Charles & Colvard, Ltd.

NasdaqCM:CTHR Stock Report

Market Cap: US$4.6m

Charles & Colvard Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:CTHR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Jul 24BuyUS$114,977Riverstyx Capital Management, LLCCompany61,063US$2.04
05 Mar 24BuyUS$5,550Don O'ConnellIndividual1,500US$3.70
01 Mar 24BuyUS$4,806Don O'ConnellIndividual1,335US$3.60
01 Mar 24BuyUS$7,028Sykes & Company, Profit Sharing Plan and TrustCompany1,900US$3.70
29 Feb 24BuyUS$17,287Ollin SykesIndividual4,494US$4.10
22 Feb 24BuyUS$35,024Sykes & Company, Profit Sharing Plan and TrustCompany10,750US$3.26
22 Feb 24BuyUS$10,164Don O'ConnellIndividual3,000US$3.39
16 Feb 24BuyUS$46,738Sykes & Company, Profit Sharing Plan and TrustCompany12,500US$3.74

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CTHR?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds271,1398.94%
Institutions342,88511.3%
Individual Insiders666,94122%
General Public1,753,53057.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 22 shareholders own 42.21% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.94%
Riverstyx Capital Management, LLC
271,139US$412.1k65.3%100.0%
6.73%
Ollin Sykes
204,283US$310.5k0%no data
5.9%
Carlos Valadez
178,913US$271.9k0%no data
4.08%
Neal Goldman
123,776US$188.1k0%no data
4.08%
Sykes & Company, Profit Sharing Plan and Trust
123,690US$188.0k0%no data
3.86%
Renaissance Technologies LLC
117,269US$178.2k-1.51%no data
2.37%
Don O'Connell
72,045US$109.5k0%no data
2.04%
The Vanguard Group, Inc.
61,902US$94.1k-31.2%no data
1.2%
Anne Butler
36,324US$55.2k0%no data
0.94%
Clint Pete
28,497US$43.3k0%no data
0.76%
Benedetta Casamento
23,103US$35.1k0%no data
0.57%
Geode Capital Management, LLC
17,351US$26.4k-10.1%no data
0.28%
Acadian Asset Management LLC
8,631US$13.1k-56.4%no data
0.2%
BlackRock, Inc.
5,932US$9.0k0%no data
0.17%
Thrivent Trust Company, Asset Management Arm
5,054US$7.7k0%no data
0.07%
UBS Asset Management AG
2,110US$3.2k-30.4%no data
0.015%
Tower Research Capital Europe Limited
456US$693.2-60%no data
0.012%
Morgan Stanley, Investment Banking and Brokerage Investments
350US$531.80%no data
0.0016%
Bank of America Corporation, Asset Management Arm
50US$76.1150%no data
0.0016%
Wells Fargo & Company, Securities and Brokerage Investments
50US$76.10%no data
0.00089%
Advisor Group Holdings, Inc., Asset Management Arm
27US$41.10%no data
0.00043%
Merrill Lynch & Co. Inc., Banking Investments
13US$19.80%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/31 02:10
End of Day Share Price 2025/01/31 00:00
Earnings2024/03/31
Annual Earnings2023/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Charles & Colvard, Ltd. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alex FuhrmanCraig-Hallum Capital Group LLC
Matthew KorandaRoth Capital Partners
Justin RuissSidoti & Company, LLC