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CAROLINA FINANCIAL
CAROLINA FINANCIAL. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 10 Institutional holders with a total value of $1,483,252.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PARK NATIONAL CORP /OH/ 22,820 319,252 21.52%
2 CCM INVESTMENT ADVISERS LLC 22,000 307,000 20.70%
3 Commonwealth Equity Services, Inc 16,340 229,000 15.44%
4 Livingston Group Asset Management CO (operating as Southport Capital Management) 16,000 224,000 15.10%
5 GOLDMAN SACHS GROUP INC 13,380 187,000 12.61%
6 SALZHAUER MICHAEL 11,754 165,000 11.12% PRN
7 PNC FINANCIAL SERVICES GROUP, INC. 2,667 37,000 2.49%
8 BANK OF AMERICA CORP /DE/ 1,000 14,000 0.94%
9 Tower Research Capital LLC (TRC) 72 1,000 0.07%
10 MORGAN STANLEY 14 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.