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 |
|---|---|---|---|---|---|---|---|---|---|
| SPROTT PHYSICAL GOLD SILVER | COM | 351 | $220,225 | 11,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHERN CO | COM | 352 | $219,195 | 3,126 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES MSCI USA ESG | MFD | 353 | $216,135 | 2,060 | 0.00 | 2,060 | +Inf | 12-31-2023 | |
| SCHLUMBERGER | COM | 354 | $215,185 | 4,135 | 0.00 | 0.00 | -4,770 | -53.57 | 12-31-2023 |
