Carriage Services (CSV) Institutional Ownership

$31.59

+0.67 (+2.17%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 66.46%
Number of Institutional Buyers (last 12 months): 34
Total Institutional Inflows (last 12 months): $28.38M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $14.01M

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CSV Institutional Buying and Selling by Quarter

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Carriage Services Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	141,262	$3.79M	0.0%	+10.7%	0.932%
7/18/2024	Assenagon Asset Management S.A.	229,718	$6.17M	0.0%	+201.5%	1.515%
7/12/2024	Sanders Morris Harris LLC	15,290	$410K	0.1%	-8.9%	0.101%
7/10/2024	Linden Thomas Advisory Services LLC	18,861	$506K	0.1%	+10.1%	0.124%
5/28/2024	Boston Partners	163,031	$4.41M	0.0%	-7.3%	1.075%
5/20/2024	EMC Capital Management	6,227	$168K	0.1%	N/A	0.041%
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5/17/2024	Creekmur Asset Management LLC	1,406	$38K	0.0%	-77.1%	0.009%
5/16/2024	California State Teachers Retirement System	13,464	$364K	0.0%	-5.3%	0.089%
5/16/2024	Jacobs Levy Equity Management Inc.	78,422	$2.12M	0.0%	-25.6%	0.517%
5/16/2024	Kennedy Capital Management LLC	112,869	$3.05M	0.1%	-1.5%	0.745%
5/15/2024	Price T Rowe Associates Inc. MD	10,475	$284K	0.0%	+7.7%	0.069%
5/11/2024	Hillsdale Investment Management Inc.	56,086	$1.52M	0.1%	N/A	0.370%
5/10/2024	Vanguard Group Inc.	876,023	$23.69M	0.0%	-2.6%	5.786%
5/8/2024	TSA Wealth Managment LLC	7,607	$206K	0.1%	N/A	0.050%
5/7/2024	Heartland Advisors Inc.	342,500	$9.26M	0.5%	+7.4%	2.262%
5/6/2024	LSV Asset Management	465,993	$12.60M	0.0%	-7.2%	3.078%
5/3/2024	GSA Capital Partners LLP	51,023	$1.38M	0.1%	+202.9%	0.337%
5/2/2024	FinTrust Capital Advisors LLC	1,000	$27K	0.0%	N/A	0.007%
5/2/2024	Mendel Money Management	60,034	$1.62M	0.8%	-187.5%	0.397%
5/1/2024	Janney Montgomery Scott LLC	12,815	$347K	0.0%	-9.8%	0.085%
5/1/2024	BNP Paribas Financial Markets	87,879	$2.38M	0.0%	+741.8%	0.580%
4/24/2024	Assenagon Asset Management S.A.	76,180	$2.06M	0.0%	+22.5%	0.503%
4/11/2024	Sanders Morris Harris LLC	16,790	$454K	0.1%	N/A	0.111%
3/1/2024	Creekmur Asset Management LLC	6,145	$154K	0.0%	N/A	0.041%
2/15/2024	Harbert Fund Advisors Inc.	208,497	$5.22M	3.6%	+31.5%	1.392%
2/14/2024	Mill Road Capital Management LLC	179,466	$4.49M	2.0%	+5.2%	1.198%
2/13/2024	Tower Research Capital LLC TRC	3,688	$92K	0.0%	+32.1%	0.025%
2/13/2024	Bard Associates Inc.	113,082	$2.83M	1.1%	-1.7%	0.755%
2/12/2024	Parallel Advisors LLC	1,508	$38K	0.0%	N/A	0.010%
2/8/2024	Heartland Advisors Inc.	319,046	$7.98M	0.4%	+17.6%	2.130%
2/7/2024	Boston Partners	175,883	$4.40M	0.0%	-7.5%	1.174%
2/7/2024	Jump Financial LLC	13,876	$347K	0.0%	N/A	0.093%
2/7/2024	Versor Investments LP	13,087	$327K	0.1%	N/A	0.087%
2/6/2024	Charles Schwab Investment Management Inc.	210,891	$5.27M	0.0%	+23.1%	1.408%
2/6/2024	LSV Asset Management	502,193	$12.56M	0.0%	-3.1%	3.352%
2/6/2024	Swiss National Bank	26,571	$665K	0.0%	-9.2%	0.177%
2/1/2024	Linden Thomas Advisory Services LLC	9,479	$237K	0.0%	+21.5%	0.063%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	10,866	$272K	0.0%	N/A	0.073%
1/18/2024	Values First Advisors Inc.	17,096	$428K	0.3%	+7.4%	0.114%
1/17/2024	Assenagon Asset Management S.A.	62,201	$1.56M	0.0%	-14.3%	0.415%
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12/18/2023	Vanguard Group Inc.	854,339	$24.14M	0.0%	+2.0%	5.703%
11/17/2023	Jacobs Levy Equity Management Inc.	147,848	$4.18M	0.0%	+1.7%	0.988%
11/14/2023	Quadrature Capital Ltd	7,460	$210K	0.0%	N/A	0.050%
11/14/2023	Mendel Money Management	70,622	$2.00M	1.1%	+1.6%	0.472%
11/13/2023	Algert Global LLC	18,788	$531K	0.0%	-2.8%	0.126%
11/13/2023	Channing Capital Management LLC	7,805	$220K	0.0%	N/A	0.052%
11/8/2023	Charles Schwab Investment Management Inc.	171,366	$4.84M	0.0%	+18.6%	1.145%
