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 166 institutions that hold shares in the stock, with a total of 9.56 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
675
shares
|
$31,333
0.0% of portfolio
|
Q1 2025
Added 61.1%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
600
shares
|
$27,852
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
600
shares
|
$27,852
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
455
shares
|
$21,121
0.0% of portfolio
|
Q1 2024
Reduced 76.07%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
353
shares
|
$16,386
0.0% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
328
shares
|
$15,225
0.0% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$13,926
0.0% of portfolio
|
Q1 2025
Reduced 97.48%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
286
shares
|
$13,276
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
273
shares
|
$12,672
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
248
shares
|
$11,512
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
235
shares
|
$10,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
186
shares
|
$8,634
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
166
shares
|
$7,705
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
165
shares
|
$7,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
149
shares
|
$6,916
0.0% of portfolio
|
Q1 2025
Reduced 83.77%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
136
shares
|
$6,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
120
shares
|
$5,570
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
119
shares
|
$5,523
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
104
shares
|
$4,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
100
shares
|
$4,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
96
shares
|
$4,456
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
86
shares
|
$3,992
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
70
shares
|
$3,249
0.0% of portfolio
|
Q1 2025
Reduced 43.55%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
52
shares
|
$2,413
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
31
shares
|
$1,439
0.0% of portfolio
|
Q3 2023
Added 3.33%
|