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

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
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2025-01-13
2:13 pm
Sale
2024-12-31 13G Tortoise Power and Energy Infrastructure Fund, Inc.
TPZ
Kovitz Investment Group Partners LLC 0
0.000%
-735,230decrease
(Position Closed)
Filing
History
2024-10-29
5:49 pm
Purchase
2024-09-30 13G DTF Tax-Free Income 2028 Term Fund Inc.
DTF
Kovitz Investment Group Partners LLC 516,308
6.100%
516,308increase
(New Position)
Filing
History
2024-10-29
5:33 pm
Purchase
2024-09-30 13G The GDL Fund
GDL
Kovitz Investment Group Partners LLC 770,218
6.700%
770,218increase
(New Position)
Filing
History
2024-10-29
5:12 pm
Purchase
2024-09-30 13G Saba Capital Income & Opportunities Fund
BRW
Kovitz Investment Group Partners LLC 2,471,072
5.800%
2,471,072increase
(New Position)
Filing
History
2024-10-04
1:21 pm
Sale
2024-09-30 13G Tenon Medical, Inc.
TNON
Kovitz Investment Group Partners LLC 0
0.000%
-117,486decrease
(Position Closed)
Filing
History
2024-09-17
3:08 pm
Purchase
2024-08-31 13G Tortoise Power and Energy Infrastructure Fund, Inc.
TPZ
Kovitz Investment Group Partners LLC 735,230
12.500%
735,230increase
(New Position)
Filing
History
2024-09-17
2:58 pm
Purchase
2024-08-31 13G Special Opportunities Fund, Inc.
SPE
Kovitz Investment Group Partners LLC 1,569,474
14.700%
1,569,474increase
(New Position)
Filing
History
2024-09-17
2:44 pm
Sale
2024-08-31 13G SPECIAL OPPORTUNITIES FD INC P
SPEPRC
Kovitz Investment Group Partners LLC 1,323,778
52.100%
-1,218,815decrease
(-47.94%)
Filing
History
2024-09-17
2:27 pm
Purchase
2024-08-31 13G SPECIAL OPPORTUNITIES FD INC P
SPEPRC
Kovitz Investment Group Partners LLC 2,542,593
52.100%
2,542,593increase
(New Position)
Filing
History
2024-08-08
4:07 pm
Purchase
2024-07-01 13G Tenon Medical, Inc.
TNON
Kovitz Investment Group Partners LLC 117,486
21.890%
117,486increase
(New Position)
Filing
History