Institutional Ownership Compass Diversified Holdings (CODI)
This table provides information about the institutional ownership of Compass Diversified Holdings (CODI). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $830 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,219
shares
|
$41,739
0.0% of portfolio
|
Q3 2024
Added 273.57%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
2,219
shares
|
$41,739
0.0% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$41,382
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,133
shares
|
$40,121
0.0% of portfolio
|
Q4 2024
Added 827.39%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
2,050
shares
|
$38,560
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,000
shares
|
$37,620
0.01% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,869
shares
|
$35,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,837
shares
|
$34,553
0.02% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
1,689
shares
|
$31,770
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,676
shares
|
$31,525
0.0% of portfolio
|
Q1 2025
Added 167500.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,500
shares
|
$28,214
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,438
shares
|
$27,048
0.0% of portfolio
|
Q4 2024
Reduced 80.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,375
shares
|
$25,863
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,373
shares
|
$25,826
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,347
shares
|
$25,337
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
1,298
shares
|
$24,415
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,250
shares
|
$23,512
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,223
shares
|
$23,004
0.0% of portfolio
|
Q1 2025
Added 359.77%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,139
shares
|
$21,424
0.0% of portfolio
|
Q2 2022
Added 13.9%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,106
shares
|
$20,803
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$18,810
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$18,810
0.02% of portfolio
|
Q1 2020
Added 100.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$18,810
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,000
shares
|
$18,810
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
910
shares
|
$17,117
0.0% of portfolio
|
Q4 2024
Added 12.35%
|