CSV / Carriage Services, Inc. - Kepemilikan Institusional - Pembeli

Carriage Services, Inc.
US ˙ NYSE ˙ US1439051079

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Carriage Services, Inc. meliputi FCPVX - Fidelity Small Cap Value Fund, Axxcess Wealth Management, Llc, FDLS - Inspire Fidelis Multi Factor ETF, Caxton Associates Llp, LONAX - Longboard Alternative Growth Fund Class A, Longboard Asset Management, LP, LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares, SRS Capital Advisors, Inc., Raymond James Financial Inc, Hartland & Co., LLC, SVYAX - SIIT U.S. Managed Volatility Fund - Class A, J.Safra Asset Management Corp, American National Bank, Kilter Group LLC, TEXN - iShares Texas Equity ETF, ETTOX - E*TRADE No Fee Total Market Index Fund, MAI Capital Management, dan Twin Peaks Wealth Advisors, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 425,180 0.03 19,448 18.08
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 9 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,780 13.88 81 35.00
2025-08-14 13F Goldman Sachs Group Inc 50,791 18.75 2,323 40.19
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 686 10.82 31 34.78
2025-08-12 13F Proequities, Inc. 0 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,552 2.51 62 1.64
2025-06-26 NP FLPSX - Fidelity Low-Priced Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 340,649 4,609.65 13,612 4,498.65
2025-08-12 13F MAI Capital Management 6 0
2025-08-14 13F Two Sigma Advisers, Lp 104,700 20.34 4,789 42.04
2025-08-11 13F Vanguard Group Inc 982,423 4.36 44,936 23.18
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 472 673.77 22
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 316 1,875.00 13
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,350 74.31 1,453 70.22
2025-08-15 13F Tower Research Capital LLC (TRC) 1,750 159.26 80 207.69
2025-08-08 13F Pnc Financial Services Group, Inc. 245 105.88 11 175.00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 200,735 1.55 9,182 19.86
2025-08-13 13F Brown Advisory Inc 13,804 1.50 631 19.73
2025-08-13 13F De Lisle Partners LLP 209,777 13.95 9,600 34.32
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,876 44.02 132 70.13
2025-08-12 13F BlackRock, Inc. 1,041,103 6.84 47,620 26.12
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,578 2.55 941 21.11
2025-08-26 NP TEXN - iShares Texas Equity ETF 34 2
2025-08-13 13F Kilter Group LLC 53 2
2025-05-27 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,544 3.93 137 1.48
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,762 1.01 2,687 9.54
2025-08-08 13F Creative Planning 4,380 200
2025-08-11 13F Rothschild Investment Llc 35 133.33 2
2025-08-14 13F Fmr Llc 2,353,940 6.42 107,669 25.62
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 342 35.71 13 30.00
2025-07-30 13F Sanders Morris Harris Llc 5,000 229
2025-08-14 13F Punch & Associates Investment Management, Inc. 132,695 45.02 6,069 71.20
2025-08-13 13F Hsbc Holdings Plc 33,962 1,558
2025-07-14 13F Counterpoint Mutual Funds LLC 9,140 418
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,598 49.99 439 77.73
2025-07-17 13F BayBridge Capital Group, LLC 8,311 4.74 380 23.78
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 72 2.86 3 50.00
2025-08-14 13F Ubs Asset Management Americas Inc 7,033 322
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 52 6.12 2 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9,341 14.39 427 35.13
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,845 6.76 234 4.02
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 504,650 65.11 21,952 79.07
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 603 34.60 23 35.29
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 133,089 6.98 5,789 16.04
2025-08-13 13F Norges Bank 40,400 1,848
2025-05-14 13F Credit Agricole S A 27,169 1,053
2025-08-26 NP Profunds - Profund Vp Small-cap 32 3.23 1 0.00
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 5,224 227
2025-08-12 13F Zacks Investment Management 9,267 26.36 424 48.94
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 3,129 151.93 125 150.00
