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Osterweis Capital Management Inc. 
 CA
  SEC # 1007524


        
2  Related Registrants:   

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180  SEC Filings
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  from  2/14/96  to  2/14/24  (6 Weeks Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Osterweis Capital Management Inc. 

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Forms
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, Documents
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& Exhibits
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 in  180 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/14/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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103
2/14/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G77

Form-Specific Documents: 
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2/14/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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43

Additional Exhibits: 
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2/14/24EX-99Miscellaneous Exhibits, such as Press Releases36

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


1 Related Manager who also Reported Holdings for this Manager

As Of
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
5/11/163/31/16  27 of 1,137  $11  
 SD
 
Dorsey & Whitney Trust Co. LLC


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 2
2023 5
2022 5
2021 5
2020 7
2019 6
2018 8
2017 8
2016 11
2015 9
2014 5
2013 6
2012 7
2011 8
2010 7
2009 10
2008 12
2007 10
2006 8
2005 6
2004 4
2003 5
2002 6
2001 6
2000 7
1999 5
1997 1
1996 1

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