Charles & Colvard, Ltd.

OTCPK:CTHR Stock Report

Market Cap: US$1.4m

Charles & Colvard Ownership

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

Recent Insider Transactions

OTCPK:CTHR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Jul 24BuyUS$114,977Riverstyx Capital Management, LLCCompany61,063US$2.04

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 Funds307,6159.86%
Institutions399,56212.8%
Individual Insiders581,19318.6%
General Public1,829,90358.7%

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

Top Shareholders

Top 21 shareholders own 41.32% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.86%
Riverstyx Capital Management, LLC
307,615US$138.6k13.5%100.0%
5.98%
Sykes & Company, Profit Sharing Plan and Trust
186,340US$84.0k50.7%no data
5.74%
Carlos Valadez
178,914US$80.6k0%no data
4.54%
Ollin Sykes
141,633US$63.8k-30.7%no data
3.97%
Neal Goldman
123,777US$55.8k0%no data
3.63%
Renaissance Technologies LLC
113,169US$51.0k-3.5%no data
2.31%
Don O'Connell
72,046US$32.5k0%no data
1.45%
The Vanguard Group, Inc.
45,367US$20.4k-26.7%no data
1.16%
Anne Butler
36,326US$16.4k0.01%no data
0.91%
Clint Pete
28,497US$12.8k0%no data
0.54%
Geode Capital Management, LLC
16,941US$7.6k-2.36%no data
0.4%
Susquehanna International Group, LLP, Asset Management Arm
12,558US$5.7k0%no data
0.37%
Virtu Financial LLC, Asset Management Arm
11,677US$5.3k0%no data
0.19%
BlackRock, Inc.
5,932US$2.7k0%no data
0.16%
Thrivent Trust Company, Asset Management Arm
5,054US$2.3k0%no data
0.065%
Tower Research Capital Europe Limited
2,024US$912.2344%no data
0.011%
Morgan Stanley, Investment Banking and Brokerage Investments
350US$157.70%no data
0.0019%
SBI Holdings Inc., Asset Management Arm
59US$26.60%no data
0.0012%
UBS Asset Management AG
37US$16.7-98.3%no data
0.0011%
Principal Global Investors, LLC
34US$15.30%no data
0.00064%
Bank of America Corporation, Asset Management Arm
20US$9.0-60%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/28 20:44
End of Day Share Price 2025/04/25 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

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 Github.

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