Latest Institutional Purchases of Compass Diversified Holdings (CODI)
This list provides information on the latest institutional transactions involving Compass Diversified Holdings (CODI) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
55New |
$332 - $423
|
55
$316
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
20+ 0.09% |
$121 - $154
|
22.3K
$128K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
14New |
$84.6 - $108
|
14
$80.5
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10New |
$60.4 - $76.9
|
10
$57.5
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$48.3 - $61.5
|
8
$46
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
563KNew |
$3.38M - $10.6M
|
563K
$3.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
382KNew |
$2.29M - $7.19M
|
382K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
321KNew |
$1.93M - $6.04M
|
321K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
300KNew |
$1.8M - $5.64M
|
300K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104K+ 81.56% |
$624K - $1.96M
|
232K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
74K+ 599.92% |
$444K - $1.39M
|
86.4K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
56.1KNew |
$337K - $1.06M
|
56.1K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
45KNew |
$270K - $846K
|
45K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
39.9K+ 279.37% |
$239K - $750K
|
54.2K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.4K+ 15.37% |
$164K - $515K
|
206K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
24.4K+ 121.56% |
$147K - $460K
|
44.5K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
23.4KNew |
$141K - $441K
|
23.4K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20KNew |
$120K - $376K
|
20K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
19.6KNew |
$117K - $368K
|
19.6K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
14.7KNew |
$88.2K - $277K
|
14.7K
$84.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14KNew |
$84.3K - $264K
|
14K
$80.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
13.8K+ 372.97% |
$82.8K - $260K
|
17.5K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.7KNew |
$82.2K - $258K
|
13.7K
$78.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
13.7K+ 62.15% |
$82.1K - $257K
|
35.7K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
13.3KNew |
$79.7K - $250K
|
13.3K
$76.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.9KNew |
$77.2K - $242K
|
12.9K
$73.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12KNew |
$72K - $226K
|
12K
$69K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.8KNew |
$70.6K - $221K
|
11.8K
$67.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
CALL |
10KNew |
$60K - $188K
|
10K
$57.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
4.53K+ 28.43% |
$27.2K - $85.3K
|
20.5K
$118K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4K+ 68.61% |
$24K - $75.2K
|
9.83K
$56.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3K+ 3.86% |
$18K - $56.4K
|
80.7K
$464K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.35KNew |
$14.1K - $44.2K
|
2.35K
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.14KNew |
$6.83K - $21.4K
|
1.14K
$6.55K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
428+ 15.65% |
$2.57K - $8.05K
|
3.16K
$18.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
200New |
$1.2K - $3.76K
|
200
$1.15K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 11.83% |
$342 - $1.07K
|
539
$3.1K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 1.44% |
$54 - $169
|
636
$3.66K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.38% |
$48 - $150
|
588
$3.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
89.7K+ 8.12% |
$1.67M - $2.05M
|
1.19M
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
49.3K+ 3.16% |
$920K - $1.13M
|
1.61M
$9.25M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
48K+ 59.11% |
$896K - $1.1M
|
129K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.8K+ 12.68% |
$780K - $956K
|
371K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
38.3KNew |
$714K - $876K
|
38.3K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
27.8KNew |
$520K - $638K
|
27.8K
$160K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
23.2KNew |
$432K - $530K
|
23.2K
$133K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
19.3KNew |
$360K - $442K
|
19.3K
$111K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.1KNew |
$339K - $415K
|
18.1K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.8KNew |
$276K - $339K
|
14.8K
$85K
|
|