CARRIAGE SVCS INC shareholder history

Current and past CARRIAGE SVCS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 3020.00%0.00%0.00%Q2 2014Q3 202359
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.00%Q2 2013Q3 202359
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.00%Q1 2013Q3 202343
BARD ASSOCIATES INC 42421.27%1.78%2.53%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Renaissance Technologies 42420.02%0.03%0.07%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.00%Q2 2013Q3 202342
RBF Capital, LLC 42420.34%0.59%0.93%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
D. E. Shaw & Co., Inc. 3730.00%0.00%0.00%Q2 2013Q3 202342
BARCLAYS PLC 31100.00%0.00%0.00%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
BANK OF AMERICA CORP /DE/ 3560.00%0.00%0.00%Q2 2013Q3 202341
NICHOLAS COMPANY, INC. 41410.06%0.10%0.16%Q3 2013Q3 202341
TWO SIGMA ADVISERS, LP 3560.00%0.01%0.02%Q2 2013Q3 202341
CREDIT SUISSE AG/ 30110.00%0.00%0.00%Q1 2013Q3 202341
AQR Capital Management 25140.00%0.00%0.01%Q2 2013Q3 202339
Allianz Asset Management GmbH 28110.00%0.00%0.01%Q2 2013Q2 202339
KENNEDY CAPITAL MANAGEMENT LLC 39390.02%0.15%0.42%Q1 2014Q3 202339
TWO SIGMA INVESTMENTS, LP 3120.00%0.01%0.01%Q3 2013Q3 202338
MILLENNIUM MANAGEMENT LLC 2320.00%0.00%0.01%Q2 2013Q3 202338
BNP PARIBAS FINANCIAL MARKETS 3040.00%0.00%0.00%Q4 2013Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
EARNEST PARTNERS LLC 24130.00%0.00%0.00%Q4 2013Q3 202337
FMR LLC 2880.00%0.00%0.01%Q2 2013Q3 202336
JPMORGAN CHASE & CO 3220.00%0.00%0.00%Q2 2013Q3 202334
Swiss National Bank 34340.00%0.00%0.00%Q2 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.00%Q2 2015Q3 202334
WHITTIER TRUST CO 34340.00%0.00%0.00%Q2 2015Q3 202334
Tower Research Capital LLC (TRC) 1710.00%0.00%0.02%Q2 2013Q3 202334
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21130.00%0.00%0.00%Q2 2013Q2 202234
GOLDMAN SACHS GROUP INC 2510.00%0.00%0.00%Q2 2012Q3 202333
PARAMETRIC PORTFOLIO ASSOCIATES LLC 17160.00%0.00%0.00%Q2 2013Q1 202233
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.01%Q2 2013Q2 202133
BANK OF MONTREAL /CAN/ 2810.00%0.00%0.01%Q2 2014Q3 202332
Zurcher Kantonalbank (Zurich Cantonalbank) 32320.00%0.00%0.00%Q4 2015Q3 202332
LSV ASSET MANAGEMENT 30300.00%0.02%0.04%Q2 2016Q3 202330
Mechanics Bank Trust Department 2210.04%0.07%0.10%Q2 2013Q1 202229
PEAK6 Group LLC 1240.00%0.00%0.02%Q2 2013Q4 201729
THOMPSON SIEGEL & WALMSLEY LLC 18100.00%0.00%0.00%Q3 2014Q3 202128
FALCON POINT CAPITAL, LLC 28280.17%0.44%1.16%Q2 2013Q1 202028
IFP Advisors, Inc 17110.00%0.00%0.00%Q2 2016Q3 202328
AMERIPRISE FINANCIAL INC 2530.00%0.01%0.02%Q2 2013Q3 202328
ALLIANCEBERNSTEIN L.P. 1810.00%0.00%0.00%Q2 2013Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
FIRST TRUST ADVISORS LP 1520.00%0.01%0.04%Q2 2013Q3 202326
FENIMORE ASSET MANAGEMENT INC 26260.13%0.28%0.40%Q2 2017Q3 202326
SIMPLEX TRADING, LLC 720.00%0.00%0.03%Q3 2015Q3 202326
Boston Partners 14120.00%0.01%0.01%Q4 2015Q3 202326
