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Get Institutions for : 
Karat Packaging Inc. (KRT)  
$27.31 0.25 (0.92%) as of 4:30 Fri 4/26


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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  : 
5.27 (23.91%)  




 
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 1018 - 2023-12-31 526,536 $13,084,000 -46,400
   AMERICAN CENTURY COMPANIES INC 1166 - 2023-12-31 380,723 $9,461,000 32,315
   AMERIPRISE FINANCIAL INC 1774 - 2023-12-31 379,966 $9,442,000 -1,745
   WASATCH ADVISORS INC 168 - 2024-03-31 325,203 $9,304,000 -18,844
   BLACKROCK INC. 3324 - 2023-12-31 353,080 $8,774,000 57,383
   VANGUARD GROUP INC 3031 - 2023-12-31 345,874 $8,595,000 12,723
   ACADIAN ASSET MANAGEMENT LLC 415 - 2023-12-31 234,525 $5,823,000 50,905
   UBS Group AG 2147 - 2023-12-31 169,132 $4,203,000 76,497
   KORNITZER CAPITAL MANAGEMENT INC /KS 263 - 2023-12-31 169,087 $4,202,000 0
   BANK OF NEW YORK MELLON CORP 2472 - 2023-12-31 162,853 $4,047,000 146,554
   GEODE CAPITAL MANAGEMENT LLC 2877 - 2023-12-31 140,058 $3,481,000 19,208
   GRATIA CAPITAL LLC 6 - 2023-12-31 122,225 $3,037,000 -142,775
   STATE STREET CORP 2987 - 2023-12-31 116,230 $2,888,000 30,290
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 447 - 2024-03-31 87,811 $2,512,000 -10,447
   Uniplan Investment Counsel Inc. 98 - 2023-12-31 84,460 $2,123,000 -8,810
   DIMENSIONAL FUND ADVISORS INC 2788 - 2023-12-31 81,494 $2,025,000 25,283
   RICE HALL JAMES & ASSOCIATES LLC 177 - 2023-12-31 79,210 $1,968,000 -4,804
   SEI INVESTMENTS CO 1660 - 2023-12-31 70,190 $1,744,000 -2,684
   CI Private Wealth LLC 1078 *New 2023-12-31 67,500 $1,677,000 67,500
   ZACKS INVESTMENT MANAGEMENT 318 - 2023-12-31 65,332 $1,624,000 -1,886
   TWO SIGMA INVESTMENTS LLC 1688 - 2023-12-31 60,447 $1,502,000 4,159
   TWO SIGMA ADVISERS, LLC 1457 - 2023-12-31 57,600 $1,431,000 22,200
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 154 - 2023-12-31 55,400 $1,377,000 0
   NORTHERN TRUST CORP 3188 - 2023-12-31 54,385 $1,351,000 6,878
   O SHAUGHNESSY ASSET MANAGEMENT LLC 683 - 2023-12-31 48,263 $1,199,000 20,481
   CITADEL ADVISORS LLC 2836 - 2023-12-31 44,334 $1,102,000 23,424
   VICTORY CAPITAL MANAGEMENT INC 1645 - 2023-12-31 43,304 $1,076,000 -3,080
   BARCLAYS PLC 2559 - 2023-12-31 37,851 $941,000 7,529
   JACOBS LEVY EQUITY MANAGEMENT INC 740 - 2023-12-31 36,212 $900,000 20,959
   MILLENNIUM MANAGEMENT LLC 2813 - 2023-12-31 34,031 $846,000 -10,509
   LPL FINANCIAL CORP 3159 - 2023-12-31 33,464 $832,000 -250
   PRICE T ROWE ASSOCIATES INC /MD/ 1977 *New 2023-12-31 31,410 $782,000 31,410
   DENALI ADVISORS LLC 104 - 2024-03-31 26,600 $761,000 -5,000
   RENAISSANCE TECHNOLOGIES LLC 2618 - 2023-12-31 27,515 $684,000 8,900
   ANCORA ADVISORS, LLC 425 - 2023-12-31 26,572 $660,000 -200
   Quadrature Capital LTD 570 - 2023-12-31 25,392 $632,000 -1,698
   JANNEY MONTGOMERY SCOTT LLC 1749 - 2023-12-31 24,348 $605,000 3,668
   JANUS HENDERSON GROUP PLC 1914 *New 2023-12-31 23,100 $574,000 23,100
   Squarepoint Ops LLC 1616 - 2023-12-31 22,772 $566,000 9,614
   Ellsworth Advisors LLC 112 - 2024-03-31 19,066 $529,000 1,165
   PERRITT CAPITAL MANAGEMENT INC 84 - 2023-12-31 20,000 $497,000 0
   MORGAN STANLEY 5127 - 2023-12-31 19,897 $494,000 5,983
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3091 - 2023-12-31 18,667 $464,000 2,685
   STRS OHIO 1314 - 2023-12-31 18,700 $464,000 4,200
   J P MORGAN CHASE & CO 3741 - 2023-12-31 17,943 $446,000 6,107
   Comprehensive Portfolio Management LLC 515 - 2023-12-31 17,887 $445,000 7,336
