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 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.8KNew |
$276K - $339K
|
14.8K
$85K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
31New |
$579 - $710
|
31
$178
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6.08K- 11.0% |
$113K - $139K
|
49.2K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
89.7K+ 8.12% |
$1.67M - $2.05M
|
1.19M
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-80.2K- 4.3% |
$1.5M - $1.84M
|
1.79M
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-500- 2.84% |
$9.34K - $11.5K
|
17.1K
$98.3K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 4.7% |
$19.2K - $23.6K
|
22.9K
$132K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.1KNew |
$339K - $415K
|
18.1K
$104K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-944- 7.93% |
$17.6K - $21.6K
|
11K
$63K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.33K+ 11.36% |
$156K - $191K
|
81.7K
$470K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-946- 7.18% |
$17.7K - $21.7K
|
12.2K
$70.4K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.79K+ 48.89% |
$146K - $178K
|
23.7K
$136K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
23.2KNew |
$432K - $530K
|
23.2K
$133K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
441+ 3.76% |
$8.23K - $10.1K
|
12.2K
$70K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
80+ 0.29% |
$1.49K - $1.83K
|
28K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 8.57% |
$39.2K - $48.1K
|
26.6K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.65K- 4.05% |
$49.5K - $60.8K
|
62.9K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.71K+ 2.83% |
$50.7K - $62.2K
|
98.5K
$566K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
89+ 4.01% |
$1.66K - $2.04K
|
2.31K
$13.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.59KNew |
$29.7K - $36.5K
|
1.59K
$9.16K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-668- 1.44% |
$12.5K - $15.3K
|
45.6K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14KNew |
$21.4K - $26.2K
|
1.14K
$6.58K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$37.3K - $45.8K
|
2K
$11.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$373 - $458
|
20
$115
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-455- 99.78% |
$8.49K - $10.4K
|
1
$5.75
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
48K+ 59.11% |
$896K - $1.1M
|
129K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.91K+ 1.04% |
$73K - $89.6K
|
378K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.85% |
$18.7K - $22.9K
|
16.1K
$92.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-648- 2.56% |
$12.1K - $14.8K
|
24.6K
$142K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
957+ 359.77% |
$17.9K - $21.9K
|
1.22K
$7.03K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
134New |
$2.76K - $3.25K
|
134
$771
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
425New |
$8.74K - $10.3K
|
425
$2.44K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
65+ 0.52% |
$1.34K - $1.58K
|
12.6K
$72.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.5K- 11.7% |
$915K - $1.08M
|
336K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
440New |
$9.05K - $10.7K
|
440
$2.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-912- 9.28% |
$18.8K - $22.1K
|
8.91K
$51.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-289- 1.3% |
$5.94K - $7.01K
|
22K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$336K - $397K
|
16.3K
$94K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 15.31% |
$61.7K - $72.8K
|
16.6K
$95.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.76K- 13.98% |
$36.2K - $42.7K
|
10.8K
$62.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
203+ 12.42% |
$4.17K - $4.93K
|
1.84K
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-300- 9.09% |
$6.17K - $7.28K
|
3K
$17.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 38.78% |
$72.7K - $85.8K
|
12.7K
$72.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.37KNew |
$28.2K - $33.3K
|
1.37K
$7.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$61.7 - $72.8
|
3
$17.3
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10KNew |
$206K - $243K
|
10K
$57.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.76K+ 24.0% |
$56.7K - $66.9K
|
14.2K
$81.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$26.7K - $31.5K
|
1.3K
$7.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 12.35% |
$2.06K - $2.43K
|
910
$5.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 1.19% |
$206 - $243
|
852
$4.9K
|
|