OSTIXOsterweis Strategic
CUSIP 742935489 · Yahoo Finance ↗ · Google Finance ↗
Osterweis Strategic (OSTIX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 347.5K shares worth $4M as of Q1 2019. The largest reported holders are Org Partners LLC, Strategic Investment Solutions, Inc. /Il, and Mfa Wealth Advisors, LLC.
Institutional Holders
1
Q1 2019
Reported Value
$4M
Ticker
OSTIX
Quarters Tracked
1
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ORG Partners LLC$568M AUM | 0.40% | $3M | 294.4K | Q2 2024OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $46,209 | 4.2K | Q4 2023OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.00% | $12,605 | 1.1K | Q3 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.