GUGGENHEIM CAPITAL LLC 2330.00%0.00%0.01%Q2 2013Q4 202126
HUNTINGTON NATIONAL BANK 26260.00%0.00%0.00%Q2 2017Q3 202326
WEBER ALAN W 25250.95%2.37%4.95%Q4 2014Q4 202025
VIRGINIA RETIREMENT SYSTEMS ET AL 1050.00%0.01%0.01%Q4 2016Q3 202325
LPL Financial LLC 2230.00%0.00%0.01%Q2 2013Q3 202325
TUDOR INVESTMENT CORP ET AL 750.00%0.02%0.05%Q3 2015Q1 202325
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 25250.00%0.01%0.03%Q2 2017Q2 202325
Highlander Capital Management, LLC 24240.01%0.45%1.07%Q2 2013Q1 201924
Russell Investments Group, Ltd. 1310.00%0.00%0.01%Q4 2016Q3 202324
GSA CAPITAL PARTNERS LLP 1210.01%0.07%0.17%Q2 2015Q1 202324
MetLife Investment Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
Stratos Wealth Partners, LTD. 24240.03%0.22%0.39%Q2 2014Q1 202024
Mendel Money Management 1410.48%1.41%2.81%Q3 2014Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.00%0.00%Q2 2014Q4 201923
Global Alpha Capital Management Ltd. 23231.42%3.06%5.58%Q1 2017Q3 202223
WOLVERINE TRADING, LLC 820.00%0.00%0.01%Q3 2016Q3 202323
Capital Impact Advisors, LLC 1580.00%0.53%1.30%Q2 2014Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.01%0.01%0.02%Q4 2016Q2 202223
GREAT WEST LIFE ASSURANCE CO /CAN/ 1670.00%0.00%0.00%Q4 2017Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Baker Ellis Asset Management LLC 1610.03%0.04%0.06%Q2 2013Q4 201921
REGIONS FINANCIAL CORP 21210.01%0.02%0.05%Q3 2018Q3 202321
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 910.00%0.00%0.00%Q2 2015Q2 202220
BROWN BROTHERS HARRIMAN & CO 20200.00%0.00%0.00%Q4 2018Q3 202320
Nuveen Asset Management, LLC 1820.00%0.00%0.00%Q4 2016Q3 202320
Squarepoint Ops LLC 1820.00%0.01%0.02%Q2 2018Q2 202320
PEAK6 Investments LLC 510.00%0.00%0.01%Q3 2020Q2 202319
Nationwide Fund Advisors 18180.00%0.01%0.01%Q2 2013Q3 201718
MARTINGALE ASSET MANAGEMENT L P 18180.00%0.02%0.03%Q2 2018Q3 202218
FORMULA GROWTH LTD 18180.06%0.13%0.27%Q4 2015Q1 202018
UBS ASSET MANAGEMENT AMERICAS INC 1410.00%0.00%0.00%Q1 2018Q3 202317
FEDERATED HERMES, INC. 1430.00%0.00%0.00%Q4 2014Q4 202217
BROWN ADVISORY INC 1240.00%0.00%0.02%Q4 2016Q3 202316
SEI INVESTMENTS CO 1210.00%0.00%0.01%Q3 2015Q1 202216
Values First Advisors, Inc. 16160.25%0.36%0.56%Q4 2019Q3 202316
Cutler Group LLC / CA 920.00%0.00%0.02%Q4 2015Q3 201816
Campbell & CO Investment Adviser LLC 1010.06%0.30%0.71%Q2 2018Q2 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 810.00%0.00%0.00%Q3 2013Q2 201815
Hodges Capital Management Inc. 15150.02%0.10%0.15%Q4 2013Q2 201715
SMITH ASSET MANAGEMENT GROUP LP 15150.00%0.00%0.00%Q3 2014Q1 201815
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1320.00%0.00%0.01%Q2 2014Q1 201815
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
PRICE T ROWE ASSOCIATES INC /MD/ 1210.00%0.00%0.00%Q4 2016Q3 202315
PRUDENTIAL FINANCIAL INC 710.00%0.00%0.01%Q1 2014Q4 202214
BRIDGEWAY CAPITAL MANAGEMENT, LLC 770.01%0.02%0.08%Q2 2013Q2 202014
LOS ANGELES CAPITAL MANAGEMENT LLC 1130.00%0.01%0.01%Q3 2015Q2 202214
