Carter Bankshares, Inc.
CARE- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001829576
In the last 90 days, Carter Bankshares, Inc. insiders filed 0 open-market purchases and 3 sales; 162 institutions reported holding it in 13F filings for Q2 2026, worth $493.2M in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding Carter Bankshares, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 100 | 2 | 87 | −11 |
| Shares | 9.50M | 61.0K | 9.37M | −73.4K (−0.8%) |
| Value | $140.5M | $902.3K | $117.4M | −$22.3M (−15.9%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Carter Bankshares, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Fourthstone LLC | 262,667 | $3.29M | 0.75% |
| SG Americas Securities, LLC | 10,631 | $133.0K | 0.00% |
| Salomon & Ludwin, LLC | 4,365 | $54.7K | 0.01% |
| Lindbrook Capital, LLC | 681 | $8.53K | 0.00% |
| Creative Planning | 376 | $4.71K | 0.00% |
| Gladius Capital Management LP | 321 | $4.02K | 0.00% |
Sold out (17)
Institutions that held Carter Bankshares, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Hillsdale Investment Management Inc. | 113,845 | $1.68M |
| Kennedy Capital Management, Inc. | 95,789 | $1.42M |
| Martingale Asset Management L P | 74,432 | $1.10M |
| First Trust Advisors LP | 73,782 | $1.09M |
| Bailard, Inc. | 29,600 | $437.8K |
| Campbell & CO Investment Adviser LLC | 18,265 | $270.1K |
| Brinker Capital Investments, LLC | 17,785 | $263.0K |
| Orion Portfolio Solutions, LLC | 17,785 | $263.0K |
| Watershed Asset Management, L.L.C. | 16,523 | $244.4K |
| Zacks Investment Management | 14,234 | $210.5K |
| Corton Capital Inc. | 12,965 | $191.8K |
| Gsa Capital Partners LLP | 11,538 | $171.0K |
| Susquehanna International Group, LLP | 10,624 | $157.1K |
| Harbor Capital Advisors, Inc. | 3,576 | $52.9K |
| Lazard Asset Management LLC | 3,259 | $48.0K |
| Northwestern Mutual Wealth Management Co | 656 | $9.70K |
| Federated Hermes, Inc. | 107 | $1.58K |
Not filed for Q3 2023 yet (2)
Institutions that held Carter Bankshares, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 60,633 | $896.8K |
| Kistler-Tiffany Companies, LLC | 376 | $5.56K |