%
$40.15 - $42.9 $10.4K - $11.1K
8.35K $336K
HD
Home Depot, Inc.

Consumer Cyclical
315
+ 4.45%
$385.02 - $431.37 $121K - $136K
7.39K $2.87M
AFL
Aflac Inc

Financial Services
266
+ 11.89%
$100.37 - $115.27 $26.7K - $30.7K
2.5K $258K
GD
General Dynamics Corp

Industrials
292
+ 16.2%
$260.28 - $314.03 $76K - $91.7K
2.1K $552K
CSQ
Calamos Strategic Total Return Fund

Financial Services
70
+ 0.59%
$17.14 - $18.44 $1.2K - $1.29K
12K $212K
CVX
Chevron Corp

Energy
328
+ 1.9%
$141.15 - $162.53 $46.3K - $53.3K
17.6K $2.55M
ECL
Ecolab Inc.

Basic Materials
166
+ 10.61%
$234.32 - $261.43 $38.9K - $43.4K
1.73K $405K
ADSK
Autodesk, Inc.

Technology
24
+ 2.42%
N/A
1.02K $249K
EDOW
First Tr Exchange Traded Fd

ETFs
19
+ 0.25%
$35.29 - $38.02 $671 - $722
7.66K $278K
FYT
First Trust Small Cap

ETFs
164
+ 1.75%
$53.73 - $60.73 $8.81K - $9.96K
9.53K $524K
AAL
American Airlines Group Inc.

Industrials
389
+ 3.1%
N/A
12.9K $142K
ATO
Atmos Energy Corp

Utilities
1
+ 0.02%
$136.41 - $151.43 $136 - $151
6.61K $920K
FISV
Fiserv Inc

Technology
23
+ 1.55%
N/A
1.51K $188K
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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