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

Institutional Holders (2015Q1)
Portfolio Summary: 9 Institutional holders with a total value of $1,265,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 14 0 0.00%
2 Tower Research Capital LLC (TRC) 617 8,000 0.63%
3 BANK OF AMERICA CORP /DE/ 1,000 13,000 1.03%
4 ALLIANCEBERNSTEIN L.P. 4,765 63,000 4.98%
5 SALZHAUER MICHAEL 11,754 156,000 12.33%
6 Livingston Group Asset Management CO (operating as Southport Capital Management) 16,000 213,000 16.84%
7 Commonwealth Equity Services, Inc 16,352 217,000 17.15%
8 CCM INVESTMENT ADVISERS LLC 22,000 292,000 23.08%
9 PARK NATIONAL CORP /OH/ 22,820 303,000 23.95%

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.