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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.09KNew |
$95K - $117K
|
5.09K
$35.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-595- 5.06% |
$11.1K - $13.6K
|
11.2K
$78.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
434New |
$8.1K - $9.94K
|
434
$3.05K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10.1K+ 38.51% |
$189K - $231K
|
36.4K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-651- 1.59% |
$12.2K - $14.9K
|
40.4K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
38.3KNew |
$714K - $876K
|
38.3K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
90New |
$1.68K - $2.06K
|
90
$632
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
49.3K+ 3.16% |
$920K - $1.13M
|
1.61M
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.8KNew |
$276K - $339K
|
14.8K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
31New |
$579 - $710
|
31
$218
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
89.7K+ 8.12% |
$1.67M - $2.05M
|
1.19M
$8.38M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6.08K- 11.0% |
$113K - $139K
|
49.2K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.8K+ 12.68% |
$780K - $956K
|
371K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.9K- 1.42% |
$35.5K - $43.5K
|
132K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.7K- 15.97% |
$610K - $748K
|
172K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
15KNew |
$281K - $344K
|
15K
$105K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-80.2K- 4.3% |
$1.5M - $1.84M
|
1.79M
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-500- 2.84% |
$9.34K - $11.5K
|
17.1K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$467 - $573
|
25
$176
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-944- 7.93% |
$17.6K - $21.6K
|
11K
$76.9K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 4.7% |
$19.2K - $23.6K
|
22.9K
$161K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.1KNew |
$339K - $415K
|
18.1K
$127K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.33K+ 11.36% |
$156K - $191K
|
81.7K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-946- 7.18% |
$17.7K - $21.7K
|
12.2K
$85.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-128- 78.53% |
$2.39K - $2.93K
|
35
$246
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
441+ 3.76% |
$8.23K - $10.1K
|
12.2K
$85.4K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.79K+ 48.89% |
$146K - $178K
|
23.7K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
23.2KNew |
$432K - $530K
|
23.2K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33K- 69.51% |
$616K - $755K
|
14.5K
$102K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
80+ 0.29% |
$1.49K - $1.83K
|
28K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-489- 26.16% |
$9.13K - $11.2K
|
1.38K
$9.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 8.57% |
$39.2K - $48.1K
|
26.6K
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.65K- 4.05% |
$49.5K - $60.8K
|
62.9K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 3.15% |
$7.47K - $9.16K
|
12.3K
$86.3K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.71K+ 2.83% |
$50.7K - $62.2K
|
98.5K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.59KNew |
$29.7K - $36.5K
|
1.59K
$11.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
89+ 4.01% |
$1.66K - $2.04K
|
2.31K
$16.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-668- 1.44% |
$12.5K - $15.3K
|
45.6K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14KNew |
$21.4K - $26.2K
|
1.14K
$8.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$37.3K - $45.8K
|
2K
$14K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$373 - $458
|
20
$140
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-455- 99.78% |
$8.49K - $10.4K
|
1
$7.02
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
48K+ 59.11% |
$896K - $1.1M
|
129K
$907K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.91K+ 1.04% |
$73K - $89.6K
|
378K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.85% |
$18.7K - $22.9K
|
16.1K
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-648- 2.56% |
$12.1K - $14.8K
|
24.6K
$173K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
957+ 359.77% |
$17.9K - $21.9K
|
1.22K
$8.59K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41- 0.37% |
$843 - $995
|
11K
$77.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
134New |
$2.76K - $3.25K
|
134
$941
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
425New |
$8.74K - $10.3K
|
425
$2.98K
|
|