Institutional Ownership Compass, Inc. (COMP)
This table provides information about the institutional ownership of Compass, Inc. (COMP). We have compiled data on the 307 institutions that hold shares in the stock, with a total of 315 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,200
shares
|
$10,560
0.0% of portfolio
|
Q1 2022
Added 140.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,162
shares
|
$10,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,150
shares
|
$10,120
0.0% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
682
shares
|
$6,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
673
shares
|
$5,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
607
shares
|
$5,341
0.0% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
572
shares
|
$5,033
0.0% of portfolio
|
Q4 2024
Added 633.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$4,400
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
500
shares
|
$4,400
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
445
shares
|
$3,916
0.0% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
420
shares
|
$3,696
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
400
shares
|
$3,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
392
shares
|
$3,449
0.0% of portfolio
|
Q3 2024
Added 37.06%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
376
shares
|
$3,308
0.0% of portfolio
|
Q4 2022
Reduced 98.24%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
369
shares
|
$3,247
0.0% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
336
shares
|
$2,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
315
shares
|
$2,772
0.0% of portfolio
|
Q4 2024
Reduced 57.94%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
300
shares
|
$2,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
300
shares
|
$2,640
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
300
shares
|
$2,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$2,640
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
294
shares
|
$2,587
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
223
shares
|
$1,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
189
shares
|
$1,663
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
173
shares
|
$1,522
0.0% of portfolio
|
Q4 2023
Added 76.53%
|