Carriage Services Ownership 2024 | Who Owns Carriage Services Now?
Institutional Ownership
26.25%
Insider Ownership
16.66%
Retail Ownership
57.08%
Institutional Holders
54.00
Carriage Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 8.92% | 0.01% | 1,327,402 | 9,039 | 0.69% | 35,627,470 | Jun 30, 2024 |
| BLACKROCK INC. | 6.62% | 0.00% | 984,910 | -69,997 | -6.64% | 26,434,984 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.15% | 0.00% | 915,297 | 39,274 | 4.48% | 24,566,572 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.79% | 0.01% | 711,812 | -2,416 | -0.34% | 19,105,265 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 4.14% | 0.03% | 616,500 | 46,700 | 8.20% | 16,546,860 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 3.13% | 0.03% | 465,993 | - | - | 12,507,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 2.45% | 0.55% | 365,150 | 22,650 | 6.61% | 9,800,626 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.00% | 301,738 | 11,995 | 4.14% | 8,100,544 | Jun 30, 2024 |
| STATE STREET CORP | 1.93% | 0.00% | 287,344 | -30,654 | -9.64% | 7,712,313,000 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 1.54% | 0.01% | 229,718 | 153,538 | 201.55% | 6,165,631 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.35% | 0.00% | 201,286 | -24,254 | -10.75% | 5,402,516 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.31% | 0.01% | 194,345 | 31,314 | 19.21% | 5,216,220 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.99% | 0.23% | 147,830 | 4,400 | 3.07% | 3,967,757 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.95% | 0.00% | 141,262 | 13,598 | 10.65% | 3,791,472 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.90% | 0.00% | 134,023 | -21,052 | -13.58% | 3,597,177 | Jun 30, 2024 |
| NICHOLAS COMPANY, INC. | 0.90% | 0.06% | 133,200 | - | - | 3,575,088 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.76% | 0.06% | 112,386 | -483 | -0.43% | 3,016,440 | Jun 30, 2024 |
| BARD ASSOCIATES INC | 0.75% | 1.15% | 111,861 | -700 | -0.62% | 3,002,350 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.00% | 108,418 | -11,683 | -9.73% | 2,909,940,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.62% | 0.01% | 92,208 | 5,851 | 6.78% | 2,474,863 | Jun 30, 2024 |
Carriage Services's largest institutional shareholder is AMERIPRISE FINANCIAL INC, holding 8.92% of the company's total share outstanding, currently valued at $35.63M. The top 10 institutional shareholders own together 41.72% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BARD ASSOCIATES INC | 0.75% | 1.15% | 111,861 | -700 | -0.62% | 3,002,350 | Jun 30, 2024 |
| MENDEL MONEY MANAGEMENT | 0.42% | 0.79% | 62,789 | 2,755 | 4.59% | 1,685,257 | Jun 30, 2024 |
| PRAETORIAN PR LLC | 0.47% | 0.68% | 69,422 | 69,422 | 100.00% | 1,863,286 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 2.45% | 0.55% | 365,150 | 22,650 | 6.61% | 9,800,626 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.48% | 0.42% | 71,007 | - | - | 1,905,828 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | 0.20% | 0.34% | 30,000 | 30,000 | 100.00% | 805,200 | Jun 30, 2024 |
| VALUES FIRST ADVISORS, INC. | 0.12% | 0.28% | 17,434 | 22 | 0.13% | 467,924 | Jun 30, 2024 |
| DC INVESTMENTS MANAGEMENT, LLC | 0.08% | 0.26% | 11,392 | - | - | 305,761 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.99% | 0.23% | 147,830 | 4,400 | 3.07% | 3,967,757 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.51% | 0.14% | 75,467 | 24,444 | 47.91% | 2,026,000 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.41% | 0.13% | 61,186 | 5,100 | 9.09% | 1,642,231 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.04% | 0.10% | 6,227 | - | - | 167,000 | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | 0.06% | 0.09% | 8,300 | 8,300 | 100.00% | 222,772 | Jun 30, 2024 |
| TSA WEALTH MANAGMENT LLC | 0.05% | 0.09% | 7,607 | - | - | 204,172 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.13% | 0.08% | 18,861 | 1,727 | 10.08% | 506,229 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.12% | 0.08% | 17,619 | 3,604 | 25.72% | 472,894 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.03% | 0.07% | 5,101 | 5,001 | 5001.00% | 136,920 | Jun 30, 2024 |
| PALOUSE CAPITAL MANAGEMENT, INC. | 0.03% | 0.07% | 3,932 | - | - | 105,535 | Jun 30, 2024 |
| SANDERS MORRIS HARRIS LLC | 0.10% | 0.07% | 15,290 | -1,500 | -8.93% | 410,384 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.76% | 0.06% | 112,386 | -483 | -0.43% | 3,016,440 | Jun 30, 2024 |
The largest Carriage Services shareholder by % of total assets is BARD ASSOCIATES INC. The company owns 111.86K shares of Carriage Services (CSV), representing 1.15% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | 1.54% | 0.01% | 229,718 | 153,538 | 201.55% | 6,165,631 | Jun 30, 2024 |
| PRAETORIAN PR LLC | 0.47% | 0.68% | 69,422 | 69,422 | 100.00% | 1,863,286 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 4.14% | 0.03% | 616,500 | 46,700 | 8.20% | 16,546,860 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.15% | 0.00% | 915,297 | 39,274 | 4.48% | 24,566,572 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.50% | 0.00% | 73,861 | 37,802 | 104.83% | 1,982,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.40% | 0.01% | 59,150 | 36,290 | 158.75% | 1,587,000 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.36% | 0.02% | 53,584 | 35,605 | 198.04% | 1,438,195 | Jun 30, 2024 |
| AXA S.A. | 0.23% | 0.00% | 34,719 | 34,719 | 100.00% | 931,858 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.29% | 0.00% | 43,452 | 32,977 | 314.82% | 1,168,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.31% | 0.01% | 194,345 | 31,314 | 19.21% | 5,216,220 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | 0.20% | 0.34% | 30,000 | 30,000 | 100.00% | 805,200 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.29% | 0.00% | 43,517 | 28,771 | 195.11% | 1,167,996 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.19% | 0.00% | 28,076 | 27,151 | 2935.24% | 753,000 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.17% | 0.00% | 25,376 | 25,376 | 100.00% | 681,092 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.51% | 0.14% | 75,467 | 24,444 | 47.91% | 2,026,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.19% | 0.00% | 28,913 | 23,681 | 452.62% | 776,025 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 2.45% | 0.55% | 365,150 | 22,650 | 6.61% | 9,800,626 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.25% | 0.01% | 36,549 | 20,490 | 127.59% | 980,975 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.41% | 0.00% | 61,070 | 18,702 | 44.14% | 1,639,119 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.11% | 0.00% | 17,000 | 17,000 | 100.00% | 456,280 | Jun 30, 2024 |
As of Jun 30 2024, Carriage Services's largest institutional buyer is ASSENAGON ASSET MANAGEMENT S.A.. The company purchased 153.54K stocks of CSV, valued at $6.17M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HARBERT FUND ADVISORS, INC. | - | - | - | -208,497 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.57% | 0.00% | 84,110 | -156,932 | -65.11% | 2,257,536 | Jun 30, 2024 |
| REPERTOIRE PARTNERS LP | - | - | - | -93,157 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.44% | 0.00% | 65,855 | -87,355 | -57.02% | 1,767,548 | Jun 30, 2024 |
| BLACKROCK INC. | 6.62% | 0.00% | 984,910 | -69,997 | -6.64% | 26,434,984 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.03% | - | 4,889 | -39,071 | -88.88% | 131,000 | Jun 30, 2024 |
| MILL ROAD CAPITAL MANAGEMENT LLC | - | - | - | -32,900 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 1.93% | 0.00% | 287,344 | -30,654 | -9.64% | 7,712,313,000 | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -26,571 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.35% | 0.00% | 201,286 | -24,254 | -10.75% | 5,402,516 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -23,234 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.90% | 0.00% | 134,023 | -21,052 | -13.58% | 3,597,177 | Jun 30, 2024 |
| REGIONS FINANCIAL CORP | 0.56% | 0.02% | 83,740 | -19,551 | -18.93% | 2,247,582 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.01% | - | 1,420 | -14,045 | -90.82% | 38,113 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -13,426 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -12,815 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 990 | -12,474 | -92.65% | 26,572 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -12,470 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.00% | 108,418 | -11,683 | -9.73% | 2,909,940,000 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -11,065 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Carriage Services's biggest institutional seller is HARBERT FUND ADVISORS, INC.. The company sold -0.21M shares of CSV, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRAETORIAN PR LLC | 0.47% | 0.68% | 69,422 | 69,422 | 100.00% | 1,863,286 | Jun 30, 2024 |
