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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-200- 15.16% |
$4.05K - $4.81K
|
1.12K
$25.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-159- 0.52% |
$3.22K - $3.83K
|
30.4K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-148- 0.67% |
$2.99K - $3.56K
|
21.9K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-147- 1.44% |
$2.97K - $3.54K
|
10.1K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-57- 0.39% |
$1.15K - $1.37K
|
14.6K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-49- 9.8% |
$991 - $1.18K
|
451
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 0.68% |
$809 - $962
|
5.83K
$134K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31- 1.75% |
$627 - $746
|
1.74K
$39.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 1.72% |
$364 - $433
|
1.03K
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-10- 0.08% |
$202 - $241
|
12.5K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 2.5% |
$101 - $120
|
195
$4.48K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-30K- 50.0% |
$640K - $720K
|
30K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.1K- 23.17% |
$278K - $313K
|
43.3K
$994K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.32K- 34.98% |
$135K - $152K
|
11.7K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.74K- 3.65% |
$58.4K - $65.7K
|
72.2K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-694- 63.67% |
$14.8K - $16.7K
|
396
$9.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-550- 2.41% |
$11.7K - $13.2K
|
22.3K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-407- 3.1% |
$8.68K - $9.77K
|
12.7K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-321- 0.97% |
$6.85K - $7.7K
|
32.7K
$751K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-133- 33.33% |
$2.84K - $3.19K
|
266
$6.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54- 9.44% |
$1.15K - $1.3K
|
518
$11.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23- 3.83% |
$491 - $552
|
578
$13.3K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-17.6K- 9.48% |
$376K - $432K
|
168K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.36K- 58.51% |
$157K - $181K
|
5.22K
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.62K- 23.96% |
$77.2K - $88.9K
|
11.5K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3K- 21.43% |
$64K - $73.7K
|
11K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.93K- 39.16% |
$41.2K - $47.4K
|
3K
$68.9K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.79K- 6.29% |
$38.2K - $43.9K
|
26.6K
$612K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-693- 2.4% |
$14.8K - $17K
|
28.2K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-491- 12.67% |
$10.5K - $12.1K
|
3.38K
$77.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-364- 35.9% |
$7.77K - $8.94K
|
650
$14.9K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-268- 0.85% |
$5.72K - $6.58K
|
31.2K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-250- 0.99% |
$5.34K - $6.14K
|
25.1K
$576K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-12.5K- 22.12% |
$213K - $286K
|
44K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.7K- 4.73% |
$63.1K - $84.6K
|
74.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.18K- 7.31% |
$20K - $26.9K
|
14.9K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.07K- 57.07% |
$18.3K - $24.5K
|
805
$18.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-391- 2.66% |
$6.67K - $8.94K
|
14.3K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14- 2.8% |
$239 - $320
|
486
$11.2K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-16K- 57.14% |
$297K - $364K
|
12K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.26K- 72.68% |
$42K - $51.4K
|
850
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-107- 43.85% |
$1.99K - $2.43K
|
137
$3.14K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-30.4K- 29.97% |
$552K - $663K
|
71K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-686- 6.33% |
$12.5K - $15K
|
10.2K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-26- 0.78% |
$472 - $567
|
3.3K
$75.7K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.88K- 45.31% |
$178K - $223K
|
11.9K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-7.19K- 99.85% |
$130K - $162K
|
11
$252
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5K- 27.78% |
$90.2K - $113K
|
13K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.24K- 20.02% |
$22.4K - $28K
|
4.96K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-248- 7.91% |
$4.47K - $5.6K
|
2.89K
$66.3K
|
|