   STATE OF WISCONSIN INVESTMENT BOARD 1874 *New 2023-12-31 16,100 $400,000 16,100
   BAILARD BIEHL & KAISER INC 535 - 2023-12-31 13,443 $334,000 0
   INVESCO LTD 3301 *New 2023-12-31 12,803 $318,000 12,803
   Summit Global Investments 422 *New 2023-12-31 12,695 $315,000 12,695
   GSA CAPITAL PARTNERS LLP 1118 *New 2023-12-31 12,125 $301,000 12,125
   SEIZERT CAPITAL PARTNERS LLC 151 *New 2023-12-31 11,814 $294,000 11,814
   D E SHAW & CO INC 2429 *New 2023-12-31 11,358 $282,000 11,358
   Jump Financial LLC 1455 - 2023-12-31 9,100 $226,000 -3,005
   Winton Capital Group Ltd 630 *New 2023-12-31 8,468 $210,000 8,468
   AQR CAPITAL MANAGEMENT LLC 2198 *New 2023-12-31 8,411 $209,000 8,411
   RHUMBLINE ADVISERS 3169 - 2023-12-31 8,198 $204,000 531
   BANK OF AMERICA CORP /DE/ 5002 - 2023-12-31 8,005 $199,000 4,019
   ROYAL BANK OF CANADA 4520 - 2023-12-31 7,444 $185,000 1,877
   HILLSDALE INVESTMENT MANAGEMENT INC. 387 - 2023-12-31 6,300 $157,000 0
   LAZARD ASSET MANAGEMENT LLC 1303 - 2023-12-31 5,769 $143,000 79
   DEUTSCHE BANK AG 2950 - 2023-12-31 5,704 $142,000 42
   Qube Research & Technologies Ltd 2649 *New 2023-12-31 4,608 $115,000 4,608
   MetLife Investment Advisors LLC 2672 - 2023-12-31 3,377 $84,000 0
   AMERICAN INTERNATIONAL GROUP INC 2651 - 2023-12-31 3,375 $84,000 525
   NEW YORK STATE COMMON RETIREMENT FUND 2779 - 2023-12-31 3,097 $77,000 -1,836
   WELLS FARGO & CO/MN 4504 - 2023-12-31 2,749 $68,000 608
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 291 - 2024-03-31 1,562 $45,000 0
   TOWER RESEARCH CAPITAL LLC 3221 - 2023-12-31 1,723 $43,000 875
   COPELAND CAPITAL MANAGEMENT, LLC 170 - 2024-03-31 1,273 $36,000 12
   CITIGROUP INC 3875 - 2023-12-31 1,139 $28,000 949
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2810 - 2023-12-31 1,118 $28,000 -142
   IFP Advisors Inc 1862 *New 2023-12-31 844 $21,000 844
   Aquatic Capital Management LLC 1219 *New 2023-12-31 800 $20,000 800
   LEGAL & GENERAL GROUP PLC 3040 - 2023-12-31 751 $19,000 92
   AMALGAMATED BANK 2664 - 2023-12-31 774 $19,000 -47
   FMR LLC 3926 - 2023-12-31 606 $15,000 500
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 600 $15,000 -2,300
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM *New 2023-12-31 608 $15,000 608
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 525 $13,000 0
   Ronald Blue Trust Inc. 1511 - 2023-12-31 500 $12,000 0
   CWM LLC 3331 *New 2024-03-31 367 $10,000 367
   METROPOLITAN LIFE INSURANCE CO/NY 2216 - 2023-12-31 373 $9,000 0
   SUMMIT INVESTMENT ADVISORS INC 2874 - 2023-12-31 359 $9,000 0
   Raleigh Capital Management Inc. 616 - 2023-12-31 375 $9,000 20
   Advisor Group Holdings Inc. 6009 *New 2023-12-31 189 $5,000 189
   COMERICA BANK 3303 - 2023-12-31 157 $4,000 45
   Nelson Van Denburg & Campbell Wealth Management Gr 1254 - 2023-12-31 127 $3,000 -80
   ADVISORY SERVICES NETWORK, LLC 3212 *New 2023-12-31 113 $3,000 113
   Lindbrook Capital LLC 2362 *New 2023-12-31 62 $2,000 62
   HANSON MCCLAIN, INC. *New 2023-12-31 48 $1,000 48
   HUNTINGTON NATIONAL BANK 1802 *New 2023-12-31 59 $1,000 59
   CALAMOS ADVISORS LLC 618 *Closed 2023-12-31 0 $0 -15,222
   MARSHALL WACE LLP 1859 *Closed 2023-12-31 0 $0 -17,141
   Russell Investments Group Ltd. 3176 *Closed 2023-12-31 0 $0 -74,339
   DORSEY WRIGHT & ASSOCIATES 184 *Closed 2023-12-31 0 $0 -918
   QUANTBOT TECHNOLOGIES LLC 1599 *Closed 2023-12-31 0 $0 -4,253
   EUDAIMONIA ASSET MANAGEMENT LLC 254 *Closed 2023-12-31 0 $0 -60,268
   PROEQUITIES INC. 6802 - 2023-12-31 0 $0 0
   Covestor Ltd 2657 - 2023-12-31 0 $0 -1
  100 Records found
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