| AXA S.A. | 0.23% | 0.00% | 34,719 | 34,719 | 100.00% | 931,858 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | 0.20% | 0.34% | 30,000 | 30,000 | 100.00% | 805,200 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.17% | 0.00% | 25,376 | 25,376 | 100.00% | 681,092 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.10% | 0.02% | 14,824 | 14,824 | 100.00% | 397,876 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.08% | 0.00% | 12,288 | 12,288 | 100.00% | 329,810 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.07% | 0.00% | 10,946 | 10,946 | 100.00% | 293,791 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.07% | 0.05% | 10,311 | 10,311 | 100.00% | 276,747 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.07% | 0.05% | 10,301 | 10,301 | 100.00% | 276,479 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.06% | 0.00% | 9,328 | 9,328 | 100.00% | 250,364 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.06% | 0.01% | 8,654 | 8,654 | 100.00% | 232,273 | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | 0.06% | 0.09% | 8,300 | 8,300 | 100.00% | 222,772 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.05% | 0.02% | 7,939 | 7,939 | 100.00% | 213,000 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.05% | 0.02% | 7,727 | 7,727 | 100.00% | 207,393 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 7,348 | 7,348 | 100.00% | 197,220 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 6,508 | 6,508 | 100.00% | 174,675 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.01% | 1,587 | 1,587 | 100.00% | 42,595 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.00% | - | 400 | 400 | 100.00% | 10,736 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.00% | - | 275 | 275 | 100.00% | 7,258 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | - | 17 | 17 | 100.00% | 456 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 14 | 14 | 100.00% | 376 | Jun 30, 2024 |
Carriage Services's largest new institutional shareholder by number of shares is PRAETORIAN PR LLC, purchased 69.42K shares, valued at $1.86M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HARBERT FUND ADVISORS, INC. | - | - | - | -208,497 | -100.00% | - | Jun 30, 2024 |
| REPERTOIRE PARTNERS LP | - | - | - | -93,157 | -100.00% | - | Jun 30, 2024 |
| MILL ROAD CAPITAL MANAGEMENT LLC | - | - | - | -32,900 | -100.00% | - | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -26,571 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -23,234 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -13,426 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -12,815 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -12,470 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -11,065 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -10,995 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -9,660 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -9,400 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -9,309 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -8,392 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -6,610 | -100.00% | - | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -3,907 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -920 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -745 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Carriage Services's largest sold out institutional shareholder by shares sold is HARBERT FUND ADVISORS, INC., sold -0.21M shares, valued at -, as of undefined.
Carriage Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 0.49% | 275,000 | 3,154 | 1.16% | Mar 31, 2024 |
| PIONEER REAL ESTATE SHARES | 0.42% | 16,197 | - | - | Mar 31, 2023 |
| NICHOLAS Ltd EDITION, INC. | 0.39% | 131,500 | - | - | Dec 31, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.28% | 20,008 | - | - | Sep 30, 2022 |
| Monteagle Funds | 0.19% | 7,800 | - | - | Feb 29, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.11% | 135,500 | - | - | Dec 31, 2023 |
| EntrepreneurShares Series Trust | 0.10% | 27,519 | - | - | Dec 31, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.09% | 76,000 | - | - | Mar 31, 2024 |
| MSS Series Trust | 0.08% | 6,000 | - | - | Feb 29, 2024 |
| Touchstone ETF Trust | 0.07% | 266,000 | -119,000 | -30.91% | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.05% | 1,239,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.05% | 1,168,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.04% | 143,300 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.04% | 10,658 | - | - | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.03% | 1,450,000 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.02% | 203,883 | - | - | Jan 31, 2024 |
| JOHCM Funds Trust | 0.02% | 250,000 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 47,700 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.02% | 1,560 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 8,479 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 26,924 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 1,825,000 | - | - | Mar 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.01% | 1,500 | - | - | Sep 30, 2020 |
| FORUM FUNDS II | 0.01% | 9,185 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 437,000 | -196,000 | -30.96% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 80,893 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 17,410 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 4,846 | - | - | Dec 31, 2023 |
| TETON WESTWOOD FUNDS | 0.01% | 3,500 | - | - | Dec 29, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 11,795 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.01% | 80,295 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 10,662 | -744 | -6.52% | Jan 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 230,478 | - | - | Feb 29, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.00% | 42,000 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 24,227 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 37,782 | 1,142 | 3.12% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 11,300 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 243,598 | - | - | Feb 29, 2024 |
| KP Funds | 0.00% | 169,811 | 169,811 | - | Sep 30, 2020 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,062 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 8,300 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 6,874 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 151,000 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 16,165 | -425 | -2.56% | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 38,200 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 36,099 | -10,073 | -21.82% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 20,916 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 94,505 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 318 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 57,625 | 7,595 | 15.18% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 573,983 | -265,082 | -31.59% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 123,332 | -15,172 | -10.95% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 8,060 | - | - | Aug 31, 2023 |
| JNL VARIABLE FUND LLC | 0.00% | 6,143 | - | - | Mar 31, 2020 |
| FIDELITY COVINGTON TRUST | 0.00% | 13,925 | 5,777 | 70.90% | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 15,074 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 2,958 | - | - | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 714,000 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 616,991 | 107,087 | 21.00% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,596 | -404 | -20.20% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 115,797 | 1,584 | 1.39% | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 620,000 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 6,228 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,188 | - | - | Mar 31, 2024 |
| VALIC Co II | 0.00% | 14,500 | - | - | Feb 28, 2021 |
| Capitol Series Trust | 0.00% | 3,897 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,500 | - | - | Mar 28, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 15,362 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 10,933 | 5,008 | 84.52% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 7,459 | 133 | 1.82% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 136,708 | -5,806 | -4.07% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 640,000 | - | - | Mar 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 9,297 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,175 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,669 | - | - | Mar 28, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 158,535 | 32,673 | 25.96% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 21,862 | -3,076 | -12.33% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 136 | - | - | Apr 30, 2021 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,790 | -652 | -7.72% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 2,991 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,319 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 970 | - | - | Mar 28, 2024 |
| VANGUARD WORLD FUND | 0.00% | 59,658 | 23,943 | 67.04% | Feb 29, 2024 |
| STONE RIDGE TRUST | 0.00% | 5,441 | - | - | Jan 31, 2024 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.00% | 5,095 | - | - | Mar 28, 2024 |
| Victory Portfolios II | 0.00% | 10,088 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 390,000 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 25,000 | - | - | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 21,935 | - | - | Jan 31, 2024 |
| John Hancock Funds II | 0.00% | 2,480,000 | - | - | Feb 29, 2024 |
| Global X Funds | 0.00% | 6,416 | - | - | Jan 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 20,916 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,272 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 684 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 16,500 | - | - | Mar 31, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 68,570 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 12,552 | 3,821 | 43.76% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 5,587 | - | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 3,684 | - | - | Mar 28, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 397 | - | - | Mar 28, 2024 |
Carriage Services's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 275.00K shares, compromising 0.49% of its total assets.
