Mesirow Financial Investment Management, Inc. Purchases in Q2 2025

Mesirow Financial Investment Management, Inc.

  • $4.84 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Barrick Mng Corp
36.4K
New
N/A
36.4K $0
Amentum Holdings Inc
10.5K
New
N/A
10.5K $0
Capital Group Core Balanced
27.3K
+ 10.4%
N/A
290K $0
Capital Group Dividend Growe
17.9K
New
N/A
17.9K $0
Annaly Capital Management In
18
+ 0.05%
N/A
36.8K $0
Veralto Corp
23
+ 1.01%
N/A
2.29K $0
VUSB
Vanguard Bd Index Fds
7.73K
+ 2.75%
N/A
289K $0
Blackrock Inc
159
+ 0.72%
N/A
22.2K $0
Rbb Fund Trust
72.9K
+ 33.98%
N/A
287K $0
Dimensional ETF Trust
36
+ 0.16%
N/A
22.6K $0
Cooper Cos Inc
120
+ 0.87%
N/A
13.8K $0
Lam Research Corp
2.41K
New
N/A
2.41K $0
T Rowe Price ETF Inc
90.8K
+ 10.28%
N/A
973K $0
Tcw ETF Trust
27K
+ 183.3%
N/A
41.7K $0
Hennessy Fds Tr
1.7K
+ 20.64%
N/A
9.96K $0
Ge Vernova Inc
280
+ 6.62%
N/A
4.51K $0
SHEL
Shell PLC

Energy
945
+ 4.02%
$59.75 - $73.05 $56.5K - $69K
24.5K $1.72M
DVY
Ishares Tr

ETFs
98
+ 1.03%
$118.37 - $134.86 $11.6K - $13.2K
9.63K $1.28M
CMU
Mfs High Yield Municipal Trust

Financial Services
157
+ 1.4%
$3.21 - $3.52 $504 - $553
11.3K $37K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
103
+ 0.21%
$8.43 - $8.77 $868 - $903
49.5K $430K
BDX
Becton Dickinson & CO

Healthcare
2.86K
+ 32.73%
$165.15 - $226.42 $472K - $647K
11.6K $2M
NOC
Northrop Grumman Corp

Industrials
34
+ 2.05%
$456.3 - $540.39 $15.5K - $18.4K
1.69K $845K
RIO
Rio Tinto PLC

Basic Materials
10
+ 0.23%
$52.32 - $62.75 $523 - $628
4.3K $250K
CMCSA
Comcast Corp

Communication Services
2.2K
+ 3.06%
$32.84 - $36.72 $72.1K - $80.6K
73.9K $2.64M
IXC
Ishares Tr Global Energy ETF

ETFs
135
+ 1.93%
$34.69 - $42.32 $4.68K - $5.71K
7.11K $279K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 4.92%
$212.1 - $244.27 $9.97K - $11.5K
1K $219K
OTIS
Otis Worldwide Corp

Industrials
116
+ 1.7%
$90.88 - $104.3 $10.5K - $12.1K
6.95K $687K
KMB
Kimberly Clark Corp

Consumer Defensive
78
+ 3.67%
$126.84 - $145.22 $9.89K - $11.3K
2.2K $283K
PRU
Prudential Financial Inc

Financial Services
75
+ 1.18%
$95.12 - $112.71 $7.13K - $8.45K
6.43K $690K
CB
Chubb LTD

Financial Services
45
+ 1.71%
$274.32 - $302.46 $12.3K - $13.6K
2.68K $777K
UMH
Umh Properties, Inc.

Real Estate
170
+ 1.33%
$16.36 - $18.82 $2.78K - $3.2K
12.9K $216K
SLB
Schlumberger Limited

Energy
1.14K
+ 14.54%
$31.95 - $42.2 $36.3K - $47.9K
8.94K $302K
IYH
Ishares Tr

ETFs
7
+ 0.12%
$53.97 - $60.17 $378 - $421
5.74K $323K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.44K
+ 1400.0%
$87.84 - $1441.89 $390K - $6.4M
4.76K $428K
DTE
Dte Energy CO

Utilities
26
+ 0.51%
$127.39 - $139.49 $3.31K - $3.63K
5.13K $679K
AJG
Arthur J. Gallagher & Co.

Financial Services
34
+ 2.16%
$310.86 - $348.77 $10.6K - $11.9K
1.61K $514K
XLV
Select Sector Spdr Fund Health

ETFs
18
+ 0.47%
$128.77 - $144.3 $2.32K - $2.6K
3.85K $518K
DUK
Duke Energy Corp

Utilities
25
+ 0.2%
$112.46 - $124.05 $2.81K - $3.1K
12.3K $1.45M
HAL
Halliburton CO

Energy
34
+ 0.32%
$19.26 - $25.7 $655 - $874
10.5K $214K
SWK
Stanley Black & Decker, Inc.

Industrials
14
+ 0.23%
$55.86 - $76.98 $782 - $1.08K
6.17K $418K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
28
+ 0.33%
$41.37 - $53.28 $1.16K - $1.49K
8.62K $385K
DHR
Danaher Corp

Healthcare
251
+ 1.68%
$174.64 - $205.16 $43.8K - $51.5K
15.2K $3.01M
PNW
Pinnacle West Capital Corp

Utilities
122
+ 0.91%
$88.3 - $95.43 $10.8K - $11.6K
13.5K $1.21M
DVN
Devon Energy Corp

Energy
973
+ 5.55%
$26.8 - $37.92 $26.1K - $36.9K
18.5K $588K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.11K
+ 901.16%
$105.72 - $1416.0 $329K - $4.4M
3.45K $385K
YUM
Yum Brands Inc

Consumer Cyclical
20
+ 0.19%
$138.36 - $161.45 $2.77K - $3.23K
10.7K $1.59M
GIS
General Mills Inc

Consumer Defensive
10
+ 0.08%
$50.37 - $60.97 $504 - $610
12.8K $662K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.1K
+ 4.58%
$24.32 - $27.87 $489K - $560K
459K $12.2M
FTV
Fortive Corp

Technology
25
+ 0.28%
$52.13 - $74.29 $1.3K - $1.86K
9.07K $472K
Activity Summary
Buys All Purchases 259 New Holdings 34 Increased Positions 225 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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