How many institutions own CSV stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CSV shares is 215, representing 74.71% of the company's common stock.

Who are the major shareholders selling Carriage Services, Inc. stock?

NORTHERN TRUST CORP, in the last quarter, reduced its stake in CSV by -6.45% restricting it's holding to 107.02 thousand shares of worth nearly $4.15M. FIRST TRUST ADVISORS LP also lessened -1.71% of the CSV shares from its portfolio, reducing its holding to 39.67 thousand shares of worth $1.54M. GOLDMAN SACHS GROUP INC also shunned CSV shares holding by -17.74% last quarter which brought its holding to 42.77 thousand shares worth $1.66M.

Investors who are buying CSV stock?

As per its latest 13F filing, AMERICAN CENTURY COMPANIES INC increased its stake in CSV by 12.01% in the last quarter. The institutional holder raised its holding to 27.88 thousand shares having worth more than $1.08M. JACOBS LEVY EQUITY MANAGEMENT, INC also added 1.94% more shares of CSV to its portfolio, raising its holding to 78.85 thousand shares of worth $3.06M. MANATUCK HILL PARTNERS, LLC also increased its CSV shares holding by 163.64% which brought its holding to 145 thousand shares worth $5.62M.

CSV's major insiders: who are they?

The insider with the most stakes in CSV is PAYNE MELVIN C , director at the company. Additionally, CSV stock is highly held by CEO Quezada Carlos R. and Sr. VP & Regional Partner Phillips Shawn R among others.

Did an insider recently sell CSV stock?

Company executives, directors, and other insiders own 9.01% percent of Carriage Services, Inc.'s stock. Within the last six months, there have been 10 transaction(s) in which CSV insiders have sold stock, totaling 24.11K shares. Insiders that have sold shares include QUEZADA CARLOS R., METZGER STEVEN D, and PHILLIPS SHAWN R.

Which insider recently purchased CSV stock?

There have been 0 transaction(s) during the past 6-months in which Carriage Services, Inc. insiders have bought stock, totalling 0 shares

How much of CSV does insiders own?

Around 910.15K Carriage Services, Inc. shares are held by insiders, which represents about 9.01% of CSV stock.

Who is the insider with the largest stake?

CSV director, PAYNE MELVIN C holds the largest portfolio of the company's shares. CSV shares owned by PAYNE total nearly 1.13 million.

Which institution holds the most shares in CSV?

AMERICAN CENTURY COMPANIES INC is the largest institutional owner in CSV which holds 27.88 thousand shares worth $1.08M or 0.18% of the total CSV shares outstanding followed by JACOBS LEVY EQUITY MANAGEMENT, INC with ownership of 78.85 thousand shares representing 0.52% of the CSV ownership. NORTHERN TRUST CORP is the third largest stakeholder with 107.02 thousand shares or 0.7% of the ownership worth more than $4.15M.

Is Carriage Services, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CSV is concerned, it is a stock which is optionable.

Is there a short position on CSV's shares?

Number of CSV shares short is 336.51K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CSV shares are there?

As of today, 15.70M shares of CSV are outstanding.

Is there many float in CSV stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CSV has 15.30M shares in float.

CSV short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CSV is 4.8.

