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 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
115New |
$615 - $1.18K
|
115
$1.08K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$535 - $1.02K
|
100
$941
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4.83KNew |
$25.8K - $49.4K
|
4.83K
$45.4K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.87KNew |
$9.99K - $19.1K
|
1.87K
$17.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
134+ 34.18% |
$717 - $1.37K
|
526
$4.95K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-43K- 42.25% |
$230K - $440K
|
58.8K
$553K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
231New |
$1.24K - $2.37K
|
231
$2.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-183- 12.06% |
$979 - $1.87K
|
1.34K
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
111New |
$594 - $1.14K
|
111
$1.04K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
15.8KNew |
$84.5K - $162K
|
15.8K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
44+ 0.34% |
$235 - $451
|
13K
$122K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4K- 21.28% |
$21.4K - $41K
|
14.8K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
84.6KNew |
$453K - $866K
|
84.6K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
29.4KNew |
$157K - $301K
|
29.4K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
12.2KNew |
$65.5K - $125K
|
12.2K
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
120New |
$642 - $1.23K
|
120
$1.13K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.18K+ 19.17% |
$11.7K - $22.3K
|
13.6K
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2.63KNew |
$14.1K - $26.9K
|
2.63K
$24.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-14.3K- 40.84% |
$76.4K - $146K
|
20.7K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-7.8K- 37.51% |
$41.7K - $79.9K
|
13K
$122K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$5.35K - $10.2K
|
1K
$9.41K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-62Closed |
$335 - $454
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
1.2MNew |
$6.48M - $8.8M
|
1.2M
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
680K+ 21.02% |
$3.67M - $4.99M
|
3.92M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
516KNew |
$2.79M - $3.78M
|
516K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$8.1K - $11K
|
1.5K
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-5K- 4.76% |
$27K - $36.7K
|
100K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
65KNew |
$351K - $476K
|
65K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
24K+ 82.95% |
$130K - $176K
|
53K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
12.1KNew |
$65.2K - $88.5K
|
12.1K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
45KNew |
$243K - $330K
|
45K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
356KNew |
$1.92M - $2.61M
|
356K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-6.36K- 1.68% |
$34.3K - $46.6K
|
372K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
38.5KNew |
$208K - $282K
|
38.5K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
28.8KNew |
$155K - $211K
|
28.8K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
15.1KNew |
$81.5K - $111K
|
15.1K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-188K- 2.64% |
$1.01M - $1.38M
|
6.93M
$65.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$58.5K - $79.5K
|
10.8K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
314+ 0.89% |
$1.7K - $2.3K
|
35.7K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
34.8KNew |
$188K - $255K
|
34.8K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.3KNew |
$61K - $82.8K
|
11.3K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
682New |
$3.68K - $5K
|
682
$6.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.26K- 9.88% |
$6.79K - $9.22K
|
11.5K
$108K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
400New |
$2.16K - $2.93K
|
400
$3.76K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
23.7KNew |
$128K - $174K
|
23.7K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88New |
$475 - $645
|
88
$828
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43New |
$144 - $283
|
43
$405
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22New |
$73.9 - $145
|
22
$207
|
|
|
Nov 14, 2024
Q3 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
2.29MNew |
$7.69M - $15.1M
|
2.29M
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
211K+ 84.18% |
$709K - $1.39M
|
462K
$4.35M
|
|