A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, MSFT, HD, JPM, and BRKB.
Filing 2020 Q3 compared to 2020 Q2 - Restatement by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Paul Schultz
Secretary
Milwaukee, Wisconsin
12 Nov 2020
Baird Financial Group, Inc. ("BFG") is making this 13F filing as the parent holding company of Robert W. Baird & Co. Incorporated, Strategas Asset Management, LLC, Hilliard Lyons Trust Company, LLC and Baird Financial Corporation. The characterization of shared investment discretion with parent holding companies is made solely as a consequence of SEC interpretations regarding control through share ownership. BFG is also including in this 13F filing a notice report for RiverFront Investment Group, LLC ("RiverFront"), an affiliated institutional investment management firm; however, BFG expressly disclaims investment discretion and beneficial ownership of all reported securities of RiverFront.
List of Other Managers Reporting for Baird Financial Group, Inc.:
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