Purchases and Sales Made in Q2 2025 in Carter Bankshares, Inc. (CARE)
This table provides information about the institutional ownership of Carter Bankshares, Inc. (CARE) during Q2 2025. The information is specifically focused on institutions that hold shares of Carter Bankshares, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
303+ 123.17% |
$4.2K - $5.32K
|
549
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
292+ 1.47% |
$4.05K - $5.12K
|
20.1K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
127+ 32.23% |
$1.76K - $2.23K
|
521
$10.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100+ 0.29% |
$1.39K - $1.76K
|
35.1K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
85+ 4.15% |
$1.18K - $1.49K
|
2.13K
$42.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
66+ 63.46% |
$915 - $1.16K
|
170
$3.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
63New |
$873 - $1.11K
|
63
$1.24K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$818 - $1.04K
|
59
$1.16K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
54New |
$748 - $948
|
54
$1.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44+ 0.24% |
$610 - $772
|
18.2K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43New |
$596 - $755
|
43
$848
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 100.0% |
$554 - $702
|
80
$1.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39New |
$541 - $684
|
39
$769
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14+ 2.0% |
$194 - $246
|
714
$14.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11New |
$152 - $193
|
11
$217
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 62.5% |
$69.3 - $87.8
|
13
$256
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2- -0.0% |
$27.7 - $35.1
|
42.9K
$847K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30- 0.15% |
$416 - $527
|
19.5K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 2.36% |
$416 - $527
|
1.24K
$24.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-77- 25.25% |
$1.07K - $1.35K
|
228
$4.5K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95- 7.24% |
$1.32K - $1.67K
|
1.22K
$24K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-914- 10.67% |
$12.7K - $16K
|
7.66K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 2.77% |
$13.9K - $17.6K
|
35.1K
$693K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 6.71% |
$14.1K - $17.9K
|
14.2K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.07K- 7.88% |
$14.9K - $18.8K
|
12.6K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.09K- 24.99% |
$15.1K - $19.1K
|
3.27K
$64.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 0.73% |
$19K - $24.1K
|
188K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-1.5K- 7.14% |
$20.8K - $26.3K
|
19.5K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.88K- 3.58% |
$26.1K - $33K
|
50.7K
$999K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.66K- 8.03% |
$36.8K - $46.6K
|
30.4K
$600K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.95K- 17.57% |
$54.7K - $69.2K
|
18.5K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.49K- 0.43% |
$76.1K - $96.4K
|
1.29M
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.8K- 64.94% |
$80.4K - $102K
|
3.13K
$61.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.95K- 46.17% |
$110K - $140K
|
9.27K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-9.23K- 6.65% |
$128K - $162K
|
130K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-11.9K- 5.88% |
$165K - $209K
|
191K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.8K- 20.9% |
$178K - $225K
|
48.6K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.6K- 19.52% |
$216K - $274K
|
64.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.1K- 23.77% |
$223K - $283K
|
51.7K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-19.5K- 37.87% |
$270K - $342K
|
32K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20.8K- 16.87% |
$288K - $364K
|
102K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-22.3K- 21.68% |
$309K - $392K
|
80.6K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.4K- 50.08% |
$421K - $533K
|
30.3K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-82.6K- 88.05% |
$1.14M - $1.45M
|
11.2K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-510K- 91.47% |
$7.07M - $8.95M
|
47.6K
$938K
|