Heritage Wealth Advisors - CARLOTZ INC ownership

CARLOTZ INC's ticker is LOTZ and the CUSIP is 142552108. A total of 88 filers reported holding CARLOTZ INC in Q3 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of CARLOTZ INC
ValueSharesWeighting
Q3 2022$2,0000.0%5,2250.0%0.00%
Q2 2022$2,000
-71.4%
5,2250.0%0.00%
Q1 2022$7,000
-36.4%
5,225
+4.0%
0.00%
-100.0%
Q4 2021$11,000
-99.9%
5,0250.0%0.00%0.0%
Q3 2021$19,145,000
-30.2%
5,0250.0%0.00%
-50.0%
Q2 2021$27,437,000
-23.4%
5,0250.0%0.00%0.0%
Q1 2021$35,828,0005,0250.00%
Other shareholders
CARLOTZ INC shareholders Q3 2021
NameSharesValueWeighting ↓
Must Asset Management Inc. 3,503,853$13,174,0008.53%
Taylor Frigon Capital Management LLC 855,779$3,261,0001.05%
TREMBLANT CAPITAL GROUP 6,899,773$26,288,0000.83%
Redmond Asset Management, LLC 392,332$1,495,0000.47%
SHAKER INVESTMENTS LLC/OH 37,758$144,0000.06%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 39,750$151,0000.05%
Verus Financial Partners, Inc. 60,395$220,0000.03%
Marathon Trading Investment Management LLC 85,700$327,0000.02%
Wills Financial Group, Inc. 11,000$41,0000.02%
Clearstead Advisors, LLC 50,957$194,0000.01%
View complete list of CARLOTZ INC shareholders