VICTORY CAPITAL MANAGEMENT INC 610.00%0.00%0.00%Q2 2015Q2 202214
D.A. DAVIDSON & CO. 14140.00%0.00%0.00%Q1 2014Q2 201714
CADENCE CAPITAL MANAGEMENT LLC 860.04%0.07%0.10%Q3 2013Q2 201814
HEARTLAND ADVISORS INC 14140.16%0.39%0.57%Q2 2020Q3 202314
Freedom Investment Management, Inc. 13130.01%0.02%0.04%Q1 2015Q1 201813
Aperio Group, LLC 850.00%0.00%0.00%Q3 2016Q4 201913
ACADIAN ASSET MANAGEMENT LLC 13130.00%0.00%0.01%Q1 2019Q1 202213
Robotti & Company 13130.09%0.16%0.22%Q4 2018Q4 202113
Teton Advisors, Inc. 13130.03%0.22%0.40%Q4 2018Q4 202113
WFG Advisors, LP 13130.00%0.00%0.00%Q2 2014Q2 201713
QS Investors, LLC 13130.00%0.00%0.00%Q4 2015Q4 201813
WELLINGTON MANAGEMENT GROUP LLP 13130.00%0.00%0.00%Q1 2018Q1 202113
KEELEY ASSET MANAGEMENT CORP 13130.06%0.46%0.80%Q4 2013Q4 201613
BESSEMER GROUP INC 1030.00%0.00%0.01%Q1 2018Q2 202313
Advisor Group, Inc. 12120.00%0.00%0.00%Q2 2016Q1 201912
BRANT POINT INVESTMENT MANAGEMENT LLC 12120.10%0.17%0.50%Q1 2014Q4 201612
Wealthspire Advisors, L.P. 12120.00%0.00%0.00%Q4 2015Q3 201812
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
PANAGORA ASSET MANAGEMENT INC 610.00%0.00%0.00%Q4 2014Q3 202112
RAYMOND JAMES & ASSOCIATES 610.00%0.00%0.00%Q1 2018Q2 202212
Mill Road Capital Management LLC 12122.54%3.82%6.80%Q4 2020Q3 202312
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201412
TIVERTON ASSET MANAGEMENT LLC 12120.08%0.46%0.90%Q2 2015Q1 201812
TEACHER RETIREMENT SYSTEM OF TEXAS 530.00%0.00%0.01%Q2 2015Q2 202312
Copeland Capital Management, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
JB CAPITAL PARTNERS LP 11110.49%0.78%1.21%Q1 2021Q3 202311
STRS OHIO 830.00%0.00%0.00%Q3 2019Q4 202211
WOLVERINE ASSET MANAGEMENT LLC 530.00%0.00%0.01%Q2 2016Q2 202011
SG Americas Securities, LLC 310.00%0.00%0.00%Q2 2015Q1 202311
1st Global Advisors, Inc. 11110.03%0.04%0.06%Q2 2014Q4 201611
BENJAMIN F. EDWARDS & COMPANY, INC. 1010.00%0.00%0.04%Q1 2017Q3 202111
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Municipal Employees' Retirement System of Michigan 740.01%0.02%0.02%Q1 2014Q3 201711
SIGNATUREFD, LLC 810.00%0.00%0.00%Q2 2020Q3 202311
Rockefeller Capital Management L.P. 1010.00%0.00%0.00%Q4 2019Q4 202211
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
MACQUARIE GROUP LTD 11110.00%0.00%0.00%Q2 2016Q4 201811
Dynamic Technology Lab Private Ltd 210.02%0.06%0.13%Q2 2015Q1 202310
VOYA INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
Summit Global Investments 610.02%0.09%0.16%Q2 2017Q2 202110
QUADRANT CAPITAL GROUP LLC 640.00%0.00%0.00%Q4 2018Q3 202310
GROUP ONE TRADING, L.P. 410.00%0.00%0.00%Q2 2013Q3 202310
US BANCORP \DE\ 510.00%0.00%0.00%Q3 2013Q1 202310
PUTNAM INVESTMENTS LLC 710.00%0.01%0.02%Q2 2014Q4 202110
Engineers Gate Manager LP 510.01%0.02%0.03%Q2 2018Q1 202210
JACOBS LEVY EQUITY MANAGEMENT, INC 640.00%0.02%0.03%Q1 2021Q3 202310
Granite Point Capital Management, L.P. 10100.02%0.09%0.18%Q3 2020Q4 202210
AMERICAN FINANCIAL GROUP INC 10100.02%0.03%0.03%Q2 2014Q3 201610
