Kovitz Investment Group Partners, LLC Purchases in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRW
Saba Capital Income & Opportunities Fund

Financial Services
2.47M
New
$6.92 - $7.59 $17.1M - $18.8M
2.47M $18.8M
IDXX
Idexx Laboratories Inc

Healthcare
36K
+ 147.99%
$455.08 - $517.19 $16.4M - $18.6M
60.3K $30.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
184K
+ 132.55%
$100.3 - $100.74 $18.4M - $18.5M
322K $32.5M
CHDN
Churchill Downs Inc

Consumer Cyclical
136K
New
$130.35 - $145.0 $17.7M - $19.7M
136K $18.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
622K
New
$26.06 - $29.18 $16.2M - $18.2M
622K $18.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
186K
+ 40.84%
$75.32 - $84.37 $14M - $15.7M
640K $53.5M
CME
Cme Group Inc.

Financial Services
79.3K
New
$193.43 - $220.62 $15.3M - $17.5M
79.3K $17.5M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.32M
New
$12.0 - $13.08 $15.9M - $17.3M
1.32M $17.3M
XOM
Exxon Mobil Corp

Energy
141K
+ 48.74%
$109.72 - $119.0 $15.5M - $16.8M
432K $50.6M
JNJ
Johnson & Johnson

Healthcare
70.5K
+ 19.73%
$145.48 - $167.38 $10.3M - $11.8M
428K $69.3M
MCD
Mcdonalds Corp

Consumer Cyclical
45K
+ 93.12%
$245.82 - $304.51 $11.1M - $13.7M
93.3K $28.4M
CRM
Salesforce, Inc.

Technology
21.2K
+ 3.51%
$238.42 - $276.53 $5.06M - $5.87M
625K $171M
IJS
Ishares S&P Smallcap 600 Value

ETFs
141K
+ 253.55%
$95.81 - $109.03 $13.5M - $15.4M
197K $21.2M
AMZN
Amazon Com Inc

Consumer Cyclical
145K
+ 8.61%
$161.02 - $200.0 $23.3M - $28.9M
1.82M $340M
HD
Home Depot, Inc.

Consumer Cyclical
27.3K
+ 40.99%
$333.64 - $405.2 $9.1M - $11M
93.8K $38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57.1K
+ 7.04%
$105.53 - $118.34 $6.02M - $6.75M
868K $101M
ITOT
Ishares Core S&P Total U.S. St

ETFs
103K
+ 42.42%
$113.41 - $125.62 $11.6M - $12.9M
345K $43.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
247K
New
$49.83 - $62.75 $12.3M - $15.5M
247K $14.2M
GLD
Spdr Gold Trust

ETFs
56.3K
+ 1493.11%
$215.56 - $246.98 $12.1M - $13.9M
60.1K $14.6M
DGS
Wisdomtree Emerging Markets Sm

ETFs
253K
New
$48.46 - $54.37 $12.2M - $13.7M
253K $13.6M
PG
Procter & Gamble CO

Consumer Defensive
70K
+ 47.56%
$160.76 - $177.82 $11.3M - $12.4M
217K $37.6M
TPZ
Tortoise Power & Energy Infrastructure Fund Inc

Financial Services
726K
New
$15.74 - $18.37 $11.4M - $13.3M
726K $13.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
120K
+ 100.1%
$89.91 - $101.33 $10.8M - $12.2M
241K $23.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
341K
New
$32.65 - $36.69 $11.1M - $12.5M
341K $12.4M
MS
Morgan Stanley

Financial Services
107K
+ 80.02%
$92.07 - $106.96 $9.85M - $11.4M
241K $25.1M
PAA
Plains All American Pipeline LP

Energy
670K
New
$17.0 - $19.03 $11.4M - $12.7M
670K $11.6M
CSCO
Cisco Systems, Inc.

Technology
178K
+ 46.9%
$44.74 - $53.22 $7.94M - $9.45M
556K $29.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
156K
+ 34.77%
$57.32 - $62.65 $8.93M - $9.76M
604K $37.6M
IBM
International Business Machines Corp

Technology
37.7K
+ 58.83%
$175.1 - $223.38 $6.59M - $8.41M
102K $22.5M
IGLB
Ishares 10+ Year Investment Gr

ETFs
198K
+ 115.04%
$49.38 - $54.19 $9.8M - $10.8M
371K $19.9M
IYR
Ishares Tr

ETFs
101K
+ 177.74%
$86.93 - $103.61 $8.75M - $10.4M
157K $16M
COST
Costco Wholesale Corp

Consumer Defensive
12K
+ 124.86%
$801.83 - $917.05 $9.66M - $11M
21.7K $19.2M
WMT
Walmart Inc.

Consumer Defensive
83.6K
+ 25.64%
$66.91 - $81.4 $5.59M - $6.8M
409K $33.1M
AVGO
Broadcom Inc.

Technology
254K
+ 1109.19%
$136.27 - $1745.86 $34.6M - $443M
277K $47.7M
NEE
Nextera Energy Inc

Utilities
99.2K
+ 60.15%
$69.9 - $84.97 $6.93M - $8.43M
264K $22.3M
BBDC
Barings Bdc, Inc.

Financial Services
1.08M
New
$9.28 - $10.19 $10.1M - $11M
1.08M $10.6M
LMT
Lockheed Martin Corp

Industrials
13.1K
+ 52.78%
$460.3 - $584.56 $6.03M - $7.66M
37.9K $22.2M
ABT
Abbott Laboratories

Healthcare
76.9K
+ 44.34%
$100.07 - $118.13 $7.69M - $9.08M
250K $28.5M
TGT
Target Corp

Consumer Defensive
63K
+ 74.96%
$133.47 - $159.25 $8.41M - $10M
147K $22.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20.9K
+ 72.95%
$434.77 - $502.96 $9.08M - $10.5M
49.5K $24.2M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.15M
New
$8.59 - $9.07 $9.91M - $10.5M
1.15M $10.4M
TSI
Tcw Strategic Income Fund Inc

Financial Services
2.03M
New
$4.69 - $5.19 $9.54M - $10.6M
2.03M $10.4M
OKE
Oneok Inc

Energy
103K
+ 110.78%
$78.62 - $95.27 $8.13M - $9.85M
197K $17.9M
PCAR
Paccar Inc

Industrials
146K
+ 14.71%
$91.64 - $109.98 $13.4M - $16.1M
1.14M $112M
SHW
Sherwin Williams CO

Basic Materials
7.01K
+ 7.88%
$294.65 - $384.0 $2.07M - $2.69M
96K $36.6M
MRK
Merck & Co., Inc.

Healthcare
99.2K
+ 81.46%
$111.15 - $128.97 $11M - $12.8M
221K $25.1M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
596K
New
$15.19 - $16.72 $9.06M - $9.97M
596K $9.97M
PEP
Pepsico Inc

Consumer Defensive
55.5K
+ 57.8%
$161.9 - $179.3 $8.99M - $9.96M
152K $25.8M
WFC
Wells Fargo & Company

Financial Services
180K
+ 201.02%
$51.58 - $60.97 $9.27M - $11M
269K $15.2M
Activity Summary
Buys All Purchases 828 New Holdings 300 Increased Positions 528 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 2 Puts 1
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