OFFIT CAPITAL

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Showing 11 results

Adviser
Type
Submitted
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
10/05/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$60.1 b % Position100.00 % $ Change-2.00 % # Shares5,426,793 # Change0.00 %
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
08/11/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$61.5 b % Position100.00 % $ Change-3.00 % # Shares5,426,793 # Change0.00 %
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
05/15/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$63.2 b % Position100.00 % $ Change-21.00 % # Shares5,426,793 # Change0.00 %
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
02/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$79.8 b % Position100.00 % $ Change116339.00 % # Shares5,426,793 # Change-7.00 %
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
11/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$68.6 m % Position100.00 % $ Change-42.84 % # Shares5,839,714 # Change-18.45 %
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
08/05/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$119.9 m % Position92.18 % $ Change-25.74 % # Shares7,161,026 # Change-27.34 %
Stock Ticker09581B103 Stock NameBLUE OWL CAPITAL INC $ Position$10.2 m % Position7.82 % $ Change581.12 % # Shares1,014,578 # Change761.20 %
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR/A Submitted
06/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$168.9 m % Position78.78 % $ Change4.58 % # Shares9,855,555 # Change0.00 %
Stock Ticker09581B103 Stock NameBLUE OWL $ Position$45.5 m % Position21.22 % $ ChangeN / A # Shares3,587,918 # ChangeN / A
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR/A Submitted
06/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$161.5 m % Position100.00 % $ ChangeN / A # Shares9,855,555 # ChangeN / A
Adviser OFFIT CAPITAL ADVISORS LLC Type 13G Submitted
05/27/2022
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
05/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$161.5 m % Position26.63 % $ Change0.00 % # Shares9,855,555 # Change0.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$33.0 m % Position5.44 % $ Change-2.43 % # Shares189,154 # Change-0.77 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$31.9 m % Position5.26 % $ Change-2.35 % # Shares76,791 # Change2.69 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$20.2 m % Position3.32 % $ Change-7.68 % # Shares65,389 # Change0.70 %
Stock Ticker223622606 Stock NameCOWEN INC $ Position$15.3 m % Position2.52 % $ ChangeN / A # Shares563,659 # ChangeN / A
Adviser OFFIT CAPITAL ADVISORS LLC Type 13F-HR Submitted
05/04/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$161.5 m % Position27.58 % $ ChangeN / A # Shares9,855,555 # ChangeN / A
Stock Ticker037833100 Stock NameAPPLE INC $ Position$33.9 m % Position5.78 % $ ChangeN / A # Shares190,631 # ChangeN / A
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$32.6 m % Position5.57 % $ ChangeN / A # Shares74,783 # ChangeN / A
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$21.8 m % Position3.73 % $ ChangeN / A # Shares64,932 # ChangeN / A
Stock Ticker441593100 Stock NameHOULIHAN LOKEY INC $ Position$16.7 m % Position2.86 % $ ChangeN / A # Shares161,716 # ChangeN / A

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