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 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28KNew |
$675K - $880K
|
28K
$577K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
235New |
$5.67K - $7.39K
|
235
$4.85K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
949New |
$22.2K - $25.2K
|
949
$19.6K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$24.3K - $30.7K
|
1.25K
$25.8K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
3.48KNew |
$59.8K - $74.4K
|
3.48K
$71.9K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
280New |
$4.81K - $5.98K
|
280
$5.78K
|
|
| Q3 2020 | |||||||
|
Oct 16, 2020
Q3 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
20KNew |
$319K - $381K
|
20K
$413K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
852+ 13.89% |
$13.6K - $16.2K
|
6.98K
$144K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
500New |
$6.37K - $10.4K
|
500
$10.3K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 0.9% |
$509 - $832
|
4.51K
$93K
|
|
| Q1 2020 | |||||||
|
Apr 24, 2020
Q1 2020
|
Cordasco Financial Network
|
BUY
|
- |
500+ 100.0% |
$5.58K - $12.7K
|
1K
$20.6K
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
100New |
$1.12K - $2.54K
|
100
$2.06K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
750New |
$14.3K - $19.7K
|
750
$15.5K
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400New |
$7.64K - $10.5K
|
400
$8.25K
|
|
| Q1 2019 | |||||||
|
Aug 07, 2019
Q1 2019
|
Lake Point Wealth Management
|
BUY
|
- |
1KNew |
$12.8K - $16.3K
|
1K
$20.6K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3K+ 57.93% |
$35K - $54K
|
8.18K
$169K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$25.8K - $39.8K
|
2.21K
$45.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
163KNew |
$2.79M - $2.98M
|
163K
$3.36M
|
|
| Q2 2018 | |||||||
|
Jan 03, 2024
Q2 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
683New |
$10.2K - $12K
|
683
$14.1K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Morris Capital Advisors, LLC
|
BUY
|
- |
10.3KNew |
$170K - $188K
|
10.3K
$213K
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
2.05KNew |
$34.5K - $36.4K
|
2.05K
$42.3K
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1KNew |
$16.9K - $17.8K
|
1K
$20.6K
|
|
|
Oct 13, 2017
Q3 2017
|
Perkins Coie Trust CO
|
BUY
|
- |
358New |
$6.03K - $6.35K
|
358
$7.39K
|
|