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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
504+ 3.27% |
$6.99K - $8.85K
|
15.9K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.1K+ 31.37% |
$70.7K - $89.5K
|
21.4K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
85+ 4.15% |
$1.18K - $1.49K
|
2.13K
$37.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-510K- 91.47% |
$7.07M - $8.95M
|
47.6K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30- 0.15% |
$416 - $527
|
19.5K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 2.36% |
$416 - $527
|
1.24K
$21.5K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
54New |
$748 - $948
|
54
$939
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 6.71% |
$14.1K - $17.9K
|
14.2K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14+ 2.0% |
$194 - $246
|
714
$12.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-77- 25.25% |
$1.07K - $1.35K
|
228
$3.96K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
327+ 743.18% |
$4.53K - $5.74K
|
371
$6.45K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43New |
$596 - $755
|
43
$748
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
134KNew |
$1.86M - $2.35M
|
134K
$2.33M
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12.8KNew |
$203K - $232K
|
12.8K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.7KNew |
$520K - $592K
|
32.7K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
12.1K+ 93.39% |
$192K - $219K
|
25.1K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2KNew |
$31.8K - $36.2K
|
2K
$34.8K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-589- 59.02% |
$9.37K - $10.7K
|
409
$7.11K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
17.7KNew |
$282K - $321K
|
17.7K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.16KNew |
$18.5K - $21.1K
|
1.16K
$20.2K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22K+ 78.63% |
$350K - $399K
|
50.1K
$871K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.6KNew |
$296K - $337K
|
18.6K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.21K- 12.33% |
$19.3K - $22K
|
8.63K
$150K
|
|
| Q4 2024 | |||||||
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
72New |
$1.22K - $1.46K
|
72
$1.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.2KNew |
$360K - $429K
|
21.2K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 23.53% |
$431K - $514K
|
133K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-10.6K- 47.09% |
$180K - $215K
|
11.9K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Petiole Usa LTD
New York, NY |
SELL
|
- |
-10K- 2.52% |
$170K - $203K
|
387K
$6.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.43K- 22.03% |
$24.3K - $29K
|
5.06K
$88K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1KNew |
$324K - $387K
|
19.1K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.25K- 41.67% |
$38.3K - $45.7K
|
3.15K
$54.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
742New |
$12.6K - $15.1K
|
742
$12.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-13.4K- 39.1% |
$197K - $243K
|
20.8K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.8KNew |
$159K - $196K
|
10.8K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
40.6KNew |
$599K - $738K
|
40.6K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-294- 1.65% |
$4.34K - $5.34K
|
17.5K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49KNew |
$22K - $27.1K
|
1.49K
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
41New |
$605 - $745
|
41
$713
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
21New |
$310 - $382
|
21
$365
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
65New |
$959 - $1.18K
|
65
$1.13K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
11.3KNew |
$166K - $205K
|
11.3K
$196K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33K+ 2.01% |
$364K - $500K
|
1.68M
$29.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-20.6K- 72.02% |
$227K - $311K
|
8K
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-3.5K- 17.07% |
$38.5K - $52.9K
|
17K
$296K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
90New |
$991 - $1.36K
|
90
$1.57K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.03K- 10.49% |
$86.2K - $107K
|
60K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-97- 0.86% |
$1.19K - $1.48K
|
11.2K
$195K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
22.1KNew |
$271K - $337K
|
22.1K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$73.6 - $91.6
|
6
$104
|
|