Institutional Ownership Coda Octopus Group, Inc. (CODA)
This table provides information about the institutional ownership of Coda Octopus Group, Inc. (CODA). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
436,942
shares
|
$3.7 Million
4.82% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
322,964
shares
|
$2.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
297,827
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
284,201
shares
|
$2.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
74,150
shares
|
$627,309
0.27% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
67,001
shares
|
$566,828
0.0% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
66,311
shares
|
$560,991
0.0% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
59,999
shares
|
$507,591
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
58,000
shares
|
$490,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
55,258
shares
|
$467,482
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
54,045
shares
|
$457,220
0.0% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
43,314
shares
|
$366,436
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
36,878
shares
|
$311,987
0.0% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
31,903
shares
|
$269,899
0.0% of portfolio
|
Q4 2024
Added 145.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,969
shares
|
$211,237
0.0% of portfolio
|
Q1 2025
Reduced 50.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,979
shares
|
$202,862
0.0% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
14,603
shares
|
$123,541
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
14,603
shares
|
$123,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
13,114
shares
|
$110,944
0.0% of portfolio
|
Q1 2025
Reduced 44.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,914
shares
|
$100,792
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
10,000
shares
|
$84,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
5,909
shares
|
$49,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,088
shares
|
$43,044
0.0% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,374
shares
|
$11,624
0.0% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,028
shares
|
$8,696
0.0% of portfolio
|
Q1 2025
New holding
|