Carriage Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 54 | -59.40% |
| 31 Mar, 24 | 133 | 9.92% |
| 31 Dec, 23 | 121 | -2.42% |
| 30 Sep, 23 | 124 | 2.48% |
| 30 Jun, 23 | 121 | -6.20% |
| 31 Mar, 23 | 129 | 2.38% |
| 31 Dec, 22 | 126 | 0.80% |
| 30 Sep, 22 | 125 | -11.97% |
| 30 Jun, 22 | 142 | -7.79% |
| 31 Mar, 22 | 154 | -4.94% |
| 31 Dec, 21 | 162 | 19.12% |
| 30 Sep, 21 | 136 | 0.74% |
| 30 Jun, 21 | 135 | 1.50% |
| 31 Mar, 21 | 133 | 0.76% |
| 31 Dec, 20 | 132 | 10.92% |
| 30 Sep, 20 | 119 | 0.85% |
| 30 Jun, 20 | 118 | 3.51% |
| 31 Mar, 20 | 114 | -10.24% |
| 31 Dec, 19 | 127 | 16.51% |
| 30 Sep, 19 | 109 | 10.10% |
| 30 Jun, 19 | 99 | -5.71% |
| 31 Mar, 19 | 105 | -4.55% |
| 31 Dec, 18 | 110 | -6.78% |
| 30 Sep, 18 | 118 | -4.84% |
| 30 Jun, 18 | 124 | -1.59% |
| 31 Mar, 18 | 126 | 6.78% |
| 31 Dec, 17 | 118 | -2.48% |
| 30 Sep, 17 | 121 | -4.72% |
| 30 Jun, 17 | 127 | 2.42% |
| 31 Mar, 17 | 124 | 0.81% |
| 31 Dec, 16 | 123 | 1.65% |
| 30 Sep, 16 | 121 | 6.14% |
| 30 Jun, 16 | 114 | 3.64% |
| 31 Mar, 16 | 110 | -8.33% |
| 31 Dec, 15 | 120 | 7.14% |
| 30 Sep, 15 | 112 | -8.20% |
| 30 Jun, 15 | 122 | 17.31% |
| 31 Mar, 15 | 104 | 9.47% |
| 31 Dec, 14 | 95 | 5.56% |
| 30 Sep, 14 | 90 | - |
| 30 Jun, 14 | 90 | 3.45% |
| 31 Mar, 14 | 87 | 12.99% |
| 31 Dec, 13 | 77 | -7.23% |
| 30 Sep, 13 | 83 | 7.79% |
| 30 Jun, 13 | 77 | 220.83% |
| 31 Mar, 13 | 24 | -4.00% |
| 31 Dec, 12 | 25 | -10.71% |
| 30 Sep, 12 | 28 | -9.68% |
| 30 Jun, 12 | 31 | 47.62% |
| 31 Mar, 12 | 21 | -4.55% |
| 31 Dec, 11 | 22 | 15.79% |
| 30 Sep, 11 | 19 | - |
| 30 Jun, 11 | 19 | 35.71% |
| 31 Mar, 11 | 14 | -6.67% |
| 31 Dec, 10 | 15 | 15.38% |
| 30 Sep, 10 | 13 | -18.75% |
| 30 Jun, 10 | 16 | 23.08% |
| 31 Mar, 10 | 13 | 30.00% |
| 31 Dec, 09 | 10 | - |
| 30 Sep, 09 | 10 | -9.09% |
| 30 Jun, 09 | 11 | 22.22% |
| 31 Mar, 09 | 9 | -40.00% |
| 31 Dec, 08 | 15 | 7.14% |
| 30 Sep, 08 | 14 | 16.67% |
| 30 Jun, 08 | 12 | -20.00% |
| 31 Mar, 08 | 15 | -16.67% |
| 31 Dec, 07 | 18 | 5.88% |
| 30 Sep, 07 | 17 | 13.33% |
| 30 Jun, 07 | 15 | 25.00% |
| 31 Mar, 07 | 12 | 50.00% |
| 31 Dec, 06 | 8 | - |
| 30 Sep, 06 | 8 | -11.11% |
| 30 Jun, 06 | 9 | -10.00% |
| 31 Mar, 06 | 10 | 11.11% |
| 31 Dec, 05 | 9 | 80.00% |
| 30 Sep, 05 | 5 | -28.57% |
| 30 Jun, 05 | 7 | - |
| 31 Mar, 05 | 7 | 40.00% |
| 31 Dec, 04 | 5 | 150.00% |
| 30 Sep, 04 | 2 | -66.67% |
| 30 Jun, 04 | 6 | -14.29% |
| 31 Mar, 04 | 7 | -22.22% |
| 31 Dec, 03 | 9 | 50.00% |
| 30 Sep, 03 | 6 | 20.00% |
| 30 Jun, 03 | 5 | 25.00% |
| 31 Mar, 03 | 4 | - |
| 31 Dec, 02 | 4 | 33.33% |
| 30 Sep, 02 | 3 | - |
| 30 Jun, 02 | 3 | -40.00% |
| 31 Mar, 02 | 5 | 66.67% |
| 31 Dec, 01 | 3 | 50.00% |
| 30 Sep, 01 | 2 | - |
| 30 Jun, 01 | 2 | 100.00% |
| 30 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | -66.67% |
| 30 Sep, 00 | 3 | -40.00% |
| 30 Jun, 00 | 5 | -16.67% |
| 31 Mar, 00 | 6 | - |
| 31 Dec, 99 | 6 | -33.33% |
| 30 Sep, 99 | 9 | -10.00% |
| 30 Jun, 99 | 10 | -9.09% |
| 31 Mar, 99 | 11 | - |
As of 30 Jun 24, 54 institutions are holding Carriage Services's shares, representing a decrease of -59.40% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,905,242 | -60.70% |
| 31 Mar, 24 | 9,936,695 | -1.29% |
| 31 Dec, 23 | 10,066,659 | -1.87% |
| 30 Sep, 23 | 10,258,087 | 0.38% |
| 30 Jun, 23 | 10,219,009 | -3.11% |
| 31 Mar, 23 | 10,547,239 | 4.50% |
| 31 Dec, 22 | 10,093,351 | -5.19% |
| 30 Sep, 22 | 10,645,618 | -5.81% |
| 30 Jun, 22 | 11,302,807 | -2.21% |
| 31 Mar, 22 | 11,558,234 | -3.62% |
| 31 Dec, 21 | 11,991,949 | -3.22% |
| 30 Sep, 21 | 12,390,916 | -7.12% |
| 30 Jun, 21 | 13,340,349 | -0.67% |
| 31 Mar, 21 | 13,430,573 | 3.50% |
| 31 Dec, 20 | 12,976,692 | 4.39% |
| 30 Sep, 20 | 12,430,433 | -5.19% |
| 30 Jun, 20 | 13,110,607 | -2.59% |
| 31 Mar, 20 | 13,459,362 | -4.04% |
| 31 Dec, 19 | 14,026,222 | 2.65% |
| 30 Sep, 19 | 13,663,645 | -1.20% |
| 30 Jun, 19 | 13,828,910 | -3.30% |
| 31 Mar, 19 | 14,300,413 | 2.58% |
| 31 Dec, 18 | 13,940,432 | -8.95% |
| 30 Sep, 18 | 15,311,249 | 1.52% |
| 30 Jun, 18 | 15,081,955 | 4.49% |
| 31 Mar, 18 | 14,433,805 | 1.40% |
| 31 Dec, 17 | 14,234,513 | -1.19% |
| 30 Sep, 17 | 14,406,263 | -0.50% |
| 30 Jun, 17 | 14,478,918 | 2.47% |
| 31 Mar, 17 | 14,129,654 | 0.92% |
| 31 Dec, 16 | 14,000,999 | 7.33% |
| 30 Sep, 16 | 13,045,193 | 1.15% |
| 30 Jun, 16 | 12,897,349 | -0.80% |
| 31 Mar, 16 | 13,001,843 | 3.61% |
| 31 Dec, 15 | 12,549,423 | -43.27% |
| 30 Sep, 15 | 22,119,810 | 63.08% |
| 30 Jun, 15 | 13,563,517 | 5.07% |
| 31 Mar, 15 | 12,908,648 | 5.46% |
| 31 Dec, 14 | 12,240,198 | 3.09% |
| 30 Sep, 14 | 11,873,815 | -3.00% |
| 30 Jun, 14 | 12,240,798 | -2.76% |
| 31 Mar, 14 | 12,588,697 | 18.41% |
| 31 Dec, 13 | 10,631,862 | -0.03% |
| 30 Sep, 13 | 10,634,754 | -1.69% |
| 30 Jun, 13 | 10,817,734 | 231.42% |
| 31 Mar, 13 | 3,264,060 | -15.20% |
