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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.3KNew |
$28.2K - $35.1K
|
2.3K
$40K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.26K- 58.63% |
$15.5K - $19.3K
|
892
$15.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
161New |
$1.97K - $2.46K
|
161
$2.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89New |
$1.09K - $1.36K
|
89
$1.55K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-412- 3.42% |
$4.38K - $6.28K
|
11.6K
$202K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4K- 70.68% |
$42.6K - $61K
|
1.66K
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-48.4K- 81.09% |
$515K - $738K
|
11.3K
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
14.7KNew |
$157K - $225K
|
14.7K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.77KNew |
$40.1K - $57.4K
|
3.77K
$65.5K
|
|
| Q3 2023 | |||||||
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.8KClosed |
$223K - $295K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-1.47K- 1.65% |
$18.4K - $24.3K
|
87.8K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.07K- 23.21% |
$38.5K - $50.8K
|
10.2K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.37KNew |
$54.7K - $72.3K
|
4.37K
$75.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.88K- 34.38% |
$86.2K - $114K
|
13.1K
$228K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-54- 3.36% |
$677 - $894
|
1.55K
$27K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.7KNew |
$84K - $111K
|
6.7K
$117K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
681New |
$8.53K - $11.3K
|
681
$11.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.06K- 23.15% |
$38.3K - $50.7K
|
10.2K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
321New |
$4.02K - $5.32K
|
321
$5.58K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
13KNew |
$165K - $209K
|
13K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.8KNew |
$227K - $286K
|
17.8K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-21.3K- 64.88% |
$272K - $343K
|
11.5K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-973- 8.8% |
$12.4K - $15.7K
|
10.1K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-54K- 32.15% |
$687K - $868K
|
114K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.25KNew |
$15.9K - $20.1K
|
1.25K
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
5K+ 8.33% |
$63.7K - $80.5K
|
65K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1KNew |
$243K - $307K
|
19.1K
$332K
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-1.04K- 5.92% |
$13.2K - $16.7K
|
16.5K
$287K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
60.6KNew |
$772K - $976K
|
60.6K
$1.05M
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$143K - $184K
|
10.5K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-990- 20.49% |
$13.5K - $17.4K
|
3.84K
$66.8K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.07K- 3.88% |
$14.6K - $18.8K
|
26.5K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
656New |
$8.95K - $11.5K
|
656
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.1K- 39.19% |
$28.7K - $36.9K
|
3.26K
$56.7K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.3KNew |
$168K - $217K
|
12.3K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.18K+ 15.11% |
$43.4K - $56K
|
24.3K
$422K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91KNew |
$1.24M - $1.6M
|
91K
$1.58M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.2KNew |
$229K - $266K
|
14.2K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
192+ 141.18% |
$3.09K - $3.59K
|
328
$5.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
398+ 1.13% |
$6.41K - $7.43K
|
35.6K
$619K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.3KNew |
$16.9K - $22.3K
|
1.3K
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.3KNew |
$225K - $297K
|
17.3K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
12.5KNew |
$163K - $215K
|
12.5K
$218K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.5KNew |
$137K - $181K
|
10.5K
$183K
|
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
31.1KNew |
$406K - $534K
|
31.1K
$541K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$134K - $183K
|
10.3K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
74.5KNew |
$970K - $1.32M
|
74.5K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 10.18% |
$14.8K - $20.2K
|
10K
$174K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$39 - $53.3
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.52KClosed |
$124K - $169K
|
0
$0
|
|