Baird Financial Group, Inc. Incresed Positions in Q1 2025

Baird Financial Group, Inc.

  • $50 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5
+ 0.45%
$1227.6 - $1458.46 $6.14K - $7.29K
1.11K $1.5M
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
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
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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.13K
+ 30.88%
$96.85 - $111.39 $110K - $126K
4.79K $473K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
640
+ 29.0%
$89.88 - $110.11 $57.5K - $70.5K
2.85K $286K
VTWO
Vanguard Russell 2000 ETF

ETFs
7.66K
+ 12.49%
$80.08 - $92.93 $613K - $711K
68.9K $5.56M
PHK
Pimco High Income Fund

Financial Services
16.3K
+ 10.69%
$4.85 - $4.98 $79K - $81.1K
169K $824K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.55K
+ 29.3%
$23.16 - $27.04 $129K - $150K
24.5K $574K
AVIG
American Centy ETF Tr Avantis

ETFs
1.84K
+ 29.72%
$40.06 - $41.55 $73.6K - $76.4K
8.02K $332K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
6.75K
+ 26.33%
$23.24 - $28.11 $157K - $190K
32.4K $772K
CLF
Cleveland Cliffs Inc.

Basic Materials
12.5K
+ 66.35%
$8.22 - $12.02 $103K - $150K
31.3K $257K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
203
+ 7.41%
$111.19 - $129.47 $22.6K - $26.3K
2.94K $380K
CPNG
Coupang, Inc.

Consumer Cyclical
3.53K
+ 29.87%
$21.34 - $25.52 $75.4K - $90.2K
15.4K $336K
AM
Antero Midstream Corp

Energy
1.5K
+ 9.03%
$15.47 - $18.04 $23.2K - $27.1K
18.1K $326K
MWA
Mueller Water Products, Inc.

Industrials
132
+ 0.53%
$21.65 - $28.24 $2.86K - $3.73K
24.8K $631K
GFF
Griffon Corp

Industrials
1K
+ 23.82%
$68.06 - $80.91 $68.1K - $81K
5.2K $372K
JRS
Nuveen Real Estate Income Fund

Financial Services
30.2K
+ 6.72%
$8.09 - $8.88 $244K - $268K
480K $3.95M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.54K
+ 4.78%
$11.13 - $11.61 $83.9K - $87.5K
165K $1.85M
BHP
Bhp Group LTD

Basic Materials
1.63K
+ 5.66%
$48.18 - $52.11 $78.6K - $85K
30.5K $1.48M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
1.78K
+ 7.15%
N/A
26.7K $1.02M
AKAM
Akamai Technologies Inc

Technology
732
+ 1.26%
N/A
59K $5.36M
CMA
Comerica Inc

Financial Services
1.5K
+ 16.08%
$56.11 - $68.38 $84.1K - $102K
10.8K $638K
CACI
Caci International Inc

Technology
141
+ 3.42%
N/A
4.26K $1.82M
RVT
Royce Value Trust, Inc.

Financial Services
5.78K
+ 37.32%
$14.07 - $16.68 $81.4K - $96.5K
21.3K $303K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.45K
+ 0.53%
$36.63 - $37.45 $53.1K - $54.3K
272K $10M
STX
Seagate Technology Holdings PLC

Technology
998
+ 5.05%
$84.92 - $108.42 $84.8K - $108K
20.8K $1.76M
CLSK
Cleanspark, Inc.

Technology
35.8K
+ 48.46%
$6.72 - $12.03 $241K - $431K
110K $737K
NLOK
Norton Life Lock Inc.

Technology
2.62K
+ 3.41%
N/A
79.4K $1.71M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
2.85K
+ 31.93%
N/A
11.8K $229K
FHI
Federated Hermes, Inc.

Financial Services
1.61K
+ 5.46%
$37.58 - $41.51 $60.4K - $66.7K
31K $1.26M
ZI
Zoom Info Technologies Inc.

Technology
6.24K
+ 32.73%
$9.43 - $12.01 $58.8K - $74.9K
25.3K $252K
AWR
American States Water CO

Utilities
625
+ 23.72%
$70.84 - $80.98 $44.3K - $50.6K
3.26K $256K
IYR
Ishares Tr

ETFs
113
+ 0.76%
$89.49 - $98.98 $10.1K - $11.2K
14.9K $1.43M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
6.46K
+ 5.64%
$8.38 - $8.86 $54.2K - $57.3K
121K $1.02M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
2.5K
+ 25.0%
$20.07 - $20.16 $50.2K - $50.4K
12.5K $251K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
2.67K
+ 5.06%
$66.59 - $77.68 $178K - $207K
55.4K $3.83M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
2.28K
+ 7.06%
$46.77 - $52.97 $107K - $121K
34.6K $1.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.42K
+ 0.4%
$49.78 - $53.19 $70.8K - $75.7K
358K $18.3M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
2.7K
+ 3.37%
$18.01 - $18.31 $48.5K - $49.3K
82.8K $1.49M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.37K
+ 0.93%
$9.83 - $10.34 $13.4K - $14.1K
149K $1.49M
IYF
Ishares Tr

ETFs
214
+ 2.5%
$107.69 - $119.37 $23K - $25.5K
8.79K $991K
HRB
H&R Block Inc

Consumer Cyclical
120
+ 0.7%
$49.96 - $55.97 $6K - $6.72K
17.2K $945K
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
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