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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10.1K+ 38.51% |
$189K - $231K
|
36.4K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.33K+ 11.36% |
$156K - $191K
|
81.7K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.79K+ 48.89% |
$146K - $178K
|
23.7K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.09KNew |
$95K - $117K
|
5.09K
$29.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.91K+ 1.04% |
$73K - $89.6K
|
378K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.71K+ 2.83% |
$50.7K - $62.2K
|
98.5K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 8.57% |
$39.2K - $48.1K
|
26.6K
$153K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$37.3K - $45.8K
|
2K
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$37.3K - $45.8K
|
2K
$11.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.59KNew |
$29.7K - $36.5K
|
1.59K
$9.16K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14KNew |
$21.4K - $26.2K
|
1.14K
$6.58K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 4.7% |
$19.2K - $23.6K
|
22.9K
$132K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
957+ 359.77% |
$17.9K - $21.9K
|
1.22K
$7.03K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
748New |
$14K - $17.1K
|
748
$4.3K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
675New |
$12.6K - $15.5K
|
675
$3.88K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
441+ 3.76% |
$8.23K - $10.1K
|
12.2K
$70K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
434New |
$8.1K - $9.94K
|
434
$2.5K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
378+ 309.84% |
$7.06K - $8.66K
|
500
$2.88K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
358New |
$6.68K - $8.2K
|
358
$2.06K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
140New |
$2.61K - $3.21K
|
140
$805
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
90New |
$1.68K - $2.06K
|
90
$518
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
89+ 4.01% |
$1.66K - $2.04K
|
2.31K
$13.3K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
80+ 0.29% |
$1.49K - $1.83K
|
28K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
44New |
$821 - $1.01K
|
44
$253
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
31New |
$579 - $710
|
31
$178
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$373 - $458
|
20
$115
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
219KNew |
$4.5M - $5.31M
|
219K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$336K - $397K
|
16.3K
$94K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.1KNew |
$269K - $318K
|
13.1K
$75.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.6KNew |
$238K - $282K
|
11.6K
$66.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10KNew |
$206K - $243K
|
10K
$57.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
10K+ 28.34% |
$206K - $243K
|
45.3K
$260K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
8.93KNew |
$183K - $217K
|
8.93K
$51.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 38.78% |
$72.7K - $85.8K
|
12.7K
$72.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.76K+ 24.0% |
$56.7K - $66.9K
|
14.2K
$81.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.37KNew |
$28.2K - $33.3K
|
1.37K
$7.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$26.7K - $31.5K
|
1.3K
$7.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
750New |
$15.4K - $18.2K
|
750
$4.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
645+ 6.54% |
$13.3K - $15.7K
|
10.5K
$60.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
440New |
$9.05K - $10.7K
|
440
$2.53K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
425New |
$8.74K - $10.3K
|
425
$2.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
203+ 12.42% |
$4.17K - $4.93K
|
1.84K
$10.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
134New |
$2.76K - $3.25K
|
134
$771
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 12.35% |
$2.06K - $2.43K
|
910
$5.23K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
65+ 0.52% |
$1.34K - $1.58K
|
12.6K
$72.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65New |
$1.34K - $1.58K
|
65
$374
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 1.19% |
$206 - $243
|
852
$4.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$61.7 - $72.8
|
3
$17.3
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.8KNew |
$967K - $1.15M
|
47.8K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
17.2K+ 4900.0% |
$347K - $413K
|
17.5K
$101K
|
|