Carriage Services (CSV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.14

Short Percent Of Float2.5

Shares Outstanding15.70M

Shares Float15.30M

Shares Short336.51K

Short Ratio4.8

2.5%

Short % of Float

2.14%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

9.01% Percentage of Shares held by All Insiders

74.71% Percentage of Shares held by All Institutions

82.1% Percentage of Float held by Institutions

215

Number of Institutions Holding Shares

Institutional Ownership

About 74.71% of CSV shares are held by financial institutions. AMERICAN CENTURY COMPANIES INC is the top corporate investor, holding 27.88K shares valued at $1.08M. A 0.18% stake in Carriage Services, Inc. is owned by the company. JACOBS LEVY EQUITY MANAGEMENT, INC owns 78.85K shares valued at $3.06M, which translates its holding of 0.52% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.18%	27.88K	1.08M	2.99K	+12.01%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.52%	78.85K	3.06M	1.5K	+1.94%
Mar 31, 2025	NORTHERN TRUST CORP	0.7%	107.02K	4.15M	-7.39K	-6.45%
Mar 31, 2025	RBF CAPITAL, LLC	0.94%	143.43K	5.56M	0	0
Mar 31, 2025	MANATUCK HILL PARTNERS, LLC	0.95%	145K	5.62M	90K	+163.64%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.1%	168.08K	6.51M	18.13K	+12.09%
Mar 31, 2025	LINDEN THOMAS ADVISORY SERVICES, LLC	0.2%	30.65K	1.19M	3.29K	+12.02%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.26%	39.67K	1.54M	-690	-1.71%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.28%	42.77K	1.66M	-9.22K	-17.74%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	47.57K	1.84M	-36.76K	-43.59%
Mar 31, 2025	NFJ INVESTMENT GROUP, LLC	0.35%	53.69K	2.08M	0	0
Mar 31, 2025	MENDEL MONEY MANAGEMENT	0.37%	56.65K	2.2M	-3.71K	-6.15%
Mar 31, 2025	CITADEL ADVISORS LLC	0.4%	60.53K	2.35M	21.44K	+54.86%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.43%	65.59K	2.54M	-7.37K	-10.10%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.45%	68.39K	2.65M	-9.3K	-11.97%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.69%	105.12K	4.07M	-2.89K	-2.68%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	106.14K	4.11M	-32.53K	-23.46%
Mar 31, 2025	BARD ASSOCIATES INC	0.73%	110.76K	4.29M	-591	-0.53%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	115.39K	4.47M	-4.17K	-3.48%
Mar 31, 2025	INVESCO LTD.	0.2%	30.41K	1.18M	-1.43K	-4.50%
Mar 31, 2025	MORGAN STANLEY	1.18%	179.32K	6.95M	-14.46K	-7.46%
Mar 31, 2025	DE LISLE PARTNERS LLP	1.21%	184.1K	7.15M	60.03K	+48.38%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	34.49K	1.34M	17.46K	+102.55%
Mar 31, 2025	MAVEN SECURITIES LTD	0.25%	38.28K	1.48M	38.28K	+100.00%
Mar 31, 2025	REGIONS FINANCIAL CORP	0.47%	71.74K	2.78M	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.78%	118.95K	4.61M	-24.04K	-16.81%
Mar 31, 2025	BOSTON PARTNERS	1.24%	188.53K	7.31M	-2.2K	-1.15%
Mar 31, 2025	HEARTLAND ADVISORS INC	1.79%	273.49K	10.6M	-60.11K	-18.02%
Mar 31, 2025	STATE STREET CORP	1.94%	296.09K	11.47M	-3.22K	-1.08%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	332.16K	12.87M	16.23K	+5.14%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.78%	424.35K	16.44M	-1.09M	-71.98%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.36%	665.26K	25.78M	-69.57K	-9.47%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.48%	225.31K	8.73M	-11.91K	-5.02%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.36%	512.9K	19.87M	-24.9K	-4.63%
