Kovitz Investment Group Partners, LLC Sells in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PII
Polaris Inc.

Consumer Cyclical
-1.42K
- 18.79%
$72.9 - $86.86 $103K - $123K
6.13K $510K
EGP
Eastgroup Properties Inc

Real Estate
-620
- 25.06%
$169.51 - $191.71 $105K - $119K
1.85K $346K
VONG
Vanguard Russell 1000 Growth E

ETFs
-995
- 11.98%
$85.48 - $98.39 $85.1K - $97.9K
7.31K $705K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2.79K
- 4.25%
$9.27 - $11.62 $25.9K - $32.5K
62.9K $640K
NRZ
New Residential Investment Corp.

Real Estate
-8.46K
- 2.11%
N/A
392K $2.85M
OBNK
Origin Bancorp, Inc.

Financial Services
-1.78K
- 4.93%
N/A
34.3K $1.11M
NVS
Novartis Ag

Healthcare
-1.99K
- 9.61%
$106.13 - $120.89 $212K - $241K
18.7K $2.16M
FLMX
Franklin Templeton ETF Tr

ETFs
-53
- 0.15%
$25.39 - $30.76 $1.35K - $1.63K
34.2K $914K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-6.68K
- 6.31%
$67.43 - $74.23 $450K - $496K
99.1K $7.22M
TFLO
Ishares Treasury Floating Rate

ETFs
-650
- 0.44%
$50.42 - $50.66 $32.8K - $32.9K
146K $7.37M
OSK
Oshkosh Corp

Industrials
-73
- 2.35%
$97.2 - $116.02 $7.1K - $8.47K
3.04K $304K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-410
- 1.01%
$12.67 - $14.36 $5.19K - $5.89K
40K $537K
SRLN
Ssga Active Trust

ETFs
-719
- 7.64%
$40.93 - $41.85 $29.4K - $30.1K
8.7K $363K
ENOR
Ishares Tr Msci Norway ETF

ETFs
-998
- 2.08%
$22.84 - $25.16 $22.8K - $25.1K
47K $1.15M
DOW
Dow Inc.

Basic Materials
-1.24K
- 3.99%
$50.15 - $55.41 $62.2K - $68.7K
29.9K $1.63M
XSW
Spdr S&P Software & Services E

ETFs
-255
- 9.03%
$142.84 - $160.77 $36.4K - $41K
2.57K $412K
AB
Alliancebernstein Holding L.P.

Financial Services
-653
- 5.68%
$31.87 - $35.39 $20.8K - $23.1K
10.8K $378K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-808
- 5.98%
$71.38 - $79.23 $57.7K - $64K
12.7K $1.01M
PEAK
Healthpeak Properties, Inc.

Real Estate
-441
- 0.52%
N/A
83.6K $1.59M
FM
Ishares Msci Frontier And Sele

ETFs
-266
- 1.28%
$27.35 - $27.85 $7.28K - $7.41K
20.5K $565K
PDD
Pinduoduo Inc.

Consumer Cyclical
-122
- 1.98%
$89.17 - $151.11 $10.9K - $18.4K
6.04K $813K
MGV
Vanguard Mega Cap Value

ETFs
-201
- 8.41%
$118.0 - $128.28 $23.7K - $25.8K
2.19K $280K
PNOV
Innovator U.S. Equity Power Bu
-5.82K
- 3.38%
N/A
167K $0
Intrnl Dev May
-6.17K
- 6.68%
N/A
86.3K $0
Intrnl Dev Mar
-871
- 1.75%
N/A
49K $0
PDEC
Innovator U.S. Equity Power Bu
-28.6K
- 2.84%
N/A
977K $0
Brookfield Corp
-2.85K
- 4.23%
N/A
64.5K $0
Natwest Group PLC
-8.98K
- 31.05%
N/A
19.9K $0
Arm Holdings PLC
-80
- 2.42%
N/A
3.22K $0
Ftai Aviation LTD
-2.56K
- 7.13%
N/A
33.3K $0
Annaly Capital Management In
-1.31K
- 8.77%
N/A
13.7K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-18.2K
- 45.77%
N/A
21.6K $0
INMU
Blackrock ETF Tr Ii Intermedia
-753
- 2.26%
$23.46 - $24.13 $17.7K - $18.2K
32.5K $782K
CRTO
Criteo S.A.

Communication Services
-349
- 6.0%
$37.88 - $49.66 $13.2K - $17.3K
5.47K $220K
IGV
Ishares Expanded Tech Software

ETFs
-67
- 1.65%
$77.94 - $89.37 $5.22K - $5.99K
3.99K $356K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-67
- 0.58%
$120.09 - $132.34 $8.05K - $8.87K
11.5K $1.46M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-10.6K
- 3.97%
$37.89 - $40.48 $401K - $429K
256K $10.4M
RELX
Relx PLC

Communication Services
-106
- 1.33%
$44.1 - $48.86 $4.67K - $5.18K
7.89K $374K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-172
- 16.86%
$335.64 - $444.2 $57.7K - $76.4K
848 $362K
EWN
Ishares Msci Netherlnds ETF

ETFs
-65
- 0.28%
$46.22 - $52.65 $3K - $3.42K
23.5K $1.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-338
- 6.0%
$39.95 - $45.86 $13.5K - $15.5K
5.29K $241K
SUI
Sun Communities Inc

Real Estate
-254
- 6.94%
$117.46 - $147.6 $29.8K - $37.5K
3.41K $460K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-129
- 2.39%
$82.19 - $91.05 $10.6K - $11.7K
5.26K $476K
IYJ
Ishares Tr

ETFs
-87
- 3.45%
$118.32 - $133.67 $10.3K - $11.6K
2.43K $325K
SKYY
First Trust Cloud Computing Et

ETFs
-130
- 2.02%
$86.45 - $102.48 $11.2K - $13.3K
6.3K $644K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-362
- 2.85%
$19.78 - $23.53 $7.16K - $8.52K
12.3K $285K
EWP
Ishares Inc Msci Spain ETF

ETFs
-35
- 0.4%
$30.69 - $35.62 $1.07K - $1.25K
8.82K $311K
SPYG
Spdr Portfolio

ETFs
-134
- 0.78%
$73.38 - $84.1 $9.83K - $11.3K
17.1K $1.42M
LEG
Leggett & Platt Inc

Consumer Cyclical
-7.2K
- 10.74%
$10.67 - $14.12 $76.8K - $102K
59.8K $814K
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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