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Get Institutions for : 
Karat Packaging Inc. (KRT)  
$29.31 0.61 (2.13%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 94    13
Total shares held : 
 5,030,210  
% of shares held : 
 25.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 425,541  
% of shares held change : 
   2.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.40  
Last Quarter's Ending Price : 
 $24.85  
Last Quarter's Average Price : 
 $22.04  
Change from last quarter's     
avg. price to the last closing  : 
7.27 (32.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 227,132
 4.52%
 
Increased Positions :
39
 683,131
 13.58%
 
Unchanged Positions :
11
 269,364
 5.35%
 
Decreased Positions :
20
-237,880
-4.73%
 
Closed Positions :
11
-246,842
-4.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLINGTON MANAGEMENT CO LLP 1032 - 2024-03-31 462,760 $13,240,000 -63,776
   BLACKROCK INC. 3213 - 2024-03-31 363,357 $10,396,000 10,277
   AMERIPRISE FINANCIAL INC 1730 - 2024-03-31 354,387 $10,139,000 -25,579
   VANGUARD GROUP INC 2960 - 2024-03-31 348,678 $9,976,000 2,804
   WASATCH ADVISORS INC 168 - 2024-03-31 325,203 $9,304,000 -18,844
   AMERICAN CENTURY COMPANIES INC 1249 - 2024-03-31 310,542 $8,885,000 -70,181
   UBS Group AG 1783 - 2024-03-31 274,890 $7,865,000 105,758
   ACADIAN ASSET MANAGEMENT LLC 369 - 2024-03-31 261,895 $7,489,000 27,370
   BANK OF NEW YORK MELLON CORP 2349 - 2024-03-31 165,902 $4,746,000 3,049
   De Lisle Partners LLP 28 - 2024-03-31 149,143 $4,260,000 0
   GEODE CAPITAL MANAGEMENT LLC 2807 - 2024-03-31 142,147 $4,067,000 2,089
   KORNITZER CAPITAL MANAGEMENT INC /KS 276 - 2024-03-31 126,657 $3,624,000 -42,430
   STATE STREET CORP 2894 - 2024-03-31 121,341 $3,472,000 5,111
   DIMENSIONAL FUND ADVISORS INC 2652 - 2024-03-31 118,076 $3,378,000 36,582
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 447 - 2024-03-31 87,811 $2,512,000 -10,447
   Uniplan Investment Counsel Inc. 96 - 2024-03-31 85,351 $2,441,000 891
   AQR CAPITAL MANAGEMENT LLC 1325 - 2024-03-31 84,911 $2,429,000 76,500
   RICE HALL JAMES & ASSOCIATES LLC 152 - 2024-03-31 83,206 $2,381,000 3,996
   ZACKS INVESTMENT MANAGEMENT 295 - 2024-03-31 78,837 $2,256,000 13,505
   CI Private Wealth LLC 1031 - 2024-03-31 66,847 $1,912,000 -653
   O SHAUGHNESSY ASSET MANAGEMENT LLC 610 - 2024-03-31 64,049 $1,832,000 15,786
   PRICE T ROWE ASSOCIATES INC /MD/ 1621 - 2024-03-31 61,547 $1,762,000 30,137
   SEI INVESTMENTS CO 1694 - 2024-03-31 57,753 $1,652,000 -12,437
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 146 - 2024-03-31 55,400 $1,585,000 0
   NORTHERN TRUST CORP 3089 - 2024-03-31 54,065 $1,547,000 -320
   MILLENNIUM MANAGEMENT LLC 2639 - 2024-03-31 51,226 $1,466,000 17,195
   TWO SIGMA ADVISERS, LLC 1393 - 2024-03-31 50,100 $1,433,000 -7,500
   GRATIA CAPITAL LLC 12 - 2024-03-31 44,184 $1,264,000 -78,041
   TWO SIGMA INVESTMENTS LLC 1705 - 2024-03-31 43,500 $1,245,000 -16,947
   VICTORY CAPITAL MANAGEMENT INC 1643 - 2024-03-31 40,465 $1,158,000 -2,839
   JACOBS LEVY EQUITY MANAGEMENT INC 708 - 2024-03-31 36,922 $1,056,000 710
   LPL FINANCIAL CORP 3120 - 2024-03-31 35,159 $1,006,000 1,695
   CITADEL ADVISORS LLC 3100 - 2024-03-31 33,903 $970,000 -10,431
   BARCLAYS PLC 2385 - 2024-03-31 32,324 $925,000 -5,527
   RENAISSANCE TECHNOLOGIES LLC 2562 - 2024-03-31 30,815 $882,000 3,300
   DENALI ADVISORS LLC 104 - 2024-03-31 26,600 $761,000 -5,000
   ANCORA ADVISORS, LLC 419 - 2024-03-31 26,572 $760,000 0
   JANNEY MONTGOMERY SCOTT LLC 1675 - 2024-03-31 26,444 $757,000 2,096
   Comprehensive Portfolio Management LLC 442 - 2024-03-31 25,265 $723,000 7,378
   JANUS HENDERSON GROUP PLC 1883 - 2024-03-31 22,146 $634,000 -954
   STATE OF WISCONSIN INVESTMENT BOARD 1642 - 2024-03-31 21,100 $604,000 5,000
   MORGAN STANLEY 5052 - 2024-03-31 20,654 $591,000 757
