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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
16.5KNew |
$335K - $398K
|
16.5K
$95.1K
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
15.3KNew |
$310K - $368K
|
15.3K
$88K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.89K+ 5.92% |
$99K - $118K
|
87.5K
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.9KNew |
$38.4K - $45.6K
|
1.9K
$10.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.78K+ 21.22% |
$36K - $42.9K
|
10.2K
$58.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 1.82% |
$34.6K - $41.1K
|
95.5K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$2.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
471+ 7.5% |
$9.53K - $11.3K
|
6.75K
$38.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100New |
$2.02K - $2.41K
|
100
$575
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$1.21K - $1.44K
|
60
$345
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$243 - $289
|
12
$69
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 1.13% |
$162 - $192
|
713
$4.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$60.7 - $72.2
|
3
$17.3
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
284K+ 8.03% |
$6.07M - $6.83M
|
3.83M
$22M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
18KNew |
$385K - $433K
|
18K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.22KNew |
$197K - $221K
|
9.22K
$53K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.26KNew |
$133K - $150K
|
6.26K
$36K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.5KNew |
$53.3K - $60K
|
2.5K
$14.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.2KNew |
$46.9K - $52.8K
|
2.2K
$12.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.5KNew |
$32K - $36K
|
1.5K
$8.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
550New |
$11.7K - $13.2K
|
550
$3.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
500New |
$10.7K - $12K
|
500
$2.88K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
312New |
$6.65K - $7.49K
|
312
$1.79K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$5.33K - $6K
|
250
$1.44K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15.2KNew |
$324K - $373K
|
15.2K
$87.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$238K - $274K
|
11.2K
$64.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.86KNew |
$189K - $217K
|
8.86K
$50.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.73KNew |
$186K - $214K
|
8.73K
$50.2K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.62KNew |
$184K - $212K
|
8.62K
$49.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.45KNew |
$180K - $207K
|
8.45K
$48.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3K+ 30.0% |
$64K - $73.7K
|
13K
$74.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$42.7K - $49.1K
|
2K
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.37K+ 7.17% |
$29.3K - $33.7K
|
20.5K
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
600New |
$12.8K - $14.7K
|
600
$3.45K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$10.7K - $12.3K
|
500
$2.88K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
452+ 4.01% |
$9.65K - $11.1K
|
11.7K
$67.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
221New |
$4.72K - $5.43K
|
221
$1.27K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$320 - $368
|
15
$86.3
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
35.3KNew |
$602K - $807K
|
35.3K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.41KNew |
$161K - $215K
|
9.41K
$54.1K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.95KNew |
$153K - $205K
|
8.95K
$51.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
432New |
$7.37K - $9.88K
|
432
$2.48K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$4.27K - $5.72K
|
250
$1.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$4.27K - $5.72K
|
250
$1.44K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
66KNew |
$1.23M - $1.5M
|
66K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.7KNew |
$366K - $448K
|
19.7K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$271K - $332K
|
14.6K
$84K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.4KNew |
$230K - $281K
|
12.4K
$71K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.23KNew |
$78.6K - $96.2K
|
4.23K
$24.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
600+ 5.18% |
$11.2K - $13.7K
|
12.2K
$70K
|
|