Security Name: CARTER BANKSHARES INC
Ticker: CARE
Security Type: EQU
Exchange: US
CUSIP: 146103106

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.15B - 85 -
2024-09-30 $0.18B +22.8% 93 +9.4%
2024-12-31 $0.21B +16.8% 98 +5.4%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
PETIOLE USA LTD $6.8M 386K 4.3%
EJF CAPITAL LLC $3.6M 203K 2.5%
FOURTHSTONE LLC $9.7M 551K 1.9%
HUBER CAPITAL MANAGEMENT LLC $3.6M 202K 0.7%
MENDON CAPITAL ADVISORS CORP $1.1M 64K 0.6%
MALTESE CAPITAL MANAGEMENT LLC $3.5M 201K 0.5%
KENNEDY CAPITAL MANAGEMENT LLC $5.7M 324K 0.1%
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2.6M 145K 0.1%
PARTNERS IN FINANCIAL PLANNING $0.3M 14K 0.1%
EMPOWERED FUNDS, LLC $1.5M 84K 0.0%
EMERALD MUTUAL FUND ADVISERS TRUST $0.4M 22K 0.0%
XTX TOPCO LTD $0.2M 11K 0.0%
KINGSVIEW WEALTH MANAGEMENT, LLC $0.6M 36K 0.0%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3.2M 184K 0.0%
CURI RMB CAPITAL, LLC $0.2M 14K 0.0%
SALOMON & LUDWIN, LLC $0.1M 4K 0.0%
TREXQUANT INVESTMENT LP $1.0M 56K 0.0%
POINT72 ASIA PTE. LTD. $0.0M 0K 0.0%
POINT72 LTD $0.0M 0K 0.0%
NUVEEN ASSET MANAGEMENT, LLC $2.3M 133K 0.0%
GOLDMAN SACHS GROUP INC $4.9M 275K 0.0%
LPL FINANCIAL LLC $0.3M 18K 0.0%
CITADEL ADVISORS LLC $2.1M 118K 0.0%
MAN GROUP PLC $0.2M 12K 0.0%
COREBRIDGE FINANCIAL, INC. $0.2M 11K 0.0%

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