Kovitz Investment Group Partners, LLC - Significant Ownership

Signature - Title
Jeremy Wilson - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Kovitz Investment Group Partners, LLC.

Significant Ownership of Kovitz Investment Group Partners, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GDL GDL FUND Common Shares 6.7% $6.4M 770K Kovitz Investment Group Partners, LLC Sep 30, 2024
DTF DTF TAX-FREE INCOME 2028 TERM FUND INC Common Shares 6.1% $5.86M 516K Kovitz Investment Group Partners, LLC Sep 30, 2024
BRW Saba Capital Income & Opportunities Fund Shares New 5.8% $19.4M 2.47M Kovitz Investment Group Partners, LLC Sep 30, 2024
TPZ TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC COMMON SHARES 0% $0 0 Kovitz Investment Group Partners, LLC Dec 31, 2024

Schedules 13D/G Reported by Kovitz Investment Group Partners, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.