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Compass Diversified (CODI) Institutional Ownership

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$22.29
+0.16 (+0.72%)
(As of 05/17/2024 08:53 PM 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)
67
Total
Institutional Inflows
(last 12 months)
$143.50M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$104.30M
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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
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%
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%
5/7/2024 SG Americas Securities LLC10,477$252K0.0%N/A0.014%
5/3/2024 Wellington Shields Capital Management LLC5,220$126K0.0%-58.5%0.007%
5/2/2024 Hunter Associates Investment Management LLC25,900$622K0.1%-2.6%0.034%
5/1/2024 Janney Montgomery Scott LLC222,950$5.37M0.0%+1.3%0.296%
5/1/2024 BNP Paribas Financial Markets31,139$750K0.0%+81.9%0.041%
5/1/2024 Mirae Asset Global Investments Co. Ltd.26,649$641K0.0%-6.3%0.035%
5/1/2024 Prosperity Consulting Group LLC18,065$435K0.1%N/A0.024%
5/1/2024 Diversify Advisory Services LLC8,731$207K0.0%N/A0.012%
4/30/2024 Private Advisor Group LLC21,943$528K0.0%-26.9%0.029%
4/30/2024 North Star Investment Management Corp.349,290$8.41M0.6%+2.4%0.464%
4/30/2024 Allspring Global Investments Holdings LLC4,037,286$97.18M0.2%+9.4%5.360%
4/24/2024 Essex Financial Services Inc.755,141$18.18M1.7%-2.5%1.003%
4/23/2024 Sweet Financial Partners LLC13,000$313K0.1%+30.0%0.017%
4/23/2024 Raymond James Financial Services Advisors Inc.144,094$3.47M0.0%+0.5%0.191%
4/22/2024 PFG Investments LLC10,202$246K0.0%-11.7%0.014%
4/18/2024 Allspring Global Investments Holdings LLC487,286$11.73M0.0%-86.8%0.647%
4/15/2024 Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.003%
4/12/2024 Gilman Hill Asset Management LLC373,446$8.99M1.6%-3.3%0.496%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC11,000$262K0.1%-21.4%0.015%
4/12/2024 Global Assets Advisory LLC11,163$269K0.0%N/A0.015%
4/9/2024 Mather Group LLC.1,347$30K0.0%N/A0.002%
3/11/2024 Vanguard Group Inc.5,018,774$112.67M0.0%-0.5%6.668%
2/15/2024 Grand Jean Capital Management Inc.14,900$335K0.1%-7.3%0.021%
2/14/2024 Schroder Investment Management Group1,285,725$28.87M0.0%-4.9%1.790%
2/13/2024 Keeley Teton Advisors LLC28,600$642K0.1%-9.9%0.040%
2/13/2024 The Manufacturers Life Insurance Company 1,633,222$36.67M0.0%+8.4%2.274%
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2/12/2024 Steward Partners Investment Advisory LLC15,505$348K0.0%+15.7%0.022%
2/9/2024 1620 Investment Advisors Inc.13,961$313K0.3%-14.9%0.019%
2/9/2024 GW&K Investment Management LLC1,423,799$31.96M0.3%-5.0%1.982%
2/9/2024 Quest Partners LLC9,216$207K0.0%N/A0.013%
2/9/2024 UBS Group AG708,786$15.91M0.0%+11.1%0.987%
2/8/2024 Great Lakes Advisors LLC168,457$3.78M0.0%-1.5%0.235%
2/8/2024 Janney Montgomery Scott LLC220,032$4.94M0.0%-28.0%0.306%
2/8/2024 Pacific Global Investment Management Co.47,862$1.08M0.2%-9.5%0.067%
2/7/2024 BNP Paribas Financial Markets17,119$384K0.0%-37.7%0.024%
2/6/2024 Charles Schwab Investment Management Inc.602,837$13.53M0.0%+2.7%0.839%
2/6/2024 SMH Capital Advisors Inc.76,032$1.71M3.7%+5.3%0.106%
2/6/2024 Apollon Wealth Management LLC33,679$756K0.0%+21.5%0.047%
2/6/2024 National Bank of Canada FI194,882$4.32M0.0%-23.6%0.271%
2/6/2024 Amalgamated Bank5,501$123K0.0%-10.3%0.008%
2/6/2024 Swiss National Bank127,500$2.86M0.0%-10.4%0.178%
2/6/2024 Essex Financial Services Inc.774,143$17.38M1.8%-0.1%1.078%
2/5/2024 Van ECK Associates Corp5,118$115K0.0%+24.5%0.007%
2/5/2024 Russell Investments Group Ltd.104,813$2.35M0.0%-2.8%0.146%
2/2/2024 Truist Financial Corp46,277$1.04M0.0%-2.5%0.064%
2/1/2024 New York State Common Retirement Fund27,049$607K0.0%+4.0%0.038%
1/31/2024 Hunter Associates Investment Management LLC26,600$598K0.1%-15.8%0.037%
1/31/2024 Kornitzer Capital Management Inc. KS185,700$4.17M0.1%+32.0%0.259%
1/31/2024 Opus Capital Group LLC44,000$988K0.2%-22.1%0.061%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank15,106$339K0.0%+17.6%0.021%
1/30/2024 Mackenzie Financial Corp9,995$224K0.0%N/A0.014%
