Institutional Ownership Carriage Services Inc (CSV)
This table provides information about the institutional ownership of Carriage Services Inc (CSV). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
455
shares
|
$17,253
0.0% of portfolio
|
Q1 2024
Reduced 76.07%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
433
shares
|
$16,419
0.0% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
419
shares
|
$15,888
0.0% of portfolio
|
Q4 2024
Reduced 93.85%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
352
shares
|
$13,347
0.0% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$11,376
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
286
shares
|
$10,845
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
273
shares
|
$10,352
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
248
shares
|
$9,404
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
199
shares
|
$7,546
0.0% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
165
shares
|
$6,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
143
shares
|
$5,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
124
shares
|
$4,702
0.0% of portfolio
|
Q4 2024
Added 490.48%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
124
shares
|
$4,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
114
shares
|
$4,322
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
86
shares
|
$3,261
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
52
shares
|
$1,971
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$1,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
39
shares
|
$1,478
0.0% of portfolio
|
Q4 2024
Reduced 45.07%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
31
shares
|
$1,175
0.0% of portfolio
|
Q3 2023
Added 3.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20
shares
|
$758
0.0% of portfolio
|
Q1 2024
Reduced 35.48%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
18
shares
|
$682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
17
shares
|
$644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
10
shares
|
$379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8
shares
|
$303
0.0% of portfolio
|
Q1 2024
Reduced 99.47%
|