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Coda Octopus Group (CODA) Institutional Ownership

Coda Octopus Group logo
$8.23 +0.36 (+4.57%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Coda Octopus Group (NASDAQ:CODA)

Current
Institutional Ownership
Percentage
20.12%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$758.81K
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.26M
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CODA Institutional Buying and Selling by Quarter

Coda Octopus Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024 Wealthquest Corp14,603$108K0.0%N/A0.131%
10/28/2024 Rice Hall James & Associates LLC307,388$2.23M0.1%+25.7%2.747%
10/16/2024 Touchstone Capital Inc.436,942$3.17M4.8%-15.0%3.910%
8/9/2024 Dimensional Fund Advisors LP57,815$348K0.0%-11.2%0.517%
8/8/2024 Rice Hall James & Associates LLC244,490$1.47M0.1%+3.8%2.188%
5/15/2024 Perritt Capital Management Inc.81,966$473K0.3%-8.2%0.734%
5/10/2024 Vanguard Group Inc.299,795$1.73M0.0%-0.7%2.683%
5/10/2024 Tocqueville Asset Management L.P.563,897$3.25M0.1%-4.2%5.047%
4/16/2024 Touchstone Capital Inc.543,067$3.13M3.9%-8.8%4.862%
2/15/2024 Perritt Capital Management Inc.89,328$538K0.3%-4.3%0.800%
2/7/2024 Buckingham Capital Management Inc.10,000$60K0.0%N/A0.090%
2/5/2024 Victory Capital Management Inc.9,656$58K0.0%N/A0.087%
1/31/2024 Federated Hermes Inc.50,904$305K0.0%-10.9%0.458%
1/29/2024Byrne Asset Management LLC4,100$25K0.0%N/A0.037%
1/18/2024 Touchstone Capital Inc.595,384$3.58M3.4%-2.6%5.354%
11/15/2023 Worth Venture Partners LLC26,947$167K0.1%N/A0.242%
11/14/2023 O Shaughnessy Asset Management LLC13,760$85K0.0%-12.2%0.124%
11/2/2023 Rice Hall James & Associates LLC251,028$1.56M0.1%-1.6%2.257%
10/27/2023 Acuitas Investments LLC52,925$328K0.2%N/A0.476%
10/23/2023Commonwealth Equity Services LLC18,500$115K0.0%+12.1%0.166%
10/13/2023 Touchstone Capital Inc.611,560$3.79M4.2%+24.0%5.500%
8/14/2023 Perritt Capital Management Inc.93,028$764K0.4%-3.6%0.837%
8/11/2023 O Shaughnessy Asset Management LLC15,665$129K0.0%N/A0.141%
7/24/2023 Rice Hall James & Associates LLC255,008$2.09M0.1%+3.8%2.300%
7/14/2023 Touchstone Capital Inc.493,045$4.05M4.3%+48.3%4.446%
5/12/2023 Rice Hall James & Associates LLC245,668$1.80M0.1%+3.3%2.229%
5/8/2023 Federated Hermes Inc.60,531$439K0.0%-5.2%0.549%
4/18/2023 Touchstone Capital Inc.332,481$2.43M2.7%-3.3%3.017%
2/8/2023 Belpointe Asset Management LLC4,000$27K0.0%N/A0.037%
1/27/2023 Rice Hall James & Associates LLC237,805$1.63M0.1%-2.0%2.190%
1/24/2023 Touchstone Capital Inc.343,687$2.36M2.8%+23.7%3.165%
11/15/2022 Perritt Capital Management Inc.94,524$510K0.3%-6.5%0.871%
10/19/2022Byrne Asset Management LLC6,160$33K0.0%N/A0.057%
10/12/2022 Touchstone Capital Inc.277,828$1.50M1.8%-0.8%2.559%
8/8/2022 Rice Hall James & Associates LLC241,168$1.21M0.1%+2.8%2.221%
5/26/2022 Rice Hall James & Associates LLC234,515$1.54M0.1%+3.2%2.160%
5/16/2022 RBF Capital LLC65,000$427K0.0%-5.8%0.599%
5/5/2022 Rice Hall James & Associates LLC234,515$1.54M0.1%+3.2%2.159%
5/5/2022 Touchstone Capital Inc.280,036$1.84M1.6%+6.2%2.579%
5/4/2022Commonwealth Equity Services LLC16,500$108K0.0%-38.9%0.152%
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2/14/2022 Rice Hall James & Associates LLC227,226$1.82M0.1%-10.9%2.093%
1/31/2022Commonwealth Equity Services LLC27,000$216K0.0%+8.0%0.249%
1/26/2022 Touchstone Capital Inc.263,752$2.11M1.7%+0.6%2.429%
11/15/2021 Ancora Advisors LLC44,653$400K0.0%-19.4%0.411%
11/9/2021 Rice Hall James & Associates LLC254,991$2.29M0.1%+2.4%2.349%
11/9/2021BlackRock Inc.100,245$898K0.0%+18.0%0.923%
11/5/2021 PNC Financial Services Group Inc.13,000$117K0.0%N/A0.120%
8/16/2021 State Street Corp11,135$97K0.0%N/A0.103%
8/16/2021 Federated Hermes Inc.84,532$735K0.0%-11.7%0.780%
8/13/2021 Renaissance Technologies LLC21,037$182K0.0%-52.1%0.194%
8/13/2021 Ancora Advisors LLC55,418$479K0.0%+5.1%0.512%
8/13/2021 Geode Capital Management LLC36,813$320K0.0%+8.9%0.340%
8/13/2021 Vanguard Group Inc.233,513$2.02M0.0%+0.6%2.156%
8/12/2021 Dimensional Fund Advisors LP67,706$589K0.0%-1.7%0.625%
8/12/2021 JPMorgan Chase & Co.17,549$153K0.0%+313.5%0.162%
8/11/2021Commonwealth Equity Services LLC25,650$221K0.0%-5.4%0.237%
7/31/2021 Rice Hall James & Associates LLC249,021$2.15M0.1%-4.6%2.299%
5/18/2021 Perritt Capital Management Inc.115,200$1.02M0.6%+1.3%1.071%
5/13/2021 Renaissance Technologies LLC43,900$390K0.0%N/A0.408%
5/13/2021 Federated Hermes Inc.95,745$838K0.0%-42.5%0.890%
5/12/2021 JPMorgan Chase & Co.4,244$37K0.0%+106,000.0%0.039%
5/7/2021BlackRock Inc.110,251$979K0.0%+2.1%1.025%
5/4/2021Commonwealth Equity Services LLC27,100$240K0.0%-15.2%0.252%
2/16/2021 Rice Hall James & Associates LLC158,238$995K0.0%+4.0%1.472%
2/5/2021BlackRock Inc.107,968$679K0.0%+4.1%1.004%
2/5/2021 Touchstone Capital Inc.262,973$1.65M1.7%N/A2.446%
11/16/2020 AQR Capital Management LLC10,769$60K0.0%-43.2%0.100%
11/6/2020BlackRock Inc.103,748$574K0.0%-1.9%0.965%
(Data available from 1/1/2016 forward)

