Latest Institutional Transactions on Compass Diversified Holdings (CODI)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-668- 1.44% |
$12.5K - $15.3K
|
45.6K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
452K+ 10.41% |
$8.43M - $10.3M
|
4.79M
$31.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$37.3K - $45.8K
|
2K
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25+ 0.18% |
$467 - $573
|
13.8K
$90K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14KNew |
$21.4K - $26.2K
|
1.14K
$7.45K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 0.16% |
$336 - $412
|
11K
$71.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 14.39% |
$85.3K - $105K
|
27.2K
$177K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.3K- 4.97% |
$211K - $259K
|
216K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34.4K- 9.7% |
$643K - $788K
|
320K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$373 - $458
|
20
$130
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-378- 2.26% |
$7.06K - $8.66K
|
16.3K
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1- -0.0% |
$18.7 - $22.9
|
22.3K
$145K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.66K- 24.6% |
$86.9K - $107K
|
14.3K
$92.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-455- 99.78% |
$8.49K - $10.4K
|
1
$6.51
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.55K- 94.64% |
$66.3K - $81.3K
|
201
$1.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
577+ 26.0% |
$10.8K - $13.2K
|
2.8K
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.22% |
$131 - $160
|
580
$3.78K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
331New |
$6.18K - $7.58K
|
331
$2.15K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
49+ 0.33% |
$915 - $1.12K
|
14.7K
$95.5K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
48K+ 59.11% |
$896K - $1.1M
|
129K
$841K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-648- 2.56% |
$12.1K - $14.8K
|
24.6K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.85% |
$18.7K - $22.9K
|
16.1K
$105K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.12K+ 35.13% |
$20.9K - $25.7K
|
4.32K
$28.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.91K+ 1.04% |
$73K - $89.6K
|
378K
$2.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 167500.0% |
$31.3K - $38.4K
|
1.68K
$10.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 92.86% |
$1.21K - $1.49K
|
135
$879
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
957+ 359.77% |
$17.9K - $21.9K
|
1.22K
$7.96K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.84K+ 1.89% |
$37.8K - $44.7K
|
99.3K
$646K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
134New |
$2.76K - $3.25K
|
134
$872
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1K- 33.33% |
$20.6K - $24.3K
|
2K
$13K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
425New |
$8.74K - $10.3K
|
425
$2.77K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
65+ 0.52% |
$1.34K - $1.58K
|
12.6K
$82.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-912- 9.28% |
$18.8K - $22.1K
|
8.91K
$58K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.7KNew |
$179K - $211K
|
8.7K
$56.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
440New |
$9.05K - $10.7K
|
440
$2.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.5K- 11.7% |
$915K - $1.08M
|
336K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
203+ 12.42% |
$4.17K - $4.93K
|
1.84K
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 15.31% |
$61.7K - $72.8K
|
16.6K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.76K- 13.98% |
$36.2K - $42.7K
|
10.8K
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-289- 1.3% |
$5.94K - $7.01K
|
22K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$336K - $397K
|
16.3K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 38.78% |
$72.7K - $85.8K
|
12.7K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.37K- 11.13% |
$172K - $203K
|
66.8K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-300- 9.09% |
$6.17K - $7.28K
|
3K
$19.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 6.87% |
$637 - $752
|
482
$3.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.37KNew |
$28.2K - $33.3K
|
1.37K
$8.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.1KNew |
$269K - $318K
|
13.1K
$85.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
14.7KNew |
$301K - $356K
|
14.7K
$95.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.87KNew |
$203K - $240K
|
9.87K
$64.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10KNew |
$206K - $243K
|
10K
$65.1K
|
|