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 118 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
555
shares
|
$9,990
0.0% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
409
shares
|
$7,362
0.0% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
394
shares
|
$7,092
0.0% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
376
shares
|
$6,768
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
371
shares
|
$6,678
0.0% of portfolio
|
Q2 2025
Added 743.18%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
246
shares
|
$4,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
228
shares
|
$4,104
0.0% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
170
shares
|
$3,060
0.0% of portfolio
|
Q2 2025
Added 63.46%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
72
shares
|
$1,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
41
shares
|
$738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$720
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20
shares
|
$360
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11
shares
|
$198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
8
shares
|
$144
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|