SEC 13F Intelligence

CAPSTAR FINL HLDGS INC

CUSIP 14070T102

Capstar Finl Hldgs Inc has 2 institutional holders in Filings Flow’s 13F database, together reporting 1.2K shares worth $24,382 as of Q2 2024. The largest reported holders are Blackrock Finance, Inc., Dimensional Fund Advisors LP, and Gardner Lewis Asset Management L P.

Institutional Holders
2
Q2 2024
Reported Value
$24,382
Ticker
unmapped
private placement or foreign
Quarters Tracked
26

Ownership Trend

Institutional holders
Q1 ’18: 1Q1 ’18Q2 ’18: 1Q3 ’18: 1Q4 ’18: 47Q1 ’19: 50Q1 ’19Q2 ’19: 43Q3 ’19: 57Q4 ’19: 59Q1 ’20: 60Q1 ’20Q2 ’20: 60Q3 ’20: 56Q4 ’20: 65Q1 ’21: 68Q1 ’21Q2 ’21: 75Q3 ’21: 67Q4 ’21: 78Q1 ’22: 74Q1 ’22Q2 ’22: 65Q3 ’22: 66Q4 ’22: 69Q1 ’23: 68Q1 ’23Q2 ’23: 61Q3 ’23: 66Q4 ’23: 84Q1 ’24: 84Q1 ’24Q2 ’24: 2filingsflow.com
Total reported value
Q1 ’18: $236,000Q1 ’18Q2 ’18: $319,000Q3 ’18: $317,000Q4 ’18: $48MQ1 ’19: $46MQ1 ’19Q2 ’19: $46MQ3 ’19: $54MQ4 ’19: $62MQ1 ’20: $35MQ1 ’20Q2 ’20: $46MQ3 ’20: $39MQ4 ’20: $60MQ1 ’21: $81MQ1 ’21Q2 ’21: $105MQ3 ’21: $114MQ4 ’21: $121MQ1 ’22: $123MQ1 ’22Q2 ’22: $106MQ3 ’22: $102MQ4 ’22: $88MQ1 ’23: $74MQ1 ’23Q2 ’23: $60MQ3 ’23: $73MQ4 ’23: $144MQ1 ’24: $190MQ1 ’24Q2 ’24: $24,382filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock Finance, Inc.$4.42T AUM0.00%$29M1.43MQ1 2024OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$17M836.1KQ1 2024OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM4.36%$16M791.8KQ1 2024OLDER
Private Capital Management, LLC$1.0B AUM1.14%$10M508.1KQ1 2024OLDER
FJ Capital Management LLC$888M AUM0.95%$8M593.0KQ3 2023OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.43%$8M406.3KQ1 2024OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$8M397.9KQ1 2024OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$8M381.3KQ1 2024OLDER
Magnetar Financial LLC$9.8B AUM0.16%$7M350.8KQ1 2024OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.06%$5M240.2KQ1 2024OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M230.3KQ1 2024OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.02%$5M230.0KQ1 2024OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M221.9KQ1 2024OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.09%$4M219.9KQ1 2024OLDER
Yakira Capital Management, Inc.$342M AUM1.31%$4M215.8KQ1 2024OLDER
Walleye Capital LLC$24.0B AUM0.01%$4M203.4KQ1 2024OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M269.4KQ3 2023OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.04%$4M263.2KQ3 2023OLDER
NATIXIS$28.0B AUM0.02%$4M185.0KQ1 2024OLDER
Murchinson Ltd.$791M AUM0.29%$3M171.1KQ1 2024OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M170.4KQ1 2024OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M160.9KQ1 2024OLDER
CSS LLC/IL$2.1B AUM0.18%$3M152.5KQ1 2024OLDER
BANC FUNDS CO LLC$537M AUM0.34%$3M173.7KQ1 2024OLDER
Chicago Capital Management, LLC$121M AUM4.62%$3M155.5KQ4 2023OLDER
Nalls Sherbakoff Group, LLC$148M AUM2.45%$3M147.0KQ1 2024OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M125.6KQ1 2024OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M111.6KQ1 2024OLDER
River Oaks Capital LLC$68M AUM2.89%$2M138.4KQ3 2023OLDER
EQUITABLE TRUST CO$2.2B AUM0.13%$2M94.8KQ1 2024OLDER
BCK CAPITAL MANAGEMENT LP$23M AUM1.24%$2M91.0KQ1 2024OLDER
BHZ CAPITAL MANAGEMENT, LP$0 AUM1.47%$2M125.2KQ3 2023OLDER
Olympiad Research LP$33M AUM1.13%$2M85.8KQ1 2024OLDER
AM INVESTMENT STRATEGIES LLC$455M AUM0.43%$2M83.6KQ1 2024OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M76.6KQ1 2024OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M68.2KQ1 2024OLDER
North Reef Capital Management LP$2.9B AUM0.09%$1M94.9KQ3 2023OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M60.7KQ1 2024OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M57.8KQ1 2024OLDER
Nuveen Asset Management, LLC$354.1B AUM0.00%$1M55.3KQ1 2024OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M50.6KQ1 2024OLDER
DLD Asset Management, LP$1.1B AUM0.14%$974,85048.5KQ1 2024OLDER
Huber Capital Management LLC$647M AUM0.22%$972,05648.4KQ1 2024OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.02%$909,28445.2KQ1 2024OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$883,12962.2KQ3 2023OLDER
Invesco Ltd.$653.3B AUM0.00%$824,52241.0KQ1 2024OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$815,73340.6KQ1 2024OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$789,10639.3KQ1 2024OLDER
