Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTH STAR INVESTMENT MANAGEMENT CORP | 11-06-2023 | 09-30-2023 | 1280 | 1,184,918,937 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 1 | $45,590,250 | 266,283 | 0.00 | 0.00 | -907 | -0.34 | 09-30-2023 |
| JPMORGAN CHASE & CO COM | Stock | 2 | $42,301,560 | 291,695 | 0.00 | 0.00 | 661 | 0.23 | 09-30-2023 |
| ISHARES S&P 500 GROWTH ETF | ETF | 3 | $35,857,066 | 524,073 | 0.00 | 0.00 | 1,265 | 0.24 | 09-30-2023 |
| MICROSOFT | Stock | 4 | $31,930,531 | 101,126 | 0.00 | 0.00 | -1,413 | -1.38 | 09-30-2023 |