Salient Capital Advisors, LLC 10100.00%0.01%0.01%Q2 2013Q3 201510
Sargent Bickham Lagudis LLC 990.00%0.00%0.00%Q1 2016Q1 20189
Assenagon Asset Management S.A. 310.00%0.01%0.02%Q1 2018Q3 20239
Keeley-Teton Advisors, LLC 990.05%0.27%0.38%Q1 2017Q1 20199
MARSHALL WACE, LLP 540.00%0.00%0.01%Q2 2021Q3 20239
St. Johns Investment Management Company, LLC 990.00%0.00%0.00%Q3 2015Q3 20179
WINTON GROUP Ltd 990.02%0.04%0.05%Q3 2019Q3 20219
Palouse Capital Management, Inc. 990.08%0.09%0.11%Q3 2016Q3 20189
FULLER & THALER ASSET MANAGEMENT, INC. 990.02%0.03%0.04%Q4 2018Q4 20209
Advisory Services Network, LLC 810.00%0.01%0.02%Q3 2020Q3 20239
BAILARD, INC. 710.01%0.01%0.02%Q1 2018Q2 20229
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 310.00%0.00%0.00%Q1 2014Q3 20239
Cubist Systematic Strategies, LLC 810.00%0.01%0.01%Q4 2019Q3 20229
OXFORD ASSET MANAGEMENT LLP 410.01%0.02%0.06%Q2 2017Q4 20198
Capital Planning Advisors, LLC 510.11%0.13%0.15%Q1 2015Q2 20178
WESTWOOD HOLDINGS GROUP INC 880.06%0.10%0.12%Q4 2016Q3 20188
Trexquant Investment LP 210.01%0.03%0.06%Q1 2016Q2 20228
ExodusPoint Capital Management, LP 310.00%0.01%0.02%Q2 2019Q2 20228
Point72 Hong Kong Ltd 410.00%0.00%0.00%Q4 2019Q3 20228
HRT FINANCIAL LP 510.00%0.01%0.01%Q1 2021Q3 20238
STATE OF WISCONSIN INVESTMENT BOARD 880.00%0.00%0.00%Q4 2021Q3 20238
CULLEN/FROST BANKERS, INC. 620.00%0.00%0.00%Q1 2019Q2 20228
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q1 2021Q3 20238
SEIZERT CAPITAL PARTNERS, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Neuberger Berman Group LLC 220.00%0.00%0.00%Q3 2013Q1 20208
MILES CAPITAL, INC. 880.20%0.26%0.33%Q3 2013Q2 20158
CORNERCAP INVESTMENT COUNSEL INC 880.13%0.15%0.17%Q3 2019Q2 20218
LAZARD ASSET MANAGEMENT LLC 710.00%0.00%0.00%Q3 2019Q2 20228
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 880.01%0.02%0.03%Q2 2020Q1 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Parallel Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Spark Investment Management LLC 440.01%0.03%0.06%Q4 2016Q4 20188
Monarch Partners Asset Management LLC 880.02%0.03%0.04%Q3 2015Q2 20178
ANALYTIC INVESTORS, LLC 710.01%0.02%0.03%Q2 2013Q3 20168
AXIOM INVESTORS LLC /DE 880.02%0.07%0.12%Q2 2015Q1 20178
CSS LLC/IL 770.01%0.01%0.01%Q4 2013Q2 20157
AdvisorNet Financial, Inc 610.00%0.01%0.02%Q3 2019Q1 20237
GLOBEFLEX CAPITAL L P 770.05%0.08%0.11%Q4 2020Q2 20227
EMERALD ADVISERS, LLC 770.02%0.05%0.06%Q2 2015Q4 20167
AMERICAN CENTURY COMPANIES INC 410.00%0.00%0.00%Q1 2014Q3 20237
Financial Enhancement Group LLC 770.00%0.43%0.78%Q1 2021Q3 20227
Grantham, Mayo, Van Otterloo & Co. LLC 610.00%0.01%0.01%Q3 2019Q1 20227
EMERALD MUTUAL FUND ADVISERS TRUST 770.02%0.03%0.05%Q2 2015Q4 20167
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.00%Q1 2021Q2 20226
A.R.T. Advisors, LLC 210.01%0.01%0.03%Q2 2013Q4 20196
Lyon Street Capital, LLC 660.37%0.77%0.99%Q4 2014Q1 20166
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2015Q3 20226
WALL STREET ASSOCIATES 660.46%1.07%1.37%Q3 2015Q4 20166
