Purchases and Sales Made in Q1 2025 in Carriage Services Inc (CSV)
This table provides information about the institutional ownership of Carriage Services Inc (CSV) during Q1 2025. The information is specifically focused on institutions that hold shares of CARRIAGE SERVICES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
136New |
$5.05K - $5.74K
|
136
$5.81K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
104New |
$3.86K - $4.39K
|
104
$4.44K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
65+ 0.05% |
$2.41K - $2.74K
|
133K
$5.69M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 50.0% |
$2.3K - $2.62K
|
186
$7.94K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
46+ 0.6% |
$1.71K - $1.94K
|
7.75K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37+ 0.48% |
$1.37K - $1.56K
|
7.7K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 2.71% |
$854 - $971
|
873
$37.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 4.39% |
$186 - $211
|
119
$5.08K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 50.0% |
$186 - $211
|
15
$640
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$186 - $211
|
5
$213
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 66.67% |
$149 - $169
|
10
$427
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.5% |
$37.2 - $42.2
|
200
$8.54K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 16.67% |
$37.2 - $42.2
|
5
$213
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5- 0.06% |
$186 - $211
|
8.22K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7- 0.74% |
$260 - $295
|
942
$40.2K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-22- 5.08% |
$817 - $928
|
411
$17.5K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24- 1.72% |
$892 - $1.01K
|
1.37K
$58.4K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-24- 6.82% |
$892 - $1.01K
|
328
$14K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-50- 1.27% |
$1.86K - $2.11K
|
3.88K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-54- 43.55% |
$2.01K - $2.28K
|
70
$2.99K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-67- 0.75% |
$2.49K - $2.83K
|
8.83K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-73- 0.42% |
$2.71K - $3.08K
|
17.4K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-148- 1.7% |
$5.5K - $6.25K
|
8.58K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-181- 1.83% |
$6.72K - $7.64K
|
9.71K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-280- 4.34% |
$10.4K - $11.8K
|
6.17K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-591- 0.53% |
$22K - $24.9K
|
111K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-690- 1.71% |
$25.6K - $29.1K
|
39.7K
$1.69M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-769- 83.77% |
$28.6K - $32.5K
|
149
$6.36K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-860- 6.35% |
$31.9K - $36.3K
|
12.7K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-886- 6.88% |
$32.9K - $37.4K
|
12K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-946- 11.43% |
$35.1K - $39.9K
|
7.33K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-989- 19.85% |
$36.7K - $41.7K
|
3.99K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.29K- 24.8% |
$47.9K - $54.4K
|
3.91K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.43K- 4.5% |
$53.3K - $60.5K
|
30.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.2K- 1.15% |
$81.7K - $92.8K
|
189K
$8.05M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.27K- 17.9% |
$84.1K - $95.6K
|
10.4K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.53K- 20.82% |
$93.8K - $107K
|
9.6K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.89K- 2.68% |
$108K - $122K
|
105K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.17K- 97.42% |
$118K - $134K
|
84
$3.59K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.22K- 1.08% |
$120K - $136K
|
296K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3.71K- 6.15% |
$138K - $157K
|
56.6K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 18.63% |
$149K - $169K
|
17.5K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.1K- 18.98% |
$152K - $173K
|
17.5K
$747K
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.4K- 3.98% |
$163K - $186K
|
106K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-5.77K- 47.63% |
$214K - $243K
|
6.34K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.8K- 31.82% |
$253K - $287K
|
14.6K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.02K- 26.68% |
$261K - $296K
|
19.3K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.37K- 10.1% |
$274K - $311K
|
65.6K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.39K- 6.45% |
$274K - $312K
|
107K
$4.57M
|