Mesirow-Financial-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSBC",
  "HYT",
  "INTS",
  null,
  "PTLO",
  "SE",
  "FPI",
  "CDRE",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NTR",
  "AGI.TO",
  "NLY",
  "AORT",
  "STRL",
  null,
  null,
  "MU",
  null,
  "ACN",
  "MMM",
  "CASH",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "RIOT",
  "PXF",
  "AXP",
  "ANIP",
  "FOLD",
  "ADMA",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "NRGV",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "AVEM",
  "CP.TO",
  "ARCC",
  "BSX",
  "CSQ",
  "COF",
  "CMI",
  "LC",
  "NMRK",
  "DUK",
  "NUV",
  "NICE",
  "ESS",
  "EBAY",
  null,
  "EQH",
  null,
  "WTTR",
  "UMH",
  "EXPE",
  "EXPD",
  null,
  "FFIN",
  null,
  "FCX",
  "ADPT",
  "SGMO",
  "FITB",
  "NEWP",
  "RLAY",
  "STOK",
  "SNDX",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  null,
  "HON",
  "BRFH",
  "HD",
  "BHK",
  "IBN",
  "AZN",
  "CCB",
  "MCD",
  "INTU",
  null,
  "FBIN",
  null,
  "UNP",
  "GGN",
  "QCOM",
  "GLPI",
  "SCCO",
  null,
  null,
  "ISRG",
  "ACI",
  "HSBC",
  "CMBT",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "NWL",
  null,
  "ICE",
  "META",
  null,
  null,
  "LQDT",
  "LCTX",
  "MAMA",
  "MCS",
  "OABI",
  "IVW",
  null,
  "PHX",
  "PIII",
  "IJH",
  null,
  "POCI",
  "RDW",
  "RSI",
  null,
  "SKYH",
  "SKE.TO",
  "TDUP",
  "SWK",
  null,
  null,
  "NAC",
  "FNWD",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "IWS",
  "LIN",
  null,
  "MPC",
  "LIQT",
  "CMU",
  "MMC",
  "PWR",
  "MA",
  null,
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "DOUG",
  "MS",
  "EQIX",
  "ESPR",
  "EXC",
  "FTV",
  "GE",
  "GPC",
  "HLX",
  null,
  "GWRE",
  "NTRS",
  "NI",
  "HIG",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  "ORLY",
  "ICLR",
  "PCAR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "UFPT",
  "VXF",
  "SOUN",
  "VV",
  "DUOT",
  "ATEC",
  "EOSE",
  null,
  "VOE",
  "SCHW",
  "MCB",
  "SD",
  "TSSI",
  "UTI",
  "EQX",
  null,
  "PNW",
  "VWO",
  null,
  null,
  "IWV",
  "VCIT",
  "COGT",
  null,
  "EME",
  "VIG",
  "NEPH",
  null,
  "LYG",
  null,
  "MOD",
  "IWO",
  "GMED",
  "IWN",
  "IEF",
  "TSM",
  "GSK",
  "GPN",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EW",
  "TT",
  "GDYN",
  "ADSK",
  "AON",
  "GM",
  "HAL",
  "ACGL",
  null,
  "AXON",
  "APH",
  "AMD",
  "EL",
  null,
  "SDY",
  "FI",
  "DRI",
  "NTRA",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "AEP",
  "ESQ",
  "ES",
  "EXTR",
  "HLIT",
  "ICCC",
  "ILPT",
  null,
  "ISSC",
  "IDCC",
  null,
  "KBDC",
  "KRMD",
  "KLXE",
  null,
  "NBN",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "IVE",
  "HCA",
  null,
  null,
  "TPL",
  null,
  "ELS",
  "ABEV",
  null,
  "UPWK",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VUSB",
  "VLTO",
  "VTV",
  "VRRM",
  "VEEV",
  "VXRT",
  "VTRS",
  "V",
  "VITL",
  "VRDN",
  "WFRD",
  "WBD",
  null,
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WTW",
  "WMB",
  null,
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  "ZBRA",
  null,
  null,
  null,
  null,
  "DTE",
  "PAR",
  "CNQ",
  "AEM",
  "SCHD",
  "DVY",
  "SCHF",
  null,
  "NSC",
  "HLMN",
  "MNDY",
  null,
  "SO",
  "TTD",
  "TRP",
  "OTIS",
  "PSX",
  "TWST",
  "CRM",
  "SYY",
  "DIA",
  "ORI",
  "SPOT",
  null,
  null,
  "IXUS",
  "HALO",
  "GEV",
  "MELI",
  "ZBH",
  "MCK",
  null,
  null,
  "GWW",
  "NUE",
  "FDX",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZZ",
  "BAC",
  null,
  "TBBK",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BELFB",
  "BHP",
  "BLFS",
  "BA",
  "BMY",
  "BOX",
  "BTI",
  "BWXT",
  "BCAL",
  "CM",
  "CTLP",
  "CARR",
  "CBOE",
  "CBRE",
  "CECO",
  "CHEF",
  "CSBR",
  "SKY",
  "CVX",
  "CLDT",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "COKE",
  "KO",
  "CDE",
  "CMCSA",
  "CL",
  "COP",
  "CNOB",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CPNG",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 593
Total Value: 5160168880
Accession Number: 0001085146-25-002744
Form Type: 13F-HR
CIK: mesirow-financial-investment-management
Manager Name: Mesirow-Financial-Investment-Management

Data Enrichment

84% identified

496 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

593 positions • $5.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R788

Shares:98.0K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$5.2B)

74347R206

Shares:47.1K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$5.2B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:38.0K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$5.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:44.0K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$5.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:56.3K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$5.2B)

921932505

VOOG|921932505

Shares:12.1K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$5.2B)

NORTHERN TRUST CORP

NTRS|665859104

Shares:40.8K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$5.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:18.3K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$5.2B)

00162Q452

Shares:73.6K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$5.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:31.2K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$5.2B)

Equitable Holdings, Inc.

