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Charles & Colvard, Ltd. (CTHR) institutional ownership

Market cap$304K SectorConsumer Cyclical
Funds holding · Q3 2024
1
reported CTHR position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q3 2024
Activity unavailable N/A
0 buyers · 1 sellers

Charles & Colvard, Ltd. (CTHR) price and institutional activity

Dates

Q3 2024

$0 bought by 0 investors
$0 sold by 1 investors
Blue Trust, Inc.
Bought Sold Totals per quarter; hover a bar for the names.

Charles & Colvard, Ltd. (CTHR) institutional activity · 1

Investor Type Est. change Change Δ Own Date
Blue Trust, Inc. · Exited
Change −51K Δ Own −100.0% Date Q3 2024
Blue Trust, Inc. Exited· Q3 2024 −51K −100.0% Q3 2024
Data through Q3 2024 · filed Q3 2024
1 of 1

Famous investor activity in Charles & Colvard, Ltd. (CTHR)

Charles & Colvard, Ltd. (CTHR) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Goldman Neal I. · Director Grant (A) 24K
Owned 24K Trade date Aug 21, 2025 Filed date Aug 25, 2025
Goldman Neal I. Director Grant (A) 24K 24K Aug 21, 2025 Aug 25, 2025
Tu James · Director Grant (A) 480K
Owned 480K Trade date Aug 21, 2025 Filed date Aug 25, 2025
Tu James Director Grant (A) 480K 480K Aug 21, 2025 Aug 25, 2025
Butler Anne M. · Director Grant (A) 24K
Owned 24K Trade date Aug 21, 2025 Filed date Aug 25, 2025
Butler Anne M. Director Grant (A) 24K 24K Aug 21, 2025 Aug 25, 2025
O'Connell Don · Director, Officer Grant (A) 240K
Owned 240K Trade date Aug 21, 2025 Filed date Aug 25, 2025
O'Connell Don Director, Officer Grant (A) 240K 240K Aug 21, 2025 Aug 25, 2025
Bhanderi Ruten · Director Grant (A) 240K
Owned 240K Trade date Aug 21, 2025 Filed date Aug 25, 2025
Bhanderi Ruten Director Grant (A) 240K 240K Aug 21, 2025 Aug 25, 2025
Pete Clint J. · Officer Grant (A) 102K
Owned 102K Trade date Aug 21, 2025 Filed date Aug 25, 2025
Pete Clint J. Officer Grant (A) 102K 102K Aug 21, 2025 Aug 25, 2025
6 of 6

Charles & Colvard, Ltd. (CTHR) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Bhanderi Ruten 1.9M
% of shares outstanding 42.8% Filing date Sep 8, 2025
Bhanderi Ruten 1.9M 42.8% Sep 8, 2025
Pham Duc Hoang 532K
% of shares outstanding 11.9% Filing date Sep 25, 2025
Pham Duc Hoang 532K 11.9% Sep 25, 2025
Riverstyx Capital Management LLC 532K
% of shares outstanding 11.9% Filing date Sep 24, 2025
Riverstyx Capital Management LLC 532K 11.9% Sep 24, 2025
Sykes Ollin B 3.3M
% of shares outstanding 10.8% Filing date Feb 26, 2024
Sykes Ollin B 3.3M 10.8% Feb 26, 2024
Valadez Carlos Daniel 1.8M
% of shares outstanding 5.9% Filing date May 16, 2023
Valadez Carlos Daniel 1.8M 5.9% May 16, 2023
Renaissance Technologies LLC 1.4M
% of shares outstanding 4.7% Filing date Feb 13, 2023
Renaissance Technologies LLC 1.4M 4.7% Feb 13, 2023
Punch & Associates Investment Management, Inc. 0
% of shares outstanding 0.0% Filing date Feb 14, 2024
Punch & Associates Investment Management, Inc. 0 0.0% Feb 14, 2024
Silver Ring Value Partners Fund LP
% of shares outstanding 0.0% Filing date Feb 11, 2022
Silver Ring Value Partners Fund LP 0.0% Feb 11, 2022
8 of 8

Charles & Colvard, Ltd. (CTHR) ownership FAQ

Who owns CTHR?

1 reporting institutions disclosed CTHR position changes in the Q3 2024 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q3 2024.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.