Carriage Services Ownership

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

Recent Insider Transactions

NYSE:CSV Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Mar 24	SellUS$168,155	Paul Elliott	Individual	6,500	US$25.87
19 Mar 24	BuyUS$153,480	Chad Fargason	Individual	6,000	US$25.58
13 Mar 24	SellUS$44,909	L. Granmayeh	Individual	1,718	US$26.14
08 Mar 24	BuyUS$130,500	Chad Fargason	Individual	5,000	US$26.10
22 Feb 24	SellUS$21,257	Rob Franch	Individual	831	US$25.58
22 Feb 24	SellUS$35,505	Steven Metzger	Individual	1,388	US$25.58
22 Feb 24	SellUS$21,871	Paul Elliott	Individual	855	US$25.58
22 Feb 24	SellUS$21,871	Shawn Phillips	Individual	855	US$25.58
22 Feb 24	SellUS$16,704	Shane Pudenz	Individual	653	US$25.58
22 Feb 24	SellUS$42,616	Carlos Quezada	Individual	1,666	US$25.58
22 Feb 24	SellUS$90,144	Melvin Payne	Individual	3,524	US$25.58
22 Feb 24	SellUS$21,257	Robbie Pape	Individual	831	US$25.58
22 Feb 24	SellUS$18,264	Peggy Schappaugh	Individual	714	US$25.58
22 Feb 24	SellUS$11,844	Adeola Olaniyan	Individual	463	US$25.58
19 May 23	SellUS$6,057	Shane Pudenz	Individual	216	US$28.04
10 May 23	SellUS$2,737	Shane Pudenz	Individual	99	US$27.65

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of CSV?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,688	0.0243%
Individual Insiders	1,720,780	11.4%
General Public	3,232,210	21.3%
Institutions	10,193,008	67.3%

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

Top Shareholders

Top 25 shareholders own 63.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.74%	Columbia Management Investment Advisers, LLC	1,324,741	US$32.7m	-0.66%	0.01%
7.69%	Melvin Payne	1,165,452	US$28.8m	-2.02%	no data
7.01%	BlackRock, Inc.	1,061,239	US$26.2m	8.24%	no data
5.94%	The Vanguard Group, Inc.	899,285	US$22.2m	5.26%	no data
4.82%	Dimensional Fund Advisors LP	730,197	US$18.0m	-2.17%	no data
3.92%	Renaissance Technologies LLC	594,100	US$14.7m	-7.33%	0.02%
3.31%	LSV Asset Management	502,193	US$12.4m	-3.09%	0.02%
2.11%	Heartland Advisors, Inc.	319,046	US$7.9m	17.6%	0.4%
2.1%	State Street Global Advisors, Inc.	317,792	US$7.8m	4.76%	no data
1.86%	Geode Capital Management, LLC	281,995	US$7.0m	5.13%	no data
1.63%	Morgan Stanley, Investment Banking and Brokerage Investments	246,812	US$6.1m	1,520%	no data
1.39%	Charles Schwab Investment Management, Inc.	210,891	US$5.2m	23.1%	no data
1.38%	Harbert Fund Advisors, Inc.	208,497	US$5.1m	31.6%	3.42%
1.35%	Millennium Management LLC	204,589	US$5.1m	72.6%	no data
1.21%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	183,250	US$4.5m	-0.25%	no data
1.18%	Mill Road Capital Management LLC	179,466	US$4.4m	5.16%	1.53%
1.16%	Boston Partners Global Investors, Inc.	175,883	US$4.3m	-7.49%	no data
0.95%	RBF Capital LLC	143,430	US$3.5m	-20.6%	0.21%
0.88%	Nicholas Company, Inc.	133,200	US$3.3m	0%	0.06%
0.86%	BNY Mellon Asset Management	129,583	US$3.2m	-13.5%	no data
0.83%	Northern Trust Global Investments	126,403	US$3.1m	0.8%	no data
0.82%	Shawn Phillips	123,902	US$3.1m	9.1%	no data
0.81%	Citadel Advisors LLC	122,836	US$3.0m	52%	no data
0.76%	Kennedy Capital Management LLC	114,547	US$2.8m	-1.58%	0.06%
0.75%	Bard Associates Inc.	113,082	US$2.8m	-1.65%	1.02%