Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 02-14-2024 | 12-31-2023 | 244 | 1,575,487,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 301 | $69,443 | 1,842 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 302 | $68,799 | 168 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HANNON ARMSTRONG SUST INFR C | COM | 303 | $65,916 | 2,390 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| METTLER TOLEDO INTERNATIONAL | COM | 304 | $60,648 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