   PERRITT CAPITAL MANAGEMENT INC 74 - 2024-03-31 20,000 $572,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2996 - 2024-03-31 18,667 $534,000 0
   Ellsworth Advisors LLC 112 - 2024-03-31 19,066 $529,000 1,165
   J P MORGAN CHASE & CO 3742 - 2024-03-31 16,945 $485,000 -998
   STRS OHIO 1288 - 2024-03-31 16,800 $480,000 -1,900
   Man Group plc 1591 *New 2024-03-31 15,806 $452,000 15,806
   Qube Research & Technologies Ltd 2249 - 2024-03-31 14,633 $419,000 10,025
   GSA CAPITAL PARTNERS LLP 1047 - 2024-03-31 13,806 $395,000 1,681
   BAILARD BIEHL & KAISER INC 517 - 2024-03-31 13,443 $385,000 0
   SEIZERT CAPITAL PARTNERS LLC 141 - 2024-03-31 11,814 $338,000 0
   INVESCO LTD 3390 - 2024-03-31 11,172 $320,000 -1,631
   RHUMBLINE ADVISERS 3062 - 2024-03-31 8,816 $252,000 618
   Quadrature Capital LTD 1019 - 2024-03-31 7,517 $215,000 -17,875
   CAXTON ASSOCIATES LLC 419 *New 2024-03-31 7,341 $210,000 7,341
   NUVEEN ASSET MANAGEMENT, LLC 3126 *New 2024-03-31 7,348 $210,000 7,348
   DEUTSCHE BANK AG 2853 - 2024-03-31 5,704 $163,000 0
   LAZARD ASSET MANAGEMENT LLC 1191 - 2024-03-31 5,640 $161,000 -129
   HILLSDALE INVESTMENT MANAGEMENT INC. 409 - 2024-03-31 4,800 $137,000 -1,500
   BANK OF AMERICA CORP /DE/ 5112 - 2024-03-31 4,355 $125,000 -3,650
   SG AMERICAS SECURITIES LLC 2094 *New 2024-03-31 4,004 $115,000 4,004
   MetLife Investment Advisors LLC 2553 - 2024-03-31 3,377 $97,000 0
   AMERICAN INTERNATIONAL GROUP INC 2539 - 2024-03-31 3,347 $96,000 -28
   NEW YORK STATE COMMON RETIREMENT FUND 2732 - 2024-03-31 3,101 $89,000 4
   WELLS FARGO & CO/MN 4407 - 2024-03-31 3,022 $86,000 273
   ROYAL BANK OF CANADA 4682 - 2024-03-31 3,002 $86,000 -4,442
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 291 - 2024-03-31 1,562 $45,000 0
   COPELAND CAPITAL MANAGEMENT, LLC 170 - 2024-03-31 1,273 $36,000 12
   CITIGROUP INC 3925 - 2024-03-31 1,149 $33,000 10
   LEGAL & GENERAL GROUP PLC 2926 - 2024-03-31 751 $21,000 0
   IFP Advisors Inc 1862 *New 2023-12-31 844 $21,000 844
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2722 - 2024-03-31 683 $20,000 -435
   FMR LLC 3894 - 2024-03-31 644 $18,000 38
   NISA INVESTMENT ADVISORS L L C 1945 - 2024-03-31 600 $17,000 0
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1607 - 2024-03-31 608 $17,000 0
   MEEDER ASSET MANAGEMENT INC 491 - 2024-03-31 525 $15,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2109 - 2024-03-31 373 $11,000 0
   SUMMIT INVESTMENT ADVISORS INC 2800 - 2024-03-31 359 $10,000 0
   CWM LLC 3331 *New 2024-03-31 367 $10,000 367
   Goss Wealth Management LLC 2927 *New 2024-03-31 324 $9,000 324
   Nelson Van Denburg & Campbell Wealth Management Gr 1999 - 2024-03-31 201 $6,000 74
   Advisor Group Holdings Inc. 5845 - 2024-03-31 200 $6,000 11
   AMALGAMATED BANK 2687 - 2024-03-31 158 $5,000 -616
   COMERICA BANK 3319 - 2024-03-31 157 $4,000 0
   TOWER RESEARCH CAPITAL LLC 4916 - 2024-03-31 92 $3,000 -1,631
   Continuum Advisory LLC 1184 *New 2024-03-31 89 $3,000 89
   Lindbrook Capital LLC 2251 - 2024-03-31 62 $2,000 0
   HUNTINGTON NATIONAL BANK 1697 - 2024-03-31 69 $2,000 10
   HANSON MCCLAIN, INC. 2865 - 2024-03-31 57 $2,000 9
   Covestor Ltd 2116 - 2024-03-31 33 $1,000 33
   Summit Global Investments *Closed 2024-03-31 0 $0 -12,695
   D E SHAW & CO INC 3087 *Closed 2024-03-31 0 $0 -11,358
   PROEQUITIES INC. 5979 - 2024-03-31 0 $0 0
   Squarepoint Ops LLC 2752 *Closed 2024-03-31 0 $0 -22,772
   Ronald Blue Trust Inc. 2505 *Closed 2024-03-31 0 $0 -500
   ADVISORY SERVICES NETWORK, LLC 3238 *Closed 2024-03-31 0 $0 -113
   Winton Capital Group Ltd 774 *Closed 2024-03-31 0 $0 -8,468
   Aquatic Capital Management LLC 1402 *Closed 2024-03-31 0 $0 -800
   Raleigh Capital Management Inc. 1076 *Closed 2024-03-31 0 $0 -375
  100 Records found
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