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
LQD
Ishares Iboxx $ Investment Gra

ETFs
50.5K
+ 578.8%
$106.11 - $113.72 $5.36M - $5.74M
59.2K $6.69M
BR
Broadridge Financial Solutions, Inc.

Technology
25.8K
New
$196.56 - $218.55 $5.07M - $5.64M
25.8K $5.55M
WMB
Williams Companies, Inc.

Energy
102K
+ 38.91%
$41.24 - $46.22 $4.22M - $4.73M
365K $16.7M
TXN
Texas Instruments Inc

Technology
28.2K
+ 49.8%
$194.6 - $194.6 $5.49M - $5.49M
84.8K $16.5M
EMF
Templeton Emerging Markets Fund

Financial Services
404K
New
$11.8 - $13.77 $4.77M - $5.57M
404K $5.48M
KMB
Kimberly Clark Corp

Consumer Defensive
33.5K
+ 22.99%
$135.05 - $148.35 $4.53M - $4.97M
179K $25.5M
BAC
Bank Of America Corp

Financial Services
136K
+ 23.22%
$36.65 - $44.13 $4.98M - $6M
721K $28.6M
SBUX
Starbucks Corp

Consumer Cyclical
40.9K
+ 63.93%
$72.51 - $98.6 $2.97M - $4.03M
105K $10.2M
SYY
Sysco Corp

Consumer Defensive
58.4K
+ 75.95%
$69.16 - $78.98 $4.04M - $4.61M
135K $10.6M
BMY
Bristol Myers Squibb CO

Healthcare
48.4K
+ 20.52%
$39.66 - $51.75 $1.92M - $2.51M
284K $14.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
70.4K
+ 129.23%
$58.03 - $65.37 $4.08M - $4.6M
125K $8.08M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
99.7K
New
$44.83 - $47.42 $4.47M - $4.73M
99.7K $4.7M
LHX
L3 Harris Technologies, Inc.

Industrials
19.2K
+ 219.92%
$221.96 - $243.27 $4.25M - $4.66M
27.9K $6.63M
DFSV
Dimensional ETF Tr Dimensional

ETFs
152K
New
$28.25 - $31.7 $4.29M - $4.81M
152K $4.68M
STT
State Street Corp

Financial Services
52.7K
New
$73.37 - $89.31 $3.86M - $4.7M
52.7K $4.66M
COF
Capital One Financial Corp

Financial Services
20.8K
+ 15.6%
$131.42 - $153.05 $2.74M - $3.19M
154K $23.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.5K
+ 40.14%
$60.84 - $67.51 $3.68M - $4.09M
211K $14.3M
MET
Metlife Inc

Financial Services
16.4K
+ 6.39%
$67.96 - $82.48 $1.12M - $1.35M
273K $22.5M
ET
Energy Transfer LP

Energy
269K
+ 830.51%
$15.43 - $16.44 $4.15M - $4.42M
301K $4.84M
FDS
Factset Research Systems Inc

Financial Services
9.21K
New
$397.04 - $469.48 $3.66M - $4.32M
9.21K $4.23M
AMT
American Tower Corp

Real Estate
4.86K
+ 6.01%
$192.27 - $242.73 $935K - $1.18M
85.8K $20M
USFR
Wisdomtree Floating Rate Treas

ETFs
83.3K
New
$50.2 - $50.48 $4.18M - $4.2M
83.3K $4.18M
BK
Bank Of New York Mellon Corp

Financial Services
32.9K
+ 21.8%
$59.54 - $72.17 $1.96M - $2.38M
184K $13.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.8K
+ 4.46%
$84.77 - $97.13 $2.1M - $2.41M
581K $55.7M
NVO
Novo Nordisk A S

Healthcare
42.4K
+ 106.87%
$119.07 - $145.42 $5.05M - $6.16M
82.1K $9.77M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
162K
New
$24.39 - $25.28 $3.95M - $4.09M
162K $4.07M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
208K
New
N/A
208K $4.06M
MPLX
Mplx LP

Energy
89.9K
+ 852.79%
$40.44 - $45.07 $3.64M - $4.05M
100K $4.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6.33K
+ 55.09%
$523.84 - $572.02 $3.32M - $3.62M
17.8K $10.2M
VB
Vanguard Small Cap ETF

ETFs
14.1K
+ 42.35%
$214.77 - $237.72 $3.03M - $3.36M
47.5K $11.3M
APO
Apollo Global Management, Inc.

Financial Services
31.8K
New
$99.16 - $125.81 $3.15M - $4M
31.8K $3.97M
CB
Chubb LTD

Financial Services
7.6K
+ 15.02%
$252.51 - $292.2 $1.92M - $2.22M
58.2K $16.8M
PCG
Pg&E Corp

Utilities
17.8K
+ 1.17%
$17.08 - $20.6 $303K - $366K
1.53M $30.3M
CROX
Crocs, Inc.

Consumer Cyclical
26.5K
+ 47.52%
$121.05 - $147.9 $3.2M - $3.91M
82.1K $11.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.26K
New
$1015.62 - $1159.62 $3.31M - $3.78M
3.26K $3.75M
UNP
Union Pacific Corp

Industrials
12.7K
+ 43.34%
$221.78 - $256.09 $2.82M - $3.26M
42.1K $10.4M
BX
Blackstone Inc.

Financial Services
6.2K
+ 6.57%
$120.77 - $159.66 $749K - $990K
101K $15.4M
COP
Conocophillips

Energy
37.2K
+ 164.79%
$102.3 - $116.61 $3.81M - $4.34M
59.8K $6.29M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
357K
New
$9.82 - $10.46 $3.51M - $3.74M
357K $3.7M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
307K
New
$11.31 - $11.96 $3.47M - $3.67M
307K $3.67M
DE
Deere & CO

Industrials
4.47K
+ 11.01%
$344.84 - $418.0 $1.54M - $1.87M
45K $18.8M
CVNA
Carvana Co.

Consumer Cyclical
20.9K
New
$122.32 - $175.15 $2.55M - $3.65M
20.9K $3.63M
OXY
Occidental Petroleum Corp

Energy
77.7K
+ 235.1%
$49.91 - $63.73 $3.88M - $4.95M
111K $5.71M
ADP
Automatic Data Processing Inc

Industrials
9.25K
+ 33.86%
$233.44 - $279.45 $2.16M - $2.58M
36.6K $10.1M
C
Citigroup Inc

Financial Services
60.7K
+ 23.95%
$56.11 - $67.61 $3.41M - $4.1M
314K $19.7M
ACWI
Ishares Msci Acwi ETF

ETFs
25.9K
+ 40.94%
$107.24 - $119.84 $2.78M - $3.11M
89.2K $10.7M
CBOE
Cboe Global Markets, Inc.

Financial Services
6.28K
+ 9.54%
$168.57 - $213.65 $1.06M - $1.34M
72.1K $14.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
146K
+ 1358.02%
$23.75 - $23.75 $3.46M - $3.46M
157K $3.72M
CI
Cigna Corp

Healthcare
8.34K
+ 23.91%
$319.12 - $367.1 $2.66M - $3.06M
43.2K $15M
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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