Kovitz Investment Group Partners LLC - 13D/13G Filings

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-11-06
12:55 pm
Sale
2024-10-3113GSPECIAL OPPORTUNITIES FD INC P
SPEPRC
Kovitz Investment Group Partners LLC1,216,712
47.900%
-222,609decrease
(-15.47%)
Filing
History
2025-11-06
12:02 pm
Sale
2025-10-3113GPOWELL INDUSTRIES INC
POWL
Kovitz Investment Group Partners LLC7,260
0.000%
-4,876,377decrease
(-99.85%)
Filing
History
2025-09-10
12:15 pm
Purchase
2025-08-3113GSPECIAL OPPORTUNITIES FUND INC
SPE
Kovitz Investment Group Partners LLC1,439,321
13.600%
159,955increase
(+12.50%)
Filing
History
2025-09-10
11:50 am
Sale
2025-07-3113GSPECIAL OPPORTUNITIES FD INC P
SPEPRC
Kovitz Investment Group Partners LLC1,279,366
50.300%
-290,108decrease
(-18.48%)
Filing
History
2025-05-07
5:08 pm
Purchase
2025-04-3013GPOWELL INDUSTRIES INC
POWL
Kovitz Investment Group Partners LLC4,883,637
13.500%
4,883,637increase
(New Position)
Filing
History
2025-01-13
2:13 pm
Sale
2024-12-3113GTORTOISE PWR AND ENERGY INFRAS
TPZ
Kovitz Investment Group Partners LLC0
0.000%
-735,230decrease
(Position Closed)
Filing
History
2024-10-29
5:49 pm
Purchase
2024-09-3013GDTF TAX-FREE INCOME 2028 TERM
DTF
Kovitz Investment Group Partners LLC516,308
6.100%
516,308increase
(New Position)
Filing
History
2024-10-29
5:33 pm
Purchase
2024-09-3013GGDL FUND, THE COM SHS OF BEN I
GDL
Kovitz Investment Group Partners LLC770,218
6.700%
770,218increase
(New Position)
Filing
History
2024-10-29
5:12 pm
Purchase
2024-09-3013GSABA CAP INCOME & OPP FD SHS N
BRW
Kovitz Investment Group Partners LLC2,471,072
5.800%
2,471,072increase
(New Position)
Filing
History
2024-10-04
1:21 pm
Sale
2024-09-3013GTENON MED INC
TNON
Kovitz Investment Group Partners LLC0
0.000%
-117,486decrease
(Position Closed)
Filing
History
2024-09-17
3:08 pm
Purchase
2024-08-3113GTORTOISE PWR AND ENERGY INFRAS
TPZ
Kovitz Investment Group Partners LLC735,230
12.500%
735,230increase
(New Position)
Filing
History
2024-09-17
2:58 pm
Purchase
2024-08-3113GSPECIAL OPPORTUNITIES FUND INC
SPE
Kovitz Investment Group Partners LLC1,569,474
14.700%
245,696increase
(+18.56%)
Filing
History
2024-09-17
2:44 pm
Sale
2024-08-3113GSPECIAL OPPORTUNITIES FD INC P
SPEPRC
Kovitz Investment Group Partners LLC1,323,778
52.100%
-1,218,815decrease
(-47.94%)
Filing
History
2024-09-17
2:27 pm
Purchase
2024-08-3113GSPECIAL OPPORTUNITIES FD INC P
SPEPRC
Kovitz Investment Group Partners LLC2,542,593
52.100%
2,542,593increase
(New Position)
Filing
History
2024-08-08
4:07 pm
Purchase
2024-07-0113GTENON MED INC
TNON
Kovitz Investment Group Partners LLC117,486
21.890%
117,486increase
(New Position)
Filing
History