Carriage Services Ownership | Who Owns Carriage Services?
Carriage Services Ownership Summary
Carriage Services is owned by 72.28% institutional investors, 16.00% insiders, and 11.72% retail investors. Ameriprise financial is the largest institutional shareholder, holding 10.09% of CSV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.72% of its assets in Carriage Services shares.
CSV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carriage Services | 72.28% | 16.00% | 11.72% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Personal Services Stocks | 52.40% | 9.56% | 38.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ameriprise financial | 1.51M | 10.09% | $60.36M |
| Blackrock | 984.91K | 6.62% | $26.43M |
| Blackrock funding, inc. /de | 982.35K | 6.54% | $39.15M |
| Vanguard group | 917.27K | 6.11% | $36.55M |
| Dimensional fund advisors lp | 734.83K | 4.90% | $29.28M |
| Lsv asset management | 590.92K | 3.94% | $23.55M |
| Renaissance | 537.80K | 3.58% | $21.43M |
| Fmr | 418.17K | 2.79% | $16.66M |
| Heartland advisors | 333.60K | 2.22% | $13.29M |
| Geode capital management | 315.94K | 2.10% | $12.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Penn mutual asset management | 21.50K | 1.55% | $856.77K |
| Bard associates | 111.35K | 1.51% | $4.44M |
| Praetorian pr | 80.00K | 1.28% | $3.19M |
| Mendel money management | 60.36K | 1.07% | $2.41M |
| Manatuck hill partners | 55.00K | 0.90% | $2.19M |
| De lisle partners llp | 124.07K | 0.73% | $4.96M |
| Heartland advisors | 333.60K | 0.72% | $13.29M |
| Jb capital partners lp | 71.01K | 0.54% | $2.83M |
| Values first advisors | 17.50K | 0.38% | $697.29K |
| Rbf capital | 143.43K | 0.30% | $5.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 418.17K | 0.00% | 417.32K |
| De lisle partners llp | 124.07K | 0.73% | 124.07K |
| Lsv asset management | 590.92K | 0.05% | 65.36K |
| Deroy & devereaux private investment counsel | 57.02K | 0.13% | 57.02K |
| Qube research | 72.96K | 0.00% | 34.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harbert fund advisors | - | - | -208.50K |
| Morgan stanley | 84.11K | 0.00% | -156.93K |
| Ameriprise financial | 1.51M | 0.02% | -128.37K |
| Assenagon asset management | - | - | -104.07K |
| Repertoire partners lp | - | - | -93.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| De lisle partners llp | 124.07K | 0.73% | 124.07K | $4.96M |
| Deroy & devereaux private investment counsel | 57.02K | 0.13% | 57.02K | $2.27M |
| Inspire investing | 20.60K | 0.09% | 20.60K | $821.07K |
| Franklin resources | 8.58K | 0.00% | 8.58K | $341.99K |
| Magnetar financial | 7.73K | 0.01% | 7.73K | $308.16K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| True wealth design | -7.00 |
| Innealta capital | -14.00 |
| Capital performance advisors llp | -58.00 |
| Cullen/frost bankers | -181.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 153 | 2.68% | 10,850,140 | 3.72% | 72 | 1.49% | 80 | 3.90% | 41 | 5.13% |
| Sep 30, 2024 | 148 | 6.47% | 10,460,550 | 4.24% | 69 | 1.53% | 77 | -6.10% | 39 | 34.48% |
| Jun 30, 2024 | 138 | 3.76% | 10,035,072 | 0.99% | 67 | 1.50% | 81 | 30.65% | 29 | -30.95% |
| Mar 31, 2024 | 133 | 9.92% | 9,936,695 | -1.29% | 67 | 1.45% | 62 | 19.23% | 42 | -4.55% |
| Dec 31, 2023 | 121 | -2.42% | 10,066,659 | -1.87% | 67 | 1.41% | 52 | 4.00% | 44 | 12.82% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 425.06K | 2.72% | - |
| Vanguard US Total Market Shares ETF | 425.06K | 2.71% | - |
| iShares Russell 2000 ETF | 345.88K | 2.21% | -2.97K |
| Strategic Advisers Fidelity US TtlStk | 305.65K | 1.95% | 49.19K |
| Fidelity Small Cap Discovery | 294.00K | 1.88% | 210.73K |
| Fidelity Small Cap Value Fund | 268.75K | 1.71% | 202.22K |
| CT (Lux) American Smaller Com 9U USD | 249.51K | 1.59% | 2.05K |
| Fidelity Series Small Cap Discovery | 241.10K | 1.54% | 185.12K |
| Heartland Value Investor | 219.44K | 1.40% | -55.56K |
| Vanguard Institutional Extnd Mkt Idx Tr | 191.78K | 1.23% | 352.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 21, 2024 | Phillips Shawn R | Sr. VP & Regional Partner | Sell | $195.89K |
| Nov 05, 2024 | Elliott Paul Donald | Sr. VP and Regional Partner | Sell | $188.90K |
| Aug 22, 2024 | Fargason Charles | - | Buy | $62.88K |
| Aug 22, 2024 | Fargason Charles | - | Buy | $31.42K |
| Aug 13, 2024 | Phillips Shawn R | Sr. VP & Regional Partner | Sell | $234.76K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 3 | 3 |
| 2024 Q2 | 2 | 6 |
| 2024 Q1 | 2 | 12 |
CSV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools