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
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-29.7K
Closed
$832K - $975K
0 $0
Feb 11, 2022 Q4 2021
Group One Trading, L.P.

Chicago, IL
SELL
 -
-12.8K
Closed
$360K - $421K
0 $0
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
24.5K
New
$685K - $803K
24.5K $460K
Feb 10, 2022 Q4 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-10K
- 4.99%
$280K - $328K
191K $3.58M
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-4.98K
Closed
$140K - $164K
0 $0
Feb 08, 2022 Q4 2021
Norwood Financial Corp

BUY
 -
800
New
$22.4K - $26.3K
800 $15K
Feb 04, 2022 Q4 2021
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-3K
Closed
$84.1K - $98.5K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-700
Closed
$19.6K - $23K
0 $0
Jan 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
2K
New
$56K - $65.7K
2K $37.6K
Jan 24, 2022 Q4 2021
Atwood & Palmer Inc

SELL
 -
-1.04K
- 51.0%
$29.2K - $34.2K
1K $18.8K
Jan 18, 2022 Q4 2021
Hoese & CO LLP

SELL
 -
-100
Closed
$2.8K - $3.28K
0 $0
Jan 18, 2022 Q4 2021
Cutler Group LP

SELL
 PUT
-700
Closed
$19.6K - $23K
0 $0
Jan 18, 2022 Q4 2021
Caprock Group, Inc.

BUY
 -
10K
New
$280K - $328K
10K $188K
Q3 2021
Nov 18, 2021 Q3 2021
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
235
New
$5.67K - $7.39K
235 $4.42K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-34.3K
Closed
$826K - $1.08M
0 $0
Nov 15, 2021 Q3 2021
Bowen Hanes & CO Inc

Atlanta, GA
SELL
 -
-425K
Closed
$10.3M - $13.4M
0 $0
Nov 15, 2021 Q3 2021
Bramshill Investments, LLC

Naples, FL
SELL
 -
-49.3K
Closed
$1.19M - $1.55M
0 $0
Nov 12, 2021 Q3 2021
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-2.4K
Closed
$57.9K - $75.5K
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-15.2K
Closed
$366K - $477K
0 $0
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-10.7K
Closed
$258K - $336K
0 $0
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-16.6K
Closed
$401K - $523K
0 $0
Nov 08, 2021 Q3 2021
Grimes & Company, Inc.

SELL
 -
-8.3K
Closed
$200K - $261K
0 $0
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-11.2K
Closed
$269K - $351K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
28K
New
$675K - $880K
28K $526K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-500
Closed
$12.1K - $15.7K
0 $0
Nov 05, 2021 Q3 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-700
Closed
$16.9K - $22K
0 $0
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 $17.9K
Aug 17, 2021 Q2 2021
Retirement Group, LLC

SELL
 -
-700
Closed
$16.4K - $18.6K
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
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-500
Closed
$11.7K - $13.3K
0 $0
Aug 16, 2021 Q2 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-13.1K
Closed
$307K - $349K
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
Heritage Wealth Advisors

SELL
 -
-189
- 49.87%
$4.43K - $5.03K
190 $3.57K
Aug 09, 2021 Q2 2021
Telemus Capital, LLC

SELL
 -
-97K
Closed
$2.27M - $2.58M
0 $0
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 $949K
May 17, 2021 Q1 2021
Wellington Management Group LLP

Boston, MA
SELL
 -
-2.89K
- 5.41%
$56.1K - $70.9K
50.5K $949K
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
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-480
Closed
$9.33K - $11.8K
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

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