Latest Institutional Transactions on Coda Octopus Group, Inc. (CODA)
This table provides information on the latest institutional transactions involving Coda Octopus Group, Inc. (CODA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.6KNew |
$87K - $112K
|
14.6K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.13K- 63.85% |
$6.75K - $8.68K
|
641
$5.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.49K+ 20.19% |
$26.8K - $34.4K
|
26.7K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
262+ 0.42% |
$1.56K - $2.01K
|
62.7K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89+ 178.0% |
$530 - $683
|
139
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.61K- 99.98% |
$33.5K - $43.1K
|
1
$8.32
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10KNew |
$59.7K - $76.8K
|
10K
$83.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 71.41% |
$62.6K - $80.5K
|
25.2K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-554- 2.14% |
$3.3K - $4.25K
|
25.4K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-63- 0.11% |
$375 - $483
|
57.4K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-50.8K- 10.29% |
$303K - $390K
|
443K
$3.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4+ 0.01% |
$23.8 - $30.7
|
57.8K
$481K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.53K- 57.71% |
$15.1K - $19.4K
|
1.85K
$15.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
62.9K+ 25.73% |
$375K - $482K
|
307K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$5.96 - $7.67
|
1
$8.32
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2K+ 18.02% |
$11.9K - $15.3K
|
13.1K
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-77K- 14.98% |
$459K - $590K
|
437K
$3.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-452- 0.83% |
$2.68K - $3.2K
|
54K
$450K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$65.2K - $77.9K
|
11K
$91.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-66- 0.08% |
$391 - $467
|
81.9K
$681K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$107 - $127
|
18
$150
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 31.13% |
$28.2K - $36.1K
|
11.8K
$98.2K
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.58K- 7.09% |
$24.2K - $31K
|
60K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.68K- 3.31% |
$8.89K - $11.4K
|
49.2K
$410K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34- 65.38% |
$180 - $230
|
18
$150
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 2.17% |
$5.28 - $6.77
|
47
$391
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.09K- 0.69% |
$11K - $14.1K
|
300K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
200+ 4.88% |
$1.06K - $1.35K
|
4.3K
$35.8K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
10KNew |
$56.6K - $70.2K
|
10K
$83.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
9.66KNew |
$54.7K - $67.8K
|
9.66K
$80.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
26.9KNew |
$158K - $249K
|
26.9K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.91K- 12.16% |
$11.1K - $17.6K
|
13.8K
$114K
|
|
|
Oct 27, 2023
Q3 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
52.9KNew |
$310K - $490K
|
52.9K
$440K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$7.45 - $10.6
|
1
$8.32
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-264- 77.65% |
$1.97K - $2.8K
|
76
$632
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
123KNew |
$918K - $1.31M
|
123K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$15.6K - $22.2K
|
2.1K
$17.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.5K+ 58.13% |
$72.6K - $94.7K
|
31.4K
$261K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4KNew |
$21.8K - $28.6K
|
4K
$33.3K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28+ 0.17% |
$135 - $153
|
16.5K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-900- 8.26% |
$4.35K - $4.93K
|
10K
$83.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
600+ 4.84% |
$2.86K - $3.8K
|
13K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2New |
$9.54 - $12.7
|
2
$16.6
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-358Closed |
$1.71K - $2.27K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.3K- 27.07% |
$82.8K - $117K
|
38.4K
$320K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10KClosed |
$58K - $81.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-16.3KClosed |
$94.7K - $134K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1New |
$5.8 - $8.19
|
1
$8.32
|
|