Mar 31, 2025	LSV ASSET MANAGEMENT	4.25%	648.42K	25.13M	57.5K	+9.73%
Mar 31, 2025	BLACKROCK, INC.	6.39%	974.45K	37.76M	-7.9K	-0.80%
Mar 31, 2025	FMR LLC	14.51%	2.21M	85.71M	1.79M	+428.95%
Mar 31, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.53%	81.37K	3.15M	24.35K	+42.70%
Mar 31, 2025	JB CAPITAL PARTNERS LP	0.47%	71.01K	2.74M	0	0
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.57%	87K	3.37M	-28.1K	-24.41%
Mar 31, 2025		0.59%	89.48K	3.47M	0	0
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.6%	91.5K	3.55M	91.5K	+100.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	34.64K	1.34M	-16K	-31.59%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.24%	35.92K	1.39M	-28.52K	-44.26%
Mar 31, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.25%	37.4K	1.45M	2.5K	+7.16%
Mar 31, 2025	VANGUARD GROUP INC	6.18%	941.41K	36.48M	24.14K	+2.63%
Mar 31, 2025	NICHOLAS COMPANY, INC.	0.87%	133.27K	5.16M	65	+0.05%
Mar 31, 2025	LPL FINANCIAL LLC	0.89%	135.89K	5.27M	74.19K	+120.25%
Mar 31, 2025	CREDIT AGRICOLE S A	0.18%	27.17K	1.05M	27.17K	+100.00%
Mar 31, 2024	JB CAPITAL PARTNERS LP	0.48%	71.01K	1.91M	0	0
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.07%	11.07K	299K	11.07K	+100.00%
Mar 31, 2024	BOSTON PARTNERS	1.1%	163.03K	4.41M	-12.85K	-7.31%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.05%	155.08K	4.19M	-28.74K	-15.63%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.04%	153.21K	4.14M	-51.38K	-25.11%
Mar 31, 2024	RBF CAPITAL, LLC	0.97%	143.43K	3.88M	0	0
Mar 31, 2024	NICHOLAS COMPANY, INC.	0.9%	133.2K	3.6M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.86%	127.66K	3.45M	-1.92K	-1.48%
Mar 31, 2024	NORTHERN TRUST CORP	0.81%	120.1K	3.25M	-6.3K	-4.99%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.76%	112.87K	3.05M	-1.68K	-1.46%
Mar 31, 2024	BARD ASSOCIATES INC	0.76%	112.56K	3.04M	-521	-0.46%
Mar 31, 2024	REGIONS FINANCIAL CORP	0.7%	103.29K	2.79M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	43.96K	1.19M	-6.58K	-13.02%
Mar 31, 2024	JPMORGAN CHASE & CO	0.29%	42.37K	1.15M	6.68K	+18.72%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.28%	41.63K	1.13M	15.62K	+60.07%
Mar 31, 2024	UBS GROUP AG	0.26%	38.49K	1.04M	-17.69K	-31.49%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.26%	37.78K	1.02M	1.14K	+3.12%
Mar 31, 2024	MARSHALL WACE, LLP	0.25%	37.29K	1.01M	-3.21K	-7.93%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.24%	36.06K	975K	36.06K	+100.00%
Mar 31, 2024	MILL ROAD CAPITAL MANAGEMENT LLC	0.22%	32.9K	889.62K	-146.57K	-81.67%
Mar 31, 2024	ALBERTA INVESTMENT MANAGEMENT CORP	0.22%	32.2K	870.69K	0	0
Mar 31, 2024	SWISS NATIONAL BANK	0.18%	26.57K	718.48K	0	0
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.16%	23.62K	638.77K	5.53K	+30.55%
Mar 31, 2024	CITADEL ADVISORS LLC	0.16%	23.3K	630.03K	15.5K	+198.72%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.16%	23.27K	629.14K	14.43K	+163.35%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.16%	23.23K	628.25K	23.23K	+100.00%
Mar 31, 2024	VANGUARD GROUP INC	5.92%	876.02K	23.69M	-23.26K	-2.59%
