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
Nov 08, 2024 Q3 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
60
New
$1.21K - $1.44K
60 $389
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
12
New
$243 - $289
12 $77.8
Nov 13, 2024 Q3 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
8
+ 1.13%
$162 - $192
713 $4.62K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
3
New
$60.7 - $72.2
3 $19.4
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
284K
+ 8.03%
$6.07M - $6.83M
3.83M $24.8M
Aug 08, 2024 Q2 2024
State Board Of Administration Of Florida Retirement System

BUY
 -
18K
New
$385K - $433K
18K $117K
Jul 25, 2024 Q2 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
12.9K
New
$274K - $309K
12.9K $83.3K
Aug 14, 2024 Q2 2024
Centiva Capital, LP

New York, NY
BUY
 -
9.22K
New
$197K - $221K
9.22K $59.7K
Aug 12, 2024 Q2 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.15K
New
$195K - $220K
9.15K $59.3K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.26K
New
$133K - $150K
6.26K $40.6K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
2.5K
New
$53.3K - $60K
2.5K $16.2K
Jul 25, 2024 Q2 2024
Simplex Trading, LLC

BUY
 -
2.33K
+ 1834.65%
$49.7K - $55.9K
2.46K $15.9K
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
2.2K
New
$46.9K - $52.8K
2.2K $14.3K
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.5K
New
$32K - $36K
1.5K $9.72K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
550
New
$11.7K - $13.2K
550 $3.56K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
500
New
$10.7K - $12K
500 $3.24K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
312
New
$6.65K - $7.49K
312 $2.02K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
250
New
$5.33K - $6K
250 $1.62K
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
26
New
$555 - $624
26 $168
Q1 2024
May 03, 2024 Q1 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
15.2K
New
$324K - $373K
15.2K $98.4K
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
11.2K
New
$238K - $274K
11.2K $72.3K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
8.86K
New
$189K - $217K
8.86K $57.4K
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
8.73K
New
$186K - $214K
8.73K $56.6K
May 14, 2024 Q1 2024
Pictet Asset Management Holding Sa

Carouge, V8
BUY
 -
8.62K
New
$184K - $212K
8.62K $55.9K
Apr 26, 2024 Q1 2024
Pinnacle Associates LTD

BUY
 -
8.45K
New
$180K - $207K
8.45K $54.7K
Apr 23, 2024 Q1 2024
Sweet Financial Partners, LLC

BUY
 -
3K
+ 30.0%
$64K - $73.7K
13K $84.2K
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
2K
New
$42.7K - $49.1K
2K $13K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.37K
+ 7.17%
$29.3K - $33.7K
20.5K $133K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.35K
New
$28.7K - $33.1K
1.35K $8.73K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
600
New
$12.8K - $14.7K
600 $3.89K
May 14, 2024 Q1 2024
Old Point Trust & Financial Services N A

BUY
 -
500
New
$10.7K - $12.3K
500 $3.24K
May 06, 2024 Q1 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
452
+ 4.01%
$9.65K - $11.1K
11.7K $75.9K
Apr 16, 2024 Q1 2024
Country Trust Bank

BUY
 -
221
New
$4.72K - $5.43K
221 $1.43K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15
New
$320 - $368
15 $97.2
Q4 2023
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
35.3K
New
$602K - $807K
35.3K $229K
May 29, 2025 Q4 2023
Legal & General Group PLC

London, X0
BUY
 -
30.3K
+ 5.23%
$518K - $694K
611K $3.96M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.41K
New
$161K - $215K
9.41K $61K
Feb 13, 2024 Q4 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
8.95K
New
$153K - $205K
8.95K $58K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
432
New
$7.37K - $9.88K
432 $2.8K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
250
New
$4.27K - $5.72K
250 $1.62K
Feb 02, 2024 Q4 2023
Community Bank, N.A.

BUY
 -
250
New
$4.27K - $5.72K
250 $1.62K
Q3 2023
Nov 09, 2023 Q3 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
66K
New
$1.23M - $1.5M
66K $428K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
19.7K
New
$366K - $448K
19.7K $128K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
14.6K
New
$271K - $332K
14.6K $94.6K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
12.4K
New
$230K - $281K
12.4K $80.1K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
4.23K
New
$78.6K - $96.2K
4.23K $27.4K
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
600
+ 5.18%
$11.2K - $13.7K
12.2K $78.9K
Oct 10, 2023 Q3 2023
C2 C Wealth Management, LLC

BUY
 -
210
+ 0.8%
$3.9K - $4.78K
26.4K $171K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
29
New
$539 - $660
29 $188

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