Advertisement
Screener

Mesirow Financial Investment Management, Inc. Last Quarter Change: Foreign Stocks, Added

Mesirow Financial Investment Management, Inc. quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Mesirow Financial Investment Management, Inc. opened 1 positions, added to 4, reduced 4, sold out of 1 and left 1 unchanged. The largest increase in value was TSM (+$1,164,349); the largest decrease was NICE (-$1,338,338).

  • SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 23,305; Shares 2026-06-30 23,444.
  • HSBC: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 8,916; Shares 2026-06-30 8,923.
  • GSK: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 17,074; Shares 2026-06-30 17,087.
  • RIO: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 4,462; Shares 2026-06-30 4,467.

Two Form 13F-HR filings compared (SEC CIK 1469475): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SHEL
SHELL PLC
SPON ADS23,30523,444+139$2,167,228$1,817,905-$349,323
HSBC
HSBC HLDGS PLC
SPON ADR NEW8,9168,923+7$735,506$848,508+$113,002
GSK
GSK PLC
SPONSORED ADR17,07417,087+13$942,309$895,732-$46,577
RIO
RIO TINTO PLC
SPONSORED ADR4,4624,467+5$416,260$424,013+$7,753

Similar Firms

Firm NameCountry13F ValueHoldings
BARINGS LLCUnited States$6.193B238
Apollon Wealth Management, LLCUnited States$6.153B1,404
World Investment AdvisorsUnited States$6.202B1,572
NorthRock Partners, LLCUnited States$6.203B678
LETKO, BROSSEAU & ASSOCIATES INCCanada$6.205B101
Prospera Financial Services IncUnited States$6.210B1,417
Energy Income Partners, LLCUnited States$6.215B168
AKRE CAPITAL MANAGEMENT LLCUnited States$6.135B20
CAPITAL ADVISORS INC/OKUnited States$6.221B377
Arkadios Wealth AdvisorsUnited States$6.129B3,368