Institutional Ownership Coda Octopus Group, Inc. (CODA)
This table provides information about the institutional ownership of Coda Octopus Group, Inc. (CODA). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,122
shares
|
$24,913
0.0% of portfolio
|
Q3 2025
Added 5475.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,176
shares
|
$17,364
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
790
shares
|
$6,304
0.0% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
727
shares
|
$5,801
0.0% of portfolio
|
Q3 2025
Reduced 47.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
600
shares
|
$4,788
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
389
shares
|
$3,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
38
shares
|
$303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
10
shares
|
$79
0.0% of portfolio
|
Q3 2025
Reduced 95.31%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
6
shares
|
$47
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4
shares
|
$31
0.0% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1
shares
|
$7
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|