OFFIT CAPITAL ADVISORS LLC

13F Filings History

Latest 13F report: Q3 2023 - Oct 5, 2023
Value $: $60.1M
Signature - Title: Vincent Rella - Chief Financial Officer and Chief Compliance Officer
Location: New York, NY
Summary: This page shows a list of all the recent 13F filings made by OFFIT CAPITAL ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OFFIT CAPITAL ADVISORS LLC reported 1 stock holding with total value $60.1M as of Q3 2023.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2023	1	$60.1M				CMTG	13F-HR	10/5/2023, 04:39 PM
Q2 2023	1	$61.5M				CMTG	13F-HR	8/11/2023, 08:27 AM
Q1 2023	1	$63.2M				CMTG	13F-HR	5/15/2023, 10:12 AM
Q4 2022	1	$79.8M		-$6.07M	-$6.07M	CMTG	13F-HR	2/14/2023, 03:13 PM
Q3 2022	1	$68.6M		-$15.5M	-$15.5M	CMTG	13F-HR	11/14/2022, 03:00 PM
Q2 2022	2	$130M		-$70.9M	-$70.9M	CMTG, OWL	13F-HR	8/5/2022, 02:49 PM
Q1 2022	2	$214M	+$45.5M		+$45.5M	CMTG, OWL	Restatement	6/14/2022, 03:05 PM
Q4 2021	1	$162M				CMTG	Restatement	6/14/2022, 03:09 PM