Latest Institutional Transactions on Compass Diversified Holdings (CODI)

CODI Quotes by TradingView

This table provides information on the latest institutional transactions involving Compass Diversified Holdings (CODI) 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
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-100
Closed
$1.59K - $1.91K
0 $0
Oct 20, 2020 Q3 2020
Bartlett & Co. LLC

SELL
 -
-1K
Closed
$15.9K - $19.1K
0 $0
Oct 16, 2020 Q3 2020
Mission Wealth Management, LP

BUY
 -
20K
New
$319K - $381K
20K $459K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
40
+ 0.9%
$509 - $832
4.51K $103K
Aug 18, 2020 Q2 2020
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-12K
Closed
$153K - $250K
0 $0
Aug 17, 2020 Q2 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-152
Closed
$1.93K - $3.16K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-2.61K
Closed
$33.2K - $54.3K
0 $0
Aug 14, 2020 Q2 2020
Fora Capital, LLC

Miami, FL
SELL
 -
-3.01K
Closed
$38.3K - $62.5K
0 $0
Aug 14, 2020 Q2 2020
Sg3 Management, LLC

Dorado, PR
SELL
 PUT
-15K
Closed
$191K - $312K
0 $0
Aug 14, 2020 Q2 2020
Js Capital Management LLC

New York, NY
SELL
 -
-12.2K
Closed
$155K - $254K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-4.99K
Closed
$63.5K - $104K
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
500
New
$6.37K - $10.4K
500 $11.5K
Aug 11, 2020 Q2 2020
Yorktown Management & Research CO Inc

SELL
 -
-10K
Closed
$127K - $208K
0 $0
Aug 06, 2020 Q2 2020
Royal Fund Management, LLC

SELL
 -
-200
Closed
$2.55K - $4.16K
0 $0
Jul 30, 2020 Q2 2020
Signaturefd, LLC

Atlanta, GA
SELL
 -
-330
Closed
$4.2K - $6.86K
0 $0
Jul 28, 2020 Q2 2020
Hc Financial Advisors Inc

SELL
 -
-500
Closed
$6.37K - $10.4K
0 $0
Jul 22, 2020 Q2 2020
Human Investing LLC

SELL
 -
-1.52K
Closed
$19.3K - $31.6K
0 $0
Jul 21, 2020 Q2 2020
Planning Directions Inc

SELL
 -
-10.8K
Closed
$137K - $224K
0 $0
Jul 15, 2020 Q2 2020
Selective Wealth Management, Inc.

SELL
 -
-300
Closed
$3.82K - $6.24K
0 $0
Q1 2020
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-15.7K
Closed
$175K - $400K
0 $0
May 15, 2020 Q1 2020
Psi Advisors, LLC

SELL
 -
-250
Closed
$2.79K - $6.36K
0 $0
May 15, 2020 Q1 2020
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 CALL
-15.5K
Closed
$173K - $394K
0 $0
May 15, 2020 Q1 2020
Intrinsic Edge Capital Management LLC

Chicago, IL
SELL
 -
-70.2K
Closed
$783K - $1.78M
0 $0
May 15, 2020 Q1 2020
Orion Portfolio Solutions, LLC

BUY
 -
100
New
$1.12K - $2.54K
100 $2.3K
May 15, 2020 Q1 2020
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-2K
Closed
$22.3K - $50.8K
0 $0
May 15, 2020 Q1 2020
Caption Management, LLC

Oklahoma City, OK
SELL
 CALL
-45K
Closed
$502K - $1.14M
0 $0
May 15, 2020 Q1 2020
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-2.45K
Closed
$27.3K - $62.2K
0 $0
May 08, 2020 Q1 2020
Hap Trading, LLC

New York, NY
SELL
 -
-24.9K
Closed
$278K - $633K
0 $0
May 07, 2020 Q1 2020
Trustcore Financial Services, LLC

SELL
 -
-300
Closed
$3.35K - $7.63K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-2.62K
Closed
$29.2K - $66.5K
0 $0
Apr 28, 2020 Q1 2020
Asio Capital, LLC

SELL
 -
-1K
Closed
$11.2K - $25.4K
0 $0
Apr 24, 2020 Q1 2020
Cordasco Financial Network

BUY
 -
500
+ 100.0%
$5.58K - $12.7K
1K $23K
Q4 2019
Feb 14, 2020 Q4 2019
Ashford Capital Management Inc

Wilmington, DE
SELL
 -
-20K
Closed
$382K - $524K
0 $0
Feb 14, 2020 Q4 2019
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-13.8K
Closed
$264K - $362K
0 $0
Feb 14, 2020 Q4 2019
Uniplan Investment Counsel, Inc.

Union Grove, WI
SELL
 -
-87K
Closed
$1.66M - $2.28M
0 $0
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
750
New
$14.3K - $19.7K
750 $17.2K
Feb 13, 2020 Q4 2019
First Manhattan CO

New York, NY
SELL
 -
-1K
Closed
$19.1K - $26.2K
0 $0
Feb 13, 2020 Q4 2019
Weil Company, Inc.

SELL
 -
-435
Closed
$8.31K - $11.4K
0 $0
Feb 12, 2020 Q4 2019
Next Capital Management LLC

SELL
 -
-3.86K
Closed
$73.7K - $101K
0 $0
Feb 07, 2020 Q4 2019
Alps Advisors Inc

Denver, CO
SELL
 -
-113K
Closed
$2.16M - $2.97M
0 $0
Jan 22, 2020 Q4 2019
Patriot Financial Group Insurance Agency, LLC

BUY
 -
400
New
$7.64K - $10.5K
400 $9.18K
Jan 07, 2020 Q4 2019
Ellis Investment Partners, LLC

SELL
 -
-550
Closed
$10.5K - $14.4K
0 $0
Q3 2019
Nov 15, 2019 Q3 2019
Phocas Financial Corp.

Alameda, CA
SELL
 -
-1.39K
Closed
$25.5K - $27.8K
0 $0
Nov 12, 2019 Q3 2019
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-300
Closed
$5.5K - $6K
0 $0
Nov 12, 2019 Q3 2019
Mckinley Capital Management LLC

SELL
 -
-65.7K
Closed
$1.2M - $1.31M
0 $0
Nov 07, 2019 Q3 2019
Hanlon Investment Management, Inc.

SELL
 -
-13.7K
Closed
$252K - $275K
0 $0
Oct 30, 2019 Q3 2019
Baystate Wealth Management LLC

SELL
 -
-534
Closed
$9.79K - $10.7K
0 $0
Oct 30, 2019 Q3 2019
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-2.4K
Closed
$44K - $48K
0 $0
Oct 23, 2019 Q3 2019
Archford Capital Strategies, LLC

SELL
 -
-800
Closed
$14.7K - $16K
0 $0

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