EQH|29452E101

Shares:70.8K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$5.2B)

KKR & Co. Inc.

KKR|48251W104

Shares:31.6K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$5.2B)

MARCUS CORP

MCS|566330106

Shares:208.2K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$5.2B)

Tesla, Inc.

TSLA|88160R101

Shares:13.3K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$5.2B)

46432F834

IXUS|46432F834

Shares:49.0K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$5.2B)

HERSHEY CO

HSY|427866108

Shares:19.8K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$5.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:74.5K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$5.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:16.8K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$5.2B)

Natera, Inc.

NTRA|632307104

Shares:23.7K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$5.2B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:54.2K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$5.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R788)✕	98.0K	QoQ +12.91% (+11.2K) YoY +222.73% (+67.6K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$5.2B)	QoQ +15.58% (+$584.9K) YoY +250.87% (+$3.1M)
(cusip74347R206)✕	47.1K	QoQ +1.29% (-600) YoY -10.28% (-5.4K)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$5.2B)	QoQ -16.82% (-$846.9K) YoY -8.84% (-$406.5K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	38.0K	QoQ +0.20% (+76) YoY +0.17% (+67)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$5.2B)	QoQ +18.72% (+$655.5K) YoY +27.13% (+$887.1K)
COLGATE PALMOLIVE CO(CLcusip194162103)	44.0K	QoQ -1.50% (-671) YoY -3.20% (-1.5K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$5.2B)	QoQ +1.52% (-$61.7K) YoY +0.71% (-$29.3K)
Uber Technologies, Inc(UBERcusip90353T100)	56.3K	QoQ -45.56% (-47.2K) YoY +372.81% (+44.4K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$5.2B)	QoQ -34.24% (-$2.1M) YoY +347.44% (+$3.2M)
(VOOGcusip921932505)	12.1K	QoQ +18.80% (+1.9K) YoY +10.46% (+1.2K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$5.2B)	QoQ +8.55% (+$320.3K) YoY +21.25% (+$712.2K)
NORTHERN TRUST CORP(NTRScusip665859104)	40.8K	QoQ +14.24% (+5.1K) YoY +14.49% (+5.2K)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$5.2B)	QoQ +9.95% (+$364.0K) YoY +27.02% (+$855.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	18.3K	QoQ -7.21% (-1.4K) YoY -29.78% (-7.7K)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$5.2B)	QoQ +10.12% (-$365.4K) YoY -22.67% (-$1.2M)
(cusip00162Q452)✕	73.6K	QoQ +7.19% (+4.9K) YoY +30.69% (+17.3K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$5.2B)	QoQ +15.60% (+$516.4K) YoY +43.03% (+$1.2M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	31.2K	QoQ +6.81% (+2.0K) YoY -4.04% (-1.3K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$5.2B)	QoQ +7.70% (+$271.8K) YoY +15.22% (-$502.1K)
Equitable Holdings, Inc.(EQHcusip29452E101)	70.8K	QoQ +100.07% (+35.4K) YoY +100.45% (+35.5K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$5.2B)	QoQ +120.94% (+$2.0M) YoY +174.70% (+$2.3M)
KKR & Co. Inc.(KKRcusip48251W104)	31.6K	QoQ -4.15% (-1.4K) YoY -21.67% (-8.7K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$5.2B)	QoQ -25.08% (-$1.2M) YoY -9.97% (-$404.9K)
MARCUS CORP(MCScusip566330106)	208.2K	QoQ +1.67% (-3.4K) YoY -8.83% (-20.2K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$5.2B)	QoQ -21.06% (-$927.4K) YoY +6.69% (-$218.1K)
Tesla, Inc.(TSLAcusip88160R101)	13.3K	QoQ -7.03% (-1.0K) YoY +8.42% (+1.0K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$5.2B)	QoQ -40.34% (-$2.3M) YoY +59.85% (+$1.3M)
(IXUScusip46432F834)	49.0K	QoQ +1.97% (+951) YoY -0.38% (-187)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$5.2B)	QoQ +7.63% (+$242.7K) YoY +2.48% (-$82.9K)
HERSHEY CO(HSYcusip427866108)	19.8K	QoQ -1.65% (-334) YoY -1.87% (-379)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$5.2B)	QoQ -0.66% (-$22.8K) YoY -13.71% (-$539.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	74.5K	QoQ +18.10% (+11.4K) YoY +9.78% (+6.6K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$5.2B)	QoQ +33.97% (+$857.5K) YoY +18.68% (+$532.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	16.8K	QoQ +2.96% (+484) YoY -8.90% (-1.6K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$5.2B)	QoQ +23.56% (+$641.3K) YoY +3.88% (-$125.6K)
Natera, Inc.(NTRAcusip632307104)	23.7K	QoQ -0.33% (-79) YoY -0.33% (-79)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$5.2B)	QoQ -10.96% (-$412.5K) YoY +54.10% (-$1.2M)
ALTRIA GROUP, INC.(MOcusip02209S103)	54.2K	QoQ -2.31% (-1.3K) YoY -0.27% (-152)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$5.2B)	QoQ +12.12% (-$351.5K) YoY +37.20% (-$881.7K)