Creative Planning Compass Diversified Holdings Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Compass Diversified Holdings stock. As of the latest transaction made, Creative Planning holds 17,944 shares of CODI stock, worth $103,178. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,944
Previous 15,722
14.13%
Holding current value
$103,178
Previous $98,000
20.41%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding CODI
# of Institutions
246Shares Held
47.7MCall Options Held
270KPut Options Held
470K-
American Century Companies Inc Kansas City, MO4.96MShares$28.5 Million0.02% of portfolio
-
Allspring Global Investments Holdings, LLC4.3MShares$24.7 Million0.05% of portfolio
-
Black Rock Inc. New York, NY3.83MShares$22 Million0.0% of portfolio
-
Mangrove Partners New York, NY3.68MShares$21.2 Million3.13% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.67MShares$21.1 Million0.02% of portfolio
About Compass Diversified Holdings
- Ticker CODI
- Exchange NYSE
- Sector Industrials
- Industry Conglomerates
- Shares Outstandng 71,725,504
- Market Cap $412M
- Description
- Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...