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 660.00%0.00%0.00%Q2 2015Q3 20166
TFS CAPITAL LLC 410.01%0.03%0.05%Q2 2013Q4 20156
Fosun International Ltd 660.01%0.02%0.03%Q4 2020Q1 20226
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Magnetar Financial LLC 410.00%0.01%0.01%Q3 2016Q2 20186
Quantbot Technologies LP 330.00%0.01%0.04%Q3 2020Q4 20226
Glen Harbor Capital Management LLC 660.01%0.03%0.06%Q4 2016Q1 20186
BlackRock Group LTD 660.00%0.00%0.00%Q3 2015Q4 20166
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
PARADIGM CAPITAL MANAGEMENT INC/NY 660.04%0.06%0.07%Q3 2014Q4 20156
K.J. Harrison & Partners Inc 420.12%0.27%0.43%Q3 2014Q1 20166
Skylands Capital, LLC 510.03%0.05%0.09%Q2 2014Q3 20236
Flinton Capital Management LLC 660.00%0.03%0.05%Q4 2016Q1 20186
Polar Asset Management Partners Inc. 310.02%0.10%0.18%Q1 2017Q2 20216
Elkfork Partners LLC 660.01%0.05%0.08%Q4 2016Q1 20186
Meadow Creek Investment Management LLC 660.01%0.02%0.04%Q4 2016Q1 20186
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 320.00%0.03%0.07%Q2 2013Q4 20155
STIFEL FINANCIAL CORP 320.00%0.00%0.01%Q1 2014Q3 20225
Virtus Investment Advisers, Inc. 550.07%0.13%0.18%Q3 2022Q3 20235
RMB Capital Management, LLC 550.18%0.20%0.23%Q2 2014Q2 20155
ESSEX INVESTMENT MANAGEMENT CO LLC 550.14%0.33%0.44%Q2 2015Q2 20165
MACKAY SHIELDS LLC 410.00%0.01%0.01%Q3 2019Q1 20215
DF DENT & CO INC 550.02%0.05%0.07%Q3 2017Q3 20185
Clarus Wealth Advisors 550.00%0.01%0.01%Q2 2018Q2 20195
Smithfield Trust Co 550.00%0.00%0.00%Q4 2014Q4 20155
WEDGE CAPITAL MANAGEMENT L L P/NC 550.01%0.01%0.02%Q1 2020Q1 20215
AREX Capital Management, LP 552.44%5.08%7.91%Q4 2019Q4 20205
National Investment Services of America, LLC 551.20%1.41%1.69%Q4 2019Q4 20205
K2 PRINCIPAL FUND, L.P. 550.06%0.24%0.44%Q3 2020Q3 20215
Harel Insurance Investments & Financial Services Ltd. 550.03%0.04%0.06%Q1 2021Q1 20225
DC Investments Management, LLC 550.40%1.97%4.32%Q3 2022Q3 20235
SYMONS CAPITAL MANAGEMENT INC 550.10%0.10%0.10%Q4 2014Q4 20155
Glassman Wealth Services 440.00%0.00%0.00%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Aquatic Capital Management LLC 210.00%0.01%0.02%Q1 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 440.09%0.13%0.16%Q4 2015Q3 20164
Lindbrook Capital, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KEANE CAPITAL MANAGEMENT INC 441.76%2.03%2.26%Q2 2014Q1 20154
BRYN MAWR CAPITAL MANAGEMENT INC 310.02%0.05%0.07%Q3 2013Q3 20144
Geneva Advisors, LLC 440.00%0.01%0.01%Q3 2014Q2 20154
Allworth Financial LP 440.00%0.00%0.00%Q1 2015Q4 20154
GW HENSSLER & ASSOCIATES LTD 440.02%0.02%0.02%Q2 2020Q1 20214
Tri-Star Advisors Inc. 440.11%0.14%0.17%Q1 2022Q4 20224
EAGLE ASSET MANAGEMENT INC 440.03%0.05%0.07%Q3 2013Q2 20144
Spears Abacus Advisors LLC 310.02%0.02%0.02%Q4 2020Q1 20224
DekaBank Deutsche Girozentrale 440.00%0.00%0.00%Q2 2021Q1 20224
Acrospire Investment Management LLC 210.01%0.04%0.11%Q1 2016Q2 20174
DENALI ADVISORS LLC 220.00%0.00%0.01%Q2 2019Q2 20204
