Carriage Services Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: CSV insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

NYSE:CSV Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Aug 22BuyUS$36,500Donald PattesonIndividual1,000US$36.50
08 Aug 22BuyUS$37,650Steven MetzgerIndividual1,000US$37.65
05 Aug 22BuyUS$39,462Shawn PhillipsIndividual1,150US$34.32
05 Aug 22BuyUS$25,676Peggy SchappaughIndividual700US$36.68
04 Aug 22BuyUS$54,495Carlos QuezadaIndividual1,500US$36.33
20 May 22BuyUS$56,895Carlos QuezadaIndividual1,500US$37.93
20 Feb 22SellUS$26,032Adeola OlaniyanIndividual526US$49.49

Ownership Breakdown

What is the ownership structure of CSV?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds826,9005.6%
General Public1,539,77110.5%
Individual Insiders1,640,79711.2%
Institutions10,690,18272.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 71.91% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.37%
Melvin Payne
1,229,505$39.5m-0.61%no data
8.34%
Columbia Management Investment Advisers, LLC
1,225,375$39.4m5.89%0.01%
7.33%
Dimensional Fund Advisors LP
1,077,026$34.6m-11.16%0.01%
6.48%
BlackRock, Inc.
952,961$30.6m-13.34%no data
6.03%
The Vanguard Group, Inc.
886,433$28.5m-6.39%no data
5.86%
Global Alpha Capital Management Ltd.
861,408$27.7m-9.03%1.21%
5.63%
Renaissance Technologies LLC
826,900$26.6m-0.43%0.03%
2.61%
State Street Global Advisors, Inc.
384,097$12.4m-4.46%no data
2.09%
Millennium Management LLC
307,860$9.9m61.67%0.01%
2.04%
Fenimore Asset Management, Inc.
300,264$9.7m7.01%0.27%
1.82%
Geode Capital Management, LLC
266,956$8.6m-4.18%no data
1.61%
T. Rowe Price Group, Inc.
236,839$7.6m2866.42%no data
1.33%
Kennedy Capital Management, Inc.
196,050$6.3m11.27%0.18%
1.26%
Arrowstreet Capital, Limited Partnership
185,827$6.0m-39.64%0.01%
1.23%
RBF Capital LLC
180,557$5.8m0%0.48%
1.19%
Heartland Advisors, Inc.
174,700$5.6m16.54%0.41%
1.18%
UBS Asset Management
173,516$5.6m4.81%no data
1.16%
Assenagon Asset Management S.A.
170,944$5.5m733.79%0.02%
1.06%
Mill Road Capital Management LLC
155,862$5.0m-4.31%2.03%
0.97%
Boston Partners Global Investors, Inc.
141,962$4.6m1.3%no data
0.91%
Nicholas Company, Inc.
133,270$4.3m15.07%0.1%
0.89%
LSV Asset Management
130,180$4.2m33.68%0.01%
0.87%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
127,435$4.1m-13.99%no data
0.86%
Northern Trust Global Investments
126,100$4.1m-11.49%no data
0.79%
Bard Associates Inc.
116,782$3.8m1.86%1.81%