CODA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CODA shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Coda Octopus Group. The most heavily invested institutionals were Tocqueville Asset Management L.P. ($3.25M), Touchstone Capital Inc. ($3.17M), Rice Hall James & Associates LLC ($2.23M), Vanguard Group Inc. ($1.73M), Perritt Capital Management Inc. ($473K), Dimensional Fund Advisors LP ($348K), and Acuitas Investments LLC ($328K).Learn more on CODA's institutional investors.

What percentage of Coda Octopus Group stock is owned by institutional investors?

20.12% of Coda Octopus Group stock is owned by institutional investors. Learn more on CODA's institutional investor holdings.

Which institutional investors have been buying Coda Octopus Group stock?

Of the 11 institutional investors that purchased Coda Octopus Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Touchstone Capital Inc. ($344.94K), Rice Hall James & Associates LLC ($89.05K), Acuitas Investments LLC ($52.93K), Worth Venture Partners LLC ($26.95K), O Shaughnessy Asset Management LLC ($15.67K), Wealthquest Corp ($14.60K), and Buckingham Capital Management Inc. ($10K).

How much institutional buying is happening at Coda Octopus Group?

Institutional investors have bought a total of 573,883 shares in the last 24 months. This purchase volume represents approximately $4.06M in transactions.

Which Coda Octopus Group major shareholders have been selling company stock?

The following institutional investors have sold Coda Octopus Group stock in the last 24 months: Touchstone Capital Inc. ($156.69K), Tocqueville Asset Management L.P. ($25K), Perritt Capital Management Inc. ($14.79K), Federated Hermes Inc. ($9.53K), Rice Hall James & Associates LLC ($8.87K), Dimensional Fund Advisors LP ($7.29K), and Vanguard Group Inc. ($2.09K).

How much institutional selling is happening at Coda Octopus Group?

Institutional investors have sold a total of 226,155 shares in the last 24 months. This volume of shares sold represents approximately $1.47M in transactions.



This page (NASDAQ:CODA) was last updated on 12/21/2024 by MarketBeat.com Staff
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