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,555 7.28 1,946 26.61
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 136,619 3.54 5,459 1.04
2025-07-10 13F Longboard Asset Management, LP 5,224 239
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 33 3.12 2 0.00
2025-08-14 13F Lazard Asset Management Llc 32,833 2
2025-06-27 NP RSSL - Global X Russell 2000 ETF 8,288 6.45 331 4.09
2025-07-16 13F American National Bank 100 5
2025-07-28 NP HDG - ProShares Hedge Replication ETF 18 12.50 1
2025-08-07 13F Campbell & CO Investment Adviser LLC 35,046 1,603
2025-07-29 NP EBI - Longview Advantage ETF 2,754 120.14 120 138.00
2025-08-07 13F Navellier & Associates Inc 14,311 0.16 655 15.14
2025-08-08 13F Geode Capital Management, Llc 350,092 5.40 16,016 24.40
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 11,012 52.61 440 49.15
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 122,418 35.60 5,599 60.06
2025-07-29 13F Regions Financial Corp 94,028 31.06 4,301 54.68
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10,435 2.96 477 21.68
2025-08-14 13F Penn Mutual Asset Management, LLC 28,468 15.75 1,302 36.62
2025-08-15 13F Morgan Stanley 187,793 4.72 8,590 23.62
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,959 3.10 1,462 21.65
2025-08-14 13F/A Barclays Plc 30,207 107.32 1
2025-07-28 13F J.Safra Asset Management Corp 239 11
2025-08-14 13F Qube Research & Technologies Ltd 81,996 25.01 3,750 47.58
2025-08-13 13F Northern Trust Corp 108,859 1.71 4,979 20.06
2025-08-13 13F Renaissance Technologies Llc 526,700 2.69 24,091 21.22
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 576 23
2025-08-12 13F American Century Companies Inc 30,573 9.65 1,398 29.44
2025-08-05 13F Simplex Trading, Llc 1,526 408.67 0
2025-07-31 13F R Squared Ltd 5,669 259
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 20 5.26 1
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3,206 189.87 139 215.91
2025-08-14 13F Two Sigma Investments, Lp 84,482 77.61 3,864 109.66
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,708 122.50 509 358.56
2025-08-13 13F Russell Investments Group, Ltd. 8,833 3.01 404 21.69
2025-08-13 13F First Trust Advisors Lp 42,669 7.57 1,952 26.94
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,143 2.11 1,364 -0.37
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,737 5.19 125 25.00
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,254 103
2025-08-14 13F Alliancebernstein L.p. 16,890 33.10 773 57.23
2025-08-14 13F Royal Bank Of Canada 4,773 22.13 218 43.42
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 379 51.00 17 88.89
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3,545 94.67 142 90.54
2025-08-08 13F Intech Investment Management Llc 8,381 16.31 383 37.28
2025-08-08 13F Hartland & Co., LLC 669 31
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1,359 48.52 53 44.44
2025-08-12 13F SRS Capital Advisors, Inc. 2,147 98
2025-07-28 NP VCSLX - Small Cap Index Fund 6,900 32.26 300 43.54
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 260 0.78 10 0.00
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,409 3.76 1,062 12.51
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,391 0.00 3,019 8.44
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 202 1.51 8 0.00
2025-05-27 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,080 2.99 1,243 0.16
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,177 52.44 328 80.22
2025-08-14 13F Comerica Bank 32 1
2025-08-05 13F Bank of New York Mellon Corp 121,287 5.11 5,548 24.07
2025-08-14 13F Price T Rowe Associates Inc /md/ 70,545 3.16 3 50.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 0
2025-08-14 13F Raymond James Financial Inc 1,547 71
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 50 2.04 2 100.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6,550 2.52 300 21.05
2025-06-26 NP FDMLX - Fidelity Series Intrinsic Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116,300 14,437.50 4,647 14,421.88
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,075 11.53 1,221 21.01