NISA INVESTMENT ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
IndexIQ Advisors LLC 440.01%0.02%0.03%Q1 2021Q4 20214
EAM Investors, LLC 220.14%0.32%0.72%Q1 2015Q4 20214
CAXTON ASSOCIATES LP 310.02%0.07%0.12%Q3 2018Q1 20224
Connor, Clark & Lunn Investment Management Ltd. 220.00%0.00%0.00%Q3 2019Q1 20234
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mork Capital Management, LLC 440.60%0.72%0.93%Q4 2017Q3 20184
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2017Q4 20214
DUPONT CAPITAL MANAGEMENT CORP 310.01%0.01%0.01%Q1 2019Q4 20224
AXA S.A. 310.00%0.00%0.01%Q4 2019Q4 20204
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
C M BIDWELL & ASSOCIATES LTD 440.00%0.00%0.00%Q4 2021Q3 20224
Creative Planning 310.00%0.00%0.00%Q2 2014Q2 20174
Quantamental Technologies LLC 210.01%0.01%0.03%Q4 2018Q3 20193
Redmond Asset Management, LLC 330.19%0.23%0.27%Q2 2018Q4 20183
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Oxler Private Wealth LLC 210.02%0.03%0.03%Q4 2020Q3 20223
JANUS HENDERSON GROUP PLC 210.00%0.00%0.00%Q4 2021Q2 20233
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2017Q4 20183
Yorktown Management & Research Co Inc 330.07%0.07%0.08%Q4 2016Q2 20173
Jefferies Group LLC 210.00%0.00%0.00%Q2 2015Q4 20173
Crossmark Global Holdings, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
FRIESS ASSOCIATES LLC 331.08%2.19%3.28%Q4 2021Q2 20223
AJO, LP 210.02%0.02%0.04%Q3 2015Q1 20203
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q1 2018Q3 20183
OFI Advisors LLC 210.00%0.00%0.00%Q2 2013Q2 20153
Hutchin Hill Capital, LP 210.01%0.06%0.15%Q2 2015Q4 20173
Spot Trading L.L.C 330.00%0.00%0.01%Q1 2015Q3 20153
HANCOCK WHITNEY CORP 330.01%0.01%0.01%Q2 2018Q4 20183
Arizona State Retirement System 330.00%0.00%0.00%Q3 2021Q1 20223
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
CREDIT AGRICOLE S A 330.03%0.04%0.06%Q1 2019Q3 20193
Cetera Advisors LLC 330.10%0.10%0.10%Q1 2016Q3 20163
JAMES INVESTMENT RESEARCH INC 330.15%0.15%0.16%Q2 2013Q4 20133
HARBERT FUND ADVISORS, INC. 331.78%2.65%3.27%Q1 2023Q3 20233
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Ergoteles LLC 210.01%0.01%0.02%Q4 2021Q3 20223
MUFG Securities EMEA plc 330.00%0.00%0.00%Q3 2018Q1 20193
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q2 2020Q3 20223
Moab Capital Partners 332.37%2.89%3.52%Q2 2013Q4 20133
HERITAGE INVESTORS MANAGEMENT CORP 330.01%0.01%0.01%Q3 2021Q1 20223
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
AIGEN INVESTMENT MANAGEMENT, LP 330.02%0.04%0.06%Q4 2019Q2 20203
Counterpoint Mutual Funds LLC 210.01%0.07%0.17%Q2 2021Q2 20223
ALGERT GLOBAL LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Balter Liquid Alternatives, LLC 330.08%0.08%0.08%Q4 2018Q2 20193
Alberta Investment Management Corp 330.01%0.01%0.01%Q1 2023Q3 20233
ProShare Advisors LLC 110.00%0.00%0.00%Q2 2013Q4 20213
Adirondack Research & Management Inc. 330.12%0.13%0.14%Q1 2016Q3 20163
Robeco Institutional Asset Management B.V. 330.00%0.00%0.00%Q4 2021Q2 20223
