Filing Research | CSV - CARRIAGE SVCS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	147.5KSH	$5.7M
2	OAK RIDGE INVESTMENTS LLC	Shares	50.4KSH	$1.9M
3	Linden Thomas Advisory Services, LLC	Shares	47.2KSH	$1.8M
4	Y-Intercept (Hong Kong) Ltd	Shares	10.8KSH	$413.7K
5	BayBridge Capital Group, LLC	Shares	10.1KSH	$388.0K
6	Police & Firemen's Retirement System of New Jersey	Shares	3.9KSH	$149.9K
7	Palouse Capital Management, Inc.	Shares	1.6KSH	$63.2K
8	IFP Advisors, Inc	Shares	283SH	$10.8K
9	SALEM INVESTMENT COUNSELORS INC	Shares	248SH	$9.5K
10	SBI Securities Co., Ltd.	Shares	175SH	$6.7K
11	Versant Capital Management, Inc	Shares	170SH	$6.5K
12	GAMMA Investing LLC	Shares	117SH	$4.5K
13	Farther Finance Advisors, LLC	Shares	66SH	$2.5K
14	EverSource Wealth Advisors, LLC	Shares	34SH	$1.3K
15	Aventura Private Wealth, LLC	Shares	4SH	$153
16	State of Alaska, Department of Revenue	Shares	834SH	$31

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	OAK RIDGE INVESTMENTS LLC new	Shares	+50.4K	+$1.9M	$1.9M
2	Swedbank AB added	Shares	+65.3K	+$1.9M	$5.7M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+2.7K	+$42.3K	$413.7K
4	BayBridge Capital Group, LLC added	Shares	+1.9K	+$39.2K	$388.0K
5	SBI Securities Co., Ltd. added	Shares	+170	+$6.5K	$6.7K
6	GAMMA Investing LLC added	Shares	+34	+$696	$4.5K
7	State of Alaska, Department of Revenue unchanged	Shares	0	-$7	$31
8	Aventura Private Wealth, LLC unchanged	Shares	0	-$30	$153
9	EverSource Wealth Advisors, LLC trimmed	Shares	-7	-$569	$1.3K
10	Farther Finance Advisors, LLC trimmed	Shares	-4	-$650	$2.5K
11	IFP Advisors, Inc added	Shares	+10	-$1.6K	$10.8K
12	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$1.8K	$9.5K
13	Versant Capital Management, Inc trimmed	Shares	-92	-$5.4K	$6.5K
14	Palouse Capital Management, Inc. trimmed	Shares	-115	-$17.3K	$63.2K
15	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$28.6K	$149.9K
16	Linden Thomas Advisory Services, LLC added	Shares	+5.2K	-$109.6K	$1.8M
17	Commonwealth Financial Services, LLC exited	Shares	-5.3K	-$243.5K	$0

Filing Research | CSV - CARRIAGE SVCS INC Institutional Holdings