Latest Institutional Sells of Compass Diversified Holdings (CODI)
This list provides information on the latest institutional transactions involving Compass Diversified Holdings (CODI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62.4K- 28.88% |
$374K - $1.17M
|
154K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-43.7K- 13.65% |
$262K - $823K
|
277K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-27.4K- 2.11% |
$164K - $515K
|
1.27M
$8.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.4K- 8.96% |
$26.4K - $82.8K
|
44.7K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 79.15% |
$13.3K - $41.6K
|
583
$3.89K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.58K- 43.89% |
$9.49K - $29.7K
|
2.02K
$13.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.11K- 25.63% |
$6.64K - $20.8K
|
3.21K
$21.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-115- 57.21% |
$690 - $2.16K
|
86
$574
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-49- 14.8% |
$294 - $922
|
282
$1.88K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5- 0.02% |
$30 - $94.1
|
22.3K
$149K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-588K- 53.27% |
$11M - $13.5M
|
516K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-381K- 31.68% |
$7.12M - $8.73M
|
822K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-134K- 68.07% |
$2.5M - $3.07M
|
62.9K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-118K- 42.22% |
$2.21M - $2.71M
|
162K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-107K- 14.58% |
$2.01M - $2.46M
|
630K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-80.2K- 4.3% |
$1.5M - $1.84M
|
1.79M
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-77.1K- 12.45% |
$1.44M - $1.77M
|
542K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.9K- 23.12% |
$1.16M - $1.42M
|
206K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 14.58% |
$974K - $1.19M
|
306K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.8K- 27.26% |
$893K - $1.1M
|
128K
$851K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-47.6K- 0.88% |
$889K - $1.09M
|
5.34M
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-46.8K- 35.79% |
$875K - $1.07M
|
84K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.6K- 19.88% |
$683K - $838K
|
148K
$984K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-34.2K- 16.64% |
$638K - $783K
|
171K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33K- 69.51% |
$616K - $755K
|
14.5K
$96.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.7K- 15.97% |
$610K - $748K
|
172K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25K- 4.93% |
$467K - $573K
|
483K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18K- 7.39% |
$335K - $411K
|
225K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.4K- 74.42% |
$213K - $261K
|
3.92K
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.76K- 0.7% |
$164K - $201K
|
1.24M
$8.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.72K- 38.29% |
$163K - $200K
|
14K
$93.7K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-7.23K- 95.19% |
$135K - $165K
|
365
$2.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.2K- 16.36% |
$134K - $165K
|
36.8K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.17K- 24.98% |
$134K - $164K
|
21.5K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.71K- 3.87% |
$125K - $154K
|
167K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6.08K- 11.0% |
$113K - $139K
|
49.2K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.66K- 24.6% |
$86.9K - $107K
|
14.3K
$95.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.61K- 18.88% |
$86K - $106K
|
19.8K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 14.39% |
$85.3K - $105K
|
27.2K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 2.66% |
$73.6K - $90.3K
|
144K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.6K- 16.51% |
$67.2K - $82.4K
|
18.2K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3K- 9.49% |
$56K - $68.6K
|
28.6K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.65K- 4.05% |
$49.5K - $60.8K
|
62.9K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.35K- 2.97% |
$43.8K - $53.8K
|
76.6K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.06K- 9.83% |
$38.5K - $47.3K
|
18.9K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.9K- 1.42% |
$35.5K - $43.5K
|
132K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.68K- 2.84% |
$31.4K - $38.5K
|
57.6K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 4.27% |
$25.1K - $30.8K
|
30.1K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.15K- 46.94% |
$21.5K - $26.3K
|
1.3K
$8.67K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.04K- 0.63% |
$19.5K - $23.9K
|
163K
$1.09M
|
|