Latest Institutional Sells of Compass Diversified Holdings (CODI)
This list provides information on the latest institutional transactions involving Compass Diversified Holdings (CODI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.88K- 45.31% |
$178K - $223K
|
11.9K
$197K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-7.19K- 99.85% |
$130K - $162K
|
11
$182
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5K- 27.78% |
$90.2K - $113K
|
13K
$215K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.24K- 20.02% |
$22.4K - $28K
|
4.96K
$82.1K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-248- 7.91% |
$4.47K - $5.6K
|
2.89K
$47.8K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 33.33% |
$3.61K - $4.52K
|
400
$6.62K
|
|
Q4 2022 | |||||||
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-23.2KClosed |
$381K - $503K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.63K- 15.09% |
$43.2K - $57K
|
14.8K
$245K
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.27K- 16.2% |
$20.9K - $27.6K
|
6.59K
$109K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.62K- 4.12% |
$29.3K - $42.3K
|
37.8K
$625K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-106K- 48.9% |
$2.2M - $2.69M
|
111K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-66.9KClosed |
$1.38M - $1.69M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-51.5KClosed |
$1.06M - $1.3M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-33KClosed |
$683K - $834K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-30.9KClosed |
$640K - $781K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-16.8KClosed |
$347K - $423K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-16.5KClosed |
$342K - $417K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.4KClosed |
$297K - $363K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.5KClosed |
$217K - $265K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-10KClosed |
$207K - $253K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-9.58KClosed |
$198K - $242K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.22KClosed |
$190K - $233K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.04KClosed |
$187K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-9.02KClosed |
$186K - $228K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.47KClosed |
$175K - $214K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.43KClosed |
$174K - $213K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.18K- 77.92% |
$24.3K - $29.7K
|
333
$5.51K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-700Closed |
$14.5K - $17.7K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-382- 34.66% |
$7.9K - $9.65K
|
720
$11.9K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-300- 27.27% |
$6.2K - $7.58K
|
800
$13.2K
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-290- 0.47% |
$5.99K - $7.32K
|
61.1K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100Closed |
$2.07K - $2.53K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-80.2KClosed |
$1.76M - $2.48M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-12.4KClosed |
$272K - $384K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11KClosed |
$242K - $342K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-10.8KClosed |
$237K - $336K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-9.99KClosed |
$219K - $309K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-8.39KClosed |
$184K - $260K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.66KClosed |
$168K - $237K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.98KClosed |
$153K - $216K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.73KClosed |
$147K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.5KClosed |
$98.6K - $139K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2KClosed |
$43.8K - $62K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.46KClosed |
$31.9K - $45.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-957Closed |
$21K - $29.6K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-655Closed |
$14.4K - $20.3K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-400Closed |
$8.76K - $12.4K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-213Closed |
$4.67K - $6.6K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-212Closed |
$4.64K - $6.57K
|
0
$0
|