Significant Ownership of Kovitz Investment Group Partners, LLC

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.

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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% $31,446,804 1,279,366 Kovitz Investment Group Partners, LLC 31 Jul 2025
SPE SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES 14% $22,280,697 1,439,321 Kovitz Investment Group Partners, LLC 31 Aug 2025
GDL GDL FUND Common Shares 6.7% $6,207,960 770,218 Kovitz Investment Group Partners, LLC 30 Sep 2024
DTF DTF TAX-FREE INCOME 2028 TERM FUND INC Common Shares 6.1% $5,731,024 516,308 Kovitz Investment Group Partners, LLC 30 Sep 2024
BRW Saba Capital Income & Opportunities Fund Shares New 5.8% $18,730,723 2,471,072 Kovitz Investment Group Partners, LLC 30 Sep 2024
POWL POWELL INDUSTRIES INC Common Stock 0% $737,640 -$495,456,158 2,420 -100% Kovitz Investment Group Partners, LLC 31 Oct 2025
TPZ TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC COMMON SHARES 0% $0 0 Kovitz Investment Group Partners, LLC 31 Dec 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 Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.