| 31 Dec, 12 | 3,849,175 | -12.67% |
| 30 Sep, 12 | 4,407,870 | -7.40% |
| 30 Jun, 12 | 4,759,988 | 0.55% |
| 31 Mar, 12 | 4,733,777 | 2.50% |
| 31 Dec, 11 | 4,618,364 | -7.84% |
| 30 Sep, 11 | 5,011,334 | 5.69% |
| 30 Jun, 11 | 4,741,464 | 75.60% |
| 31 Mar, 11 | 2,700,096 | 8.00% |
| 31 Dec, 10 | 2,500,180 | 7.54% |
| 30 Sep, 10 | 2,324,845 | -14.26% |
| 30 Jun, 10 | 2,711,509 | 11.09% |
| 31 Mar, 10 | 2,440,885 | 17.04% |
| 31 Dec, 09 | 2,085,432 | 99.42% |
| 30 Sep, 09 | 1,045,774 | -68.54% |
| 30 Jun, 09 | 3,323,904 | -24.52% |
| 31 Mar, 09 | 4,403,497 | -29.18% |
| 31 Dec, 08 | 6,217,818 | 91.30% |
| 30 Sep, 08 | 3,250,236 | 42.04% |
| 30 Jun, 08 | 2,288,193 | 1.82% |
| 31 Mar, 08 | 2,247,346 | -56.30% |
| 31 Dec, 07 | 5,143,064 | -9.83% |
| 30 Sep, 07 | 5,703,858 | -0.82% |
| 30 Jun, 07 | 5,751,250 | 71.83% |
| 31 Mar, 07 | 3,347,092 | -13.47% |
| 31 Dec, 06 | 3,868,080 | 2.16% |
| 30 Sep, 06 | 3,786,322 | -1.62% |
| 30 Jun, 06 | 3,848,520 | 36.80% |
| 31 Mar, 06 | 2,813,340 | 13.23% |
| 31 Dec, 05 | 2,484,683 | -15.10% |
| 30 Sep, 05 | 2,926,700 | 0.55% |
| 30 Jun, 05 | 2,910,562 | 70.73% |
| 31 Mar, 05 | 1,704,748 | 35.01% |
| 31 Dec, 04 | 1,262,700 | 773.84% |
| 30 Sep, 04 | 144,500 | -94.61% |
| 30 Jun, 04 | 2,680,479 | -0.50% |
| 31 Mar, 04 | 2,693,898 | 19.27% |
| 31 Dec, 03 | 2,258,586 | 172.55% |
| 30 Sep, 03 | 828,700 | 20.36% |
| 30 Jun, 03 | 688,500 | 22.64% |
| 31 Mar, 03 | 561,400 | 8.53% |
| 31 Dec, 02 | 517,300 | 17.81% |
| 30 Sep, 02 | 439,100 | 72.06% |
| 30 Jun, 02 | 255,200 | -33.86% |
| 31 Mar, 02 | 385,830 | -30.32% |
| 31 Dec, 01 | 553,720 | 3186.17% |
| 30 Sep, 01 | 16,850 | -84.42% |
| 30 Jun, 01 | 108,154 | 12624.00% |
| 30 Mar, 01 | 850 | -94.59% |
| 31 Dec, 00 | 15,700 | -59.33% |
| 30 Sep, 00 | 38,600 | -66.14% |
| 30 Jun, 00 | 113,993 | -56.79% |
| 31 Mar, 00 | 263,808 | -65.03% |
| 31 Dec, 99 | 754,480 | -23.41% |
| 30 Sep, 99 | 985,099 | 18.40% |
| 30 Jun, 99 | 832,034 | 4.32% |
| 31 Mar, 99 | 797,610 | - |
Carriage Services (CSV) has 3.91M shares outstanding as of 30 Jun 24, down -60.70% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 26.25% | 0.58% |
| 31 Mar, 24 | 67.13% | 1.45% |
| 31 Dec, 23 | 67.93% | 1.41% |
| 30 Sep, 23 | 69.34% | 1.45% |
| 30 Jun, 23 | 69.24% | 1.36% |
| 31 Mar, 23 | 71.47% | 1.52% |
| 31 Dec, 22 | 68.63% | 1.31% |
| 30 Sep, 22 | 72.47% | 1.24% |
| 30 Jun, 22 | 76.38% | 1.33% |
| 31 Mar, 22 | 75.82% | 1.60% |
| 31 Dec, 21 | 68.88% | 1.37% |
| 30 Sep, 21 | 70.81% | 1.28% |
| 30 Jun, 21 | 74.25% | 1.33% |
| 31 Mar, 21 | 74.76% | 1.43% |
| 31 Dec, 20 | 72.39% | 1.50% |
| 30 Sep, 20 | 69.46% | 1.29% |
| 30 Jun, 20 | 73.41% | 1.28% |
| 31 Mar, 20 | 75.59% | 1.21% |
| 31 Dec, 19 | 78.98% | 1.33% |
| 30 Sep, 19 | 77.03% | 1.30% |
| 30 Jun, 19 | 77.00% | 1.23% |
| 31 Mar, 19 | 79.20% | 1.32% |
| 31 Dec, 18 | 77.57% | 1.20% |
| 30 Sep, 18 | 80.33% | 1.13% |
| 30 Jun, 18 | 84.18% | 1.05% |
| 31 Mar, 18 | 89.68% | 1.20% |
| 31 Dec, 17 | 86.60% | 1.13% |
| 30 Sep, 17 | 87.44% | 1.16% |
| 30 Jun, 17 | 86.95% | 1.20% |
| 31 Mar, 17 | 85.13% | 1.19% |
| 31 Dec, 16 | 84.58% | 1.36% |
| 30 Sep, 16 | 78.92% | 1.29% |
| 30 Jun, 16 | 78.09% | 1.25% |
| 31 Mar, 16 | 79.00% | 1.42% |
| 31 Dec, 15 | 74.57% | 0.49% |
| 30 Sep, 15 | 123.75% | 2.24% |
| 30 Jun, 15 | 74.25% | 1.48% |
| 31 Mar, 15 | 70.90% | 1.55% |
| 31 Dec, 14 | 67.60% | 1.58% |
| 30 Sep, 14 | 65.42% | 1.43% |
| 30 Jun, 14 | 67.54% | 1.38% |
| 31 Mar, 14 | 70.00% | 1.97% |
| 31 Dec, 13 | 59.64% | 1.69% |
| 30 Sep, 13 | 59.44% | 1.68% |
| 30 Jun, 13 | 59.43% | 18.35% |
| 31 Mar, 13 | 17.99% | 3.98% |
| 31 Dec, 12 | 21.25% | 3.56% |
| 30 Sep, 12 | 24.42% | 3.52% |
| 30 Jun, 12 | 26.33% | 3.92% |
| 31 Mar, 12 | 25.92% | 4.05% |
| 31 Dec, 11 | 25.29% | 3.41% |
| 30 Sep, 11 | 27.21% | 4.08% |
| 30 Jun, 11 | 25.82% | 11.77% |
| 31 Mar, 11 | 14.81% | 7.87% |
| 31 Dec, 10 | 13.71% | 7.79% |
| 30 Sep, 10 | 13.27% | 5.53% |
| 30 Jun, 10 | 15.49% | 7.85% |
| 31 Mar, 10 | 14.04% | 9.75% |
| 31 Dec, 09 | 12.00% | 33.14% |
| 30 Sep, 09 | 6.02% | 1.60% |
| 30 Jun, 09 | 19.42% | 3.05% |
| 31 Mar, 09 | 25.23% | 1.99% |
| 31 Dec, 08 | 35.63% | 12.54% |
| 30 Sep, 08 | 16.86% | 12.16% |
| 30 Jun, 08 | 11.77% | 8.72% |
| 31 Mar, 08 | 11.62% | 1.59% |
| 31 Dec, 07 | 27.04% | 3.04% |
| 30 Sep, 07 | 29.84% | 3.24% |
| 30 Jun, 07 | 30.33% | 9.53% |
| 31 Mar, 07 | 17.84% | 4.20% |
| 31 Dec, 06 | 20.62% | 4.96% |
| 30 Sep, 06 | 20.40% | 4.74% |
| 30 Jun, 06 | 20.75% | 8.96% |
| 31 Mar, 06 | 15.22% | 8.42% |
| 31 Dec, 05 | 13.44% | 5.33% |
| 30 Sep, 05 | 15.88% | 6.30% |
| 30 Jun, 05 | 15.88% | 17.96% |
| 31 Mar, 05 | 9.40% | 19.38% |
| 31 Dec, 04 | 6.97% | 1060.99% |
| 30 Sep, 04 | 0.81% | 0.36% |
| 30 Jun, 04 | 15.09% | 6.48% |
| 31 Mar, 04 | 15.26% | 9.10% |
| 31 Dec, 03 | 12.95% | 57.71% |