11/8/2023	Janney Montgomery Scott LLC	9,715	$274K	0.0%	N/A	0.065%
11/8/2023	Heartland Advisors Inc.	271,400	$7.67M	0.4%	+11.2%	1.813%
11/8/2023	New York Life Investment Management LLC	11,666	$330K	0.0%	-13.6%	0.078%
11/8/2023	Boston Partners	190,126	$5.37M	0.0%	-17.5%	1.270%
11/6/2023	Seizert Capital Partners LLC	17,119	$484K	0.0%	-10.9%	0.114%
11/6/2023	Assenagon Asset Management S.A.	72,610	$2.05M	0.0%	+109.6%	0.485%
11/4/2023	LSV Asset Management	518,193	$14.64M	0.0%	-3.4%	3.462%
10/27/2023	Allspring Global Investments Holdings LLC	107,721	$3.04M	0.0%	-30.5%	0.720%
10/27/2023	Skylands Capital LLC	21,700	$613K	0.1%	N/A	0.145%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	3,907	$110K	0.0%	+89.8%	0.026%
10/24/2023	Bank of New York Mellon Corp	149,859	$4.23M	0.0%	+0.8%	1.001%
10/20/2023	Linden Thomas Advisory Services LLC	7,804	$220K	0.0%	+14.8%	0.052%
10/20/2023	Fenimore Asset Management Inc.	171,337	$4.84M	0.1%	-36.5%	1.145%
10/13/2023	Sanders Morris Harris LLC	26,790	$757K	0.2%	N/A	0.179%
10/5/2023	Sanders Morris Harris LLC	26,790	$757K	0.3%	N/A	0.179%
9/21/2023	Barclays PLC	5,090	$164K	0.0%	-24.3%	0.034%
8/15/2023	Capital Impact Advisors LLC	32,581	$1.06M	1.2%	+16.1%	0.218%
8/14/2023	Mendel Money Management	69,482	$2.26M	1.2%	-2.2%	0.464%
8/11/2023	Renaissance Technologies LLC	686,100	$22.28M	0.0%	-5.3%	4.595%
8/11/2023	Campbell & CO Investment Adviser LLC	10,397	$338K	0.1%	-37.1%	0.070%
8/10/2023	DC Investments Management LLC	15,973	$519K	0.6%	-62.7%	0.107%
8/10/2023	Boston Partners	230,481	$7.48M	0.0%	+10.0%	1.544%
8/7/2023	New York Life Investment Management LLC	13,504	$438K	0.0%	-15.0%	0.090%
8/3/2023	Bank of New York Mellon Corp	148,708	$4.83M	0.0%	-1.4%	0.996%
8/2/2023	Values First Advisors Inc.	15,965	$518K	0.3%	+2.6%	0.107%
8/2/2023	LSV Asset Management	536,262	$17.41M	0.0%	+12.0%	3.591%
7/31/2023	Brown Advisory Inc.	14,600	$474K	0.0%	-2.7%	0.098%
7/31/2023	Inspire Advisors LLC	8,177	$266K	0.1%	+13.8%	0.055%
7/27/2023	Linden Thomas Advisory Services LLC	6,797	$221K	0.0%	N/A	0.046%
7/27/2023	Seizert Capital Partners LLC	19,220	$624K	0.0%	-6.4%	0.129%
7/26/2023	Fenimore Asset Management Inc.	269,934	$8.77M	0.2%	-13.8%	1.808%
7/25/2023	Assenagon Asset Management S.A.	34,638	$1.13M	0.0%	+59.7%	0.232%
7/24/2023	Allspring Global Investments Holdings LLC	154,906	$5.03M	0.0%	-21.9%	1.038%
7/19/2023	Teacher Retirement System of Texas	11,502	$373K	0.0%	-5.1%	0.077%
7/18/2023	Allspring Global Investments Holdings LLC	154,906	$5.03M	0.0%	-21.9%	1.037%
5/15/2023	CenterBook Partners LP	84,873	$2.59M	0.4%	N/A	0.568%
5/15/2023	DC Investments Management LLC	42,847	$1.31M	1.6%	-50.1%	0.287%
5/12/2023	Harbert Fund Advisors Inc.	88,185	$2.69M	1.8%	N/A	0.592%
5/10/2023	Mendel Money Management	71,057	$2.17M	1.2%	+4.2%	0.477%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	8,965	$274K	0.0%	-34.8%	0.060%
5/9/2023	Boston Partners	209,464	$6.39M	0.0%	-4.2%	1.407%
5/9/2023	Roubaix Capital LLC	51,688	$1.58M	1.2%	N/A	0.347%
5/9/2023	Seizert Capital Partners LLC	20,538	$627K	0.0%	-19.1%	0.138%
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5/9/2023	Russell Investments Group Ltd.	10,385	$317K	0.0%	+15.3%	0.070%
5/8/2023	New York Life Investment Management LLC	15,890	$485K	0.0%	N/A	0.107%
5/8/2023	Hamilton Wealth LLC	9,900	$302K	0.1%	N/A	0.066%
5/2/2023	LSV Asset Management	478,932	$14.62M	0.0%	+132.8%	3.216%
5/1/2023	CM Wealth Advisors LLC	10,986	$303K	0.1%	N/A	0.074%
4/28/2023	SG Americas Securities LLC	5,657	$173K	0.0%	N/A	0.038%
4/24/2023	Inspire Advisors LLC	7,187	$219K	0.1%	N/A	0.048%
4/20/2023	Fenimore Asset Management Inc.	312,986	$9.55M	0.2%	+1.5%	2.102%
4/18/2023	Assenagon Asset Management S.A.	21,686	$662K	0.0%	N/A	0.146%
4/13/2023	Allspring Global Investments Holdings LLC	198,248	$6.05M	0.0%	+20.4%	1.331%

