Latest Institutional Purchases of Compass Diversified Holdings (CODI)

CODI Quotes by TradingView

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
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
25
New
$467 - $573
25 $162
Apr 23, 2025 Q1 2025
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
25
+ 0.18%
$467 - $573
13.8K $89.6K
Apr 17, 2025 Q1 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
20
New
$373 - $458
20 $130
Apr 23, 2025 Q1 2025
Sequoia Financial Advisors, LLC

BUY
 -
18
+ 0.16%
$336 - $412
11K $71.5K
May 15, 2025 Q1 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8
+ 1.29%
$149 - $183
627 $4.06K
May 14, 2025 Q1 2025
Comerica Bank

BUY
 -
8
+ 0.72%
$149 - $183
1.11K $7.22K
Apr 14, 2025 Q1 2025
Soa Wealth Advisors, Llc.

BUY
 -
7
+ 1.22%
$131 - $160
580 $3.76K
Q4 2024
Jan 23, 2025 Q4 2024
Swedbank Ab

Stockholm, V7
BUY
 -
219K
New
$4.5M - $5.31M
219K $1.42M
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
16.3K
New
$336K - $397K
16.3K $106K
Feb 11, 2025 Q4 2024
Police & Firemen'S Retirement System Of New Jersey

Trenton, NJ
BUY
 -
14.7K
New
$301K - $356K
14.7K $95K
Feb 03, 2025 Q4 2024
Handelsbanken Fonder Ab

BUY
 -
11.6K
New
$238K - $282K
11.6K $75.2K
Feb 10, 2025 Q4 2024
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
10K
New
$206K - $243K
10K $64.8K
Jan 31, 2025 Q4 2024
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
10K
+ 28.34%
$206K - $243K
45.3K $293K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
9.87K
New
$203K - $240K
9.87K $64K
Jan 06, 2025 Q4 2024
Bard Financial Services, Inc.

BUY
 -
8.93K
New
$183K - $217K
8.93K $57.8K
Feb 14, 2025 Q4 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 CALL
8.7K
New
$179K - $211K
8.7K $56.4K
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.54K
+ 38.78%
$72.7K - $85.8K
12.7K $82K
Feb 07, 2025 Q4 2024
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
2.76K
+ 24.0%
$56.7K - $66.9K
14.2K $92.3K
May 29, 2025 Q4 2024
Rhumbline Advisers

Boston, MA
BUY
 -
1.84K
+ 1.89%
$37.8K - $44.7K
99.3K $643K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
1.37K
New
$28.2K - $33.3K
1.37K $8.9K
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
1.3K
New
$26.7K - $31.5K
1.3K $8.41K
Jun 30, 2025 Q4 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
955
+ 2.28%
$19.6K - $23.2K
42.9K $278K
Jan 30, 2025 Q4 2024
Asset Planning,Inc

Cypress, CA
BUY
 -
750
New
$15.4K - $18.2K
750 $4.86K
Jan 29, 2025 Q4 2024
Principle Wealth Partners LLC

BUY
 -
645
+ 6.54%
$13.3K - $15.7K
10.5K $68.1K
Feb 14, 2025 Q4 2024
Navigoe, LLC

Redondo Beach, CA
BUY
 -
440
New
$9.05K - $10.7K
440 $2.85K
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
425
New
$8.74K - $10.3K
425 $2.75K
Feb 13, 2025 Q4 2024
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
203
+ 12.42%
$4.17K - $4.93K
1.84K $11.9K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
134
New
$2.76K - $3.25K
134 $868
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
105
New
$2.16K - $2.55K
105 $680
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
100
+ 12.35%
$2.06K - $2.43K
910 $5.9K
Feb 18, 2025 Q4 2024
Cornerstone Advisory, LLC

BUY
 -
65
+ 0.52%
$1.34K - $1.58K
12.6K $81.7K
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
65
New
$1.34K - $1.58K
65 $421
Feb 11, 2025 Q4 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
31
+ 6.87%
$637 - $752
482 $3.12K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
10
+ 1.19%
$206 - $243
852 $5.52K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
7
+ 1.91%
$144 - $170
374 $2.42K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
5
+ 0.14%
$103 - $121
3.6K $23.3K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
3
New
$61.7 - $72.8
3 $19.4
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
47.8K
New
$967K - $1.15M
47.8K $310K
Oct 29, 2024 Q3 2024
Gfs Advisors, LLC

BUY
 -
17.2K
+ 4900.0%
$347K - $413K
17.5K $113K
Nov 14, 2024 Q3 2024
Deerfield Management Company, L.P. (Series C)

New York, NY
BUY
 -
16.5K
New
$335K - $398K
16.5K $107K
Nov 14, 2024 Q3 2024
De Lisle Partners LLP

Poole, X0
BUY
 -
15.3K
New
$310K - $368K
15.3K $99.1K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.89K
+ 5.92%
$99K - $118K
87.5K $567K
Oct 24, 2024 Q3 2024
Nisa Investment Advisors, LLC

BUY
 -
2K
+ 190.29%
$40.5K - $48.1K
3.05K $19.8K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.9K
New
$38.4K - $45.6K
1.9K $12.3K
Nov 13, 2024 Q3 2024
Entry Point Capital, LLC

New York, NY
BUY
 -
1.78K
+ 21.22%
$36K - $42.9K
10.2K $66K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.71K
+ 1.82%
$34.6K - $41.1K
95.5K $619K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
500
New
$10.1K - $12K
500 $3.24K
Nov 13, 2024 Q3 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
471
+ 7.5%
$9.53K - $11.3K
6.75K $43.7K
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
100
New
$2.02K - $2.41K
100 $648

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