| 30 Sep, 03 | 4.74% | 30.29% |
| 30 Jun, 03 | 3.95% | 37.64% |
| 31 Mar, 03 | 3.24% | 34.89% |
| 31 Dec, 02 | 3.05% | 45.56% |
| 30 Sep, 02 | 2.59% | 113.99% |
| 30 Jun, 02 | 1.51% | 28.88% |
| 31 Mar, 02 | 2.28% | 20.53% |
| 31 Dec, 01 | 3.34% | 32759.17% |
| 30 Sep, 01 | 0.10% | 23.75% |
| 30 Jun, 01 | 0.65% | 2482721.57% |
| 30 Mar, 01 | 0.01% | 56.89% |
| 31 Dec, 00 | 0.10% | 165.08% |
| 30 Sep, 00 | 0.24% | 47.43% |
| 30 Jun, 00 | 0.71% | 26.09% |
| 31 Mar, 00 | 1.65% | 7.31% |
| 31 Dec, 99 | 4.75% | 11.70% |
| 30 Sep, 99 | 6.37% | 23.90% |
| 30 Jun, 99 | 5.16% | 20.05% |
| 31 Mar, 99 | 5.08% | - |
As of 30 Jun 24, Carriage Services is held by 26.25% institutional shareholders, representing a 0.58% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 31 | -50.00% |
| 31 Mar, 24 | 62 | 19.23% |
| 31 Dec, 23 | 52 | 4.00% |
| 30 Sep, 23 | 50 | 11.11% |
| 30 Jun, 23 | 45 | -16.67% |
| 31 Mar, 23 | 54 | -19.40% |
| 31 Dec, 22 | 67 | 34.00% |
| 30 Sep, 22 | 50 | -13.79% |
| 30 Jun, 22 | 58 | 7.41% |
| 31 Mar, 22 | 54 | -20.59% |
| 31 Dec, 21 | 68 | 28.30% |
| 30 Sep, 21 | 53 | -15.87% |
| 30 Jun, 21 | 63 | 14.55% |
| 31 Mar, 21 | 55 | -6.78% |
| 31 Dec, 20 | 59 | 59.46% |
| 30 Sep, 20 | 37 | -35.09% |
| 30 Jun, 20 | 57 | 11.76% |
| 31 Mar, 20 | 51 | -31.08% |
| 31 Dec, 19 | 74 | 34.55% |
| 30 Sep, 19 | 55 | 41.03% |
| 30 Jun, 19 | 39 | -22.00% |
| 31 Mar, 19 | 50 | - |
| 31 Dec, 18 | 50 | -19.35% |
| 30 Sep, 18 | 62 | - |
| 30 Jun, 18 | 62 | 10.71% |
| 31 Mar, 18 | 56 | 7.69% |
| 31 Dec, 17 | 52 | 8.33% |
| 30 Sep, 17 | 48 | -7.69% |
| 30 Jun, 17 | 52 | -1.89% |
| 31 Mar, 17 | 53 | -5.36% |
| 31 Dec, 16 | 56 | 7.69% |
| 30 Sep, 16 | 52 | 20.93% |
| 30 Jun, 16 | 43 | -8.51% |
| 31 Mar, 16 | 47 | 2.17% |
| 31 Dec, 15 | 46 | -14.81% |
| 30 Sep, 15 | 54 | -18.18% |
| 30 Jun, 15 | 66 | 15.79% |
| 31 Mar, 15 | 57 | 35.71% |
| 31 Dec, 14 | 42 | -2.33% |
| 30 Sep, 14 | 43 | -4.44% |
| 30 Jun, 14 | 45 | -15.09% |
| 31 Mar, 14 | 53 | 55.88% |
| 31 Dec, 13 | 34 | -2.86% |
| 30 Sep, 13 | 35 | -42.62% |
| 30 Jun, 13 | 61 | 306.67% |
| 31 Mar, 13 | 15 | 50.00% |
| 31 Dec, 12 | 10 | -33.33% |
| 30 Sep, 12 | 15 | -28.57% |
| 30 Jun, 12 | 21 | 75.00% |
| 31 Mar, 12 | 12 | 9.09% |
| 31 Dec, 11 | 11 | 10.00% |
| 30 Sep, 11 | 10 | 25.00% |
| 30 Jun, 11 | 8 | 100.00% |
| 31 Mar, 11 | 4 | -33.33% |
| 31 Dec, 10 | 6 | 200.00% |
| 30 Sep, 10 | 2 | -75.00% |
| 30 Jun, 10 | 8 | 60.00% |
| 31 Mar, 10 | 5 | 66.67% |
| 31 Dec, 09 | 3 | -25.00% |
| 30 Sep, 09 | 4 | -42.86% |
| 30 Jun, 09 | 7 | 40.00% |
| 31 Mar, 09 | 5 | -50.00% |
| 31 Dec, 08 | 10 | 25.00% |
| 30 Sep, 08 | 8 | 33.33% |
| 30 Jun, 08 | 6 | 20.00% |
| 31 Mar, 08 | 5 | -44.44% |
| 31 Dec, 07 | 9 | 28.57% |
| 30 Sep, 07 | 7 | -36.36% |
| 30 Jun, 07 | 11 | 22.22% |
| 31 Mar, 07 | 9 | 200.00% |
| 31 Dec, 06 | 3 | 50.00% |
| 30 Sep, 06 | 2 | -60.00% |
| 30 Jun, 06 | 5 | 25.00% |
| 31 Mar, 06 | 4 | -33.33% |
| 31 Dec, 05 | 6 | 200.00% |
| 30 Sep, 05 | 2 | -33.33% |
| 30 Jun, 05 | 3 | -25.00% |
| 31 Mar, 05 | 4 | 33.33% |
| 31 Dec, 04 | 3 | - |
| 30 Sep, 04 | - | -100.00% |
| 30 Jun, 04 | 3 | 50.00% |
| 31 Mar, 04 | 2 | -66.67% |
| 31 Dec, 03 | 6 | 100.00% |
| 30 Sep, 03 | 3 | 50.00% |
| 30 Jun, 03 | 2 | 100.00% |
| 31 Mar, 03 | 1 | -50.00% |
| 31 Dec, 02 | 2 | - |
| 30 Sep, 02 | 2 | - |
| 30 Jun, 02 | 2 | -33.33% |
| 31 Mar, 02 | 3 | - |
| 31 Dec, 01 | 3 | 200.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | 1 | - |
| 30 Mar, 01 | 1 | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | -50.00% |
| 31 Mar, 00 | 2 | - |
| 31 Dec, 99 | 2 | -66.67% |
| 30 Sep, 99 | 6 | -14.29% |
| 30 Jun, 99 | 7 | -36.36% |
| 31 Mar, 99 | 11 | - |
31 institutional shareholders have increased their position in CSV stock as of 30 Jun 24 compared to 62 in the previous quarter (a -50.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 7 | -83.33% |
| 31 Mar, 24 | 42 | -4.55% |
| 31 Dec, 23 | 44 | 12.82% |
| 30 Sep, 23 | 39 | -7.14% |
| 30 Jun, 23 | 42 | 5.00% |
| 31 Mar, 23 | 40 | 42.86% |
| 31 Dec, 22 | 28 | -40.43% |
| 30 Sep, 22 | 47 | -17.54% |
| 30 Jun, 22 | 57 | -19.72% |
| 31 Mar, 22 | 71 | 7.58% |
| 31 Dec, 21 | 66 | 37.50% |
| 30 Sep, 21 | 48 | 9.09% |
| 30 Jun, 21 | 44 | -8.33% |
| 31 Mar, 21 | 48 | 9.09% |
| 31 Dec, 20 | 44 | -16.98% |
| 30 Sep, 20 | 53 | 43.24% |
| 30 Jun, 20 | 37 | -17.78% |
| 31 Mar, 20 | 45 | 40.63% |
| 31 Dec, 19 | 32 | - |
| 30 Sep, 19 | 32 | -21.95% |
| 30 Jun, 19 | 41 | 28.13% |
| 31 Mar, 19 | 32 | -23.81% |
| 31 Dec, 18 | 42 | 40.00% |
| 30 Sep, 18 | 30 | -9.09% |
| 30 Jun, 18 | 33 | -17.50% |
| 31 Mar, 18 | 40 | -6.98% |
| 31 Dec, 17 | 43 | 10.26% |
| 30 Sep, 17 | 39 | 5.41% |
| 30 Jun, 17 | 37 | 5.71% |
| 31 Mar, 17 | 35 | -16.67% |
| 31 Dec, 16 | 42 | 23.53% |
| 30 Sep, 16 | 34 | -12.82% |
| 30 Jun, 16 | 39 | -2.50% |
| 31 Mar, 16 | 40 | -16.67% |
