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
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-500
Closed
$12.1K - $15.7K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
28K
New
$675K - $880K
28K $642K
Nov 05, 2021 Q3 2021
1 St Source Bank

SELL
 -
-8.8K
Closed
$212K - $277K
0 $0
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

SELL
 -
-12.6K
Closed
$303K - $396K
0 $0
Oct 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-255
Closed
$6.15K - $8.02K
0 $0
Q2 2021
Aug 17, 2021 Q2 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
949
New
$22.2K - $25.2K
949 $21.8K
Aug 17, 2021 Q2 2021
Retirement Group, LLC

SELL
 -
-700
Closed
$16.4K - $18.6K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-500
Closed
$11.7K - $13.3K
0 $0
Aug 16, 2021 Q2 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-13.9K
Closed
$326K - $370K
0 $0
Aug 16, 2021 Q2 2021
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-51.8K
Closed
$1.21M - $1.38M
0 $0
Aug 12, 2021 Q2 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-10.9K
Closed
$255K - $290K
0 $0
Aug 11, 2021 Q2 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-700
Closed
$16.4K - $18.6K
0 $0
Aug 09, 2021 Q2 2021
Telemus Capital, LLC

SELL
 -
-97K
Closed
$2.27M - $2.58M
0 $0
Aug 09, 2021 Q2 2021
Heritage Wealth Advisors

SELL
 -
-189
- 49.87%
$4.43K - $5.03K
190 $4.36K
Aug 05, 2021 Q2 2021
Atlas Private Wealth Management

SELL
 -
-48
Closed
$1.12K - $1.28K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-5.4K
Closed
$126K - $144K
0 $0
Jul 16, 2021 Q2 2021
Carnegie Capital Asset Management, LLC

SELL
 -
-23.4K
Closed
$548K - $623K
0 $0
Q1 2021
May 19, 2021 Q1 2021
Teachers Retirement System Of The State Of Kentucky

Frankfort, KY
SELL
 -
-2.89K
- 5.41%
$56.1K - $70.9K
50.5K $1.16M
May 17, 2021 Q1 2021
Wellington Management Group LLP

Boston, MA
SELL
 -
-2.89K
- 5.41%
$56.1K - $70.9K
50.5K $1.16M
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-8K
Closed
$156K - $196K
0 $0
May 13, 2021 Q1 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-10K
Closed
$194K - $246K
0 $0
May 13, 2021 Q1 2021
Mcmillion Capital Management Inc

SELL
 -
-225
Closed
$4.37K - $5.53K
0 $0
May 13, 2021 Q1 2021
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-114K
Closed
$2.21M - $2.79M
0 $0
May 13, 2021 Q1 2021
Shore Haven Wealth Partners, LLC

SELL
 -
-2.23K
Closed
$43.4K - $54.8K
0 $0
May 13, 2021 Q1 2021
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-480
Closed
$9.33K - $11.8K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-1.79K
Closed
$34.8K - $44K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-150
Closed
$2.92K - $3.68K
0 $0
Apr 27, 2021 Q1 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-600
Closed
$11.7K - $14.7K
0 $0
Apr 21, 2021 Q1 2021
Gradient Investments LLC

SELL
 -
-409
Closed
$7.95K - $10K
0 $0
Apr 21, 2021 Q1 2021
Horizon Financial Services, LLC

SELL
 -
-2.14K
Closed
$41.5K - $52.4K
0 $0
Apr 16, 2021 Q1 2021
Harbor Investment Advisory, LLC

BUY
 -
1.25K
New
$24.3K - $30.7K
1.25K $28.7K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

SELL
 -
-40
Closed
$778 - $982
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Hap Trading, LLC

New York, NY
SELL
 CALL
-14K
Closed
$240K - $299K
0 $0
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1.14K
Closed
$19.6K - $24.4K
0 $0
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-20K
Closed
$343K - $427K
0 $0
Feb 12, 2021 Q4 2020
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-1.32K
- 8.66%
$22.6K - $28.2K
13.9K $319K
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-11.4K
Closed
$196K - $244K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-1.63K
Closed
$28K - $34.9K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-12.1K
Closed
$207K - $257K
0 $0
Jan 29, 2021 Q4 2020
Whittier Trust CO

BUY
 -
3.48K
New
$59.8K - $74.4K
3.48K $80K
Jan 27, 2021 Q4 2020
Wolff Wiese Magana LLC

BUY
 -
280
New
$4.81K - $5.98K
280 $6.43K
Jan 20, 2021 Q4 2020
Park Avenue Securities LLC

SELL
 -
-11.1K
Closed
$191K - $238K
0 $0
Q3 2020
Feb 13, 2024 Q3 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-1K
Closed
$15.9K - $19.1K
0 $0
Nov 09, 2023 Q3 2020
Brewin Dolphin LTD

London, X0
BUY
 -
852
+ 13.89%
$13.6K - $16.2K
6.98K $160K
Nov 16, 2020 Q3 2020
Wealthsource Partners, LLC

SELL
 -
-20K
Closed
$318K - $381K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-2.04K
Closed
$32.5K - $38.9K
0 $0
Nov 12, 2020 Q3 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-795
Closed
$12.7K - $15.2K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-2.59K
Closed
$41.3K - $49.3K
0 $0
Oct 28, 2020 Q3 2020
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-11K
Closed
$175K - $210K
0 $0

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