Latest Institutional Purchases of Compass Diversified Holdings (CODI)
This list provides information on the latest institutional transactions involving Compass Diversified Holdings (CODI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
121+ 0.19% |
$2.49K - $2.94K
|
65.5K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 0.7% |
$2.28K - $2.69K
|
15.9K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
110+ 1.01% |
$2.26K - $2.67K
|
11K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
105New |
$2.16K - $2.55K
|
105
$1.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 12.35% |
$2.06K - $2.43K
|
910
$17.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
65+ 0.52% |
$1.34K - $1.58K
|
12.6K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65New |
$1.34K - $1.58K
|
65
$1.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
55New |
$1.13K - $1.33K
|
55
$1.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53+ 0.26% |
$1.09K - $1.29K
|
20.7K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
53+ 0.39% |
$1.09K - $1.29K
|
13.8K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 6.87% |
$637 - $752
|
482
$9.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19New |
$391 - $461
|
19
$357
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19+ 0.17% |
$391 - $461
|
11K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 1.19% |
$206 - $243
|
852
$16K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.91% |
$144 - $170
|
374
$7.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.24% |
$144 - $170
|
573
$10.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 0.14% |
$103 - $121
|
3.6K
$67.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$61.7 - $72.8
|
3
$56.4
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.44% |
$41.1 - $48.5
|
456
$8.58K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.8KNew |
$967K - $1.15M
|
47.8K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.3KNew |
$532K - $633K
|
26.3K
$495K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
17.2K+ 4900.0% |
$347K - $413K
|
17.5K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
16.5KNew |
$335K - $398K
|
16.5K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
15.3KNew |
$310K - $368K
|
15.3K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
13.2KNew |
$268K - $318K
|
13.2K
$249K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.77K+ 1.69% |
$198K - $235K
|
587K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.89K+ 5.92% |
$99K - $118K
|
87.5K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2K+ 190.29% |
$40.5K - $48.1K
|
3.05K
$57.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.9KNew |
$38.4K - $45.6K
|
1.9K
$35.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.78K+ 21.22% |
$36K - $42.9K
|
10.2K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 1.82% |
$34.6K - $41.1K
|
95.5K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 273.57% |
$32.9K - $39.1K
|
2.22K
$41.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$9.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
471+ 7.5% |
$9.53K - $11.3K
|
6.75K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100New |
$2.02K - $2.41K
|
100
$1.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$1.21K - $1.44K
|
60
$1.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
27+ 0.06% |
$546 - $650
|
48.8K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$243 - $289
|
12
$226
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 1.13% |
$162 - $192
|
713
$13.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$60.7 - $72.2
|
3
$56.4
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
284K+ 8.03% |
$6.07M - $6.83M
|
3.83M
$72M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
18KNew |
$385K - $433K
|
18K
$339K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.9KNew |
$274K - $309K
|
12.9K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.22KNew |
$197K - $221K
|
9.22K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.15KNew |
$195K - $220K
|
9.15K
$172K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.26KNew |
$133K - $150K
|
6.26K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6K+ 21.09% |
$76.8K - $86.4K
|
20.7K
$389K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.02K+ 4.75% |
$64.4K - $72.4K
|
66.5K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.5KNew |
$53.3K - $60K
|
2.5K
$47K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.33K+ 1834.65% |
$49.7K - $55.9K
|
2.46K
$46.2K
|
|