Mesirow Financial Investment Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Mesirow Financial Investment Management, Inc.

$4.79 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$49.93 - $51.15 $1.13 Million - $1.15 Million	22,580 Added 128.68%	40,128 $2.05 Million
Q2 2024 Aug 09, 2024	BUY	$49.55 - $50.44 $869,503 - $885,121	17,548 New	17,548 $879,000
Q1 2024 Apr 25, 2024	BUY	$50.36 - $51.06 $876,868 - $889,056	17,412 New	17,412 $881,000
Q4 2023 Feb 13, 2024	BUY	$47.36 - $51.14 $843,102 - $910,394	17,802 New	17,802 $908,000

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.95 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

View Full List

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