Baird Financial Group, Inc. Purchases in Q1 2025

Baird Financial Group, Inc.

  • $50 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RE
Everest Re Group LTD

Financial Services
401
+ 33.39%
N/A
1.6K $593K
CC
Chemours CO

Basic Materials
10.9K
New
$13.41 - $19.99 $146K - $218K
10.9K $147K
DVYE
Ishares Emerging Markets Divid

ETFs
2.84K
+ 5.97%
$25.08 - $27.99 $71.1K - $79.4K
50.4K $1.37M
CPT
Camden Property Trust

Real Estate
1.03K
+ 30.58%
$109.16 - $125.53 $112K - $129K
4.39K $536K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
6.99K
+ 36.09%
$22.2 - $23.74 $155K - $166K
26.3K $596K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4.89K
+ 40.34%
$23.43 - $25.55 $114K - $125K
17K $434K
PSA
Public Storage

Real Estate
477
+ 2.39%
$288.99 - $313.98 $138K - $150K
20.4K $6.12M
XMPT
Vaneck Cef Muni Income ETF

ETFs
5.95K
+ 9.47%
$21.43 - $22.4 $127K - $133K
68.8K $1.49M
AVDE
American Centy ETF Tr Avantis

ETFs
1.68K
+ 32.63%
$60.63 - $68.55 $102K - $115K
6.85K $453K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
345
+ 1.84%
$67.85 - $77.32 $23.4K - $26.7K
19.1K $1.43M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.6K
+ 93.14%
$10.61 - $16.49 $123K - $191K
24K $299K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.39K
+ 34.33%
$35.35 - $42.74 $84.6K - $102K
9.37K $387K
HFWA
Heritage Financial Corp

Financial Services
5.76K
+ 13.08%
$23.08 - $25.77 $133K - $149K
49.8K $1.21M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.61K
+ 15.48%
$50.03 - $50.27 $131K - $131K
19.5K $975K
GIL
Gildan Activewear Inc.

Consumer Cyclical
3.24K
+ 65.25%
$44.19 - $55.09 $143K - $179K
8.22K $363K
SUN
Sunoco LP

Energy
320
+ 1.96%
$51.29 - $59.25 $16.4K - $19K
16.6K $965K
TRGP
Targa Resources Corp.

Energy
260
+ 8.08%
$178.44 - $217.22 $46.4K - $56.5K
3.48K $697K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
4.1K
+ 2.93%
$15.63 - $16.23 $64.1K - $66.6K
144K $2.3M
SA
Seabridge Gold Inc

Basic Materials
10.5K
New
$10.47 - $13.33 $109K - $139K
10.5K $121K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
8.13K
+ 14.63%
$12.04 - $13.32 $97.8K - $108K
63.7K $799K
SKY
Skyline Champion Corp

Consumer Cyclical
1.02K
+ 31.02%
$85.72 - $108.14 $87K - $110K
4.29K $406K
MAA
Mid America Apartment Communities Inc.

Real Estate
230
+ 3.88%
$146.9 - $170.92 $33.8K - $39.3K
6.16K $1.03M
APO
Apollo Global Management, Inc.

Financial Services
1.96K
+ 35.9%
$126.01 - $172.06 $247K - $337K
7.41K $1.01M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
10.4K
+ 37.65%
$10.55 - $11.13 $110K - $116K
38.1K $407K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
8.47K
+ 4.52%
$10.81 - $11.29 $91.5K - $95.6K
196K $2.14M
CORP
Pimco Investment Grade Corp Bd

ETFs
639
+ 2.19%
$93.89 - $97.32 $60K - $62.2K
29.9K $2.89M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.24K
+ 3.53%
$102.5 - $112.02 $127K - $139K
36.4K $3.77M
WRB
Berkley W R Corp

Financial Services
141
+ 1.79%
$56.7 - $71.27 $7.99K - $10K
8K $569K
EHC
Encompass Health Corp

Healthcare
857
+ 34.36%
$91.05 - $102.2 $78K - $87.6K
3.35K $339K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
8.91K
+ 4.63%
$11.41 - $12.06 $102K - $108K
201K $2.38M
LEU
Centrus Energy Corp

Energy
4.42K
+ 11.75%
$62.21 - $119.74 $275K - $530K
42.1K $2.62M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
740
+ 22.87%
$175.5 - $209.86 $130K - $155K
3.98K $721K
AVUS
American Centy ETF Tr Avantis

ETFs
1.53K
+ 20.53%
$90.7 - $101.57 $139K - $156K
9K $831K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7.47K
+ 3.34%
$8.58 - $8.9 $64.1K - $66.5K
231K $2.03M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5
+ 0.45%
$1227.6 - $1458.46 $6.14K - $7.29K
1.11K $1.5M
MYGN
Myriad Genetics Inc

Healthcare
11.9K
New
$8.87 - $14.98 $105K - $178K
11.9K $105K
NI
Nisource Inc.

Utilities
448
+ 1.77%
$35.57 - $41.23 $15.9K - $18.5K
25.7K $1.03M
SONY
Sony Group Corp

Technology
2.37K
+ 24.37%
$19.88 - $25.64 $47.1K - $60.8K
12.1K $307K
HSC
Harsco Corp

Industrials
14K
New
N/A
14K $101K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.48K
+ 5.54%
$21.77 - $22.25 $75.8K - $77.5K
66.4K $1.48M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.58K
+ 0.84%
$22.77 - $22.94 $58.7K - $59.2K
310K $7.11M
KSS
Kohls Corp

Consumer Cyclical
11.8K
New
$8.06 - $14.12 $94.8K - $166K
11.8K $96K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
9.67K
+ 5.82%
$24.88 - $26.85 $241K - $260K
176K $4.44M
SHOP
Shopify Inc.

Technology
11.9K
+ 12.38%
$90.59 - $129.31 $1.08M - $1.54M
108K $10.3M
CHCT
Community Healthcare Trust Inc

Real Estate
6.13K
+ 34.45%
$17.91 - $20.4 $110K - $125K
23.9K $434K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
6.69K
+ 11.14%
$12.18 - $12.91 $81.5K - $86.4K
66.7K $826K
BLDR
Builders First Source, Inc.

Industrials
1.34K
+ 30.43%
$122.8 - $173.51 $164K - $232K
5.73K $715K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
3.35K
+ 19.04%
$19.03 - $20.94 $63.8K - $70.2K
21K $428K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.13K
+ 30.88%
$96.85 - $111.39 $110K - $126K
4.79K $473K
Activity Summary
Buys All Purchases 890 New Holdings 107 Increased Positions 783 Sells All Sells 776 Reductions 776 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Baird Financial Group, Inc. Portfolio

Follow Baird Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email