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Compass Diversified (CODI) Institutional Ownership

Compass Diversified logo
$24.27 +0.65 (+2.75%)
(As of 12/16/2024 ET)
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Institutional Ownership Changes (13F Filings) for Compass Diversified (NYSE:CODI)

Current
Institutional Ownership
Percentage
72.73%
Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$174.15M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$95.57M
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CODI Institutional Buying and Selling by Quarter

Compass Diversified Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 Lord Abbett & CO. LLC1,637,603$36.24M0.1%+1.4%2.165%
11/25/2024 Sanctuary Advisors LLC96,603$2.26M0.0%-4.3%0.128%
11/18/2024 Arete Wealth Advisors LLC9,116$201K0.0%N/A0.012%
11/16/2024 Geode Capital Management LLC804,953$17.81M0.0%-0.4%1.064%
11/15/2024 Barclays PLC105,774$2.34M0.0%+296.3%0.140%
11/15/2024 Nomura Asset Management Co. Ltd.1,312$29K0.0%-26.1%0.002%
11/15/2024 National Bank of Canada FI220,338$4.88M0.0%+11.5%0.291%
11/15/2024 Jane Street Group LLC70,548$1.56M0.0%-13.2%0.093%
11/15/2024 State Street Corp1,220,920$27.02M0.0%-0.1%1.614%
11/15/2024 Stifel Financial Corp24,441$541K0.0%-13.7%0.032%
11/14/2024 Rockefeller Capital Management L.P.11,766$260K0.0%+5.1%0.016%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,955$2.63M0.0%-13.1%0.157%
11/14/2024 De Lisle Partners LLP15,300$339K0.1%N/A0.020%
11/13/2024 BNP Paribas Financial Markets14,360$318K0.0%+10.2%0.019%
11/13/2024 Quantbot Technologies LP7,827$173K0.0%N/A0.010%
11/13/2024 FMR LLC283,777$6.28M0.0%+115.0%0.375%
11/13/2024 D.A. Davidson & CO.78,296$1.73M0.0%+1.1%0.103%
11/13/2024 The Manufacturers Life Insurance Company1,085,195$24.02M0.0%-0.7%1.434%
11/13/2024 Dynamic Technology Lab Private Ltd13,970$309K0.0%N/A0.018%
11/12/2024 Swedbank AB149,375$3.31M0.0%N/A0.197%
11/12/2024 Charles Schwab Investment Management Inc.394,747$8.74M0.0%-23.0%0.522%
11/9/2024 Intech Investment Management LLC9,896$219K0.0%N/A0.013%
11/7/2024 Quest Partners LLC7,440$165K0.0%+245.7%0.010%
11/6/2024 Royce & Associates LP857,781$18.98M0.2%+4.9%1.134%
11/5/2024 Victory Capital Management Inc.10,506$232K0.0%N/A0.014%
11/5/2024 Aptus Capital Advisors LLC269,304$5.96M0.1%+15.5%0.356%
11/1/2024 Atria Investments Inc67,372$1.49M0.0%+4.2%0.089%
11/1/2024 Verdence Capital Advisors LLC15,830$350K0.0%+5.0%0.021%
10/30/2024 North Star Investment Management Corp.354,432$7.84M0.5%+1.5%0.470%
10/29/2024 Van ECK Associates Corp9,319$195K0.0%+23.1%0.012%
10/29/2024 GFS Advisors LLC17,500$387K0.1%+4,900.0%0.023%
10/29/2024 Janney Montgomery Scott LLC219,229$4.85M0.0%+0.4%0.291%
10/29/2024 Farther Finance Advisors LLC2,219$49K0.0%+273.6%0.003%
10/24/2024 Hunter Associates Investment Management LLC26,700$589K0.1%+11.7%0.035%
10/24/2024 Nisa Investment Advisors LLC3,051$68K0.0%+190.3%0.004%
10/24/2024 Essex Financial Services Inc.1,302,174$27.37M1.3%+20.2%1.727%
10/23/2024 E. Ohman J or Asset Management AB81,170$1.80M0.0%+8.0%0.108%
10/23/2024 Dakota Wealth Management28,654$634K0.0%-5.2%0.038%
10/22/2024 International Assets Investment Management LLC47,801$1.06M0.0%N/A0.063%
10/22/2024 Private Advisor Group LLC15,174$336K0.0%-4.1%0.020%
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10/19/2024 Allspring Global Investments Holdings LLC4,257,759$94.22M0.1%+3.4%5.648%
10/16/2024 SPC Financial Inc.17,100$378K0.0%-2.8%0.023%
10/15/2024 Swedbank AB149,375$3.31M0.0%N/A0.198%
10/10/2024 Gilman Hill Asset Management LLC389,774$8.63M1.4%+1.3%0.517%
10/10/2024 Inspire Investing LLC18,619$412K0.0%+15.2%0.025%