1/25/2024 Allspring Global Investments Holdings LLC3,690,210$82.85M0.1%+21,508.0%5.138%
1/25/2024 International Assets Investment Management LLC45,349$1.02M0.0%N/A0.063%
1/24/2024 Mirae Asset Global Investments Co. Ltd.28,437$638K0.0%+6.7%0.040%
1/24/2024 International Assets Investment Management LLC45,349$1.02M0.0%N/A0.063%
1/22/2024 Glass Jacobson Investment Advisors llc25,500$572K0.2%-8.6%0.036%
1/16/2024 Raymond James Financial Services Advisors Inc.143,380$3.22M0.0%+5.8%0.200%
1/16/2024 Raymond James & Associates100,878$2.27M0.0%+4.5%0.140%
1/12/2024 Sweet Financial Partners LLC10,000$224K0.1%N/A0.014%
1/11/2024 Gilman Hill Asset Management LLC386,157$8.67M1.6%-3.7%0.538%
1/10/2024 Peak Financial Advisors LLC23,699$532K0.4%+20.1%0.033%
1/10/2024 North Star Investment Management Corp.341,217$7.66M0.6%+12.8%0.475%
1/10/2024 Northwest Quadrant Wealth Management LLC14,217$319K0.1%-31.6%0.020%
12/18/2023 Vanguard Group Inc.5,043,989$94.68M0.0%+0.5%7.023%
11/30/2023 American Century Companies Inc.5,658,764$106.22M0.1%-0.4%7.879%
11/21/2023 Allen Mooney & Barnes Investment Advisors LLC14,000$263K0.1%N/A0.019%
11/16/2023 Essex Financial Services Inc.775,255$14.55M1.7%-2.9%1.079%
11/15/2023 The Manufacturers Life Insurance Company1,507,150$28.29M0.0%+0.7%2.099%
11/15/2023 Schroder Investment Management Group1,351,911$25.38M0.0%-1.2%1.882%
11/13/2023 LPL Financial LLC194,524$3.65M0.0%+1.6%0.271%
11/13/2023 Hsbc Holdings PLC39,599$740K0.0%+143.4%0.055%
11/13/2023 Lord Abbett & CO. LLC483,761$9.08M0.0%-0.6%0.674%
11/13/2023 PNC Financial Services Group Inc.22,100$415K0.0%-6.7%0.031%
11/9/2023 William Blair Investment Management LLC1,753,696$32.92M0.1%-7.5%2.442%
11/9/2023 Lee Financial Co48,822$916K0.2%-6.9%0.068%
11/9/2023 Navellier & Associates Inc.65,995$1.24M0.2%N/A0.092%
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11/9/2023 Deutsche Bank AG27,906$524K0.0%+17.1%0.039%
11/9/2023 Hunter Associates Investment Management LLC31,600$596K0.1%-3.1%0.044%
11/9/2023 Blair William & Co. IL723,211$13.58M0.1%+12.2%1.007%
11/9/2023 UBS Group AG637,711$11.97M0.0%-14.2%0.888%
11/8/2023 Aptus Capital Advisors LLC167,724$3.15M0.1%-17.0%0.233%
11/8/2023 Annis Gardner Whiting Capital Advisors LLC4,230$79K0.0%N/A0.006%
11/8/2023 HighTower Advisors LLC14,646$275K0.0%+46.3%0.020%
11/8/2023 Charles Schwab Investment Management Inc.587,194$11.02M0.0%+4.3%0.817%
11/8/2023 Gabelli Funds LLC12,000$225K0.0%-57.1%0.017%
11/8/2023 Gamco Investors INC. ET AL83,114$1.56M0.0%-22.0%0.116%
(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, 140 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. ($106.22M), Allspring Global Investments Holdings LLC ($97.18M), William Blair Investment Management LLC ($45.08M), The Manufacturers Life Insurance Company ($36.67M), and Lord Abbett & CO. LLC ($32.93M).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 116 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 ($4.03M), Lord Abbett & CO. LLC ($890.41K), The Manufacturers Life Insurance Company ($651.46K), William Blair Investment Management LLC ($577.28K), Victory Capital Management Inc. ($314.80K), National Bank of Canada FI ($254.94K), and GW&K Investment Management LLC ($196.09K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 10,126,420 shares in the last 24 months. This purchase volume represents approximately $215.98M in transactions.

Which Compass Diversified major shareholders have been selling company stock?

Of the 80 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 ($421.33K), GW&K Investment Management LLC ($251.14K), William Blair Investment Management LLC ($247.17K), Schroder Investment Management Group ($202.19K), Victory Capital Management Inc. ($183.11K), and American Century Companies Inc. ($182.30K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 6,255,657 shares in the last 24 months. This volume of shares sold represents approximately $137.89M in transactions.


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This page (NYSE:CODI) was last updated on 5/20/2024 by MarketBeat.com Staff

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