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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 352 | $12,391 | 111 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PULSE BIOSCIENCES INC | COM | 353 | $12,240 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EATON VANCE TAX-MANAGED DIVE | COM | 354 | $12,190 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
