Osterweis Strategic Inc.-InvOSTIX
13F holders, Q2 2024 (June 30)2holders
$11.05avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Osterweis Strategic Inc.-Inv (OSTIX) in their 13F filings. The largest holders were ORG Partners LLC ($3.3M) and Mfa Wealth Advisors, LLC ($12K).
- Company
- Osterweis Strategic Inc.-Inv
- CUSIP
- 742935489
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.3M |
| Exits | 0 | $0 |
Ownership 2 holders
| ORG Partners LLC | 0.41% | New | 294,413 | $3.3M |
| Mfa Wealth Advisors, LLC | 0.00% | New | 1,109 | $12K |
"% of holder's portfolio" is OSTIX's weight in each manager's 13F, not the share of Osterweis Strategic Inc.-Inv the manager owns.