Mesirow Financial Investment Management, Inc. Purchases in Q3 2024

Mesirow Financial Investment Management, Inc.

  • $4.94 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
552K
+ 101.25%
$117.9 - $128.2 $65.1M - $70.8M
1.1M $141M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.68K
+ 1.04%
$405.19 - $478.57 $3.92M - $4.63M
942K $433M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
747K
+ 109.74%
$58.03 - $65.37 $43.3M - $48.8M
1.43M $92.4M
VEA
Vanguard Ftse Developed Market

ETFs
641K
+ 105.73%
$47.6 - $53.31 $30.5M - $34.2M
1.25M $65.9M
VIG
Vanguard Dividend Appreciation

ETFs
179K
+ 108.22%
$182.15 - $182.15 $32.7M - $32.7M
345K $62.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
339K
+ 107.81%
$76.94 - $79.54 $26.1M - $26.9M
653K $51.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
139K
+ 119.13%
$149.02 - $167.67 $20.7M - $23.3M
256K $42.8M
VO
Vanguard Mid Cap ETF

ETFs
83K
+ 101.68%
$237.84 - $263.83 $19.7M - $21.9M
165K $43.4M
WMT
Walmart Inc.

Consumer Defensive
242K
+ 100.84%
$66.91 - $81.4 $16.2M - $19.7M
482K $38.9M
MGC
Vanguard Mega Cap ETF

ETFs
99K
+ 101.02%
$185.93 - $206.64 $18.4M - $20.5M
197K $40.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
166K
+ 97.97%
$85.48 - $98.39 $14.2M - $16.4M
336K $32.5M
V
Visa Inc.

Financial Services
40.8K
+ 215.43%
$253.74 - $291.56 $10.4M - $11.9M
59.8K $16.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
216K
+ 101.1%
$41.9 - $48.26 $9.06M - $10.4M
430K $20.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
12
+ 42.86%
$610460.0 - $715910.0 $7.33M - $8.59M
40 $27.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
74K
+ 15.71%
$79.92 - $88.19 $5.91M - $6.52M
545K $48M
ZTS
Zoetis Inc.

Healthcare
42.3K
+ 105.54%
$172.58 - $196.48 $7.29M - $8.3M
82.3K $16.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.2K
+ 1.74%
$113.41 - $125.62 $1.95M - $2.15M
1.01M $126M
IVV
Ishares Core S&P 500 ETF

ETFs
3.05K
+ 1.33%
$520.18 - $576.82 $1.59M - $1.76M
232K $134M
GLD
Spdr Gold Trust

ETFs
6.46K
+ 2.81%
$215.56 - $246.98 $1.39M - $1.59M
237K $57.5M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
99.5K
+ 98.83%
$59.5 - $66.9 $5.92M - $6.65M
200K $13.3M
RTX
Raytheon Technologies Corp

Industrials
773
+ 0.26%
$99.55 - $123.34 $77K - $95.3K
299K $36.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
91.4K
+ 3.59%
$85.84 - $85.84 $7.85M - $7.85M
2.64M $227M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.72K
+ 1.93%
$517.38 - $573.86 $1.41M - $1.56M
144K $82.5M
ACN
Accenture PLC

Technology
1.86K
+ 1.86%
$295.44 - $355.81 $549K - $661K
102K $36M
HON
Honeywell International Inc

Industrials
23.3K
+ 109.28%
$196.73 - $220.21 $4.58M - $5.12M
44.5K $9.21M
UNH
Unitedhealth Group Inc

Healthcare
629
+ 1.33%
$488.01 - $604.18 $307K - $380K
48.1K $28.1M
AVGO
Broadcom Inc.

Technology
220K
+ 923.51%
$136.27 - $1745.86 $29.9M - $383M
243K $42M
ORCL
Oracle Corp

Technology
2.59K
+ 2.28%
$125.9 - $170.35 $326K - $441K
116K $19.8M
VTV
Vanguard Value ETF

ETFs
5.05K
+ 2.71%
$159.75 - $174.57 $807K - $882K
191K $33.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.2K
+ 2.42%
$333.64 - $405.2 $399K - $485K
50.6K $20.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.06K
+ 1.56%
$332.02 - $382.76 $1.02M - $1.17M
199K $74.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
157
+ 0.08%
$173.36 - $189.8 $27.2K - $29.8K
209K $39.6M
MA
Mastercard Inc

Financial Services
312
+ 0.55%
$429.6 - $500.99 $134K - $156K
57.4K $28.3M
AXP
American Express CO

Financial Services
450
+ 0.6%
$225.92 - $271.17 $102K - $122K
75.2K $20.4M
META
Meta Platforms, Inc.

Communication Services
428
+ 1.1%
$453.41 - $572.44 $194K - $245K
39.4K $22.6M
WEC
Wec Energy Group, Inc.

Utilities
24.4K
+ 100.16%
$77.68 - $96.19 $1.9M - $2.35M
48.8K $4.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.6K
+ 3.35%
$57.32 - $62.65 $894K - $977K
482K $30M
IEFA
Ishares Tr

ETFs
11.3K
+ 3.79%
$70.09 - $78.74 $795K - $893K
311K $24.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
62.2K
+ 41.56%
$31.05 - $34.29 $1.93M - $2.13M
212K $7.26M
ALL
Allstate Corp

Financial Services
1.24K
+ 1.9%
$158.43 - $192.86 $196K - $238K
66.1K $12.5M
XYL
Xylem Inc.

Industrials
16K
+ 99.78%
$126.14 - $141.53 $2.02M - $2.27M
32.1K $4.34M
WM
Waste Management Inc

Industrials
10.1K
+ 217.16%
$196.96 - $223.45 $1.99M - $2.26M
14.8K $3.07M
VBR
Vanguard Small Cap Value ETF

ETFs
8.72K
+ 100.58%
$179.99 - $201.6 $1.57M - $1.76M
17.4K $3.49M
IVE
Ishares S&P 500 Value ETF

ETFs
1.57K
+ 1.58%
$181.06 - $197.17 $285K - $310K
101K $19.9M
VNQ
Vanguard Specialized Funds Van

ETFs
16.2K
+ 97.27%
$82.97 - $98.97 $1.34M - $1.6M
32.8K $3.2M
KO
Coca Cola CO

Consumer Defensive
1.12K
+ 0.55%
$62.69 - $73.01 $70.3K - $81.8K
205K $14.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.87K
+ 1.88%
$125.95 - $142.04 $235K - $265K
101K $14.4M
YUM
Yum Brands Inc

Consumer Cyclical
11.6K
+ 113.91%
$125.95 - $139.96 $1.46M - $1.63M
21.8K $3.05M
CRM
Salesforce, Inc.

Technology
14
+ 0.02%
$238.42 - $276.53 $3.34K - $3.87K
91.8K $25.1M
Activity Summary
Buys All Purchases 408 New Holdings 110 Increased Positions 298 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mesirow Financial Investment Management, Inc. Portfolio

Follow Mesirow Financial Investment Management, 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 Mesirow Financial Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mesirow Financial Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email