Baird Financial Group, Inc. Reduced Holdings in Q3 2024

Baird Financial Group, Inc.

  • $50.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-991
- 5.48%
$61.47 - $67.36 $60.9K - $66.8K
17.1K $1.15M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.11K
- 12.1%
$41.23 - $48.48 $45.6K - $53.7K
8.05K $382K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
-547
- 1.14%
$9.51 - $9.77 $5.2K - $5.34K
47.4K $457K
UGI
Ugi Corp

Utilities
-2.97K
- 8.26%
$22.23 - $25.05 $66K - $74.3K
33K $824K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-164
- 3.49%
$47.54 - $52.58 $7.8K - $8.62K
4.54K $238K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-1.17K
- 4.31%
$10.28 - $11.24 $12K - $13.1K
25.9K $283K
DCI
Donaldson CO Inc

Industrials
-972
- 2.7%
$69.34 - $74.86 $67.4K - $72.8K
35.1K $2.58M
AIT
Applied Industrial Technologies Inc

Industrials
-210
- 11.94%
$183.8 - $224.77 $38.6K - $47.2K
1.55K $345K
ICLN
Ishares

ETFs
-1.05K
- 7.25%
$13.26 - $14.77 $13.9K - $15.4K
13.4K $196K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-514
- 2.06%
$21.7 - $22.6 $11.2K - $11.6K
24.5K $550K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-224
- 1.08%
$11.01 - $11.6 $2.47K - $2.6K
20.6K $237K
DUSA
Davis Fundamental ETF Tr

ETFs
-1
- 0.02%
$37.9 - $42.15 $37.9 - $42.2
5.3K $221K
UTG
Reaves Utility Income Fund

Financial Services
-1.98K
- 15.08%
$27.16 - $32.8 $53.7K - $64.8K
11.1K $364K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-444
- 7.31%
$32.65 - $36.84 $14.5K - $16.4K
5.63K $207K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.78K
- 6.23%
$75.47 - $83.18 $361K - $398K
72K $5.99M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-439
- 9.08%
$37.86 - $51.12 $16.6K - $22.4K
4.4K $221K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-955
- 1.18%
$9.0 - $9.4 $8.6K - $8.98K
80K $740K
FXR
First Trust Industrials/Produc

ETFs
-25.2K
- 10.11%
$66.85 - $75.76 $1.68M - $1.91M
224K $16.9M
ILCV
Ishares Morningstar Value ETF

ETFs
-2.06K
- 6.69%
$75.47 - $82.2 $155K - $169K
28.7K $2.36M
FUBO
Fubo Tv Inc.

Communication Services
-350
- 0.47%
$1.16 - $2.07 $406 - $725
73.9K $104K
BNY
Blackrock New York Municipal Income Trust

Financial Services
-733
- 1.08%
$10.65 - $11.03 $7.81K - $8.08K
66.9K $735K
USMC
Principal ETF U S Mega Cap

ETFs
-58
- 0.97%
$51.14 - $56.99 $2.97K - $3.31K
5.89K $335K
SON
Sonoco Products CO

Consumer Cyclical
-46
- 1.15%
$48.33 - $56.57 $2.22K - $2.6K
3.97K $216K
IGM
Ishares Expanded Tech Sector E

ETFs
-25
- 0.25%
$84.03 - $98.62 $2.1K - $2.47K
10K $959K
SPNS
Sapiens International Corp N V

Technology
-186
- 2.8%
$34.15 - $41.02 $6.35K - $7.63K
6.45K $240K
PBI
Pitney Bowes Inc

Industrials
-3.45K
- 17.79%
$5.65 - $7.49 $19.5K - $25.8K
15.9K $113K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-354
- 4.08%
$78.05 - $88.63 $27.6K - $31.4K
8.32K $726K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-36
- 0.6%
$92.63 - $105.69 $3.33K - $3.8K
5.95K $620K
FBT
First Trust Nyse Arca Biotechn

ETFs
-686
- 8.94%
$152.39 - $172.91 $105K - $119K
6.99K $1.2M
FHI
Federated Hermes, Inc.

Financial Services
-2.7K
- 8.72%
$32.18 - $37.3 $86.9K - $101K
28.3K $1.04M
IYC
Ishares U.S. Consumer Discreti

ETFs
-20
- 0.61%
$76.12 - $88.31 $1.52K - $1.77K
3.26K $286K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-683
- 3.2%
$19.55 - $21.44 $13.4K - $14.6K
20.6K $442K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-76
- 0.82%
$47.29 - $52.55 $3.59K - $3.99K
9.15K $480K
CSL
Carlisle Companies Inc

Industrials
-167
- 7.58%
$376.5 - $449.34 $62.9K - $75K
2.04K $914K
GLW
Corning Inc

Technology
-37.9K
- 13.77%
$37.76 - $46.2 $1.43M - $1.75M
237K $10.7M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-762
- 1.72%
$12.25 - $13.1 $9.33K - $9.98K
43.4K $569K
RWR
Spdr Dow Jones Reit ETF

ETFs
-318
- 7.44%
$92.36 - $108.47 $29.4K - $34.5K
3.96K $422K
BRKR
Bruker Corp

Healthcare
-25
- 0.5%
$60.3 - $70.67 $1.51K - $1.77K
5K $345K
VCV
Invesco California Value Municipal Income Trust

Financial Services
-756
- 1.09%
$10.37 - $11.37 $7.84K - $8.6K
68.7K $748K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-330
- 0.72%
$10.15 - $10.9 $3.35K - $3.6K
45.8K $498K
INSI
Insight Select Income Fund

Financial Services
-50
- 0.24%
$16.2 - $17.65 $810 - $882
20.5K $361K
FRT
Federal Realty Investment Trust

Real Estate
-26
- 1.23%
$100.42 - $117.38 $2.61K - $3.05K
2.09K $240K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-58
- 0.41%
$24.38 - $30.06 $1.41K - $1.74K
14.2K $422K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-6.42K
- 3.11%
$11.31 - $11.96 $72.6K - $76.7K
200K $2.39M
SEIC
Sei Investments CO

Financial Services
-683
- 4.08%
$63.1 - $69.83 $43.1K - $47.7K
16.1K $1.11M
FFIV
F5, Inc.

Technology
-1.22K
- 19.54%
$170.44 - $223.6 $208K - $273K
5.03K $1.11M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-58
- 0.47%
$26.37 - $29.92 $1.53K - $1.74K
12.3K $358K
DRI
Darden Restaurants Inc

Consumer Cyclical
-524
- 5.74%
$138.06 - $172.74 $72.3K - $90.5K
8.61K $1.41M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-160
- 3.23%
$104.5 - $114.97 $16.7K - $18.4K
4.79K $548K
Activity Summary
Buys All Purchases 877 New Holdings 102 Increased Positions 775 Sells All Sells 774 Reductions 774 Sold out 0 Options Calls 0 Puts 0
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