Institutional Ownership Compass Diversified Holdings (CODI)
This table provides information about the institutional ownership of Compass Diversified Holdings (CODI). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
10,947
shares
|
$205,913
0.0% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,824
shares
|
$203,599
0.06% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
10,510
shares
|
$197,693
0.02% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,431
shares
|
$196,207
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$188,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,912
shares
|
$186,444
0.01% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,871
shares
|
$185,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
8,925
shares
|
$167,879
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
8,911
shares
|
$167,615
0.0% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
7,590
shares
|
$142,767
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
6,751
shares
|
$126,986
0.01% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,830
shares
|
$109,662
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,088
shares
|
$95,705
0.0% of portfolio
|
Q2 2020
Added 0.9%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,230
shares
|
$79,566
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
4,194
shares
|
$78,889
0.0% of portfolio
|
Q4 2024
Added 219.66%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,602
shares
|
$67,753
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,300
shares
|
$62,072
0.05% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,194
shares
|
$60,079
0.02% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,055
shares
|
$57,464
0.0% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,051
shares
|
$57,389
0.0% of portfolio
|
Q3 2024
Added 190.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,000
shares
|
$56,429
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$56,429
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,500
shares
|
$47,025
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,450
shares
|
$46,084
0.0% of portfolio
|
Q4 2024
Added 88.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,219
shares
|
$41,739
0.0% of portfolio
|
Q3 2024
Added 273.57%
|