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.

Email me when Kovitz Investment Group Partners, LLC files a new Schedule 13D/G report.

⭐ Subscribe ⭐

Significant Ownership of Kovitz Investment Group Partners, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SPEPRC SPECIAL OPPORTUNITIES FUND, INC. 2.75% CONVERTIBLE PREFERRED C 50.3% $31.4M 1.28M Kovitz Investment Group Partners, LLC Jul 31, 2025
SPE SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES 13.6% $22.3M 1.44M Kovitz Investment Group Partners, LLC Aug 31, 2025
GDL GDL FUND Common Shares 6.7% $6.21M 770K Kovitz Investment Group Partners, LLC Sep 30, 2024
DTF DTF TAX-FREE INCOME 2028 TERM FUND INC Common Shares 6.1% $5.73M 516K Kovitz Investment Group Partners, LLC Sep 30, 2024
BRW Saba Capital Income & Opportunities Fund Shares New 5.8% $18.7M 2.47M Kovitz Investment Group Partners, LLC Sep 30, 2024
POWL POWELL INDUSTRIES INC Common Stock 0% $738K -$495M 2.42K -99.9% Kovitz Investment Group Partners, LLC Oct 31, 2025
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.