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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.5K
+ 31.0%
$147.95 - $191.05 $814K - $1.05M
23.2K $4.04M
EWJ
Ishares Msci Japan ETF

ETFs
8.37K
+ 7.95%
$63.12 - $72.99 $529K - $611K
114K $8.13M
USRT
Ishares Core U.S. Reit ETF

ETFs
15.3K
New
$53.07 - $62.66 $814K - $961K
15.3K $944K
VLO
Valero Energy Corp

Energy
7.41K
+ 256.49%
$132.81 - $163.48 $983K - $1.21M
10.3K $1.39M
BWA
Borgwarner Inc

Consumer Cyclical
11.2K
+ 8.67%
$31.19 - $36.75 $350K - $413K
141K $5.1M
IREN
Iris Energy LTD

Financial Services
110K
New
$6.44 - $15.03 $707K - $1.65M
110K $927K
CHD
Church & Dwight CO Inc

Consumer Defensive
8.78K
New
$98.01 - $106.59 $861K - $936K
8.78K $919K
ROP
Roper Technologies Inc

Industrials
1.68K
+ 60.45%
$515.25 - $576.55 $867K - $970K
4.47K $2.49M
FSLR
First Solar, Inc.

Technology
3.66K
New
$205.36 - $255.78 $752K - $936K
3.66K $912K
AYI
Acuity Brands Inc

Industrials
367
+ 1.54%
$222.88 - $275.47 $81.8K - $101K
24.2K $6.66M
HWM
Howmet Aerospace Inc.

Industrials
5.05K
+ 28.6%
$77.3 - $100.22 $391K - $507K
22.7K $2.28M
POCT
Innovator U.S. Equity Power Bu

ETFs
20.4K
+ 12.96%
$37.79 - $38.95 $769K - $793K
177K $6.91M
ASML
Asml Holding Nv

Technology
1.07K
New
$749.82 - $1098.95 $799K - $1.17M
1.07K $888K
XEL
Xcel Energy Inc

Utilities
10.5K
+ 67.44%
$52.11 - $65.3 $549K - $688K
26.1K $1.71M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.4K
+ 7.25%
$31.18 - $33.5 $480K - $516K
228K $7.57M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.67K
+ 240.5%
$201.82 - $234.36 $741K - $860K
5.2K $1.2M
LNC
Lincoln National Corp

Financial Services
27.3K
New
$28.71 - $34.05 $785K - $931K
27.3K $861K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
17K
New
$42.59 - $60.56 $723K - $1.03M
17K $857K
DKNG
Draft Kings Inc.

Consumer Cyclical
21.4K
+ 366.61%
$29.85 - $41.1 $637K - $878K
27.2K $1.07M
JMM
Nuveen Multi Market Income Fund

Financial Services
132K
New
$5.93 - $6.36 $783K - $840K
132K $840K
ENS
Ener Sys

Industrials
9.61K
+ 10.12%
$93.92 - $110.19 $902K - $1.06M
105K $10.7M
STX
Seagate Technology Holdings PLC

Technology
1.12K
+ 0.98%
$92.1 - $110.76 $103K - $124K
115K $12.6M
KWEB
Kraneshares Tr Csi China Inter

ETFs
24.6K
New
$24.73 - $34.02 $609K - $837K
24.6K $837K
HDV
Ishares Core High Dividend ETF

ETFs
7.1K
New
$107.62 - $118.76 $764K - $843K
7.1K $834K
INTC
Intel Corp

Technology
175K
+ 40.12%
$18.9 - $34.87 $3.31M - $6.1M
611K $14.3M
KHC
Kraft Heinz CO

Consumer Defensive
15.7K
+ 16.32%
$31.86 - $36.13 $502K - $569K
112K $3.94M
TWLO
Twilio Inc

Communication Services
12.6K
New
$56.03 - $65.23 $706K - $822K
12.6K $822K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.2K
+ 12.39%
$386.81 - $423.12 $466K - $509K
10.9K $4.62M
MPC
Marathon Petroleum Corp

Energy
8.64K
+ 15.47%
$158.61 - $180.75 $1.37M - $1.56M
64.5K $10.5M
CDNS
Cadence Design Systems Inc

Technology
3.44K
+ 99.48%
$246.84 - $321.11 $849K - $1.1M
6.89K $1.87M
IDV
Ishares Tr

ETFs
26.5K
New
$27.62 - $30.64 $731K - $811K
26.5K $800K
PODD
Insulet Corp

Healthcare
1.64K
+ 12.22%
$180.69 - $239.01 $296K - $392K
15.1K $3.51M
CTBI
Community Trust Bancorp Inc

Financial Services
15.8K
New
$41.71 - $52.15 $660K - $825K
15.8K $785K
SUN
Sunoco LP

Energy
14.6K
New
$50.23 - $58.53 $733K - $854K
14.6K $783K
VNQ
Vanguard Specialized Funds Van

ETFs
6.68K
+ 69.27%
$82.97 - $98.97 $554K - $661K
16.3K $1.59M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.47K
+ 11.67%
$50.99 - $57.81 $432K - $490K
81.1K $4.64M
MAS
Masco Corp

Industrials
6.15K
+ 41.3%
$64.7 - $83.94 $398K - $517K
21.1K $1.77M
NLOK
Norton Life Lock Inc.

Technology
35.9K
+ 10.48%
N/A
379K $8.13M
EA
Electronic Arts Inc.

Communication Services
1.5K
+ 1.14%
$137.32 - $151.82 $206K - $228K
132K $19M
PEG
Public Service Enterprise Group Inc

Utilities
8.43K
New
$73.58 - $89.21 $620K - $752K
8.43K $751K
ROST
Ross Stores, Inc.

Consumer Cyclical
4.87K
+ 261.46%
$136.06 - $155.24 $663K - $756K
6.73K $1.01M
EPI
Wisdomtree Tr India Earnings F

ETFs
14.7K
New
$47.41 - $50.82 $696K - $746K
14.7K $740K
XLK
Technology Sector Spdr

ETFs
3.29K
+ 12.6%
$197.34 - $237.68 $649K - $782K
29.4K $6.63M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
59K
New
$11.58 - $12.39 $683K - $731K
59K $730K
HTGC
Hercules Capital, Inc.

Financial Services
37.5K
+ 187.33%
$17.71 - $21.67 $664K - $812K
57.5K $1.13M
EFX
Equifax Inc

Industrials
1.42K
+ 24.28%
$236.42 - $307.13 $336K - $436K
7.27K $2.13M
BWXT
Bwx Technologies, Inc.

Industrials
5.16K
+ 46.6%
$92.38 - $108.7 $477K - $561K
16.2K $1.76M
PAYC
Paycom Software, Inc.

Technology
2.34K
+ 17.34%
$140.16 - $173.86 $328K - $407K
15.8K $2.64M
FVD
First Tr Value Line Divid Inde

ETFs
15.5K
New
$40.45 - $45.49 $626K - $704K
15.5K $704K
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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