| 31 Dec, 15 | 48 | 37.14% |
| 30 Sep, 15 | 35 | 6.06% |
| 30 Jun, 15 | 33 | 43.48% |
| 31 Mar, 15 | 23 | -30.30% |
| 31 Dec, 14 | 33 | 10.00% |
| 30 Sep, 14 | 30 | -16.67% |
| 30 Jun, 14 | 36 | 111.76% |
| 31 Mar, 14 | 17 | -39.29% |
| 31 Dec, 13 | 28 | -17.65% |
| 30 Sep, 13 | 34 | 277.78% |
| 30 Jun, 13 | 9 | 12.50% |
| 31 Mar, 13 | 8 | -27.27% |
| 31 Dec, 12 | 11 | 37.50% |
| 30 Sep, 12 | 8 | 60.00% |
| 30 Jun, 12 | 5 | 150.00% |
| 31 Mar, 12 | 2 | -60.00% |
| 31 Dec, 11 | 5 | - |
| 30 Sep, 11 | 5 | -16.67% |
| 30 Jun, 11 | 6 | 100.00% |
| 31 Mar, 11 | 3 | -25.00% |
| 31 Dec, 10 | 4 | - |
| 30 Sep, 10 | 4 | - |
| 30 Jun, 10 | 4 | - |
| 31 Mar, 10 | 4 | 33.33% |
| 31 Dec, 09 | 3 | - |
| 30 Sep, 09 | 3 | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 3 | -25.00% |
| 31 Dec, 08 | 4 | 100.00% |
| 30 Sep, 08 | 2 | -33.33% |
| 30 Jun, 08 | 3 | -57.14% |
| 31 Mar, 08 | 7 | 16.67% |
| 31 Dec, 07 | 6 | 20.00% |
| 30 Sep, 07 | 5 | 150.00% |
| 30 Jun, 07 | 2 | 100.00% |
| 31 Mar, 07 | 1 | -50.00% |
| 31 Dec, 06 | 2 | - |
| 30 Sep, 06 | 2 | 100.00% |
| 30 Jun, 06 | 1 | -66.67% |
| 31 Mar, 06 | 3 | 200.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | 1 | -50.00% |
| 30 Jun, 05 | 2 | 100.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | -100.00% |
| 30 Jun, 04 | 1 | - |
| 31 Mar, 04 | 1 | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | -100.00% |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | -100.00% |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | - |
| 30 Jun, 01 | - | - |
| 30 Mar, 01 | - | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 2 | 100.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | 100.00% |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
7 institutional shareholders have reduced their position in CSV stock as of 30 Jun 24 compared to 42 in the previous quarter (a -83.33% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 54 | -59.40% | 3,905,242 | -60.70% | 26.25% | 0.58% | 31 | -50.00% | 7 | -83.33% |
| 31 Mar, 24 | 133 | 9.92% | 9,936,695 | -1.29% | 67.13% | 1.45% | 62 | 19.23% | 42 | -4.55% |
| 31 Dec, 23 | 121 | -2.42% | 10,066,659 | -1.87% | 67.93% | 1.41% | 52 | 4.00% | 44 | 12.82% |
| 30 Sep, 23 | 124 | 2.48% | 10,258,087 | 0.38% | 69.34% | 1.45% | 50 | 11.11% | 39 | -7.14% |
| 30 Jun, 23 | 121 | -6.20% | 10,219,009 | -3.11% | 69.24% | 1.36% | 45 | -16.67% | 42 | 5.00% |
| 31 Mar, 23 | 129 | 2.38% | 10,547,239 | 4.50% | 71.47% | 1.52% | 54 | -19.40% | 40 | 42.86% |
| 31 Dec, 22 | 126 | 0.80% | 10,093,351 | -5.19% | 68.63% | 1.31% | 67 | 34.00% | 28 | -40.43% |
| 30 Sep, 22 | 125 | -11.97% | 10,645,618 | -5.81% | 72.47% | 1.24% | 50 | -13.79% | 47 | -17.54% |
| 30 Jun, 22 | 142 | -7.79% | 11,302,807 | -2.21% | 76.38% | 1.33% | 58 | 7.41% | 57 | -19.72% |
| 31 Mar, 22 | 154 | -4.94% | 11,558,234 | -3.62% | 75.82% | 1.60% | 54 | -20.59% | 71 | 7.58% |
| 31 Dec, 21 | 162 | 19.12% | 11,991,949 | -3.22% | 68.88% | 1.37% | 68 | 28.30% | 66 | 37.50% |
| 30 Sep, 21 | 136 | 0.74% | 12,390,916 | -7.12% | 70.81% | 1.28% | 53 | -15.87% | 48 | 9.09% |
| 30 Jun, 21 | 135 | 1.50% | 13,340,349 | -0.67% | 74.25% | 1.33% | 63 | 14.55% | 44 | -8.33% |
| 31 Mar, 21 | 133 | 0.76% | 13,430,573 | 3.50% | 74.76% | 1.43% | 55 | -6.78% | 48 | 9.09% |
| 31 Dec, 20 | 132 | 10.92% | 12,976,692 | 4.39% | 72.39% | 1.50% | 59 | 59.46% | 44 | -16.98% |
| 30 Sep, 20 | 119 | 0.85% | 12,430,433 | -5.19% | 69.46% | 1.29% | 37 | -35.09% | 53 | 43.24% |
| 30 Jun, 20 | 118 | 3.51% | 13,110,607 | -2.59% | 73.41% | 1.28% | 57 | 11.76% | 37 | -17.78% |
| 31 Mar, 20 | 114 | -10.24% | 13,459,362 | -4.04% | 75.59% | 1.21% | 51 | -31.08% | 45 | 40.63% |
| 31 Dec, 19 | 127 | 16.51% | 14,026,222 | 2.65% | 78.98% | 1.33% | 74 | 34.55% | 32 | - |
| 30 Sep, 19 | 109 | 10.10% | 13,663,645 | -1.20% | 77.03% | 1.30% | 55 | 41.03% | 32 | -21.95% |
| 30 Jun, 19 | 99 | -5.71% | 13,828,910 | -3.30% | 77.00% | 1.23% | 39 | -22.00% | 41 | 28.13% |
| 31 Mar, 19 | 105 | -4.55% | 14,300,413 | 2.58% | 79.20% | 1.32% | 50 | - | 32 | -23.81% |
| 31 Dec, 18 | 110 | -6.78% | 13,940,432 | -8.95% | 77.57% | 1.20% | 50 | -19.35% | 42 | 40.00% |
| 30 Sep, 18 | 118 | -4.84% | 15,311,249 | 1.52% | 80.33% | 1.13% | 62 | - | 30 | -9.09% |
| 30 Jun, 18 | 124 | -1.59% | 15,081,955 | 4.49% | 84.18% | 1.05% | 62 | 10.71% | 33 | -17.50% |
| 31 Mar, 18 | 126 | 6.78% | 14,433,805 | 1.40% | 89.68% | 1.20% | 56 | 7.69% | 40 | -6.98% |
| 31 Dec, 17 | 118 | -2.48% | 14,234,513 | -1.19% | 86.60% | 1.13% | 52 | 8.33% | 43 | 10.26% |
| 30 Sep, 17 | 121 | -4.72% | 14,406,263 | -0.50% | 87.44% | 1.16% | 48 | -7.69% | 39 | 5.41% |
| 30 Jun, 17 | 127 | 2.42% | 14,478,918 | 2.47% | 86.95% | 1.20% | 52 | -1.89% | 37 | 5.71% |
| 31 Mar, 17 | 124 | 0.81% | 14,129,654 | 0.92% | 85.13% | 1.19% | 53 | -5.36% | 35 | -16.67% |
