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 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
210+ 0.8% |
$3.9K - $4.78K
|
26.4K
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29New |
$539 - $660
|
29
$167
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.51KNew |
$63.7K - $76.5K
|
3.51K
$20.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
3.5K+ 30.7% |
$63.5K - $76.3K
|
14.9K
$85.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
243New |
$4.41K - $5.3K
|
243
$1.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75+ 12.71% |
$1.36K - $1.64K
|
665
$3.82K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
251KNew |
$4.53M - $5.67M
|
251K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.3KNew |
$240K - $301K
|
13.3K
$76.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3KNew |
$54.1K - $67.8K
|
3K
$17.3K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.73KNew |
$31.2K - $39K
|
1.73K
$9.94K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.25KNew |
$22.5K - $28.2K
|
1.25K
$7.19K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
626New |
$11.3K - $14.1K
|
626
$3.6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
162New |
$2.92K - $3.66K
|
162
$932
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101New |
$1.82K - $2.28K
|
101
$581
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
3K+ 30.0% |
$49.3K - $65K
|
13K
$74.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$19.3K - $25.5K
|
1.18K
$6.77K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
449New |
$7.38K - $9.73K
|
449
$2.58K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
224New |
$3.68K - $4.85K
|
224
$1.29K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200New |
$3.29K - $4.33K
|
200
$1.15K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
123KNew |
$2.23M - $3.22M
|
123K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
41KNew |
$740K - $1.07M
|
41K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
27.6KNew |
$498K - $720K
|
27.6K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$184K - $266K
|
10.2K
$58.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$38.8K - $56.1K
|
2.15K
$12.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.63KNew |
$29.4K - $42.5K
|
1.63K
$9.37K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
1KNew |
$18.1K - $26.1K
|
1K
$5.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
29+ 7.36% |
$524 - $757
|
423
$2.43K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 1.31% |
$54.2 - $78.3
|
232
$1.33K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
56.6KNew |
$1.17M - $1.43M
|
56.6K
$325K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.02KNew |
$124K - $152K
|
6.02K
$34.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.64KNew |
$75.1K - $91.8K
|
3.64K
$20.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.7K+ 26.61% |
$55.8K - $68.2K
|
12.8K
$73.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.88KNew |
$38.9K - $47.5K
|
1.88K
$10.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
139+ 13.9% |
$2.87K - $3.51K
|
1.14K
$6.55K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 13.64% |
$248 - $303
|
100
$575
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125K+ 1858.77% |
$2.74M - $3.87M
|
132K
$758K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
97.2KNew |
$2.13M - $3.01M
|
97.2K
$559K
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
1KNew |
$21.9K - $31K
|
1K
$5.75K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1KNew |
$21.9K - $31K
|
1K
$5.75K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$8.76K - $12.4K
|
400
$2.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
400New |
$8.76K - $12.4K
|
400
$2.3K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
24.5KNew |
$685K - $803K
|
24.5K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$324K - $380K
|
11.6K
$66.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
10KNew |
$280K - $328K
|
10K
$57.5K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.29KNew |
$204K - $239K
|
7.29K
$41.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.72KNew |
$48.3K - $56.6K
|
1.72K
$9.91K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
800New |
$22.4K - $26.3K
|
800
$4.6K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28KNew |
$675K - $880K
|
28K
$161K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
235New |
$5.67K - $7.39K
|
235
$1.35K
|
|