Osterweis Strategic Inc.-InvOSTIX
13F holders, Q3 2024 (September 30)1holders −1
0new positions
1sold out
$11.22avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Osterweis Strategic Inc.-Inv (OSTIX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Mfa Wealth Advisors, LLC ($13K).
- Company
- Osterweis Strategic Inc.-Inv
- CUSIP
- 742935489
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 14 shares bought and 294,413 shares sold, net −294,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Mfa Wealth Advisors, LLC | 0.00% | Add +1.3% | 1,123 | $13K |
"% of holder's portfolio" is OSTIX's weight in each manager's 13F, not the share of Osterweis Strategic Inc.-Inv the manager owns.