Latest Institutional Transactions on Compass, Inc. (COMP)
This table provides information on the latest institutional transactions involving Compass, Inc. (COMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
977KNew |
$2.17M - $4.65M
|
977K
$7.09M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
294New |
$653 - $1.4K
|
294
$2.13K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.44K- 48.09% |
$5.42K - $11.6K
|
2.64K
$19.1K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-70- 5.92% |
$155 - $333
|
1.11K
$8.06K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
17.7KNew |
$39.2K - $84K
|
17.7K
$128K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
21.7K+ 72.98% |
$48.1K - $103K
|
51.4K
$373K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$185 - $350
|
100
$725
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
430KNew |
$795K - $1.5M
|
430K
$3.12M
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$18.6K - $35.2K
|
10.1K
$73K
|
|
Feb 14, 2023
Q4 2022
|
Institutional Venture Management Xiii, LLC
Menlo Park, CA |
SELL
|
- |
-120K- 12.88% |
$221K - $418K
|
808K
$5.86M
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
239KNew |
$441K - $835K
|
239K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
88.7KNew |
$164K - $310K
|
88.7K
$643K
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.06K+ 3.4% |
$9.37K - $17.7K
|
154K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
76.3KNew |
$141K - $267K
|
76.3K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Institutional Venture Management Xv, LLC
Menlo Park, CA |
SELL
|
- |
-1.56M- 12.88% |
$2.88M - $5.45M
|
10.5M
$76.3M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.2KNew |
$4.07K - $7.7K
|
2.2K
$16K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$185 - $350
|
100
$725
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30.3KNew |
$56.1K - $106K
|
30.3K
$220K
|
|
Feb 10, 2023
Q4 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-614K- 7.94% |
$1.14M - $2.15M
|
7.12M
$51.6M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$2.31K - $4.37K
|
1.25K
$9.05K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
20KNew |
$37K - $70K
|
20K
$145K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
35.9KNew |
$66.3K - $125K
|
35.9K
$260K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29.7KNew |
$55K - $104K
|
29.7K
$215K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
128KNew |
$237K - $449K
|
128K
$929K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
250New |
$463 - $875
|
250
$1.81K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
400New |
$740 - $1.4K
|
400
$2.9K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-21K- 98.24% |
$38.8K - $73.5K
|
376
$2.73K
|
|
Q3 2022 | |||||||
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.95K- 4.89% |
$13.6K - $28.2K
|
116K
$839K
|
|
Nov 14, 2022
Q3 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-954- 5.54% |
$2.18K - $4.52K
|
16.3K
$118K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1KNew |
$2.29K - $4.74K
|
1K
$7.25K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-762- 5.55% |
$1.74K - $3.61K
|
13K
$94K
|
|
Nov 14, 2022
Q3 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$458K - $948K
|
200K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.14K- 11.43% |
$4.9K - $10.1K
|
16.6K
$120K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
396New |
$907 - $1.88K
|
396
$2.87K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14.4KNew |
$33K - $68.3K
|
14.4K
$104K
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-41.2K- 79.87% |
$94.4K - $195K
|
10.4K
$75.3K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
500New |
$1.15K - $2.37K
|
500
$3.63K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
3KNew |
$6.87K - $14.2K
|
3K
$21.8K
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-140K- 50.0% |
$321K - $664K
|
140K
$1.02M
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
195New |
$688 - $1.51K
|
195
$1.41K
|
|
Aug 15, 2022
Q2 2022
|
Berylson Capital Partners, LLC
Boston, MA |
SELL
|
- |
-200KClosed |
$706K - $1.55M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-331KClosed |
$1.17M - $2.57M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
General Equity Holdings LP
Brooklyn, NY |
SELL
|
- |
-2.05MClosed |
$7.22M - $15.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Immersion Capital LLP
London, X0 |
SELL
|
- |
-4.58MClosed |
$16.2M - $35.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
635+ 9.47% |
$2.24K - $4.93K
|
7.34K
$53.2K
|
|
Aug 15, 2022
Q2 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-14KClosed |
$49.4K - $109K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-70KClosed |
$247K - $543K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.77K+ 1.06% |
$6.24K - $13.7K
|
169K
$1.23M
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-270KClosed |
$953K - $2.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-117KClosed |
$412K - $906K
|
0
$0
|