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Carriage Services (CSV) Institutional Ownership

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$27.07
+0.38 (+1.42%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Carriage Services (NYSE:CSV)

Current
Institutional Ownership
Percentage
66.46%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$24.10M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.46M
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CSV Institutional Buying and Selling by Quarter

Carriage Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Creekmur Asset Management LLC1,406$38K0.0%-77.1%0.009%
5/16/2024 California State Teachers Retirement System13,464$364K0.0%-5.3%0.089%
5/16/2024 Jacobs Levy Equity Management Inc.78,422$2.12M0.0%-25.6%0.517%
5/16/2024 Kennedy Capital Management LLC112,869$3.05M0.1%-1.5%0.745%
5/15/2024 Price T Rowe Associates Inc. MD10,475$284K0.0%+7.7%0.069%
5/11/2024 Hillsdale Investment Management Inc.56,086$1.52M0.1%N/A0.370%
5/10/2024 Vanguard Group Inc.876,023$23.69M0.0%-2.6%5.786%
5/8/2024 TSA Wealth Managment LLC7,607$206K0.1%N/A0.050%
5/7/2024 Heartland Advisors Inc.342,500$9.26M0.5%+7.4%2.262%
5/6/2024 LSV Asset Management465,993$12.60M0.0%-7.2%3.078%
5/3/2024 GSA Capital Partners LLP51,023$1.38M0.1%+202.9%0.337%
5/2/2024 FinTrust Capital Advisors LLC1,000$27K0.0%N/A0.007%
5/2/2024 Mendel Money Management60,034$1.62M0.8%-187.5%0.397%
5/1/2024 Janney Montgomery Scott LLC12,815$347K0.0%-9.8%0.085%
5/1/2024 BNP Paribas Financial Markets87,879$2.38M0.0%+741.8%0.580%
4/24/2024 Assenagon Asset Management S.A.76,180$2.06M0.0%+22.5%0.503%
4/11/2024 Sanders Morris Harris LLC16,790$454K0.1%N/A0.111%
3/1/2024 Creekmur Asset Management LLC6,145$154K0.0%N/A0.041%
2/15/2024 Harbert Fund Advisors Inc.208,497$5.22M3.6%+31.5%1.392%
2/14/2024 Mill Road Capital Management LLC179,466$4.49M2.0%+5.2%1.198%
2/13/2024 Tower Research Capital LLC TRC3,688$92K0.0%+32.1%0.025%
2/13/2024 Bard Associates Inc.113,082$2.83M1.1%-1.7%0.755%
2/12/2024 Parallel Advisors LLC1,508$38K0.0%N/A0.010%
2/8/2024 Heartland Advisors Inc.319,046$7.98M0.4%+17.6%2.130%
2/7/2024 Boston Partners175,883$4.40M0.0%-7.5%1.174%
2/7/2024 Jump Financial LLC13,876$347K0.0%N/A0.093%
2/7/2024 Versor Investments LP13,087$327K0.1%N/A0.087%
2/6/2024 Charles Schwab Investment Management Inc.210,891$5.27M0.0%+23.1%1.408%
2/6/2024 LSV Asset Management502,193$12.56M0.0%-3.1%3.352%
2/6/2024 Swiss National Bank26,571$665K0.0%-9.2%0.177%
2/1/2024 Linden Thomas Advisory Services LLC9,479$237K0.0%+21.5%0.063%
1/24/2024 Mirae Asset Global Investments Co. Ltd.10,866$272K0.0%N/A0.073%
1/18/2024 Values First Advisors Inc.17,096$428K0.3%+7.4%0.114%
1/17/2024 Assenagon Asset Management S.A.62,201$1.56M0.0%-14.3%0.415%
12/18/2023 Vanguard Group Inc.854,339$24.14M0.0%+2.0%5.703%
11/17/2023 Jacobs Levy Equity Management Inc.147,848$4.18M0.0%+1.7%0.988%
11/14/2023 Quadrature Capital Ltd7,460$210K0.0%N/A0.050%
11/14/2023 Mendel Money Management70,622$2.00M1.1%+1.6%0.472%
11/13/2023 Algert Global LLC18,788$531K0.0%-2.8%0.126%
11/13/2023 Channing Capital Management LLC7,805$220K0.0%N/A0.052%
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11/8/2023 Charles Schwab Investment Management Inc.171,366$4.84M0.0%+18.6%1.145%
11/8/2023 Janney Montgomery Scott LLC9,715$274K0.0%N/A0.065%
11/8/2023 Heartland Advisors Inc.271,400$7.67M0.4%+11.2%1.813%
11/8/2023 New York Life Investment Management LLC11,666$330K0.0%-13.6%0.078%
11/8/2023 Boston Partners190,126$5.37M0.0%-17.5%1.270%
11/6/2023 Seizert Capital Partners LLC17,119$484K0.0%-10.9%0.114%
11/6/2023 Assenagon Asset Management S.A.72,610$2.05M0.0%+109.6%0.485%
11/4/2023 LSV Asset Management518,193$14.64M0.0%-3.4%3.462%
10/27/2023 Allspring Global Investments Holdings LLC107,721$3.04M0.0%-30.5%0.720%
10/27/2023 Skylands Capital LLC21,700$613K0.1%N/A0.145%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank3,907$110K0.0%+89.8%0.026%
10/24/2023 Bank of New York Mellon Corp149,859$4.23M0.0%+0.8%1.001%
10/20/2023 Linden Thomas Advisory Services LLC7,804$220K0.0%+14.8%0.052%
10/20/2023 Fenimore Asset Management Inc.171,337$4.84M0.1%-36.5%1.145%
