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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 32.39% |
$114K - $159K
|
79.4K
$628K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.13K+ 2798.68% |
$12.4K - $17.4K
|
2.2K
$17.4K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28+ 2.72% |
$164 - $229
|
1.06K
$8.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5KNew |
$73K - $102K
|
12.5K
$98.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7+ 14.29% |
$40.9 - $57.3
|
56
$443
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.05KNew |
$6.17K - $8.62K
|
1.05K
$8.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.24K+ 35.56% |
$24.8K - $34.7K
|
16.2K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-457K- 87.78% |
$2.67M - $3.74M
|
63.7K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2+ 0.04% |
$11.7 - $16.4
|
5.09K
$40.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49+ 9.25% |
$287 - $401
|
579
$4.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
290New |
$1.7K - $2.37K
|
290
$2.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$148K - $207K
|
25.3K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8K+ 119.29% |
$174K - $244K
|
54.8K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.7KNew |
$74.6K - $104K
|
12.7K
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
234+ 0.63% |
$1.37K - $1.91K
|
37.1K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
15.6KNew |
$91.1K - $127K
|
15.6K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-169- 1.16% |
$989 - $1.38K
|
14.4K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-211K- 65.3% |
$1.23M - $1.73M
|
112K
$886K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
15.8K+ 5.57% |
$92.6K - $130K
|
300K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.02K+ 1.54% |
$5.98K - $8.37K
|
67.3K
$533K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
183+ 610.0% |
$1.07K - $1.5K
|
213
$1.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10KNew |
$58.5K - $81.8K
|
10K
$79.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4+ 200.0% |
$23.4 - $32.7
|
6
$47.5
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$5.85 - $8.18
|
1
$7.91
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-831- 1.48% |
$5.04K - $7.33K
|
55.3K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.6K- 44.79% |
$64.6K - $93.8K
|
13.1K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-697- 2.82% |
$4.23K - $6.15K
|
24K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$72.8 - $106
|
12
$94.9
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58KNew |
$352K - $512K
|
58K
$459K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
186New |
$1.13K - $1.64K
|
186
$1.47K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14- 77.78% |
$85 - $123
|
4
$31.6
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.6KNew |
$88.6K - $129K
|
14.6K
$116K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
18.9K+ 145.35% |
$139K - $187K
|
31.9K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.18K+ 3.77% |
$16K - $21.6K
|
60K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.91K- 12.0% |
$43.4K - $58.4K
|
43.3K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.91KNew |
$43.4K - $58.4K
|
5.91K
$46.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.97K- 0.66% |
$14.5K - $19.5K
|
298K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-478- 25.81% |
$3.51K - $4.73K
|
1.37K
$10.9K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$5.96 - $7.67
|
1
$7.91
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-77K- 14.98% |
$459K - $590K
|
437K
$3.46M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-452- 0.83% |
$2.68K - $3.2K
|
54K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$65.2K - $77.9K
|
11K
$87K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$107 - $127
|
18
$142
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 2.17% |
$5.28 - $6.77
|
47
$372
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
200+ 4.88% |
$1.06K - $1.35K
|
4.3K
$34K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
10KNew |
$56.6K - $70.2K
|
10K
$79.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
9.66KNew |
$54.7K - $67.8K
|
9.66K
$76.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
26.9KNew |
$158K - $249K
|
26.9K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.91K- 12.16% |
$11.1K - $17.6K
|
13.8K
$109K
|
|