Recent Quarter Total Invested
$582.78 M
Recent Quarter Institutional Ownership Percentage
69.69%
Total Invested of Last Quarter
$269.34 M
Ownership Percentage of Last Quarter
67.46%
Carriage Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.64 M | $53.94 M | 23.77% | 10.95% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 978,449 | $32.12 M | 100.00% | 6.52% |
| VANGUARD GROUP INC | 11/13/2024 | 931,512 | $30.58 M | 1.77% | 6.21% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 725,748 | $23.83 M | 1.96% | 4.83% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 558,100 | $18.32 M | -9.47% | 3.72% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 525,559 | $17.25 M | 12.78% | 3.50% |
| HEARTLAND ADVISORS INC | 11/12/2024 | 345,550 | $11.34 M | -5.37% | 2.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 314,864 | $10.34 M | 4.35% | 2.10% |
| STATE STREET CORP | 11/14/2024 | 287,960 | $9.45 M | 0.21% | 1.92% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 202,886 | $6.66 M | 174.69% | 1.35% |
| BOSTON PARTNERS | 11/12/2024 | 190,550 | $6.26 M | -1.95% | 1.27% |
| MORGAN STANLEY | 11/14/2024 | 180,064 | $5.91 M | 114.08% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 169,163 | $5.55 M | -15.96% | 1.13% |
| RBF CAPITAL, LLC | 11/14/2024 | 143,430 | $4.71 M | -2.98% | 0.96% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 134,914 | $4.43 M | -4.49% | 0.90% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 134,278 | $4.41 M | 0.19% | 0.89% |
| NICHOLAS COMPANY, INC. | 11/12/2024 | 133,200 | $4.37 M | 0.00% | 0.89% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 131,288 | $4.31 M | 100.00% | 0.87% |
| JPMORGAN CHASE & CO | 11/08/2024 | 118,891 | $3.90 M | 94.68% | 0.79% |
| BARD ASSOCIATES INC | 11/06/2024 | 111,861 | $3.67 M | 0.00% | 0.75% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 110,881 | $3.64 M | -1.34% | 0.74% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 104,072 | $3.42 M | -54.70% | 0.69% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 100,100 | $3.29 M | 15.46% | 0.67% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 91,828 | $3.01 M | -0.41% | 0.61% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 82,238 | $2.70 M | 6.27% | 0.55% |
| PRAETORIAN PR LLC | 11/14/2024 | 80,000 | $2.63 M | 15.24% | 0.53% |
| JB CAPITAL PARTNERS LP | 11/14/2024 | 71,007 | $2.32 M | 0.00% | 0.47% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 65,585 | $2.15 M | 50.94% | 0.44% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2024 | 65,526 | $2.15 M | 100.00% | 0.44% |
| MENDEL MONEY MANAGEMENT | 11/07/2024 | 64,448 | $2.12 M | 2.64% | 0.43% |
| REGIONS FINANCIAL CORP | 11/14/2024 | 63,824 | $2.10 M | -23.78% | 0.43% |
| CITADEL ADVISORS LLC | 11/14/2024 | 60,920 | $2.00 M | -49.29% | 0.41% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 60,686 | $1.99 M | -0.82% | 0.40% |
| LPL FINANCIAL LLC | 11/08/2024 | 58,670 | $1.93 M | 8.09% | 0.39% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 54,979 | $1.80 M | 94.95% | 0.37% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2024 | 54,347 | $1.78 M | 100.00% | 0.36% |
| MANATUCK HILL PARTNERS, LLC | 11/14/2024 | 45,000 | $1.48 M | 50.00% | 0.30% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 44,862 | $1.47 M | 18.30% | 0.30% |
| CITADEL ADVISORS LLC | 11/14/2024 | 42,100 | $1.38 M | 29.14% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 38,525 | $1.26 M | 33.24% | 0.26% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 37,143 | $1.22 M | 32.29% | 0.25% |
| AXA S.A. | 11/14/2024 | 34,719 | $1.14 M | 0.00% | 0.23% |
| MARSHALL WACE, LLP | 11/14/2024 | 34,690 | $1.14 M | -9.69% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 32,770 | $1.08 M | -50.24% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 32,207 | $1.06 M | -47.78% | 0.21% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 11/05/2024 | 32,200 | $1.06 M | 0.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 31,954 | $1.05 M | -28.53% | 0.21% |
| INVESCO LTD. | 11/12/2024 | 30,370 | $997,046 | -37.93% | 0.20% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 26,379 | $866,023 | 140.99% | 0.18% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 26,180 | $859,494 | -28.37% | 0.17% |
Carriage Services, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CSV shares?
During the previous two years, 188 institutional investors and hedge funds held shares of Carriage Services, Inc.. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 1.64 M
BlackRock Funding, Inc. /DE: 978,449
VANGUARD GROUP INC: 931,512
DIMENSIONAL FUND ADVISORS LP: 725,748
RENAISSANCE TECHNOLOGIES LLC: 558,100
LSV ASSET MANAGEMENT: 525,559
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What percentage of Carriage Services, Inc. stock is owned by institutional investors?
69.69% of Carriage Services, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CSV ?
Institutional investors have bought a total of 13.95 M shares in the last 24 months. This purchase volume represents approximately $563.86 M in transactions.