Purchases and Sales Made in Q4 2023 in Carter Bankshares, Inc. (CARE)
This table provides information about the institutional ownership of Carter Bankshares, Inc. (CARE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
273K+ 103.99% |
$2.91M - $4.17M
|
536K
$9.18M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
255KNew |
$2.71M - $3.89M
|
255K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
117K+ 7.27% |
$1.25M - $1.79M
|
1.73M
$29.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
83.8K+ 12.65% |
$892K - $1.28M
|
746K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.3K+ 49.54% |
$450K - $645K
|
128K
$2.19M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.9K+ 33.31% |
$339K - $486K
|
128K
$2.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
27.1K+ 686.39% |
$288K - $413K
|
31K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23.1K+ 31.84% |
$246K - $352K
|
95.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.2K+ 112.06% |
$205K - $293K
|
36.4K
$624K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.5K+ 32.75% |
$165K - $236K
|
62.7K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
14.7KNew |
$157K - $225K
|
14.7K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13.6K+ 2.9% |
$145K - $207K
|
482K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.2K+ 1.08% |
$140K - $201K
|
1.23M
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$138K - $198K
|
13K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5K+ 78.24% |
$133K - $191K
|
28.6K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.9KNew |
$126K - $181K
|
11.9K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 89.64% |
$126K - $181K
|
25.1K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.3K+ 34.99% |
$120K - $172K
|
43.6K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$108K - $155K
|
10.2K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.17K+ 205.93% |
$86.9K - $125K
|
12.1K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.43K+ 3.79% |
$79K - $113K
|
204K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.53K+ 3.69% |
$69.5K - $99.6K
|
183K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.69K+ 20.44% |
$60.5K - $86.8K
|
33.5K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.91K+ 0.84% |
$41.6K - $59.6K
|
469K
$8.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.77KNew |
$40.1K - $57.4K
|
3.77K
$64.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
3.42K+ 1271.0% |
$36.4K - $52.1K
|
3.69K
$63.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.78K+ 16.71% |
$18.9K - $27.1K
|
12.4K
$213K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.72KNew |
$18.3K - $26.3K
|
1.72K
$29.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.7K+ 4.55% |
$18.1K - $25.9K
|
39.1K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
558+ 2.36% |
$5.94K - $8.51K
|
24.2K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
541+ 0.82% |
$5.76K - $8.25K
|
66.2K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
347New |
$3.69K - $5.29K
|
347
$5.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
102+ 185.45% |
$1.09K - $1.56K
|
157
$2.69K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.26% |
$436 - $625
|
15.8K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
35New |
$372 - $534
|
35
$600
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
34New |
$362 - $519
|
34
$583
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$10.6 - $15.3
|
1
$17.1
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-34- 0.12% |
$362 - $519
|
28.2K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-265- 10.95% |
$2.82K - $4.04K
|
2.16K
$37K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-412- 3.42% |
$4.38K - $6.28K
|
11.6K
$199K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-412- 3.42% |
$4.38K - $6.28K
|
11.6K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-507- 4.3% |
$5.39K - $7.73K
|
11.3K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.23K- 5.05% |
$13.1K - $18.7K
|
23.1K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.48K- 28.33% |
$15.7K - $22.5K
|
3.74K
$64K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.7K- 13.97% |
$18.1K - $26K
|
10.5K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.79K- 2.8% |
$19K - $27.3K
|
62.1K
$1.06M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.79K- 7.42% |
$19K - $27.3K
|
22.3K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.29K- 13.93% |
$24.4K - $34.9K
|
14.2K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4K- 70.68% |
$42.6K - $61K
|
1.66K
$28.4K
|