| 31 Dec, 16 | 123 | 1.65% | 14,000,999 | 7.33% | 84.58% | 1.36% | 56 | 7.69% | 42 | 23.53% |
| 30 Sep, 16 | 121 | 6.14% | 13,045,193 | 1.15% | 78.92% | 1.29% | 52 | 20.93% | 34 | -12.82% |
| 30 Jun, 16 | 114 | 3.64% | 12,897,349 | -0.80% | 78.09% | 1.25% | 43 | -8.51% | 39 | -2.50% |
| 31 Mar, 16 | 110 | -8.33% | 13,001,843 | 3.61% | 79.00% | 1.42% | 47 | 2.17% | 40 | -16.67% |
| 31 Dec, 15 | 120 | 7.14% | 12,549,423 | -43.27% | 74.57% | 0.49% | 46 | -14.81% | 48 | 37.14% |
| 30 Sep, 15 | 112 | -8.20% | 22,119,810 | 63.08% | 123.75% | 2.24% | 54 | -18.18% | 35 | 6.06% |
| 30 Jun, 15 | 122 | 17.31% | 13,563,517 | 5.07% | 74.25% | 1.48% | 66 | 15.79% | 33 | 43.48% |
| 31 Mar, 15 | 104 | 9.47% | 12,908,648 | 5.46% | 70.90% | 1.55% | 57 | 35.71% | 23 | -30.30% |
| 31 Dec, 14 | 95 | 5.56% | 12,240,198 | 3.09% | 67.60% | 1.58% | 42 | -2.33% | 33 | 10.00% |
| 30 Sep, 14 | 90 | - | 11,873,815 | -3.00% | 65.42% | 1.43% | 43 | -4.44% | 30 | -16.67% |
| 30 Jun, 14 | 90 | 3.45% | 12,240,798 | -2.76% | 67.54% | 1.38% | 45 | -15.09% | 36 | 111.76% |
| 31 Mar, 14 | 87 | 12.99% | 12,588,697 | 18.41% | 70.00% | 1.97% | 53 | 55.88% | 17 | -39.29% |
| 31 Dec, 13 | 77 | -7.23% | 10,631,862 | -0.03% | 59.64% | 1.69% | 34 | -2.86% | 28 | -17.65% |
| 30 Sep, 13 | 83 | 7.79% | 10,634,754 | -1.69% | 59.44% | 1.68% | 35 | -42.62% | 34 | 277.78% |
| 30 Jun, 13 | 77 | 220.83% | 10,817,734 | 231.42% | 59.43% | 18.35% | 61 | 306.67% | 9 | 12.50% |
| 31 Mar, 13 | 24 | -4.00% | 3,264,060 | -15.20% | 17.99% | 3.98% | 15 | 50.00% | 8 | -27.27% |
| 31 Dec, 12 | 25 | -10.71% | 3,849,175 | -12.67% | 21.25% | 3.56% | 10 | -33.33% | 11 | 37.50% |
| 30 Sep, 12 | 28 | -9.68% | 4,407,870 | -7.40% | 24.42% | 3.52% | 15 | -28.57% | 8 | 60.00% |
| 30 Jun, 12 | 31 | 47.62% | 4,759,988 | 0.55% | 26.33% | 3.92% | 21 | 75.00% | 5 | 150.00% |
| 31 Mar, 12 | 21 | -4.55% | 4,733,777 | 2.50% | 25.92% | 4.05% | 12 | 9.09% | 2 | -60.00% |
| 31 Dec, 11 | 22 | 15.79% | 4,618,364 | -7.84% | 25.29% | 3.41% | 11 | 10.00% | 5 | - |
| 30 Sep, 11 | 19 | - | 5,011,334 | 5.69% | 27.21% | 4.08% | 10 | 25.00% | 5 | -16.67% |
| 30 Jun, 11 | 19 | 35.71% | 4,741,464 | 75.60% | 25.82% | 11.77% | 8 | 100.00% | 6 | 100.00% |
| 31 Mar, 11 | 14 | -6.67% | 2,700,096 | 8.00% | 14.81% | 7.87% | 4 | -33.33% | 3 | -25.00% |
| 31 Dec, 10 | 15 | 15.38% | 2,500,180 | 7.54% | 13.71% | 7.79% | 6 | 200.00% | 4 | - |
| 30 Sep, 10 | 13 | -18.75% | 2,324,845 | -14.26% | 13.27% | 5.53% | 2 | -75.00% | 4 | - |
| 30 Jun, 10 | 16 | 23.08% | 2,711,509 | 11.09% | 15.49% | 7.85% | 8 | 60.00% | 4 | - |
| 31 Mar, 10 | 13 | 30.00% | 2,440,885 | 17.04% | 14.04% | 9.75% | 5 | 66.67% | 4 | 33.33% |
| 31 Dec, 09 | 10 | - | 2,085,432 | 99.42% | 12.00% | 33.14% | 3 | -25.00% | 3 | - |
| 30 Sep, 09 | 10 | -9.09% | 1,045,774 | -68.54% | 6.02% | 1.60% | 4 | -42.86% | 3 | - |
| 30 Jun, 09 | 11 | 22.22% | 3,323,904 | -24.52% | 19.42% | 3.05% | 7 | 40.00% | - | -100.00% |
| 31 Mar, 09 | 9 | -40.00% | 4,403,497 | -29.18% | 25.23% | 1.99% | 5 | -50.00% | 3 | -25.00% |
| 31 Dec, 08 | 15 | 7.14% | 6,217,818 | 91.30% | 35.63% | 12.54% | 10 | 25.00% | 4 | 100.00% |
| 30 Sep, 08 | 14 | 16.67% | 3,250,236 | 42.04% | 16.86% | 12.16% | 8 | 33.33% | 2 | -33.33% |
| 30 Jun, 08 | 12 | -20.00% | 2,288,193 | 1.82% | 11.77% | 8.72% | 6 | 20.00% | 3 | -57.14% |
| 31 Mar, 08 | 15 | -16.67% | 2,247,346 | -56.30% | 11.62% | 1.59% | 5 | -44.44% | 7 | 16.67% |
| 31 Dec, 07 | 18 | 5.88% | 5,143,064 | -9.83% | 27.04% | 3.04% | 9 | 28.57% | 6 | 20.00% |
| 30 Sep, 07 | 17 | 13.33% | 5,703,858 | -0.82% | 29.84% | 3.24% | 7 | -36.36% | 5 | 150.00% |
| 30 Jun, 07 | 15 | 25.00% | 5,751,250 | 71.83% | 30.33% | 9.53% | 11 | 22.22% | 2 | 100.00% |
| 31 Mar, 07 | 12 | 50.00% | 3,347,092 | -13.47% | 17.84% | 4.20% | 9 | 200.00% | 1 | -50.00% |
| 31 Dec, 06 | 8 | - | 3,868,080 | 2.16% | 20.62% | 4.96% | 3 | 50.00% | 2 | - |
| 30 Sep, 06 | 8 | -11.11% | 3,786,322 | -1.62% | 20.40% | 4.74% | 2 | -60.00% | 2 | 100.00% |
| 30 Jun, 06 | 9 | -10.00% | 3,848,520 | 36.80% | 20.75% | 8.96% | 5 | 25.00% | 1 | -66.67% |
| 31 Mar, 06 | 10 | 11.11% | 2,813,340 | 13.23% | 15.22% | 8.42% | 4 | -33.33% | 3 | 200.00% |
| 31 Dec, 05 | 9 | 80.00% | 2,484,683 | -15.10% | 13.44% | 5.33% | 6 | 200.00% | 1 | - |
| 30 Sep, 05 | 5 | -28.57% | 2,926,700 | 0.55% | 15.88% | 6.30% | 2 | -33.33% | 1 | -50.00% |
| 30 Jun, 05 | 7 | - | 2,910,562 | 70.73% | 15.88% | 17.96% | 3 | -25.00% | 2 | 100.00% |
| 31 Mar, 05 | 7 | 40.00% | 1,704,748 | 35.01% | 9.40% | 19.38% | 4 | 33.33% | 1 | - |
| 31 Dec, 04 | 5 | 150.00% | 1,262,700 | 773.84% | 6.97% | 1060.99% | 3 | - | - | - |
| 30 Sep, 04 | 2 | -66.67% | 144,500 | -94.61% | 0.81% | 0.36% | - | -100.00% | - | -100.00% |
| 30 Jun, 04 | 6 | -14.29% | 2,680,479 | -0.50% | 15.09% | 6.48% | 3 | 50.00% | 1 | - |