TBH Global Asset Management, LLC$497M AUM0.16%$788,62444.2KQ1 2024OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$770,44654.3KQ3 2023OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$735,22651.8KQ3 2023OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.76%$731,59936.4KQ1 2024OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$634,00031.6KQ1 2024OLDER
Virtu Financial LLC$2.4B AUM0.05%$634,00031.6KQ1 2024OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$618,43030.8KQ1 2024OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.06%$557,09227.7KQ1 2024OLDER
BARCLAYS PLC$416.3B AUM0.00%$537,39426.7KQ1 2024OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$519,73736.6KQ3 2023OLDER
Creative Planning$147.4B AUM0.00%$498,29924.8KQ1 2024OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$486,42024.2KQ1 2024OLDER
Fourthstone LLC$590M AUM0.11%$477,43733.6KQ3 2023OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$427,19722.8KQ4 2023OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$423,09322.6KQ4 2023OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$417,61820.8KQ1 2024OLDER
Diversified Trust Co$5.4B AUM0.01%$402,00020.0KQ1 2024OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$396,42621.2KQ4 2023OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$391,81620.9KQ4 2023OLDER
STRS OHIO$25.2B AUM0.00%$391,00020.9KQ4 2023OLDER
TWO SIGMA ADVISERS, LP$0 AUM0.00%$325,62016.2KQ1 2024OLDER
AJ Advisors, LLC$270M AUM0.18%$323,79016.1KQ1 2024OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$238,01712.7KQ4 2023OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$233,09916.4KQ3 2023OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$230,82811.5KQ1 2024OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$227,00011.3KQ1 2024OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$215,95410.7KQ1 2024OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$206,42710.3KQ1 2024OLDER
American Investment Services, Inc.$448M AUM0.04%$201,00010.0KQ1 2024OLDER
Harbor Advisors LLC$692M AUM0.04%$201,00010.0KQ1 2024OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$199,00010.6KQ4 2023OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$196,4579.8KQ1 2024OLDER
AMERICAN INTERNATIONAL GROUP, INC.$609M AUM0.00%$189,4029.4KQ1 2024OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$188,1569.4KQ1 2024OLDER
Channing Capital Management, LLC$3.9B AUM0.01%$182,27112.8KQ3 2023OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$91,0006.4KQ3 2023OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$62,9743.1KQ1 2024OLDER
PenderFund Capital Management Ltd.$639M AUM0.01%$55,5692.0KQ1 2024OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$38,8731.9KQ1 2024OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$38,6321.9KQ1 2024OLDER
UBS Group AG$666.3B AUM0.00%$37,5471.9KQ1 2024OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$35,5771.8KQ1 2024OLDER
AMALGAMATED BANK$13.1B AUM0.00%$33,0001.8KQ4 2023OLDER
Legal & General Group Plc$432.4B AUM0.00%$32,7431.6KQ1 2024OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$28,7841.4KQ1 2024OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$25,6071.3KQ1 2024OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.00%$24,2811.2KQ2 2024
METROPOLITAN LIFE INSURANCE CO/NY$328M AUM0.00%$22,8541.1KQ1 2024OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$15,011801Q4 2023OLDER
Naples Money Management LLC$118M AUM0.01%$12,060600Q1 2024OLDER
Elequin Capital, LP$1.2B AUM0.00%$6,128327Q4 2023OLDER
City State Bank$385M AUM0.00%$4,000200Q1 2024OLDER
US BANCORP \DE\$82.4B AUM0.00%$3,196159Q1 2024OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,874143Q1 2024OLDER
Lindbrook Capital, LLC$1.1B AUM0.00%$1,08554Q1 2024OLDER
Covestor Ltd$144M AUM0.00%$1,00033Q1 2024OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$44222Q1 2024OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$30215Q1 2024OLDER
Allworth Financial LP$24.7B AUM0.00%$1327Q4 2023OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1015Q2 2024
Avior Wealth Management, LLC$3.8B AUM0.00%$804Q1 2024OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q1 2024OLDER
OSAIC HOLDINGS, INC.$68.3B AUM$00Q1 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.