Coda Octopus Group (CODA) Institutional Ownership

$7.02
+0.13 (+1.89%)
(As of 05/10/2024 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)
9
Total
Institutional Inflows
(last 12 months)
$2.97M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$681.60K
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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
5/10/2024Vanguard 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%
2/15/2024Perritt 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%
1/31/2024Federated Hermes Inc.50,904$305K0.0%-10.9%0.458%
1/29/2024 Byrne Asset Management LLC4,100$25K0.0%N/A0.037%
1/18/2024 Touchstone Capital Inc.595,384$3.58M3.4%-2.6%5.354%
11/15/2023Worth Venture Partners LLC26,947$167K0.1%N/A0.242%
11/14/2023O 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%
10/27/2023Acuitas 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%
8/14/2023Perritt Capital Management Inc.93,028$764K0.4%-3.6%0.837%
8/11/2023O 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%
5/8/2023Federated 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%
11/15/2022Perritt Capital Management Inc.94,524$510K0.3%-6.5%0.871%
10/19/2022 Byrne 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%
5/16/2022RBF 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%
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%
11/15/2021Ancora 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%
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11/5/2021PNC Financial Services Group Inc.13,000$117K0.0%N/A0.120%
8/16/2021State Street Corp11,135$97K0.0%N/A0.103%
8/16/2021Federated Hermes Inc.84,532$735K0.0%-11.7%0.780%
8/13/2021Renaissance Technologies LLC21,037$182K0.0%-52.1%0.194%
8/13/2021Ancora Advisors LLC55,418$479K0.0%+5.1%0.512%
8/13/2021Geode Capital Management LLC36,813$320K0.0%+8.9%0.340%
8/13/2021Vanguard Group Inc.233,513$2.02M0.0%+0.6%2.156%
8/12/2021Dimensional Fund Advisors LP67,706$589K0.0%-1.7%0.625%
8/12/2021JPMorgan 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%
5/18/2021Perritt Capital Management Inc.115,200$1.02M0.6%+1.3%1.071%
5/13/2021Renaissance Technologies LLC43,900$390K0.0%N/A0.408%
5/13/2021Federated Hermes Inc.95,745$838K0.0%-42.5%0.890%
5/12/2021JPMorgan 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%
11/16/2020AQR Capital Management LLC10,769$60K0.0%-43.2%0.100%
11/6/2020BlackRock Inc.103,748$574K0.0%-1.9%0.965%
8/17/2020AQR Capital Management LLC18,947$98K0.0%-41.9%0.176%
8/17/2020Jane Street Group LLC15,599$80K0.0%N/A0.145%
8/14/2020RBF Capital LLC69,000$355K0.0%N/A0.642%
8/13/2020Perritt Capital Management Inc.70,000$361K0.3%+197.5%0.651%
8/13/2020Federated Hermes Inc.166,683$858K0.0%+77.1%1.550%
8/5/2020WINTON GROUP Ltd20,551$106K0.0%+41.3%0.191%
6/19/2020State Street Corp86,492$485K0.0%+17.8%0.805%
6/1/2020 Rice Hall James & Associates LLC98,047$550K0.0%-4.1%0.915%
5/15/2020AQR Capital Management LLC32,583$183K0.0%-70.7%0.304%
5/15/2020 Rice Hall James & Associates LLC98,047$550K0.0%-4.1%0.914%
5/14/2020Geode Capital Management LLC70,896$397K0.0%+20.8%0.661%
5/14/2020Alliancebernstein L.P.17,900$100K0.0%+35.6%0.167%
5/13/2020Federated Hermes Inc.94,135$528K0.0%+186.2%0.878%
5/11/2020Commonwealth Equity Services LLC37,000$207K0.0%-21.9%0.345%
5/11/2020Acadian Asset Management LLC19,268$108K0.0%-58.8%0.180%
5/11/2020State Street Corp86,492$485K0.0%+17.8%0.807%
5/11/2020WINTON GROUP Ltd14,549$82K0.0%-16.4%0.136%
5/1/2020BlackRock Inc.339,052$1.90M0.0%+6.0%3.162%
(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, 15 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. ($3.13M), Vanguard Group Inc. ($1.73M), Rice Hall James & Associates LLC ($1.56M), Perritt Capital Management Inc. ($538K), RBF Capital LLC ($427K), 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 10 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), Acuitas Investments LLC ($52.93K), Rice Hall James & Associates LLC ($31.15K), Worth Venture Partners LLC ($26.95K), O Shaughnessy Asset Management LLC ($15.67K), Byrne Asset Management LLC ($10.26K), and Buckingham Capital Management Inc. ($10K).

How much institutional buying is happening at Coda Octopus Group?

Institutional investors have bought a total of 507,536 shares in the last 24 months. This purchase volume represents approximately $3.56M 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. ($81.91K), Tocqueville Asset Management L.P. ($25K), Perritt Capital Management Inc. ($13.98K), Federated Hermes Inc. ($9.53K), Rice Hall James & Associates LLC ($8.87K), RBF Capital LLC ($4K), and Vanguard Group Inc. ($2.09K).

How much institutional selling is happening at Coda Octopus Group?

Institutional investors have sold a total of 147,276 shares in the last 24 months. This volume of shares sold represents approximately $895.09K in transactions.


This page (NASDAQ:CODA) was last updated on 5/11/2024 by MarketBeat.com Staff

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