Purchases and Sales Made in Q1 2025 in Compass Diversified Holdings (CODI)
This table provides information about the institutional ownership of Compass Diversified Holdings (CODI) during Q1 2025. The information is specifically focused on institutions that hold shares of Compass Diversified Holdings.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34New |
$635 - $779
|
34
$221
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
31New |
$579 - $710
|
31
$202
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 152.63% |
$541 - $664
|
48
$312
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$467 - $573
|
25
$163
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25+ 0.18% |
$467 - $573
|
13.8K
$90K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$373 - $458
|
20
$130
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 0.16% |
$336 - $412
|
11K
$71.9K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 1.29% |
$149 - $183
|
627
$4.08K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8+ 0.72% |
$149 - $183
|
1.11K
$7.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.22% |
$131 - $160
|
580
$3.78K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1- -0.0% |
$18.7 - $22.9
|
22.3K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-12Closed |
$224 - $275
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 0.26% |
$934 - $1.15K
|
19.1K
$125K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-85- 0.59% |
$1.59K - $1.95K
|
14.3K
$93K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-128- 78.53% |
$2.39K - $2.93K
|
35
$228
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-230- 1.16% |
$4.29K - $5.27K
|
19.5K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-259- 0.03% |
$4.84K - $5.93K
|
804K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-344- 54.6% |
$6.42K - $7.88K
|
286
$1.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-378- 2.26% |
$7.06K - $8.66K
|
16.3K
$106K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-378- 75.6% |
$7.06K - $8.66K
|
122
$794
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 6.42% |
$7.47K - $9.16K
|
5.83K
$38K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 3.15% |
$7.47K - $9.16K
|
12.3K
$80.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-455- 99.78% |
$8.49K - $10.4K
|
1
$6.51
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-489- 26.16% |
$9.13K - $11.2K
|
1.38K
$8.98K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-500- 2.84% |
$9.34K - $11.5K
|
17.1K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-518Closed |
$9.67K - $11.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-595- 5.06% |
$11.1K - $13.6K
|
11.2K
$72.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-648- 2.56% |
$12.1K - $14.8K
|
24.6K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-651- 1.59% |
$12.2K - $14.9K
|
40.4K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-668- 1.44% |
$12.5K - $15.3K
|
45.6K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-802- 6.44% |
$15K - $18.4K
|
11.7K
$75.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-827- 0.88% |
$15.4K - $18.9K
|
93.1K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-944- 7.93% |
$17.6K - $21.6K
|
11K
$71.4K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-946- 7.18% |
$17.7K - $21.7K
|
12.2K
$79.7K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-955- 2.23% |
$17.8K - $21.9K
|
42K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-983- 46.09% |
$18.4K - $22.5K
|
1.15K
$7.49K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.85% |
$18.7K - $22.9K
|
16.1K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.04K- 0.63% |
$19.5K - $23.9K
|
163K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.15K- 46.94% |
$21.5K - $26.3K
|
1.3K
$8.46K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 4.27% |
$25.1K - $30.8K
|
30.1K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.68K- 2.84% |
$31.4K - $38.5K
|
57.6K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.84K- 1.85% |
$34.4K - $42.1K
|
97.5K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.9K- 1.42% |
$35.5K - $43.5K
|
132K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.06K- 9.83% |
$38.5K - $47.3K
|
18.9K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.35K- 2.97% |
$43.8K - $53.8K
|
76.6K
$499K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.65K- 4.05% |
$49.5K - $60.8K
|
62.9K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3K- 9.49% |
$56K - $68.6K
|
28.6K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.55K- 94.64% |
$66.3K - $81.3K
|
201
$1.31K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 2.66% |
$73.6K - $90.3K
|
144K
$939K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 14.39% |
$85.3K - $105K
|
27.2K
$177K
|