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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM LTD | COM | 51 | $14,080,050 | 12,614 | 0.00 | 0.00 | -1,726 | -12.04 | 12-31-2023 |
| M D C HLDGS INC COM | COM | 52 | $13,364,623 | 241,893 | 0.00 | 0.00 | -6,320 | -2.55 | 12-31-2023 |
| CISCO SYSTEMS INC | COM | 53 | $12,832,492 | 254,008 | 0.00 | 0.00 | 16,397 | 6.90 | 12-31-2023 |
| BK OF AMERICA CORP | COM | 54 | $12,585,145 | 373,779 | 0.00 | 0.00 | -179,232 | -32.41 | 12-31-2023 |
