Institutional Ownership Carter Bankshares, Inc. (CARE)
This table provides information about the institutional ownership of Carter Bankshares, Inc. (CARE). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,357
shares
|
$71,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
3,150
shares
|
$51,408
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,047
shares
|
$33,407
0.0% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,998
shares
|
$32,607
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
1,653
shares
|
$26,976
0.0% of portfolio
|
Q2 2024
Reduced 27.56%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,490
shares
|
$24,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,300
shares
|
$21,216
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,239
shares
|
$20,220
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,132
shares
|
$18,474
0.0% of portfolio
|
Q4 2024
Reduced 35.54%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,091
shares
|
$17,805
0.0% of portfolio
|
Q1 2024
Added 118.2%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
998
shares
|
$16,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
892
shares
|
$14,557
0.0% of portfolio
|
Q1 2024
Reduced 58.63%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
742
shares
|
$12,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
731
shares
|
$11,929
0.0% of portfolio
|
Q4 2024
Added 770.24%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
700
shares
|
$11,424
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
695
shares
|
$11,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
376
shares
|
$6,136
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
322
shares
|
$5,255
0.0% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
305
shares
|
$4,977
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
251
shares
|
$4,096
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
73
shares
|
$1,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
65
shares
|
$1,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
47
shares
|
$767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
41
shares
|
$669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$424
0.0% of portfolio
|
Q4 2024
New holding
|