Mar 31, 2024	REPERTOIRE PARTNERS LP	0.63%	93.16K	2.52M	4.54K	+5.13%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.6%	89.1K	2.41M	11.5K	+14.82%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.59%	87.88K	2.38M	77.44K	+741.75%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.58%	86.36K	2.34M	8.79K	+11.33%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.53%	78.42K	2.12M	-27.01K	-25.62%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.51%	76.18K	2.06M	13.98K	+22.47%
Mar 31, 2024	MENDEL MONEY MANAGEMENT	0.41%	60.03K	1.62M	-8.58K	-12.50%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.38%	56.09K	1.52M	56.09K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.36%	53.91K	1.46M	-327	-0.60%
Mar 31, 2024	BLACKROCK INC.	7.13%	1.05M	28.52M	-6.33K	-0.60%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	8.91%	1.32M	35.65M	-6.38K	-0.48%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.82%	714.23K	19.31M	-15.97K	-2.19%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	3.85%	569.8K	15.41M	-24.3K	-4.09%
Mar 31, 2024	LSV ASSET MANAGEMENT	3.15%	465.99K	12.6M	-36.2K	-7.21%
Mar 31, 2024	HEARTLAND ADVISORS INC	2.31%	342.5K	9.26M	23.45K	+7.35%
Mar 31, 2024	STATE STREET CORP	2.15%	318K	8.6M	206	+0.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.96%	289.74K	7.84M	7.75K	+2.75%
Mar 31, 2024	MORGAN STANLEY	1.63%	241.04K	6.52M	-33.05K	-12.06%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.52%	225.54K	6.1M	14.65K	+6.95%
Mar 31, 2024	HARBERT FUND ADVISORS, INC.	1.41%	208.5K	5.64M	0	0
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.34%	51.02K	1.38M	34.18K	+202.90%
Mar 31, 2024	INVESCO LTD.	0.34%	49.77K	1.35M	22.62K	+83.31%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.31%	45.93K	1.24M	18.71K	+68.73%
Mar 31, 2024	HRT FINANCIAL LP	0.15%	22.86K	618K	7.38K	+47.67%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	21.7K	586.74K	21.7K	+100.00%
Mar 31, 2024	ALGERT GLOBAL LLC	0.15%	21.95K	593K	4.18K	+23.53%
Mar 31, 2024	RHUMBLINE ADVISERS	0.13%	19.14K	517.51K	-300	-1.54%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	18.85K	509.68K	-1.94K	-9.34%
Mar 31, 2024	VALUES FIRST ADVISORS, INC.	0.12%	17.41K	470.83K	316	+1.85%
Mar 31, 2024	LINDEN THOMAS ADVISORY SERVICES, LLC	0.12%	17.13K	463.3K	7.66K	+80.76%
Mar 31, 2024	SANDERS MORRIS HARRIS LLC	0.11%	16.79K	454K	16.79K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.1%	15.51K	419.39K	4.38K	+39.39%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.1%	15.47K	418.17M	1.05K	+7.28%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.1%	15.03K	406K	-3.61K	-19.37%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.1%	14.75K	398.73K	14.75K	+100.00%
Mar 31, 2024	BROWN ADVISORY INC	0.1%	14.6K	394.78K	0	0
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.09%	13.43K	363.04K	2.02K	+17.73%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	12.82K	347K	-1.4K	-9.85%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.08%	12.47K	337.19K	623	+5.26%
Mar 31, 2024	DC INVESTMENTS MANAGEMENT, LLC	0.08%	11.39K	308.04K	0	0
Dec 31, 2023	STATE STREET CORP	2.14%	317.79K	7.95M	14.43K	+4.76%
Dec 31, 2023	JB CAPITAL PARTNERS LP	0.48%	71.01K	1.73M	0	0
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.52%	77.57K	1.94M	60.6K	+357.19%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.52%	77.6K	1.94M	46.6K	+150.32%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.9%	282K	7.05M	13.77K	+5.13%
