Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTH STAR INVESTMENT MANAGEMENT CORP | 04-30-2024 | 03-31-2024 | 1239 | 1,401,681,259 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $58,486,880 | 291,996 | 0.00 | 291,996 | +Inf | 03-31-2024 | |
| APPLE INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -907 | -0.34 | 03-31-2024 |
| APPLE INC | COM | 3 | $45,227,296 | 263,747 | 0.00 | 263,747 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P 500 GRWT ETF | 4 | $44,763,100 | 530,117 | 0.00 | 530,117 | +Inf | 03-31-2024 |
