Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | 02-07-2024 | 12-31-2023 | 411 | 6,034,157,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 401 | $953,332 | 1,640 | 0.00 | 0.00 | -221 | -11.88 | 12-31-2023 |
| CBOE GLOBAL MKTS INC | COM | 402 | $916,191 | 5,131 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 403 | $889,967 | 8,918 | 0.00 | 0.00 | -29 | -0.32 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 404 | $880,506 | 11,686 | 0.00 | 0.00 | 740 | 6.76 | 12-31-2023 |
