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 |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
750
shares
|
$14,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
650
shares
|
$12,226
0.0% of portfolio
|
Q1 2024
Reduced 35.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
630
shares
|
$11,850
0.0% of portfolio
|
Q4 2024
Added 240.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
619
shares
|
$11,643
0.0% of portfolio
|
Q4 2024
Reduced 62.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
578
shares
|
$10,872
0.0% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
573
shares
|
$10,778
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
518
shares
|
$9,743
0.0% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$9,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
486
shares
|
$9,141
0.0% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
482
shares
|
$9,066
0.0% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
456
shares
|
$8,577
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
440
shares
|
$8,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
432
shares
|
$8,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
425
shares
|
$7,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
400
shares
|
$7,523
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
374
shares
|
$7,034
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
358
shares
|
$6,733
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
280
shares
|
$5,266
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
266
shares
|
$5,003
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
262
shares
|
$4,928
0.0% of portfolio
|
Q4 2024
Added 142.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$4,702
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
235
shares
|
$4,420
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$3,761
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
195
shares
|
$3,667
0.0% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
190
shares
|
$3,573
0.0% of portfolio
|
Q2 2021
Reduced 49.87%
|