Westside Investment Management, Inc.
Position in NTRS — Northern Trust Corp
CIK 1538383
SANTA MONICA, CA
Position in NTRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,509
+$5,620 QoQ
Shares Held
164
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#867
of 1,020 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $3,252,089 across 28 Asset Management names. NTRS ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
20,389 | $2,399,173 | |
| 2 | RIV |
Rivernorth Opportunities Fund, Inc.
|
15,000 | $174,900 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
3,200 | $82,432 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
6,000 | $69,420 | |
| 5 | ACV |
Virtus Diversified Income & Convertible Fund
|
1,867 | $52,910 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
1,667 | $42,958 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
1,834 | $41,723 | |
| 8 | BLK |
BlackRock, Inc.
|
38 | $36,539 |
All Filings in NTRS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,509 | 164 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $22,889 | 164 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,400 | 164 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,074 | 164 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,396 | 82 | Shares | Sole | 2025-08-05 | |
| 2023-12-31 | $9,028 | 107 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,434 | 107 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,932 | 107 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,429 | 107 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $9,468 | 107 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,154 | 107 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,323 | 107 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $12,460 | 107 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,798 | 107 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,535 | 107 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $12,371 | 107 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $11,246 | 107 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,965 | 107 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $8,342 | 107 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $8,489 | 107 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $8,074 | 107 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||