Clearstead Advisors, LLC - CARLOTZ INC ownership

CARLOTZ INC's ticker is LOTZ and the CUSIP is 142552108. A total of 1 filers reported holding CARLOTZ INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of CARLOTZ INC
ValueSharesWeighting
Q3 2022$15,000
-25.0%
50,9570.0%0.00%
-50.0%
Q2 2022$20,000
-71.4%
50,9570.0%0.00%
-60.0%
Q1 2022$70,000
-39.7%
50,9570.0%0.01%
-37.5%
Q4 2021$116,000
-40.2%
50,9570.0%0.01%
-42.9%
Q3 2021$194,000
-30.2%
50,9570.0%0.01%
-33.3%
Q2 2021$278,000
-23.4%
50,9570.0%0.02%
-30.0%
Q1 2021$363,00050,9570.03%
Other shareholders
CARLOTZ INC shareholders Q3 2023
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