Jump Financial, LLC 210.02%0.02%0.02%Q1 2021Q3 20223
ClariVest Asset Management LLC 330.00%0.00%0.01%Q2 2013Q4 20133
Dorsey Wright & Associates 330.01%0.01%0.02%Q4 2021Q2 20223
Legato Capital Management LLC 330.03%0.04%0.04%Q4 2022Q2 20233
DRIEHAUS CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Oliver Luxxe Assets LLC 220.06%0.07%0.08%Q4 2021Q1 20222
Cornerstone Wealth Management, LLC 220.01%0.01%0.02%Q2 2018Q3 20182
CI Global Investments Inc. 220.00%0.00%0.00%Q1 2016Q2 20162
Hamilton Wealth, LLC 110.11%0.15%0.20%Q4 2021Q1 20232
Linden Thomas Advisory Services, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Perennial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
MGO ONE SEVEN LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Marshall Wace North America L.P. 110.00%0.00%0.01%Q2 2017Q2 20212
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
NATIONAL INVESTMENT SERVICES INC /WI 220.96%0.99%1.03%Q2 2019Q3 20192
FIRST WILSHIRE SECURITIES MANAGEMENT INC 220.85%1.87%2.90%Q2 2013Q3 20132
State of Wyoming 110.02%0.03%0.03%Q4 2021Q3 20222
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Inspire Advisors, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
AMUNDI ASSET MANAGEMENT US, INC. 220.00%0.00%0.00%Q3 2020Q4 20202
BANK OF NOVA SCOTIA 220.00%0.01%0.02%Q2 2017Q3 20172
COOPER CREEK PARTNERS MANAGEMENT LLC 111.09%2.05%3.00%Q1 2018Q2 20202
Covestor Ltd 220.00%0.00%0.00%Q1 2022Q2 20222
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q4 20182
EAM Global Investors LLC 220.56%0.58%0.61%Q3 2021Q4 20212
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Stone Ridge Asset Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Numeric Investors LLC 110.00%0.00%0.00%Q3 2015Q1 20162
BIVIN & ASSOCIATES, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
NORGES BANK 110.00%0.00%0.00%Q2 2021Q4 20222
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q3 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Walleye Trading LLC 220.00%0.00%0.00%Q2 2015Q3 20152
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
OCCUDO QUANTITATIVE STRATEGIES LP 110.03%0.03%0.03%Q4 2022Q2 20232
Daiwa Securities Group Inc. 110.00%0.00%0.01%Q1 2014Q4 20162
Walleye Capital LLC 110.00%0.00%0.01%Q3 2023Q3 20232
NORTHPOINTE CAPITAL LLC 220.25%0.26%0.26%Q4 2014Q1 20152
Freestone Capital Holdings, LLC 220.00%0.01%0.02%Q2 2020Q3 20202
WEDBUSH SECURITIES INC 220.07%0.08%0.09%Q2 2013Q3 20132
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Man Group plc 110.00%0.00%0.00%Q4 2019Q2 20222
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
SILVERBACK ASSET MANAGEMENT LLC 220.02%0.03%0.03%Q1 2014Q2 20142
Quadrature Capital Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2015Q2 20151
SG Capital Management LLC 111.26%1.26%1.26%Q1 2022Q1 20221
Amici Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Channing Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Diametric Capital, LP 110.24%0.24%0.24%Q3 2023Q3 20231
DALTON GREINER HARTMAN MAHER & CO 110.91%0.91%0.91%Q1 2021Q1 20211
