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 125 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
714
shares
|
$12,416
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
699
shares
|
$12,155
0.0% of portfolio
|
Q3 2025
Added 69800.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
630
shares
|
$10,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
511
shares
|
$8,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
376
shares
|
$6,538
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
371
shares
|
$6,451
0.0% of portfolio
|
Q2 2025
Added 743.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
345
shares
|
$5,999
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
268
shares
|
$4,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
228
shares
|
$3,964
0.0% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
210
shares
|
$3,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
178
shares
|
$3,095
0.0% of portfolio
|
Q3 2025
Added 182.54%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
174
shares
|
$3,025
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
76
shares
|
$1,321
0.0% of portfolio
|
Q3 2025
Added 484.62%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
72
shares
|
$1,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
57
shares
|
$991
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
54
shares
|
$939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$869
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
47
shares
|
$817
0.0% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
43
shares
|
$747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
41
shares
|
$712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
37
shares
|
$643
0.0% of portfolio
|
Q3 2025
Added 236.36%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|