DE:6NH / Carter Bankshares, Inc. - Proprietà istituzionale - Acquirenti

Carter Bankshares, Inc.
DE ˙ DB ˙ US1461031064
15,70 € ↑0,20 (1,29%)
2025-09-05
PREZZO DELLE AZIONI
Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Carter Bankshares, Inc. includono Diversified Trust Co, Oppenheimer & Close, LLC, IWO - iShares Russell 2000 Growth ETF, Salzhauer Michael, Price T Rowe Associates Inc /md/, rhino investment partners, Inc, Raymond James Financial Inc, FECGX - Fidelity Small Cap Growth Index Fund, TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A, AALGX - Thrivent Global Stock Fund Class A, THMAX - Thrivent Moderate Allocation Fund Class A, TAAAX - Thrivent Aggressive Allocation Fund Class A, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB, TCAAX - Thrivent Moderately Conservative Allocation Fund Class A, PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P, Hartland & Co., LLC, True Wealth Design, LLC, UMA Financial Services, Inc., e Parallel Advisors, LLC .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-13 13F First Trust Advisors Lp 14.780 6,71 256 14,29
2025-08-11 13F Empowered Funds, LLC 99.628 9,81 1.728 17,72
2025-08-14 13F Goldman Sachs Group Inc 213.317 1,77 3.699 9,05
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 66.497 20,84 1.018 5,06
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 117 0,86 2 100,00
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 936 14
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 99.492 9,66 1.725 17,59
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 213.020 17,28 3.694 25,70
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3.708 9,35 64 18,52
2025-08-08 13F Pnc Financial Services Group, Inc. 363 6
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43.288 4,00 712 -1,25
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2.023 9,65 35 20,69
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 864 13
2025-08-13 13F MetLife Investment Management, LLC 13.692 10,58 237 18,50
2025-08-15 13F Tower Research Capital LLC (TRC) 3.776 113,57 65 132,14
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89.052 7,96 1.363 -6,19
2025-08-11 13F Covestor Ltd 13 62,50 0
2025-08-08 13F/A Sterling Capital Management LLC 521 32,23 9 50,00
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 11.690 81,35 192 72,97
2025-08-13 13F Arrowstreet Capital, Limited Partnership 46.795 7,01 811 14,71
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 137 2
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 782 12
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 52.069 108,28 903 123,27
2025-08-12 13F Dimensional Fund Advisors Lp 1.105.434 4,62 19.168 12,13
2025-08-14 13F Group One Trading, L.p. 52.661 408,26 913 446,71
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 169 62,50 3 100,00
2025-07-11 13F Diversified Trust Co 134.098 2.325
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.140 52,21 63 34,04
2025-08-14 13F Bridgeway Capital Management Inc 160.113 5,89 2.776 13,49
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49.066 2,68 851 9,96
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 115.391 10,84 1.898 5,15
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 29.300 157,02 449 124,00
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51.727 1,63 897 8,87
2025-08-27 NP RMBKX - RMB Mendon Financial Services Fund Class A 92.392 383,30 1.602 418,45
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 535 30,17 9 50,00
2025-08-14 13F Fourthstone LLC 583.893 31,53 10.125 40,96
2025-07-28 NP VCSLX - Small Cap Index Fund 12.642 45,11 208 37,09
2025-08-15 13F Captrust Financial Advisors 20.109 1,47 349 8,75
2025-08-11 13F Rothschild Investment Llc 80 100,00 1
2025-08-14 13F Bank Of America Corp /de/ 33.796 53,39 586 64,61
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 41.700 73,03 686 64,27
2025-08-13 13F Panagora Asset Management Inc 79.152 21,87 1.372 30,67
2025-08-08 13F Geode Capital Management, Llc 535.672 0,66 9.290 7,87
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.722 47
2025-08-07 13F Campbell & CO Investment Adviser LLC 16.909 293
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 15.060 20,19 261 29,21
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 56.822 2,61 870 -10,87
2025-08-08 13F Creative Planning 19.015 330
2025-08-11 13F/A rhino investment partners, Inc 6.909 120
2025-08-12 13F Deutsche Bank Ag\ 15.896 3,27 276 10,44
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 8.394 18,49 146 27,19
2025-08-07 13F Acadian Asset Management Llc 90.022 9,64 2 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 629 11
2025-07-31 13F Nisa Investment Advisors, Llc 714 2,00 12 9,09
