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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
432New |
$7.37K - $9.88K
|
432
$9.91K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$4.27K - $5.72K
|
250
$5.74K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.27K - $5.72K
|
250
$5.74K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
66KNew |
$1.23M - $1.5M
|
66K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.7KNew |
$366K - $448K
|
19.7K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$271K - $332K
|
14.6K
$335K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.4KNew |
$230K - $281K
|
12.4K
$284K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.23KNew |
$78.6K - $96.2K
|
4.23K
$97.1K
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
2.2K+ 183.33% |
$40.9K - $50.1K
|
3.4K
$78K
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
600+ 5.18% |
$11.2K - $13.7K
|
12.2K
$279K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
210+ 0.8% |
$3.9K - $4.78K
|
26.4K
$606K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29New |
$539 - $660
|
29
$666
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.51KNew |
$63.7K - $76.5K
|
3.51K
$80.5K
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
3.5K+ 30.7% |
$63.5K - $76.3K
|
14.9K
$342K
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
300New |
$5.45K - $6.54K
|
300
$6.89K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
243New |
$4.41K - $5.3K
|
243
$5.58K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75+ 12.71% |
$1.36K - $1.64K
|
665
$15.3K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
251KNew |
$4.53M - $5.67M
|
251K
$5.76M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.3KNew |
$240K - $301K
|
13.3K
$306K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3KNew |
$54.1K - $67.8K
|
3K
$68.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.41KNew |
$43.4K - $54.4K
|
2.41K
$55.3K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.73KNew |
$31.2K - $39K
|
1.73K
$39.7K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.25KNew |
$22.5K - $28.2K
|
1.25K
$28.7K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
626New |
$11.3K - $14.1K
|
626
$14.4K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
162New |
$2.92K - $3.66K
|
162
$3.72K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101New |
$1.82K - $2.28K
|
101
$2.32K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
23.6KNew |
$388K - $512K
|
23.6K
$542K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.4KNew |
$269K - $355K
|
16.4K
$375K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$177K - $234K
|
10.8K
$248K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
3K+ 30.0% |
$49.3K - $65K
|
13K
$298K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.38KNew |
$22.6K - $29.8K
|
1.38K
$31.6K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$19.3K - $25.5K
|
1.18K
$27K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1KNew |
$16.4K - $21.7K
|
1K
$23K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
449New |
$7.38K - $9.73K
|
449
$10.3K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
224New |
$3.68K - $4.85K
|
224
$5.14K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200New |
$3.29K - $4.33K
|
200
$4.59K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
123KNew |
$2.23M - $3.22M
|
123K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
76.5KNew |
$1.38M - $2M
|
76.5K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
41KNew |
$740K - $1.07M
|
41K
$941K
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
27.6KNew |
$498K - $720K
|
27.6K
$633K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$184K - $266K
|
10.2K
$234K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$38.8K - $56.1K
|
2.15K
$49.3K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.63KNew |
$29.4K - $42.5K
|
1.63K
$37.4K
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
1KNew |
$18.1K - $26.1K
|
1K
$23K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
29+ 7.36% |
$524 - $757
|
423
$9.71K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 1.31% |
$54.2 - $78.3
|
232
$5.32K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
96K+ 252.63% |
$1.98M - $2.42M
|
134K
$3.08M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
84.8K+ 110.99% |
$1.75M - $2.14M
|
161K
$3.7M
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
56.6KNew |
$1.17M - $1.43M
|
56.6K
$1.3M
|