Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 02-01-2024 | 12-31-2023 | 426 | 1,954,732,509 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & CO | COM | 201 | $651,108 | 13,229 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P REGIONAL BANK ETF | COM | 202 | $649,975 | 12,397 | 0.00 | 0.00 | -1,000 | -7.46 | 12-31-2023 |
| SPDR S&P BANK ETF | COM | 203 | $600,515 | 13,049 | 0.00 | 0.00 | 1,602 | 13.99 | 12-31-2023 |
| EPAM SYSTEMS | COM | 204 | $594,680 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
