Latest Institutional Transactions on Carter Bankshares, Inc. (CARE)
This table provides information on the latest institutional transactions involving Carter Bankshares, Inc. (CARE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33K+ 2.01% |
$364K - $500K
|
1.68M
$27.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$661 - $907
|
60
$979
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-20.6K- 72.02% |
$227K - $311K
|
8K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-3.5K- 17.07% |
$38.5K - $52.9K
|
17K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3+ 0.03% |
$33 - $45.4
|
8.93K
$146K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
90New |
$991 - $1.36K
|
90
$1.47K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700New |
$7.71K - $10.6K
|
700
$11.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.03K- 10.49% |
$86.2K - $107K
|
60K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
933+ 8.89% |
$11.4K - $14.2K
|
11.4K
$186K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-97- 0.86% |
$1.19K - $1.48K
|
11.2K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42New |
$515 - $641
|
42
$685
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
22.1KNew |
$271K - $337K
|
22.1K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
591+ 118.2% |
$7.25K - $9.02K
|
1.09K
$17.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$73.6 - $91.6
|
6
$97.9
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.3KNew |
$28.2K - $35.1K
|
2.3K
$37.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.26K- 58.63% |
$15.5K - $19.3K
|
892
$14.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
161New |
$1.97K - $2.46K
|
161
$2.63K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89New |
$1.09K - $1.36K
|
89
$1.45K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-412- 3.42% |
$4.38K - $6.28K
|
11.6K
$190K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4K- 70.68% |
$42.6K - $61K
|
1.66K
$27.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$10.6 - $15.3
|
1
$16.3
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-48.4K- 81.09% |
$515K - $738K
|
11.3K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
558+ 2.36% |
$5.94K - $8.51K
|
24.2K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-34- 0.12% |
$362 - $519
|
28.2K
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.77KNew |
$40.1K - $57.4K
|
3.77K
$61.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
14.7KNew |
$157K - $225K
|
14.7K
$241K
|
|
| Q3 2023 | |||||||
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
9.54K+ 65.59% |
$120K - $158K
|
24.1K
$393K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
376New |
$4.71K - $6.23K
|
376
$6.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.07K- 23.21% |
$38.5K - $50.8K
|
10.2K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-307- 13.04% |
$3.85K - $5.08K
|
2.05K
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-1.47K- 1.65% |
$18.4K - $24.3K
|
87.8K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.37KNew |
$54.7K - $72.3K
|
4.37K
$71.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.88K- 34.38% |
$86.2K - $114K
|
13.1K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-54- 3.36% |
$677 - $894
|
1.55K
$25.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.7KNew |
$84K - $111K
|
6.7K
$109K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
681New |
$8.53K - $11.3K
|
681
$11.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.06K- 23.15% |
$38.3K - $50.7K
|
10.2K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
321New |
$4.02K - $5.32K
|
321
$5.24K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
13KNew |
$165K - $209K
|
13K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.8KNew |
$227K - $286K
|
17.8K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-21.3K- 64.88% |
$272K - $343K
|
11.5K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-642- 85.71% |
$8.18K - $10.3K
|
107
$1.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-54K- 32.15% |
$687K - $868K
|
114K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-973- 8.8% |
$12.4K - $15.7K
|
10.1K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-800- 1.06% |
$10.2K - $12.9K
|
74.4K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
18.3KNew |
$233K - $294K
|
18.3K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.25KNew |
$15.9K - $20.1K
|
1.25K
$20.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1KNew |
$243K - $307K
|
19.1K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
5K+ 8.33% |
$63.7K - $80.5K
|
65K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-1.04K- 5.92% |
$13.2K - $16.7K
|
16.5K
$270K
|
|