Dec 31, 2023	REPERTOIRE PARTNERS LP	0.6%	88.61K	2.22M	88.61K	+100.00%
Dec 31, 2023	REGIONS FINANCIAL CORP	0.7%	103.29K	2.58M	0	0
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.71%	105.43K	2.64M	-42.42K	-28.69%
Dec 31, 2023	BARD ASSOCIATES INC	0.76%	113.08K	2.83M	-1.9K	-1.65%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	4.01%	594.1K	14.86M	-47K	-7.33%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.93%	730.2K	18.26M	-16.17K	-2.17%
Dec 31, 2023	VANGUARD GROUP INC	6.07%	899.29K	22.49M	44.95K	+5.26%
Dec 31, 2023	BLACKROCK INC.	7.16%	1.06M	26.54M	80.75K	+8.24%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.77%	114.55K	2.86M	-1.84K	-1.58%
Dec 31, 2023	CITADEL ADVISORS LLC	0.83%	122.84K	3.07M	42K	+51.95%
Dec 31, 2023	NORTHERN TRUST CORP	0.85%	126.4K	3.16M	1K	+0.80%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.87%	129.58K	3.24M	-20.28K	-13.53%
Dec 31, 2023	NICHOLAS COMPANY, INC.	0.9%	133.2K	3.33M	0	0
Dec 31, 2023	RBF CAPITAL, LLC	0.97%	143.43K	3.59M	-37.13K	-20.56%
Dec 31, 2023	BOSTON PARTNERS	1.19%	175.88K	4.4M	-14.24K	-7.49%
Dec 31, 2023	MILL ROAD CAPITAL MANAGEMENT LLC	1.21%	179.47K	4.49M	8.8K	+5.16%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.24%	183.81K	4.6M	8	0.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.38%	204.59K	5.12M	86.06K	+72.61%
Dec 31, 2023	HARBERT FUND ADVISORS, INC.	1.41%	208.5K	5.21M	50K	+31.55%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.42%	210.89K	5.27M	39.53K	+23.06%
Dec 31, 2023	MORGAN STANLEY	1.85%	274.09K	6.86M	188.11K	+218.80%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	8.94%	1.32M	33.13M	-8.84K	-0.66%
Dec 31, 2023	RHUMBLINE ADVISERS	0.13%	19.44K	486.16K	-25	-0.13%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.14%	20.11K	502.9K	-3.27K	-13.99%
Dec 31, 2023	CREDIT SUISSE AG/	0.14%	20.79K	520.01K	2.96K	+16.59%
Dec 31, 2023	BARCLAYS PLC	0.14%	21.08K	527K	16.22K	+333.79%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.17%	25.68K	642.18K	2.17K	+9.25%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.18%	26.01K	650.44K	26.01K	+100.00%
Dec 31, 2023	SWISS NATIONAL BANK	0.18%	26.57K	664.54K	-2.7K	-9.22%
Dec 31, 2023	INVESCO LTD.	0.18%	27.15K	678.97K	-13.77K	-33.66%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.18%	27.22K	680.72K	-5.22K	-16.10%
Dec 31, 2023	ALBERTA INVESTMENT MANAGEMENT CORP	0.22%	32.2K	805.32K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.24%	35.69K	892.56K	10.61K	+42.29%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0.24%	36.28K	907.46M	30.38K	+514.88%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.25%	36.64K	916.37K	907	+2.54%
Dec 31, 2023	MARSHALL WACE, LLP	0.27%	40.5K	1.01M	-44.77K	-52.50%
Dec 31, 2023	HUNTING HILL GLOBAL CAPITAL, LLC	0.18%	27.15K	679K	-24.68K	-47.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.34%	50.54K	1.27M	4.35K	+9.41%
Dec 31, 2023	HEARTLAND ADVISORS INC	2.15%	319.05K	7.98M	47.65K	+17.56%
Dec 31, 2023	LSV ASSET MANAGEMENT	3.39%	502.19K	12.56M	-16K	-3.09%
Dec 31, 2023	LPL FINANCIAL LLC	0.37%	54.23K	1.36M	10.55K	+24.15%
Dec 31, 2023	UBS GROUP AG	0.38%	56.18K	1.41M	4.74K	+9.21%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.42%	62.2K	1.56M	-10.41K	-14.34%
Dec 31, 2023	MENDEL MONEY MANAGEMENT	0.46%	68.61K	1.72B	-2.01K	-2.84%