2025-06-27 NP RSSL - Global X Russell 2000 ETF 13.755 4,97 211 -8,70
2025-08-12 13F American Century Companies Inc 349.538 3,84 6.061 11,27
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.260 211,07 50 172,22
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4.866 16,38 84 25,37
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4.800 7,33 83 15,28
2025-08-13 13F Renaissance Technologies Llc 63.000 90,33 1.092 104,11
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8.117 16,17 141 23,89
2025-08-14 13F Aqr Capital Management Llc 38.964 54,77 676 65,85
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F/A Barclays Plc 38.136 66,57 1
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 15.914 67,52 276 79,74
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 91 5,81 1 0,00
2025-08-05 13F Bank of New York Mellon Corp 71.284 2,97 1.236 10,36
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31.827 6,46 524 0,97
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159.290 2,94 2.439 -10,56
2025-08-14 13F Salzhauer Michael 10.744 186
2025-07-14 13F GAMMA Investing LLC 371 743,18 6
2025-08-13 13F Federated Hermes, Inc. 549 123,17 10 200,00
2025-08-14 13F RMB Capital Management, LLC 93.295 388,02 1.618 423,30
2025-08-14 13F Citadel Advisors Llc 144.321 1,61 2.503 8,88
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 31.343 0,63 480 -12,59
2025-08-08 13F Hartland & Co., LLC 59 1
2025-08-14 13F Engineers Gate Manager LP 15.095 16,81 262 24,88
2025-08-12 13F Oppenheimer & Close, LLC 62.500 1.084
2025-08-14 13F Alliancebernstein L.p. 24.340 35,60 422 45,52
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 781 14
2025-07-08 13F Parallel Advisors, LLC 11 0
2025-07-24 13F IFP Advisors, Inc 39 1
2025-08-14 13F Raymond James Financial Inc 6.236 108
2025-08-14 13F Mendon Capital Advisors Corp 142.392 106,02 2.469 120,84
2025-08-14 13F Price T Rowe Associates Inc /md/ 10.556 0
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 717.690 0,65 12.445 7,86
2025-07-25 13F Cwm, Llc 2.171 64,10 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 448 60,00 7 50,00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2.592 2,53 40 -11,36
2025-07-09 13F Harbor Capital Advisors, Inc. 170 63,46 0
2025-08-14 13F Jane Street Group, Llc 47.971 32,63 832 42,05
2025-09-04 13F/A Advisor Group Holdings, Inc. 1.217 52,12 21 75,00
2025-08-18 13F Geneos Wealth Management Inc. 2.625 140,60 46 164,71
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45.726 7,45 752 2,04
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.083 11,44 63 -3,12
2025-08-06 13F True Wealth Design, LLC 54 1
2025-08-14 13F State Street Corp 513.397 0,83 8.902 8,06
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 130 2
2025-08-15 13F Morgan Stanley 231.982 31,66 4.023 41,12
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 4.800 500,00 79 500,00
2025-08-14 13F Maltese Capital Management Llc 364.972 26,53 6.329 35,59
2025-08-12 13F LPL Financial LLC 21.357 31,37 370 40,68
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 131.832 5,88 2.018 -7,98
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.780 6,71 256 14,29
2025-08-13 13F Kennedy Capital Management, Inc. 390.557 6,06 6.772 13,66
2025-08-14 13F UBS Group AG 39.872 8,53 691 16,33
2025-08-26 NP Profunds - Profund Vp Small-cap 52 1,96 1
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1.393 21
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33.961 589
2025-07-14 13F UMA Financial Services, Inc. 43 1
2025-08-12 13F Legal & General Group Plc 2.132 4,15 37 9,09
2025-08-12 13F Charles Schwab Investment Management Inc 67.533 2,87 1.171 10,26
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.061 8,08 36 16,67
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6.680 69,11 116 82,54
2025-08-12 13F Prudential Financial Inc 32.070 33,40 556 43,30
2025-08-13 13F EverSource Wealth Advisors, LLC 1.015 4.975,00 18
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 17.054 128,06 296 145,83
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 642 66,32 11 83,33
2025-08-14 13F Wells Fargo & Company/mn 30.127 3,89 522 11,30
2025-08-14 13F Ameriprise Financial Inc 68.570 21,64 1.189 30,37
2025-08-12 13F Rhumbline Advisers 35.081 0,29 608 7,61
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57.656 3,34 883 -10,27
2025-08-07 13F Allworth Financial LP 63 1
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 220.560 3,36 3.377 -10,19
2025-07-28 NP HDG - ProShares Hedge Replication ETF 30 11,11 0
2025-08-12 13F Franklin Resources Inc 18.204 0,24 316 7,51
Other Listings
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