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,430 10.05 2,977 19.33
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 17,363 4.31 755 13.19
2025-04-28 NP FDLS - Inspire Fidelis Multi Factor ETF 19,876 797
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 164 7.89 6 0.00
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 135,379 1.46 5,410 -1.01
2025-08-14 13F Bank Of America Corp /de/ 52,459 130.42 2,399 172.00
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,596 16.94 104 14.44
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 9,140 46.76 418 69.92
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,999 16.97 137 38.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,287 46.89 105 73.33
2025-08-14 13F Jane Street Group, Llc 23,120 30.10 1,058 53.63
2025-08-14 13F State Street Corp 297,829 0.59 13,623 18.73
2025-08-15 13F Caxton Associates Llp 6,847 313
2025-08-11 13F Seizert Capital Partners, Llc 53,514 2,448
2025-08-14 13F UBS Group AG 33,209 245.93 1,519 308.06
2025-08-14 13F Bnp Paribas Arbitrage, Sa 39,961 11.24 1,828 31.34
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,266 18.18 490 28.27
2025-08-13 13F Kennedy Capital Management, Inc. 113,292 7.78 5,182 27.20
2025-03-31 NP FCPVX - Fidelity Small Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 268,755 11,006
2025-07-17 13F Janney Montgomery Scott LLC 9,505 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 38,220 2.32 1,527 -0.13
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 378,969 28.90 15,144 25.78
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,450 22.05 66 43.48
2025-08-12 13F Trexquant Investment LP 52,070 527.88 2,382 641.74
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 16,557 4.27 757 23.09
2025-07-29 13F Values First Advisors, Inc. 17,506 0.46 801 18.52
2025-08-08 13F Larson Financial Group LLC 443 325.96 20 400.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,049 6.61 48 23.68
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,333 18.49 61 39.53
2025-07-28 13F Axxcess Wealth Management, Llc 32,261 1,476
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7,040 147.89 322 192.73
2025-08-14 13F Manufacturers Life Insurance Company, The 5,171 237
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,451 6,445.10 2,615 6,437.50
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,117 7.57 97 26.32
2025-08-28 NP PMEFX - PENN MUTUAL AM 1847 INCOME FUND I Shares 28,468 15.75 1,302 36.62
2025-08-13 13F Jones Financial Companies Lllp 475 218.79 22 320.00
2025-08-12 13F/A Boston Partners 202,581 7.46 9,266 26.84
2025-08-12 13F Legal & General Group Plc 1,558 13.89 71 33.96
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,921 7.57 780 16.62
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,130 7.14 97 25.97
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 693 4.21 32 24.00
2025-08-12 13F Charles Schwab Investment Management Inc 110,537 4.14 5,056 22.93
2025-08-12 13F EAM Investors, LLC 24,164 1,105
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,751 31.01 309 54.77
2025-08-12 13F Prudential Financial Inc 11,245 3.02 514 21.80
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 293,200 21.61 11,716 18.67
2025-07-14 13F GAMMA Investing LLC 96 14.29 4 33.33
2025-08-14 13F Wells Fargo & Company/mn 13,565 6.71 620 26.02
2025-08-14 13F Citadel Advisors Llc Call 14,600 78.05 668 110.41
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,615 98.08 1,593 114.84
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 304 24.08 14 44.44
2025-08-13 13F EverSource Wealth Advisors, LLC 134 1,240.00 6
2025-08-12 13F Ameritas Investment Partners, Inc. 1,450 22.05 66 43.48
2025-07-24 13F CWM Advisors, LLC 19,203 878
2025-08-12 13F Rhumbline Advisers 21,856 8.19 1,000 27.75
2025-08-07 13F Allworth Financial LP 59 227.78 3
2025-08-12 13F Franklin Resources Inc 9,757 13.69 446 34.34
2025-08-14 13F Ameriprise Financial Inc 477,238 12.46 21,829 32.75
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2,988 37.89 119 35.23
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