Insiders

Among the CSV insiders holding of 9.01% of the stake in company, PAYNE MELVIN C, director, holds the largest shares of 1.13M. QUEZADA CARLOS R., CEO, is the second largest CSV insider with ownership of 98.33K shares. PHILLIPS SHAWN R, Sr. VP & Regional Partner, stands third with possession of 83.08K shares of that stake.

Insiders	Designation	Shares Held
PAYNE MELVIN C	director	1.13M
QUEZADA CARLOS R.	CEO	98.33K
PHILLIPS SHAWN R	Sr. VP & Regional Partner	83.08K
METZGER STEVEN D	President	73.9K
SCHAPPAUGH PEGGY	VP of Operations & Acquistions	36.86K
ELLIOTT PAUL DONALD	Sr. VP and Regional Partner	34.17K
LEIBMAN BRYAN	director	34.07K
BRINK CARL BENJAMIN	EVP & Chief Financial Officer	32.11K
GRANMAYEH LANCE KIAN	EVP, CFO and Treasurer	27.88K
LOEFFEL MICHAEL		22.81K
FARGASON CHARLES	director	22.63K
SCHENCK JAMES RAYMOND	director	21.86K
FINGERHUT BARRY K	director	21.1K
PAPE ROBBIE	Sr. VP & Regional Partner	18.34K
FRANCH ROB PAUL	Chief Information Officer	17.14K
GOETZ WILLIAM	Chief Operating Officer	15K
BLINDERMAN VIKI K	Principal Financial Officer	14.23K
PUDENZ SHANE	SVP of Sales and Marketing	13.46K
MANCEAUX CHRISTOPHER		13.22K
OLANIYAN ADEOLA	Principal Accounting Officer	10.76K
PATTESON DONALD DOUGLAS JR	director	1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 07, 2025	QUEZADA CARLOS R.	SALE	47.35	4.25K	201.24K	98.33K
Jul 07, 2025	METZGER STEVEN D	SALE	46.78	348	16.28K	73.9K
Jun 09, 2025	METZGER STEVEN D	SALE	44.85	1.65K	74.14K	74.24K
May 07, 2025	METZGER STEVEN D	SALE	40.60	3K	121.8K	75.9K
May 07, 2025	QUEZADA CARLOS R.	SALE	40.61	4.36K	176.94K	102.58K
Apr 29, 2025	QUEZADA CARLOS R.	SALE	40.02	958	38.34K	106.94K
Apr 28, 2025	QUEZADA CARLOS R.	SALE	40.02	2.18K	87.2K	107.9K
Apr 28, 2025	METZGER STEVEN D	SALE	40.01	2.49K	99.7K	78.9K
Apr 23, 2025	QUEZADA CARLOS R.	SALE	40.12	1.36K	54.68K	110.08K
Apr 23, 2025	METZGER STEVEN D	SALE	40.09	3.51K	140.64K	81.39K
Nov 21, 2024	PHILLIPS SHAWN R	SALE	38.96	5.03K	195.89K	83.08K
Nov 05, 2024	ELLIOTT PAUL DONALD	SALE	37.78	5K	188.9K	34.17K
Aug 22, 2024	FARGASON CHARLES	PURCHASE	31.42	1K	31.42K	22.63K
Aug 13, 2024	PHILLIPS SHAWN R	SALE	30.04	7.82K	234.76K	82.89K
Aug 12, 2024	PHILLIPS SHAWN R	SALE	30.00	7.1K	213.03K	90.7K
Aug 09, 2024	PHILLIPS SHAWN R	SALE	29.73	5K	148.65K	97.8K
Aug 06, 2024	QUEZADA CARLOS R.	PURCHASE	29.44	2K	58.88K	60.06K
Jun 26, 2024	PUDENZ SHANE	SALE	27.30	1.25K	34.04K	13.46K
Jun 13, 2024	GRANMAYEH LANCE KIAN	SALE	29.30	2.82K	82.68K	27.88K
Jun 11, 2024	FARGASON CHARLES	PURCHASE	28.05	2K	56.1K	20.01K
Jun 10, 2024	FARGASON CHARLES	PURCHASE	28.40	2K	56.8K	18.01K
May 09, 2024	PHILLIPS SHAWN R	SALE	26.11	10.59K	276.58K	102.76K
May 08, 2024	PHILLIPS SHAWN R	SALE	25.57	10.59K	270.86K	113.35K
Mar 20, 2024	ELLIOTT PAUL DONALD	SALE	25.87	6.5K	168.16K	38.18K
Mar 19, 2024	FARGASON CHARLES	PURCHASE	25.58	6K	153.48K	14.64K
Mar 13, 2024	GRANMAYEH LANCE KIAN	SALE	26.14	1.72K	44.91K	31.16K
Mar 08, 2024	FARGASON CHARLES	PURCHASE	26.10	5K	130.5K	8.64K
Feb 22, 2024	PAYNE MELVIN C	SALE	25.58	3.52K	90.14K	1.13M