10/13/2023 Sanders Morris Harris LLC26,790$757K0.2%N/A0.179%
10/5/2023 Sanders Morris Harris LLC26,790$757K0.3%N/A0.179%
9/21/2023 Barclays PLC5,090$164K0.0%-24.3%0.034%
8/15/2023 Capital Impact Advisors LLC32,581$1.06M1.2%+16.1%0.218%
8/14/2023 Mendel Money Management69,482$2.26M1.2%-2.2%0.464%
8/11/2023 Renaissance Technologies LLC686,100$22.28M0.0%-5.3%4.595%
8/11/2023 Campbell & CO Investment Adviser LLC10,397$338K0.1%-37.1%0.070%
8/10/2023 DC Investments Management LLC15,973$519K0.6%-62.7%0.107%
8/10/2023 Boston Partners230,481$7.48M0.0%+10.0%1.544%
8/7/2023 New York Life Investment Management LLC13,504$438K0.0%-15.0%0.090%
8/3/2023 Bank of New York Mellon Corp148,708$4.83M0.0%-1.4%0.996%
8/2/2023 Values First Advisors Inc.15,965$518K0.3%+2.6%0.107%
8/2/2023 LSV Asset Management536,262$17.41M0.0%+12.0%3.591%
7/31/2023 Brown Advisory Inc.14,600$474K0.0%-2.7%0.098%
7/31/2023 Inspire Advisors LLC8,177$266K0.1%+13.8%0.055%
7/27/2023 Linden Thomas Advisory Services LLC6,797$221K0.0%N/A0.046%
7/27/2023 Seizert Capital Partners LLC19,220$624K0.0%-6.4%0.129%
7/26/2023 Fenimore Asset Management Inc.269,934$8.77M0.2%-13.8%1.808%
7/25/2023 Assenagon Asset Management S.A.34,638$1.13M0.0%+59.7%0.232%
7/24/2023 Allspring Global Investments Holdings LLC154,906$5.03M0.0%-21.9%1.038%
7/19/2023 Teacher Retirement System of Texas11,502$373K0.0%-5.1%0.077%
7/18/2023 Allspring Global Investments Holdings LLC154,906$5.03M0.0%-21.9%1.037%
5/15/2023 CenterBook Partners LP84,873$2.59M0.4%N/A0.568%
5/15/2023 DC Investments Management LLC42,847$1.31M1.6%-50.1%0.287%
5/12/2023 Harbert Fund Advisors Inc.88,185$2.69M1.8%N/A0.592%
5/10/2023 Mendel Money Management71,057$2.17M1.2%+4.2%0.477%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.8,965$274K0.0%-34.8%0.060%
5/9/2023 Boston Partners209,464$6.39M0.0%-4.2%1.407%
5/9/2023 Roubaix Capital LLC51,688$1.58M1.2%N/A0.347%
5/9/2023 Seizert Capital Partners LLC20,538$627K0.0%-19.1%0.138%
5/9/2023 Russell Investments Group Ltd.10,385$317K0.0%+15.3%0.070%
5/8/2023 New York Life Investment Management LLC15,890$485K0.0%N/A0.107%
5/8/2023Hamilton Wealth LLC9,900$302K0.1%N/A0.066%
5/2/2023 LSV Asset Management478,932$14.62M0.0%+132.8%3.216%
5/1/2023 CM Wealth Advisors LLC10,986$303K0.1%N/A0.074%
4/28/2023 SG Americas Securities LLC5,657$173K0.0%N/A0.038%
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4/24/2023 Inspire Advisors LLC7,187$219K0.1%N/A0.048%
4/20/2023 Fenimore Asset Management Inc.312,986$9.55M0.2%+1.5%2.102%
4/18/2023 Assenagon Asset Management S.A.21,686$662K0.0%N/A0.146%
4/13/2023 Allspring Global Investments Holdings LLC198,248$6.05M0.0%+20.4%1.331%
2/15/2023 Flat Footed LLC20,371$561K0.1%N/A0.138%
2/13/2023 Bessemer Group Inc.21,935$604K0.0%N/A0.149%
2/13/2023 Renaissance Technologies LLC740,000$20.38M0.0%+3.8%5.027%
2/13/2023 Mendel Money Management68,207$1.88M1.1%+20.1%0.463%
2/13/2023 GSA Capital Partners LLP14,327$395K0.0%-63.7%0.097%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.13,740$378K0.0%N/A0.093%
(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, 93 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 71 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: LSV Asset Management ($406.08K), Assenagon Asset Management S.A. ($257.53K), 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 2,595,700 shares in the last 24 months. This purchase volume represents approximately $78.22M 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: Allspring Global Investments Holdings LLC ($170.33K), Dimensional Fund Advisors LP ($159.90K), Renaissance Technologies LLC ($155.80K), Fenimore Asset Management Inc. ($141.65K), Global Alpha Capital Management Ltd. ($85.50K), LSV Asset Management ($70.27K), and DC Investments Management LLC ($69.92K).

How much institutional selling is happening at Carriage Services?

Institutional investors have sold a total of 1,184,022 shares in the last 24 months. This volume of shares sold represents approximately $37.12M in transactions.


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This page (NYSE:CSV) was last updated on 5/20/2024 by MarketBeat.com Staff

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