| 31 Mar, 04 | 7 | -22.22% | 2,693,898 | 19.27% | 15.26% | 9.10% | 2 | -66.67% | 1 | - |
| 31 Dec, 03 | 9 | 50.00% | 2,258,586 | 172.55% | 12.95% | 57.71% | 6 | 100.00% | - | - |
| 30 Sep, 03 | 6 | 20.00% | 828,700 | 20.36% | 4.74% | 30.29% | 3 | 50.00% | - | - |
| 30 Jun, 03 | 5 | 25.00% | 688,500 | 22.64% | 3.95% | 37.64% | 2 | 100.00% | - | -100.00% |
| 31 Mar, 03 | 4 | - | 561,400 | 8.53% | 3.24% | 34.89% | 1 | -50.00% | 1 | - |
| 31 Dec, 02 | 4 | 33.33% | 517,300 | 17.81% | 3.05% | 45.56% | 2 | - | - | - |
| 30 Sep, 02 | 3 | - | 439,100 | 72.06% | 2.59% | 113.99% | 2 | - | - | - |
| 30 Jun, 02 | 3 | -40.00% | 255,200 | -33.86% | 1.51% | 28.88% | 2 | -33.33% | - | -100.00% |
| 31 Mar, 02 | 5 | 66.67% | 385,830 | -30.32% | 2.28% | 20.53% | 3 | - | 1 | - |
| 31 Dec, 01 | 3 | 50.00% | 553,720 | 3186.17% | 3.34% | 32759.17% | 3 | 200.00% | - | - |
| 30 Sep, 01 | 2 | - | 16,850 | -84.42% | 0.10% | 23.75% | 1 | - | - | - |
| 30 Jun, 01 | 2 | 100.00% | 108,154 | 12624.00% | 0.65% | 2482721.57% | 1 | - | - | - |
| 30 Mar, 01 | 1 | - | 850 | -94.59% | 0.01% | 56.89% | 1 | - | - | - |
| 31 Dec, 00 | 1 | -66.67% | 15,700 | -59.33% | 0.10% | 165.08% | - | - | - | -100.00% |
| 30 Sep, 00 | 3 | -40.00% | 38,600 | -66.14% | 0.24% | 47.43% | - | -100.00% | 2 | 100.00% |
| 30 Jun, 00 | 5 | -16.67% | 113,993 | -56.79% | 0.71% | 26.09% | 1 | -50.00% | 1 | - |
| 31 Mar, 00 | 6 | - | 263,808 | -65.03% | 1.65% | 7.31% | 2 | - | 1 | -50.00% |
| 31 Dec, 99 | 6 | -33.33% | 754,480 | -23.41% | 4.75% | 11.70% | 2 | -66.67% | 2 | 100.00% |
| 30 Sep, 99 | 9 | -10.00% | 985,099 | 18.40% | 6.37% | 23.90% | 6 | -14.29% | 1 | - |
| 30 Jun, 99 | 10 | -9.09% | 832,034 | 4.32% | 5.16% | 20.05% | 7 | -36.36% | 1 | - |
| 31 Mar, 99 | 11 | - | 797,610 | - | 5.08% | - | 11 | - | - | - |
Carriage Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Carriage Services's stock was made by Phillips Shawn R on Aug 13 2024, selling 5,000 shares at $29.73 per share (valued at $148.65K). The last insider buy of CSV was made by Quezada Carlos R. on Aug 07 2024, buying 2,000 shares at $29.44 per share (worth $58.88K).
Carriage Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 3 | 33.33% |
| Q2 2024 | 7 | 6 | 116.67% |
| Q1 2024 | 26 | 12 | 216.67% |
| Q4 2023 | 4 | - | - |
| Q3 2023 | 4 | 2 | 200.00% |
| Q2 2023 | 3 | 8 | 37.50% |
| Q1 2023 | 25 | 3 | 833.33% |
| Q4 2022 | 8 | 4 | 200.00% |
| Q3 2022 | 8 | 2 | 400.00% |
| Q2 2022 | 6 | 1 | 600.00% |
| Q1 2022 | 18 | 14 | 128.57% |
| Q4 2021 | 10 | 20 | 50.00% |
| Q3 2021 | 10 | 15 | 66.67% |
| Q2 2021 | 15 | 11 | 136.36% |
| Q1 2021 | 29 | 22 | 131.82% |
| Q4 2020 | 14 | 18 | 77.78% |
| Q3 2020 | 9 | 3 | 300.00% |
| Q2 2020 | 24 | 15 | 160.00% |
| Q1 2020 | 22 | 19 | 115.79% |
| Q4 2019 | 3 | 16 | 18.75% |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Carriage Services's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 3 | 33.33% |
| Q2 2024 | 2 | 6 | 33.33% |
| Q1 2024 | 2 | 12 | 16.67% |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 5 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 4 | 3 | 133.33% |
| Q3 2022 | 5 | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 3 | - |
| Q4 2021 | - | 5 | - |
| Q3 2021 | 2 | 3 | 66.67% |
| Q2 2021 | 4 | 3 | 133.33% |
| Q1 2021 | 6 | 9 | 66.67% |
| Q4 2020 | 3 | 3 | 100.00% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 5 | - | - |
| Q1 2020 | 16 | 10 | 160.00% |
| Q4 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 3 open market sell trades of Carriage Services's stocks.
CSV Ownership FAQ
Who Owns Carriage Services?
Carriage Services is owned by institutional shareholders (26.25%), insiders (16.66%), and public (57.08%). The largest institutional shareholder of Carriage Services is AMERIPRISE FINANCIAL INC (8.92% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (0.49% of total shares).
Who are the major institutional shareholders of Carriage Services?
Carriage Services's major institutional shareholders are AMERIPRISE FINANCIAL INC, BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 30.63% of the company's share outstanding.
How many Carriage Services shareholders are there?
As of Jun 2024, there are 54 institutional shareholders of Carriage Services.
What percentage of Carriage Services is owned by AMERIPRISE FINANCIAL INC?
AMERIPRISE FINANCIAL INC owns 1.33M shares of Carriage Services, representing 8.92% of the company's total shares outstanding, valued at $35.63M (as of Jun 2024).
What percentage of Carriage Services is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 984.91K shares of Carriage Services (CSV), compromising 6.62% of the company, valued at $26.43M.
What percentage of Carriage Services is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Carriage Services. The company owns 915.3K of the company's shares outstanding (worth $24.57M).