Carter Bankshares Ownership | Who Owns Carter Bankshares?
Carter Bankshares Ownership Summary
Carter Bankshares is owned by 45.63% institutional investors, 1.84% insiders, and 52.53% retail investors. Blackrock is the largest institutional shareholder, holding 7.37% of CARE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.09% of its assets in Carter Bankshares shares.
CARE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Carter Bankshares | 45.63% | 1.84% | 52.53% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 1.68M | 7.37% | $25.37M |
Vanguard group | 1.27M | 5.58% | $19.22M |
Alliancebernstein | 1.18M | 5.20% | $17.90M |
Dimensional fund advisors lp | 892.41K | 3.92% | $13.49M |
Geode capital management | 505.48K | 2.22% | $7.64M |
State street | 476.85K | 2.09% | $7.21M |
Petiole usa | 396.87K | 1.74% | $6.00M |
American century companies | 337.74K | 1.48% | $5.11M |
Ejf capital | 213.41K | 0.94% | $3.23M |
Huber capital management | 212.47K | 0.93% | $3.21M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Petiole usa | 396.87K | 5.03% | $6.00M |
Ejf capital | 213.41K | 2.39% | $3.23M |
Huber capital management | 212.47K | 0.73% | $3.21M |
Fourthstone | 89.92K | 0.43% | $1.36M |
Black maple capital management lp | 27.82K | 0.27% | $420.68K |
Bridgeway capital management | 162.14K | 0.06% | $2.45M |
Xtx topco | 15.82K | 0.02% | $239.24K |
Empowered funds | 76.45K | 0.02% | $1.16M |
Emerald mutual fund advisers trust | 22.07K | 0.02% | $333.70K |
Trexquant investment lp | 65.53K | 0.02% | $990.80K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ejf capital | 213.41K | 2.39% | 213.41K |
Goldman sachs group | 134.94K | 0.00% | 111.85K |
Millennium management | 76.64K | 0.00% | 76.64K |
Dimensional fund advisors lp | 892.41K | 0.00% | 74.32K |
Arrowstreet capital, limited partnership | 98.09K | 0.00% | 66.50K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fourthstone | 89.92K | 0.43% | -702.05K |
Alliancebernstein | 1.18M | 0.01% | -154.10K |
Regions financial | - | - | -65.00K |
Mendon capital advisors | - | - | -30.00K |
Jpmorgan chase | 20.92K | - | -24.86K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Ejf capital | 213.41K | 2.39% | 213.41K | $3.23M |
Millennium management | 76.64K | 0.00% | 76.64K | $1.16M |
Squarepoint ops | 34.19K | 0.00% | 34.19K | $516.97K |
Kennedy capital management | 30.97K | 0.01% | 30.97K | $468.30K |
Xtx topco | 15.82K | 0.02% | 15.82K | $239.24K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -6.00 |
Versant capital management | -34.00 |
Pnc financial services group | -42.00 |
Covestor | -70.00 |
Massmutual trust co fsb/adv | -89.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 95 | 10.47% | 10,418,445 | 6.88% | 45 | 2.49% | 52 | 4.00% | 23 | 15.00% |
Jun 30, 2024 | 86 | 3.61% | 9,747,861 | 0.69% | 42 | 2.47% | 50 | 72.41% | 20 | -42.86% |
Mar 31, 2024 | 83 | 3.75% | 9,680,771 | 1.39% | 41 | 2.41% | 29 | -23.68% | 35 | 75.00% |
Dec 31, 2023 | 80 | -9.09% | 9,547,873 | 2.19% | 41 | 2.63% | 38 | 35.71% | 20 | -37.50% |
Sep 30, 2023 | 88 | -12.00% | 9,343,113 | -1.23% | 39 | 2.51% | 28 | -37.78% | 32 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 713.08K | 3.09% | - |
iShares Russell 2000 ETF | 661.00K | 2.86% | -1.39K |
Vanguard Institutional Extnd Mkt Idx Tr | 384.37K | 1.67% | -1.94K |
Avantis US Small Cap Value ETF | 279.54K | 1.21% | - |
Fidelity Small Cap Index | 229.03K | 0.99% | -121.00 |
iShares Russell 2000 Value ETF | 225.96K | 0.98% | 292.00 |
AB Small Cap Value Advisor | 216.82K | 0.94% | -41.10K |
DFA US Small Cap Value I | 184.78K | 0.80% | 8.86K |
State St Russell Sm/Mid Cp® Indx NL Cl C | 159.02K | 0.69% | -5.00K |
DFA US Targeted Value I | 154.75K | 0.67% | 6.32K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 14, 2023 | BIRD MICHAEL R | - | Buy | $480.90 |
Sep 14, 2023 | Stephens Curtis E | - | Buy | $494.64 |
Sep 14, 2023 | Adams Arthur Loran | EVP, DIRECTOR OF REG RISK MNGT | Buy | $288.54 |
Sep 12, 2023 | Matthews Edward Warren | - | Buy | $23.32K |
Aug 14, 2023 | Stephens Curtis E | - | Buy | $494.36 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q3 | 11 | - |
2023 Q2 | 11 | 3 |
2023 Q1 | 9 | 2 |
CARE Ownership FAQ
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