Feb 22, 2024	OLANIYAN ADEOLA	SALE	25.58	463	11.84K	10.76K
Feb 22, 2024	METZGER STEVEN D	SALE	25.58	1.39K	35.51K	42.98K
Feb 22, 2024	PAPE ROBBIE	SALE	25.58	831	21.26K	18.34K
Feb 22, 2024	FRANCH ROB PAUL	SALE	25.58	831	21.26K	17.14K
Feb 22, 2024	SCHAPPAUGH PEGGY	SALE	25.58	714	18.26K	36.86K
Feb 22, 2024	ELLIOTT PAUL DONALD	SALE	25.58	855	21.87K	44.68K
Feb 22, 2024	QUEZADA CARLOS R.	SALE	25.58	1.67K	42.62K	57.06K
Feb 22, 2024	PHILLIPS SHAWN R	SALE	25.58	855	21.87K	123.9K
Feb 22, 2024	PUDENZ SHANE	SALE	25.58	653	16.7K	14.9K
Jun 14, 2023	PAYNE MELVIN C	SALE	27.42	14K	383.88K	1.15M
Jun 13, 2023	PAYNE MELVIN C	SALE	27.49	36K	989.64K	1.17M
May 23, 2023	ELLIOTT PAUL DONALD	SALE	27.78	3.89K	108.18K	33.89K
May 19, 2023	PUDENZ SHANE	SALE	28.04	216	6.06K	5.7K
May 10, 2023	PUDENZ SHANE	SALE	27.65	99	2.74K	5.92K
Dec 30, 2022	OLANIYAN ADEOLA	SALE	27.50	500	13.75K	6.5K
Dec 30, 2022	PATTESON DONALD DOUGLAS JR	PURCHASE	27.50	1K	27.5K	1K
Dec 29, 2022	PUDENZ SHANE	SALE	27.52	124	3.41K	0
Dec 20, 2022	METZGER STEVEN D	PURCHASE	26.98	1K	26.98K	9.92K
Dec 19, 2022	OLANIYAN ADEOLA	SALE	26.99	1.03K	27.75K	7K
Dec 15, 2022	QUEZADA CARLOS R.	PURCHASE	25.14	2K	50.28K	10.63K
Dec 14, 2022	BRINK CARL BENJAMIN	PURCHASE	25.85	4K	103.4K	32.11K
Aug 30, 2022	PATTESON DONALD DOUGLAS JR	PURCHASE	36.50	1K	36.5K	63.28K
Aug 08, 2022	METZGER STEVEN D	PURCHASE	37.65	1K	37.65K	8.8K
Aug 05, 2022	PHILLIPS SHAWN R	PURCHASE	34.31	1.15K	39.46K	106.02K
Aug 05, 2022	SCHAPPAUGH PEGGY	PURCHASE	36.68	700	25.68K	20.5K
Aug 04, 2022	QUEZADA CARLOS R.	PURCHASE	36.33	1.5K	54.5K	8.63K
May 20, 2022	QUEZADA CARLOS R.	PURCHASE	37.93	1.5K	56.9K	6.97K
Mar 25, 2022	OLANIYAN ADEOLA	SALE	54.66	595	32.52K	7.73K
Mar 07, 2022	PHILLIPS SHAWN R	SALE	51.16	1.2K	61.44K	101.83K
Feb 20, 2022	OLANIYAN ADEOLA	SALE	49.49	526	26.03K	6.49K
Dec 14, 2021	MANCEAUX CHRISTOPHER	SALE	55.91	358	20.02K	13.22K
Dec 03, 2021	BRINK CARL BENJAMIN	SALE	52.84	2K	105.68K	23.69K
Dec 01, 2021	PAYNE MELVIN C	SALE	52.63	273	14.37K	1.25M
Nov 30, 2021	PAYNE MELVIN C	SALE	51.33	26.5K	1.36M	1.25M
Sep 02, 2021	OLANIYAN ADEOLA	SALE	48.40	376	18.2K	6.6K
Sep 01, 2021	QUEZADA CARLOS R.	SALE	47.45	4.01K	190.27K	4.7K
Aug 13, 2021	LEIBMAN BRYAN	PURCHASE	39.25	3K	117.75K	34.07K
Aug 09, 2021	METZGER STEVEN D	PURCHASE	36.98	1K	36.98K	7.3K
Aug 06, 2021	ELLIOTT PAUL DONALD	SALE	37.05	5.12K	189.66K	25.35K
Jun 28, 2021	PHILLIPS SHAWN R	SALE	36.54	2.5K	91.35K	101.56K
Jun 23, 2021	PHILLIPS SHAWN R	SALE	36.48	1.63K	59.32K	99.63K
Jun 18, 2021	QUEZADA CARLOS R.	PURCHASE	36.97	1K	36.97K	4.7K
Jun 10, 2021	METZGER STEVEN D	PURCHASE	38.19	1K	38.19K	6.02K
Jun 03, 2021	QUEZADA CARLOS R.	PURCHASE	37.47	1K	37.47K	3.7K
May 19, 2021	QUEZADA CARLOS R.	PURCHASE	37.07	1K	37.07K	2.7K
Mar 23, 2021	MANCEAUX CHRISTOPHER	PURCHASE	35.86	842	30.19K	10.5K
Mar 18, 2021	PHILLIPS SHAWN R	PURCHASE	36.20	1K	36.2K	78.55K
Mar 15, 2021	SCHAPPAUGH PEGGY	PURCHASE	35.86	500	17.93K	18.59K
Mar 05, 2021	METZGER STEVEN D	PURCHASE	33.50	1K	33.5K	4.71K
Mar 04, 2021	FINGERHUT BARRY K	PURCHASE	33.78	3K	101.34K	21.1K
