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Get Institutions for : 
Karat Packaging Inc. (KRT)  
$26.71 2.23 (7.71%) as of 4:30 Fri 5/10


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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  : 
4.67 (21.19%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CI Private Wealth LLC 1078 *New 2023-12-31 67,500 $1,677,000 67,500
   PRICE T ROWE ASSOCIATES INC /MD/ 1977 *New 2023-12-31 31,410 $782,000 31,410
   JANUS HENDERSON GROUP PLC 1914 *New 2023-12-31 23,100 $574,000 23,100
   STATE OF WISCONSIN INVESTMENT BOARD 1874 *New 2023-12-31 16,100 $400,000 16,100
   INVESCO LTD 3301 *New 2023-12-31 12,803 $318,000 12,803
   D E SHAW & CO INC 2429 *New 2023-12-31 11,358 $282,000 11,358
   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
   Qube Research & Technologies Ltd 2649 *New 2023-12-31 4,608 $115,000 4,608
   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
   CWM LLC 3331 *New 2024-03-31 367 $10,000 367
   Advisor Group Holdings Inc. 6009 *New 2023-12-31 189 $5,000 189
   ADVISORY SERVICES NETWORK, LLC 3212 *New 2023-12-31 113 $3,000 113

  14 Records found
  1    
  Page 1 of 1
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