10/10/2024 Peak Financial Advisors LLC24,883$551K0.3%+5.6%0.033%
10/5/2024 Northwest Quadrant Wealth Management LLC12,583$278K0.1%-7.7%0.017%
10/3/2024 SG Americas Securities LLC15,897$352K0.0%N/A0.021%
9/5/2024 Sanctuary Advisors LLC100,947$2.28M0.0%N/A0.134%
8/21/2024 Truist Financial Corp48,746$1.07M0.0%+1.6%0.065%
8/15/2024 The Manufacturers Life Insurance Company1,092,484$23.91M0.0%-7.7%1.449%
8/14/2024 ProShare Advisors LLC18,477$404K0.0%-15.2%0.025%
8/13/2024 Sei Investments Co.703,142$15.39M0.0%+9.2%0.933%
8/12/2024 Inspire Investing LLC16,166$354K0.0%+8.4%0.021%
8/12/2024 SMH Capital Advisors Inc.72,248$1.58M4.8%-3.7%0.096%
8/12/2024 Glass Jacobson Investment Advisors llc22,250$487K0.2%-2.4%0.030%
8/12/2024 Hsbc Holdings PLC43,292$943K0.0%-23.2%0.057%
8/12/2024 Blair William & Co. IL690,106$15.11M0.0%-2.4%0.915%
8/12/2024 Mercer Global Advisors Inc. ADV9,154$200K0.0%N/A0.012%
8/9/2024 Renaissance Technologies LLC103,400$2.26M0.0%+562.8%0.137%
8/8/2024 Prosperity Consulting Group LLC11,746$257K0.0%-35.0%0.016%
8/8/2024 William Blair Investment Management LLC1,876,309$41.07M0.1%+0.2%2.489%
8/8/2024 American Century Companies Inc.5,447,561$119.25M0.1%0.0%7.226%
8/8/2024 HHM Wealth Advisors LLC1,500$33K0.0%N/A0.002%
8/7/2024 Wedbush Securities Inc.28,405$622K0.0%+2.1%0.038%
8/7/2024 Ashton Thomas Private Wealth LLC6,258$137K0.0%N/A0.008%
8/6/2024 Quest Partners LLC2,152$47K0.0%-82.5%0.003%
8/6/2024 Great Lakes Advisors LLC160,173$3.51M0.0%-4.8%0.212%
8/3/2024 National Bank of Canada FI197,546$4.28M0.0%+4.1%0.262%
8/1/2024 Rhumbline Advisers104,171$2.28M0.0%+5.9%0.138%
7/31/2024 Essex Financial Services Inc.1,094,839$23.97M1.2%+45.0%1.452%
7/31/2024 Aptus Capital Advisors LLC233,080$5.10M0.1%+24.6%0.309%
7/31/2024 Van ECK Associates Corp7,571$166K0.0%+20.4%0.010%
7/31/2024Commonwealth Equity Services LLC45,478$996K0.0%-1.5%0.060%
7/29/2024 Ridgewood Investments LLC2,500$55K0.0%N/A0.003%
7/26/2024 Allspring Global Investments Holdings LLC4,117,375$90.13M0.1%+2.0%5.462%
7/26/2024 Verdence Capital Advisors LLC15,075$330K0.0%N/A0.020%
7/26/2024 Bank of New York Mellon Corp240,161$5.26M0.0%+14.0%0.319%
7/22/2024 Dakota Wealth Management30,214$661K0.0%+3.4%0.040%
7/19/2024Raymond James & Associates93,810$2.05M0.0%-5.3%0.124%
7/13/2024 Northwest Quadrant Wealth Management LLC13,626$298K0.1%-5.2%0.018%
7/12/2024 Gilman Hill Asset Management LLC384,848$8.42M1.5%+3.1%0.511%
7/9/2024 Bard Financial Services Inc.10,925$239K0.0%N/A0.014%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,413$53K0.0%N/A0.003%
5/24/2024Cetera Advisors LLC8,855$213K0.0%N/A0.012%
5/21/2024 Atria Investments Inc61,009$1.47M0.0%-5.9%0.081%
5/15/2024 Public Employees Retirement Association of Colorado13,114$316K0.0%-11.0%0.017%
5/15/2024 Price T Rowe Associates Inc. MD18,051$435K0.0%+14.3%0.024%
5/15/2024 Gamco Investors INC. ET AL71,000$1.71M0.0%-8.3%0.094%
5/14/2024 CANADA LIFE ASSURANCE Co52,162$1.25M0.0%+9.2%0.069%
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5/10/2024 Vanguard Group Inc.5,027,114$121.00M0.0%+0.2%6.669%
5/9/2024 Blair William & Co. IL707,392$17.03M0.1%-1.9%0.938%
5/9/2024 Lord Abbett & CO. LLC1,368,163$32.93M0.1%+186.4%1.815%
5/8/2024 William Blair Investment Management LLC1,872,815$45.08M0.1%+8.8%2.484%
5/8/2024 ProShare Advisors LLC21,799$525K0.0%+18.0%0.029%
5/8/2024 Russell Investments Group Ltd.95,690$2.30M0.0%-8.7%0.127%
5/8/2024 Inspire Investing LLC14,912$359K0.0%-12.6%0.020%
5/7/2024 Sei Investments Co.643,970$15.50M0.0%+0.3%0.854%
5/7/2024 Swiss National Bank133,900$3.22M0.0%+5.0%0.178%
5/7/2024 Insight Advisors LLC PA14,587$351K0.1%N/A0.019%
(Data available from 1/1/2016 forward)