Feb 24, 2021	QUEZADA CARLOS R.	PURCHASE	33.71	750	25.28K	1.43K
Feb 20, 2021	OLANIYAN ADEOLA	SALE	34.46	478	16.47K	5.48K
Feb 14, 2021	SCHAPPAUGH PEGGY	SALE	36.58	148	5.41K	18.09K
Feb 14, 2021	PHILLIPS SHAWN R	SALE	36.58	701	25.64K	77.55K
Feb 14, 2021	ELLIOTT PAUL DONALD	SALE	36.58	579	21.18K	24.9K
Feb 14, 2021	OLANIYAN ADEOLA	SALE	36.58	421	15.4K	5.95K
Feb 14, 2021	MANCEAUX CHRISTOPHER	SALE	36.58	189	6.91K	9.65K
Feb 14, 2021	BLINDERMAN VIKI K	SALE	36.58	394	14.41K	14.23K
Feb 14, 2021	PAYNE MELVIN C	SALE	36.58	1.8K	65.99K	1.24M
Feb 14, 2021	BRINK CARL BENJAMIN	SALE	36.58	394	14.41K	19.28K
Dec 30, 2020	SCHENCK JAMES RAYMOND	PURCHASE	31.08	1K	31.08K	21.86K
Dec 16, 2020	ELLIOTT PAUL DONALD	SALE	29.12	1.22K	35.44K	25.47K
Dec 14, 2020	ELLIOTT PAUL DONALD	SALE	29.52	1.52K	44.72K	25.47K
Dec 11, 2020	PHILLIPS SHAWN R	PURCHASE	31.00	500	15.5K	78.21K
Dec 11, 2020	ELLIOTT PAUL DONALD	SALE	29.85	601	17.94K	25.47K
Dec 09, 2020	PAYNE MELVIN C	PURCHASE	30.02	29K	870.58K	1.27M
Sep 11, 2020	LOEFFEL MICHAEL	PURCHASE	20.89	2.5K	52.23K	22.81K
Jun 09, 2020	BRINK CARL BENJAMIN	PURCHASE	20.01	1K	20.01K	18.7K
Jun 01, 2020	LOEFFEL MICHAEL	PURCHASE	18.57	1.36K	25.16K	20.31K
May 29, 2020	LOEFFEL MICHAEL	PURCHASE	18.25	1.37K	25K	18.96K
May 29, 2020	BRINK CARL BENJAMIN	PURCHASE	18.33	150	2.75K	4.58K
Mar 30, 2020	LOEFFEL MICHAEL	PURCHASE	16.22	2.25K	36.5K	17.18K
Mar 27, 2020	SCHENCK JAMES RAYMOND	PURCHASE	15.11	3K	45.33K	14.99K
Mar 27, 2020	OLANIYAN ADEOLA	PURCHASE	13.75	316	4.35K	5.85K
Mar 27, 2020	LOEFFEL MICHAEL	PURCHASE	14.55	1.25K	18.19K	14.93K
Mar 27, 2020	PATTESON DONALD DOUGLAS JR	PURCHASE	15.62	900	14.06K	56.61K
Mar 23, 2020	PAYNE MELVIN C	SALE	14.97	25.63K	383.71K	1.23M
Mar 16, 2020	OLANIYAN ADEOLA	PURCHASE	14.00	68	952	5.53K
Mar 13, 2020	BLINDERMAN VIKI K	PURCHASE	16.87	1.5K	25.31K	13.99K
Mar 13, 2020	METZGER STEVEN D	PURCHASE	16.83	600	10.1K	2.73K
Mar 09, 2020	METZGER STEVEN D	PURCHASE	19.24	518	9.97K	2.13K
Mar 05, 2020	GOETZ WILLIAM	PURCHASE	20.50	5K	102.5K	15K
Mar 03, 2020	LOEFFEL MICHAEL	PURCHASE	20.23	1.35K	27.31K	12.33K
Mar 03, 2020	SCHENCK JAMES RAYMOND	PURCHASE	19.91	160	3.19K	11.99K
Feb 20, 2020	OLANIYAN ADEOLA	SALE	22.20	526	11.68K	5.46K
Feb 14, 2020	PAYNE MELVIN C	SALE	24.55	1.1K	26.93K	1.26M
Feb 14, 2020	ELLIOTT PAUL DONALD	SALE	24.55	436	10.7K	24.5K
Feb 14, 2020	PHILLIPS SHAWN R	SALE	24.55	436	10.7K	65.46K
Feb 14, 2020	BRINK CARL BENJAMIN	SALE	24.55	394	9.67K	15.85K
Feb 14, 2020	OLANIYAN ADEOLA	SALE	24.55	381	9.35K	5.99K
Feb 14, 2020	BLINDERMAN VIKI K	SALE	24.55	394	9.67K	12.49K
Feb 14, 2020	LOEFFEL MICHAEL	SALE	24.55	252	6.19K	10.98K
Feb 14, 2020	MANCEAUX CHRISTOPHER	SALE	24.55	189	4.64K	9.65K
Dec 11, 2019	GOETZ WILLIAM	PURCHASE	27.48	10K	274.8K	10K
Sep 16, 2019	SCHENCK JAMES RAYMOND	PURCHASE	22.58	1K	22.58K	10.99K
Sep 13, 2019	BRINK CARL BENJAMIN	SALE	22.78	935	21.3K	18.18K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES24.11K10

NET SHARES-24.11K10

SHARES HELD910.15K10

% NET SHARES-102.65%0%

Frequently Asked Questions