(Data available from 1/1/2016 forward)

CSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSV shares?: During the previous two years, 92 institutional investors and hedge funds held shares of Carriage Services. The most heavily invested institutionals were Global Alpha Capital Management Ltd. ($29.83M), Dimensional Fund Advisors LP ($25.26M), Vanguard Group Inc. ($23.69M), Renaissance Technologies LLC ($22.28M), LSV Asset Management ($12.60M), Heartland Advisors Inc. ($9.26M), and Kennedy Capital Management Inc. ($7.77M).Learn more on CSV's institutional investors.
What percentage of Carriage Services stock is owned by institutional investors?: 66.46% of Carriage Services stock is owned by institutional investors. Learn more on CSV's institutional investor holdings.
Which institutional investors have been buying Carriage Services stock?: Of the 69 institutional investors that purchased Carriage Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($411.07K), LSV Asset Management ($406.08K), Allspring Global Investments Holdings LLC ($192.99K), Heartland Advisors Inc. ($155.20K), Mendel Money Management ($144.91K), Harbert Fund Advisors Inc. ($138.19K), and Boston Partners ($99.21K).

How much institutional buying is happening at Carriage Services?: Institutional investors have bought a total of 2,727,590 shares in the last 24 months. This purchase volume represents approximately $81.18M in transactions.
Which Carriage Services major shareholders have been selling company stock?: Of the 51 institutional investors that sold Carriage Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($159.90K), Renaissance Technologies LLC ($155.80K), Fenimore Asset Management Inc. ($141.65K), Allspring Global Investments Holdings LLC ($133.87K), Global Alpha Capital Management Ltd. ($85.50K), Boston Partners ($76.71K), and LSV Asset Management ($70.27K).
How much institutional selling is happening at Carriage Services?: Institutional investors have sold a total of 1,160,924 shares in the last 24 months. This volume of shares sold represents approximately $36.02M in transactions.