CODI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CODI shares?

During the previous two years, 150 institutional investors and hedge funds held shares of Compass Diversified. The most heavily invested institutionals were Scissortail Wealth Management LLC ($632.75M), Vanguard Group Inc. ($121.00M), American Century Companies Inc. ($119.25M), Allspring Global Investments Holdings LLC ($94.22M), William Blair Investment Management LLC ($41.07M), Lord Abbett & CO. LLC ($36.24M), and GW&K Investment Management LLC ($31.96M).Learn more on CODI's institutional investors.

What percentage of Compass Diversified stock is owned by institutional investors?

72.73% of Compass Diversified stock is owned by institutional investors. Learn more on CODI's institutional investor holdings.

Which institutional investors have been buying Compass Diversified stock?

Of the 121 institutional investors that purchased Compass Diversified stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($4.25M), Lord Abbett & CO. LLC ($913.52K), William Blair Investment Management LLC ($580.77K), Essex Financial Services Inc. ($559.21K), The Manufacturers Life Insurance Company ($408.90K), Swedbank AB ($298.75K), and National Bank of Canada FI ($285.48K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 10,172,062 shares in the last 24 months. This purchase volume represents approximately $221.64M in transactions.

Which Compass Diversified major shareholders have been selling company stock?

Of the 83 institutional investors that sold Compass Diversified stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($3.21M), Royce & Associates LP ($305.87K), GW&K Investment Management LLC ($251.14K), William Blair Investment Management LLC ($202.84K), Schroder Investment Management Group ($202.19K), American Century Companies Inc. ($184.82K), and Victory Capital Management Inc. ($183.11K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 5,927,878 shares in the last 24 months. This volume of shares sold represents approximately $132.30M in transactions.


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This page (NYSE:CODI) was last updated on 12/17/2024 by MarketBeat.com Staff
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