Kovitz Investment Group Partners
BR icon

Kovitz Investment Group Partners’s Broadridge BR Stock Holding History

Kovitz Investment Group Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.8M Buy
69,053
+42,789
+163% +$10.4M 0.07% 224
2025
Q1 		$6.37M Sell
26,264
-53
-0.2% -$12.9K 0.03% 355
2024
Q4 		$5.95M Buy
26,317
+498
+2% +$113K 0.03% 368
2024
Q3 		$5.15M Buy
+25,819
New +$5.15M 0.04% 337