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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.85% |
$18.7K - $22.9K
|
16.1K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-983- 46.09% |
$18.4K - $22.5K
|
1.15K
$7.67K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-946- 7.18% |
$17.7K - $21.7K
|
12.2K
$81.6K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-944- 7.93% |
$17.6K - $21.6K
|
11K
$73.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-827- 0.88% |
$15.4K - $18.9K
|
93.1K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-802- 6.44% |
$15K - $18.4K
|
11.7K
$77.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-668- 1.44% |
$12.5K - $15.3K
|
45.6K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-651- 1.59% |
$12.2K - $14.9K
|
40.4K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-648- 2.56% |
$12.1K - $14.8K
|
24.6K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-595- 5.06% |
$11.1K - $13.6K
|
11.2K
$74.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-518Closed |
$9.67K - $11.9K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-500- 2.84% |
$9.34K - $11.5K
|
17.1K
$114K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-489- 26.16% |
$9.13K - $11.2K
|
1.38K
$9.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-455- 99.78% |
$8.49K - $10.4K
|
1
$6.67
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 6.42% |
$7.47K - $9.16K
|
5.83K
$38.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 3.15% |
$7.47K - $9.16K
|
12.3K
$82K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-344- 54.6% |
$6.42K - $7.88K
|
286
$1.91K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-230- 1.16% |
$4.29K - $5.27K
|
19.5K
$130K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-128- 78.53% |
$2.39K - $2.93K
|
35
$233
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-85- 0.59% |
$1.59K - $1.95K
|
14.3K
$95.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 0.26% |
$934 - $1.15K
|
19.1K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-12Closed |
$224 - $275
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.2K- 53.38% |
$929K - $1.1M
|
39.5K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.5K- 11.7% |
$915K - $1.08M
|
336K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-17.6K- 18.19% |
$361K - $426K
|
79K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.7KClosed |
$240K - $283K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.37K- 11.13% |
$172K - $203K
|
66.8K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 15.31% |
$61.7K - $72.8K
|
16.6K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.76K- 13.98% |
$36.2K - $42.7K
|
10.8K
$72.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1K- 33.33% |
$20.6K - $24.3K
|
2K
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-912- 9.28% |
$18.8K - $22.1K
|
8.91K
$59.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-500- 1.99% |
$10.3K - $12.1K
|
24.6K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-500- 89.93% |
$10.3K - $12.1K
|
56
$374
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-300- 9.09% |
$6.17K - $7.28K
|
3K
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-289- 1.3% |
$5.94K - $7.01K
|
22K
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-146- 1.45% |
$3K - $3.54K
|
9.91K
$66.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 2.63% |
$555 - $655
|
1K
$6.67K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-15.7K- 26.94% |
$318K - $378K
|
42.6K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.3K- 15.91% |
$87K - $103K
|
22.7K
$152K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-800- 80.0% |
$16.2K - $19.2K
|
200
$1.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-569- 0.73% |
$11.5K - $13.7K
|
77.7K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 2.5% |
$101 - $120
|
195
$1.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-30K- 50.0% |
$640K - $720K
|
30K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.1K- 23.17% |
$278K - $313K
|
43.3K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-694- 63.67% |
$14.8K - $16.7K
|
396
$2.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-407- 3.1% |
$8.68K - $9.77K
|
12.7K
$84.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-321- 0.97% |
$6.85K - $7.7K
|
32.7K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23- 3.83% |
$491 - $552
|
578
$3.86K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-17.6K- 9.48% |
$376K - $432K
|
168K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.36K- 58.51% |
$157K - $181K
|
5.22K
$34.8K
|
|