Latest Institutional Purchases of Carter Bankshares, Inc. (CARE)
This list provides information on the latest institutional transactions involving Carter Bankshares, Inc. (CARE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34+ 0.05% |
$541 - $615
|
65.7K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 2.42% |
$477 - $543
|
1.27K
$23.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 60.0% |
$239 - $272
|
40
$743
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 100.0% |
$63.6 - $72.4
|
8
$149
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.0% |
$15.9 - $18.1
|
123K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.1KNew |
$614K - $733K
|
36.1K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 23.53% |
$431K - $514K
|
133K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.2KNew |
$360K - $429K
|
21.2K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1KNew |
$324K - $387K
|
19.1K
$354K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.7K+ 44.76% |
$266K - $318K
|
50.6K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.48KNew |
$93.2K - $111K
|
5.48K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.36KNew |
$74.1K - $88.4K
|
4.36K
$80.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
742New |
$12.6K - $15.1K
|
742
$13.8K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
512+ 64.0% |
$8.71K - $10.4K
|
1.31K
$24.4K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
471+ 3.06% |
$8.01K - $9.56K
|
15.9K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
73New |
$1.24K - $1.48K
|
73
$1.36K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
72New |
$1.22K - $1.46K
|
72
$1.34K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
40.6KNew |
$599K - $738K
|
40.6K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.1K+ 74.68% |
$356K - $438K
|
56.4K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
11.3KNew |
$166K - $205K
|
11.3K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.8KNew |
$159K - $196K
|
10.8K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49KNew |
$22K - $27.1K
|
1.49K
$27.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
65New |
$959 - $1.18K
|
65
$1.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
41New |
$605 - $745
|
41
$761
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
21New |
$310 - $382
|
21
$390
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33K+ 2.01% |
$364K - $500K
|
1.68M
$31.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700New |
$7.71K - $10.6K
|
700
$13K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
90New |
$991 - $1.36K
|
90
$1.67K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$661 - $907
|
60
$1.11K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3+ 0.03% |
$33 - $45.4
|
8.93K
$166K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
22.1KNew |
$271K - $337K
|
22.1K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.3KNew |
$28.2K - $35.1K
|
2.3K
$42.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
161New |
$1.97K - $2.46K
|
161
$2.99K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89New |
$1.09K - $1.36K
|
89
$1.65K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42New |
$515 - $641
|
42
$780
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$73.6 - $91.6
|
6
$111
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
14.7KNew |
$157K - $225K
|
14.7K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.77KNew |
$40.1K - $57.4K
|
3.77K
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$10.6 - $15.3
|
1
$18.6
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.7KNew |
$84K - $111K
|
6.7K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.37KNew |
$54.7K - $72.3K
|
4.37K
$81.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
681New |
$8.53K - $11.3K
|
681
$12.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
376New |
$4.71K - $6.23K
|
376
$6.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
321New |
$4.02K - $5.32K
|
321
$5.96K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
60.6KNew |
$772K - $976K
|
60.6K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1KNew |
$243K - $307K
|
19.1K
$354K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
18.3KNew |
$233K - $294K
|
18.3K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.8KNew |
$227K - $286K
|
17.8K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
13KNew |
$165K - $209K
|
13K
$241K
|
|