ARGI Investment Services, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Price Capital Management, Inc. 110.14%0.14%0.14%Q1 2015Q1 20151
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SHUFRO ROSE & CO LLC 110.06%0.06%0.06%Q3 2012Q3 20121
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2021Q4 20211
CenterBook Partners LP 110.37%0.37%0.37%Q1 2023Q1 20231
USA FINANCIAL FORMULAS 110.12%0.12%0.12%Q4 2021Q4 20211
Repertoire Partners LP 110.30%0.30%0.30%Q3 2022Q3 20221
Penn Capital Management Company, LLC 110.67%0.67%0.67%Q3 2020Q3 20201
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Gladius Capital Management LP 110.00%0.00%0.00%Q2 2022Q2 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.23%0.23%0.23%Q4 2015Q4 20151
DEAN INVESTMENT ASSOCIATES, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2017Q2 20171
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Belpointe Asset Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Berry Street Capital Management LLP 110.75%0.75%0.75%Q3 2023Q3 20231
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hunting Hill Global Capital, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Caption Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q2 2016Q2 20161
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
HALCYON OFFSHORE ASSET MANAGEMENT LLC 110.49%0.49%0.49%Q1 2014Q1 20141
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Saltoro Capital, LP 110.43%0.43%0.43%Q3 2023Q3 20231
PDT Partners, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISORY RESEARCH INC 110.01%0.01%0.01%Q1 2014Q1 20141
SECOR Capital Advisors, LP 110.05%0.05%0.05%Q3 2018Q3 20181
OPPENHEIMER & CO INC 110.02%0.02%0.02%Q4 2013Q4 20131
Leap Investments LP 110.10%0.10%0.10%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Gotham Asset Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
DARK FOREST CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q1 2022Q1 20221
SANDERS MORRIS HARRIS LLC 110.16%0.16%0.16%Q3 2023Q3 20231
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.05%0.05%Q2 2013Q2 20131
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cheyne Capital Management (UK) LLP 110.20%0.20%0.20%Q1 2020Q1 20201
Roubaix Capital, LLC 111.20%1.20%1.20%Q1 2023Q1 20231
CM WEALTH ADVISORS LLC 110.06%0.06%0.06%Q1 2023Q1 20231
BANK OF THE WEST 110.02%0.02%0.02%Q4 2021Q4 20211
Hillsdale Investment Management Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
Flat Footed LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Dean Capital Management 110.35%0.35%0.35%Q1 2020Q1 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HABERER REGISTERED INVESTMENT ADVISOR INC 110.00%0.00%0.00%Q3 2013Q3 20131
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q4 2021Q4 20211
Simplicity Solutions, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
External links

This page lists all the filers that currently own CARRIAGE SVCS INC or have owned CARRIAGE SVCS INC in the past.