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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-15.2KClosed |
$366K - $477K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6KClosed |
$303K - $396K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-11.2KClosed |
$269K - $351K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-10.7KClosed |
$258K - $336K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-8.8KClosed |
$212K - $277K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.3KClosed |
$200K - $261K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.4KClosed |
$57.9K - $75.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-700Closed |
$16.9K - $22K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-255Closed |
$6.15K - $8.02K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-97KClosed |
$2.27M - $2.58M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-51.8KClosed |
$1.21M - $1.38M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-23.4KClosed |
$548K - $623K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-13.9KClosed |
$326K - $370K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$307K - $349K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.9KClosed |
$255K - $290K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5.4KClosed |
$126K - $144K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-700Closed |
$16.4K - $18.6K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-700Closed |
$16.4K - $18.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-500Closed |
$11.7K - $13.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-189- 49.87% |
$4.43K - $5.03K
|
190
$1.09K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-48Closed |
$1.12K - $1.28K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-114KClosed |
$2.21M - $2.79M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10KClosed |
$194K - $246K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8KClosed |
$156K - $196K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.89K- 5.41% |
$56.1K - $70.9K
|
50.5K
$290K
|
|
|
May 17, 2021
Q1 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.89K- 5.41% |
$56.1K - $70.9K
|
50.5K
$290K
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.23KClosed |
$43.4K - $54.8K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.14KClosed |
$41.5K - $52.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.79KClosed |
$34.8K - $44K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-600Closed |
$11.7K - $14.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-480Closed |
$9.33K - $11.8K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-409Closed |
$7.95K - $10K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-225Closed |
$4.37K - $5.53K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-150Closed |
$2.92K - $3.68K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$778 - $982
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20KClosed |
$343K - $427K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-14KClosed |
$240K - $299K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.1KClosed |
$207K - $257K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4KClosed |
$196K - $244K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.1KClosed |
$191K - $238K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.63KClosed |
$28K - $34.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 8.66% |
$22.6K - $28.2K
|
13.9K
$80K
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.14KClosed |
$19.6K - $24.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20KClosed |
$318K - $381K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11KClosed |
$175K - $210K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.59KClosed |
$41.3K - $49.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$32.5K - $38.9K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1KClosed |
$15.9K - $19.1K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1KClosed |
$15.9K - $19.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-795Closed |
$12.7K - $15.2K
|
0
$0
|
|