CARRIAGE SERVICES INC
Total Trades
60
Buys
13
Sells
34
Largest Trade
$1M+
Insiders
14
Institutional Funds
117
Inst. Value
$1M+
Activist Filings
17
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Schappaugh Peggy | VP of Operations &… | BUY | $15K–$50K | 700 | $36.68 | Aug 9, 2022 |
| Metzger Steven D | EVP & General Coun… | BUY | $15K–$50K | 1K | $37.65 | Aug 9, 2022 |
| Phillips Shawn R | Insider | BUY | $15K–$50K | 1K | $34.31 | Aug 5, 2022 |
| Quezada Carlos R. | President & COO | BUY | $50K–$100K | 2K | $36.33 | Aug 4, 2022 |
| Quezada Carlos R. | President & COO | BUY | $50K–$100K | 2K | $37.93 | May 23, 2022 |
| Olaniyan Adeola | Insider | SELL | $15K–$50K | 595 | $54.66 | Mar 29, 2022 |
| Olaniyan Adeola | Insider | EXERCISE | $50K–$100K | 4K | $26.54 | Mar 29, 2022 |
| Phillips Shawn R | Insider | SELL | $50K–$100K | 1K | $51.16 | Mar 9, 2022 |
| Phillips Shawn R | Insider | EXERCISE | $100K–$500K | 7K | $20.06 | Mar 9, 2022 |
| Olaniyan Adeola | Insider | SELL | $15K–$50K | 526 | $49.49 | Feb 24, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 117 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| LSV ASSET MANAGEMENT | 566K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 561K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 452K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 337K | $1M+ | SH |
| STATE STREET CORP | 311K | $1M+ | SH |
| De Lisle Partners LLP | 236K | $1M+ | SH |
| HEARTLAND ADVISORS INC | 207K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 139K | $1M+ | SH |
| NICHOLAS COMPANY, INC. | 133K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 128K | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 112K | $1M+ | SH |
| Allspring Global Investments Holdings, LLC | 106K | $1M+ | SH |
| REGIONS FINANCIAL CORP | 105K | $1M+ | SH |
| BARD ASSOCIATES INC | 100K | $1M+ | SH |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89K | $1M+ | SH |
| Bank of New York Mellon Corp | 88K | $1M+ | SH |
| SEIZERT CAPITAL PARTNERS, LLC | 86K | $1M+ | SH |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 77K | $1M+ | SH |
| JB CAPITAL PARTNERS LP | 71K | $1M+ | SH |
| LPL Financial LLC | 63K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
VINEYARD CAPITAL PARTNERS, L.L.C.
SC 13G · Feb 12, 2026
7.1%
1.1M shares
SC 13G/A · May 15, 2025
2.7%
424K shares
SC 13G/A · May 12, 2025
14.1%
2.2M shares
SC 13G · Mar 7, 2025
12.1%
1.8M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Sep 10, 2024
10.2%
1.5M shares
Vineyard Capital Partners, L.L.C.
SC 13G · Aug 7, 2024
5.1%
775K shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2024
8.8%
1.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.0%
899K shares
Renaissance Technologies LLC 26-0385758
SC 13G/A · Feb 13, 2024
4.0%
594K shares
SC 13G/A · Jan 26, 2024
7.1%
1.1M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2023
7.4%
1.1M shares
Renaissance Technologies LLC 26-0385758
SC 13G/A · Feb 13, 2023
5.0%
740K shares
Dimensional Fund Advisors LP 30-0447847
SC 13G/A · Feb 10, 2023
6.2%
917K shares
SC 13G/A · Jan 31, 2023
6.7%
989K shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2022
6.3%
1.1M shares
Renaissance Technologies LLC 26-0385758
SC 13G/A · Feb 11, 2022
5.3%
881K shares
SC 13G/A · Feb 1, 2022
6.9%
1.1M shares