Purchases and Sales Made in Q2 2025 in Carriage Services Inc (CSV)
This table provides information about the institutional ownership of Carriage Services Inc (CSV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.18K+ 13.69% |
$42.6K - $54.1K
|
9.76K
$417K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.18K+ 16.31% |
$42.6K - $54.1K
|
8.38K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 159.26% |
$39K - $49.5K
|
1.75K
$74.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
865+ 22.13% |
$31.4K - $39.8K
|
4.77K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
853+ 6.71% |
$30.9K - $39.3K
|
13.6K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
669New |
$24.3K - $30.8K
|
669
$28.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
376+ 4.74% |
$13.6K - $17.3K
|
8.31K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
339+ 325.96% |
$12.3K - $15.6K
|
443
$18.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
330+ 3.02% |
$12K - $15.2K
|
11.2K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
326+ 218.79% |
$11.8K - $15K
|
475
$20.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$10.9K - $13.8K
|
300
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
262+ 22.05% |
$9.5K - $12.1K
|
1.45K
$61.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
258+ 3.01% |
$9.36K - $11.9K
|
8.83K
$377K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$8.67K - $11K
|
239
$10.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
204+ 1.5% |
$7.4K - $9.4K
|
13.8K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
190+ 13.89% |
$6.89K - $8.75K
|
1.56K
$66.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 105.88% |
$4.57K - $5.8K
|
245
$10.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
124+ 1240.0% |
$4.5K - $5.71K
|
134
$5.72K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
100New |
$3.63K - $4.61K
|
100
$4.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82+ 8.7% |
$2.97K - $3.78K
|
1.02K
$43.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
81+ 0.46% |
$2.94K - $3.73K
|
17.5K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
53New |
$1.92K - $2.44K
|
53
$2.26K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
41+ 227.78% |
$1.49K - $1.89K
|
59
$2.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
32New |
$1.16K - $1.47K
|
32
$1.37K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
23+ 0.16% |
$834 - $1.06K
|
14.3K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 133.33% |
$725 - $921
|
35
$1.49K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 14.29% |
$435 - $553
|
96
$4.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$36.3 - $46.1
|
1
$42.7
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 20.0% |
$36.3 - $46.1
|
4
$171
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-7- 0.8% |
$254 - $322
|
866
$37K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 9.89% |
$979 - $1.24K
|
246
$10.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-29- 0.33% |
$1.05K - $1.34K
|
8.8K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-34- 17.0% |
$1.23K - $1.57K
|
166
$7.09K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-36- 51.43% |
$1.31K - $1.66K
|
34
$1.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-37- 43.02% |
$1.34K - $1.7K
|
49
$2.09K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-50- 0.04% |
$1.81K - $2.3K
|
133K
$5.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-58- 14.11% |
$2.1K - $2.67K
|
353
$15.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-58- 0.71% |
$2.1K - $2.67K
|
8.16K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 55.38% |
$3.73K - $4.74K
|
83
$3.54K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110- 1.78% |
$3.99K - $5.07K
|
6.06K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-118- 98.33% |
$4.28K - $5.44K
|
2
$85.4
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-130- 0.89% |
$4.71K - $5.99K
|
14.5K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-152- 46.34% |
$5.51K - $7K
|
176
$7.51K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-216- 9.0% |
$7.83K - $9.95K
|
2.18K
$93.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-250- 24.41% |
$9.07K - $11.5K
|
774
$33K
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-333- 0.62% |
$12.1K - $15.3K
|
53.4K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-620- 9.77% |
$22.5K - $28.6K
|
5.72K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-959- 9.88% |
$34.8K - $44.2K
|
8.75K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 15.05% |
$42.2K - $53.6K
|
6.57K
$281K
|