Charles & Colvard, Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RONALD BLUE TRUST, INC. | 07/18/2024 | 50,540 | $17,234 | 0.00% | 0.17% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 10/17/2024 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CERITY PARTNERS LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FOUNDERS CAPITAL MANAGEMENT | 07/10/2024 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
| EAGLE STRATEGIES LLC | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
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Charles & Colvard, Ltd. institutional Ownership - FAQ's
During the previous two years, 17 institutional investors and hedge funds held shares of Charles & Colvard, Ltd.. The most heavily invested institutionals were:
BlackRock Inc.: 0
Simplicity Solutions, LLC: 0
ACG Wealth: 0
PALLADIUM PARTNERS LLC: 32,513
Carroll Financial Associates, Inc.: 10,020
National Investment Services of America, LLC: 82,180
0.17% of Charles & Colvard, Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 1.98 M shares in the last 24 months. This purchase volume represents approximately $2.95 M in transactions.