Chicago Partners Investment Group LLC Sells in Q4 2025

Chicago Partners Investment Group LLC

  • $3.63 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
-36.3K
- 5.84%
$13.77 - $17.17 $500K - $624K
586K $8.07M
AMT
American Tower Corp

Real Estate
-5.71K
- 22.72%
$176.64 - $193.32 $1.01M - $1.1M
19.4K $3.5M
WMB
Williams Companies, Inc.

Energy
-6.82K
- 2.23%
$56.51 - $64.48 $385K - $440K
299K $18.3M
OKE
Oneok Inc

Energy
-5.9K
- 2.2%
$64.31 - $72.98 $379K - $430K
262K $18.4M
KMI
Kinder Morgan, Inc.

Energy
-18.2K
- 2.88%
$25.84 - $28.46 $469K - $517K
613K $16.8M
V
Visa Inc.

Financial Services
-1.13K
- 2.98%
$325.75 - $352.42 $366K - $396K
36.6K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
-2.2K
- 24.48%
$320.52 - $369.92 $706K - $815K
6.8K $2.18M
HD
Home Depot, Inc.

Consumer Cyclical
-1.03K
- 8.96%
$358.03 - $397.02 $370K - $411K
10.5K $3.76M
GRMN
Garmin LTD

Technology
-2.64K
- 34.58%
$194.13 - $259.77 $512K - $685K
4.99K $968K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-17.7K
- 16.76%
$50.56 - $50.76 $897K - $900K
88.1K $4.46M
INTU
Intuit Inc

Technology
-639
- 6.22%
$641.79 - $683.39 $410K - $437K
9.64K $6.23M
NVDA
Nvidia Corp

Technology
-4.25K
- 0.77%
$179.83 - $207.04 $765K - $881K
548K $102M
XBJL
Innovator Etfs Tr Us Equity Ac
-20.5K
- 33.96%
$37.17 - $37.81 $761K - $774K
39.8K $1.49M
IWS
Ishares Russell Midcap Value E

ETFs
-1.98K
- 0.75%
$135.66 - $140.93 $268K - $279K
263K $36.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.13K
- 1.41%
$95.19 - $100.66 $298K - $315K
220K $21.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-186
- 1.02%
$401.99 - $468.37 $74.8K - $87.1K
18K $7.36M
CCI
Crown Castle International Corp

Real Estate
-6.37K
- 28.37%
$87.81 - $98.87 $559K - $629K
16.1K $1.46M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.34K
- 9.82%
$88.13 - $92.69 $559K - $588K
58.3K $5.22M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18.4K
- 2.09%
$37.61 - $39.41 $693K - $726K
863K $33.3M
DASH
Door Dash, Inc.

Communication Services
-1.76K
- 41.1%
$195.21 - $281.74 $344K - $497K
2.53K $522K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.6K
- 45.28%
$92.34 - $95.43 $610K - $630K
7.98K $751K
ZS
Zscaler, Inc.

Technology
-2.1K
- 63.99%
$292.75 - $336.27 $614K - $705K
1.18K $353K
LNG
Cheniere Energy, Inc.

Energy
-450
- 1.75%
$205.63 - $235.74 $92.5K - $106K
25.2K $5.43M
NOC
Northrop Grumman Corp

Industrials
-740
- 19.57%
$558.0 - $637.95 $413K - $472K
3.04K $1.71M
ZTS
Zoetis Inc.

Healthcare
-2.78K
- 39.52%
$118.8 - $147.53 $330K - $410K
4.25K $505K
BA
Boeing CO

Industrials
-1.2K
- 10.34%
$191.81 - $225.32 $231K - $271K
10.4K $2M
IGV
Ishares Expanded Tech Software

ETFs
-244
- 0.39%
$106.84 - $117.08 $26.1K - $28.6K
61.5K $6.61M
FTSL
First Trust Senior Ln Fund

ETFs
-11.1K
- 7.44%
$45.62 - $45.98 $508K - $512K
138K $6.36M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-25.4K
- 25.98%
$19.09 - $19.59 $484K - $497K
72.3K $1.39M
UNP
Union Pacific Corp

Industrials
-234
- 0.82%
$216.37 - $237.41 $50.6K - $55.6K
28.1K $6.22M
CVX
Chevron Corp

Energy
-3.08K
- 12.81%
$148.9 - $157.72 $458K - $485K
20.9K $3.24M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.72K
- 27.5%
$100.05 - $123.23 $272K - $335K
7.16K $744K
HYG
Ishares Tr

ETFs
-5.8K
- 47.0%
$79.95 - $81.28 $464K - $472K
6.54K $524K
MHK
Mohawk Industries Inc

Consumer Cyclical
-3.07K
- 49.74%
$106.88 - $131.48 $329K - $404K
3.11K $332K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-49
- 0.12%
$245.79 - $258.02 $12K - $12.6K
41.1K $10.1M
RBLX
Roblox Corp

Communication Services
-749
- 7.59%
$101.27 - $138.56 $75.9K - $104K
9.11K $932K
MUB
Ishares National Muni Bond ETF

ETFs
-4.14K
- 10.87%
$106.36 - $107.61 $441K - $446K
34K $3.63M
PWR
Quanta Services, Inc.

Industrials
-1.24K
- 17.19%
$412.21 - $453.83 $510K - $561K
5.96K $2.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.93K
- 6.5%
$50.57 - $50.77 $401K - $403K
114K $5.78M
ABT
Abbott Laboratories

Healthcare
-1.2K
- 1.83%
$123.62 - $134.59 $149K - $162K
64.4K $8.37M
FFIV
F5, Inc.

Technology
-982
- 49.0%
$234.0 - $343.17 $230K - $337K
1.02K $239K
PSA
Public Storage

Real Estate
-1.31K
- 50.0%
$272.78 - $311.8 $356K - $407K
1.31K $358K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1.14K
- 1.89%
$121.18 - $127.07 $138K - $144K
58.8K $7.13M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.28K
- 12.22%
$77.25 - $114.12 $98.7K - $146K
9.18K $750K
ORCC
Owl Rock Capital Corp

Financial Services
-27.2K
- 4.73%
N/A
548K $7.34M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-19.4K
- 63.51%
$17.71 - $18.4 $343K - $356K
11.1K $197K
HUM
Humana Inc

Healthcare
-1.24K
- 43.46%
$236.74 - $298.04 $293K - $369K
1.61K $381K
ADBE
Adobe Inc.

Technology
-510
- 7.94%
$325.07 - $359.91 $166K - $184K
5.91K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
-461
- 1.32%
$145.5 - $153.18 $67.1K - $70.6K
34.3K $5.01M
Activity Summary
Buys All Purchases 837 New Holdings 126 Increased Positions 711 Sells All Sells 385 Reductions 385 Sold out 0 Options Calls 4 Puts 1
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