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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
87.5K+ 43.51% |
$1.39M - $1.58M
|
288K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.8KNew |
$315K - $359K
|
19.8K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-66.1K- 60.19% |
$1.05M - $1.2M
|
43.7K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-337- 46.1% |
$5.36K - $6.1K
|
394
$7.09K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.2K+ 86.65% |
$177K - $202K
|
24K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.89K+ 1.89% |
$157K - $179K
|
532K
$9.58M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-6.59K- 1.92% |
$105K - $119K
|
337K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
43.7K+ 13.46% |
$694K - $790K
|
368K
$6.63M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.16KNew |
$18.5K - $21.1K
|
1.16K
$21K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 23.08% |
$95.4 - $109
|
20
$360
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.86K- 3.99% |
$125K - $142K
|
189K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
850+ 2.02% |
$13.5K - $15.4K
|
42.9K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-107K- 19.43% |
$1.7M - $1.94M
|
444K
$7.99M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.2KNew |
$289K - $329K
|
18.2K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
40.6K+ 4.0% |
$645K - $735K
|
1.06M
$19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-98.8K- 72.89% |
$1.57M - $1.79M
|
36.7K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.0% |
$15.9 - $18.1
|
123K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
302+ 1.05% |
$4.8K - $5.47K
|
29K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.9K- 35.28% |
$698K - $795K
|
80.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 100.0% |
$63.6 - $72.4
|
8
$144
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
8.07K+ 18.59% |
$128K - $146K
|
51.5K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.66K- 8.8% |
$26.4K - $30.1K
|
17.2K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.07K- 13.28% |
$80.6K - $91.7K
|
33.1K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
558KNew |
$8.86M - $10.1M
|
558K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34+ 0.05% |
$541 - $615
|
65.7K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.2K+ 1.19% |
$242K - $276K
|
1.29M
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.2K- 24.0% |
$1.05M - $1.2M
|
210K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
246New |
$3.91K - $4.45K
|
246
$4.43K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.05K+ 7.42% |
$16.7K - $19K
|
15.2K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.45K- 13.07% |
$38.9K - $44.3K
|
16.3K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22K+ 78.63% |
$350K - $399K
|
50.1K
$901K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87- 0.44% |
$1.38K - $1.57K
|
19.5K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.28K- 12.74% |
$52.2K - $59.4K
|
22.5K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.6KNew |
$296K - $337K
|
18.6K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 2.42% |
$477 - $543
|
1.27K
$22.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1K+ 310.87% |
$15.9K - $18.1K
|
1.32K
$23.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.21K- 12.33% |
$19.3K - $22K
|
8.63K
$155K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 60.0% |
$239 - $272
|
40
$720
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
471+ 3.06% |
$8.01K - $9.56K
|
15.9K
$286K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
512+ 64.0% |
$8.71K - $10.4K
|
1.31K
$23.6K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.7K+ 44.76% |
$266K - $318K
|
50.6K
$911K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
72New |
$1.22K - $1.46K
|
72
$1.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-8.5K- 30.36% |
$145K - $173K
|
19.5K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.2KNew |
$360K - $429K
|
21.2K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 23.53% |
$431K - $514K
|
133K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-10.6K- 47.09% |
$180K - $215K
|
11.9K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Petiole Usa LTD
New York, NY |
SELL
|
- |
-10K- 2.52% |
$170K - $203K
|
387K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-2K- 0.98% |
$34K - $40.6K
|
202K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.48KNew |
$93.2K - $111K
|
5.48K
$98.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.43K- 22.03% |
$24.3K - $29K
|
5.06K
$91.1K
|
|