This company has been marked as potentially delisted and may not be actively trading. Carter Bank and Trust (CSRE) Institutional Ownership Add Share Share Ownership Stock AnalysisDividendHeadlinesOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Carter Bank and Trust (NASDAQ:CSRE)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$12.73MNumber ofInstitutional Sellers(last 12 months)0 Get CSRE Insider Trade Alerts Want to know when executives and insiders are buying or selling Carter Bank and Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. 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Skip Chart & View Institutional Buying and Selling Data CSRE Institutional Buying and Selling by Quarter Carter Bank and Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/9/2025 NWF Advisory Services Inc.9,325$241K0.0%N/A0.000% 9/4/2025 Osaic Holdings Inc.14,341$370K0.0%+510.3%0.000% 8/13/2025 CW Advisors LLC24,287$627K0.0%N/A0.000% 8/12/2025 Armor Investment Advisors LLC89,087$2.30M0.9%N/A0.000% 8/5/2025 Integrity Financial Corp WA59,789$1.54M0.8%N/A0.000% 8/4/2025 Arbor Capital Management Inc. ADV32,303$836K0.7%N/A0.000% 8/4/2025 Daymark Wealth Partners LLC47,180$1.22M0.0%N/A0.000% 8/1/2025 Tevis Investment Management26,560$685K0.4%N/A0.000% 7/28/2025 RFG Advisory LLC56,105$1.45M0.0%N/A0.000% 7/16/2025 Maridea Wealth Management LLC8,700$225K0.1%N/A0.000% 7/10/2025 SK Wealth Management LLC110,882$2.86M1.2%+132.6%0.000% 7/9/2025 Krilogy Financial LLC10,175$263K0.0%N/A0.000% 5/19/2025Jane Street Group LLC11,348$290K0.0%N/A0.000% 4/22/2025SK Wealth Management LLC47,675$1.16M0.6%N/A0.000% (Data available from 1/1/2016 forward) CSRE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CSRE shares? During the previous two years, 13 institutional investors and hedge funds held shares of Carter Bank and Trust. The most heavily invested institutionals were SK Wealth Management LLC ($2.86M), Armor Investment Advisors LLC ($2.30M), Integrity Financial Corp WA ($1.54M), RFG Advisory LLC ($1.45M), Daymark Wealth Partners LLC ($1.22M), Arbor Capital Management Inc. ADV ($836K), and Tevis Investment Management ($685K).Learn more on Carter Bank and Trust's institutional investors. Which institutional investors have been buying Carter Bank and Trust's stock? Of the 13 institutional investors that purchased Carter Bank and Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SK Wealth Management LLC ($110.88K), Armor Investment Advisors LLC ($89.09K), Integrity Financial Corp WA ($59.79K), RFG Advisory LLC ($56.11K), Daymark Wealth Partners LLC ($47.18K), Arbor Capital Management Inc. ADV ($32.30K), and Tevis Investment Management ($26.56K). How much institutional buying is happening at Carter Bank and Trust? Institutional investors have bought a total of 497,732 shares in the last 24 months. This purchase volume represents approximately $12.73M in transactions. This page (NASDAQ:CSRE) was last updated on 9/12/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredForget NVDA. Put $1,000 into this stock nowA massive money shift is underway in the AI market. 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