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Compass Diversified (CODI) Institutional Ownership

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(As of 04/26/2024 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)
72
Total
Institutional Inflows
(last 12 months)
$123.36M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$113.81M
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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
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%
3/11/2024Vanguard Group Inc.5,018,774$112.67M0.0%-0.5%6.668%
2/15/2024Grand Jean Capital Management Inc.14,900$335K0.1%-7.3%0.021%
2/14/2024Schroder Investment Management Group1,285,725$28.87M0.0%-4.9%1.790%
2/13/2024Keeley Teton Advisors LLC28,600$642K0.1%-9.9%0.040%
2/13/2024The Manufacturers Life Insurance Company 1,633,222$36.67M0.0%+8.4%2.274%
2/12/2024Steward Partners Investment Advisory LLC15,505$348K0.0%+15.7%0.022%
2/9/20241620 Investment Advisors Inc.13,961$313K0.3%-14.9%0.019%
2/9/2024GW&K Investment Management LLC1,423,799$31.96M0.3%-5.0%1.982%
2/9/2024Quest Partners LLC9,216$207K0.0%N/A0.013%
2/9/2024UBS Group AG708,786$15.91M0.0%+11.1%0.987%
2/8/2024Great Lakes Advisors LLC168,457$3.78M0.0%-1.5%0.235%
2/8/2024Janney Montgomery Scott LLC220,032$4.94M0.0%-28.0%0.306%
2/8/2024Pacific Global Investment Management Co.47,862$1.08M0.2%-9.5%0.067%
2/7/2024BNP Paribas Financial Markets17,119$384K0.0%-37.7%0.024%
2/6/2024Charles Schwab Investment Management Inc.602,837$13.53M0.0%+2.7%0.839%
2/6/2024SMH Capital Advisors Inc.76,032$1.71M3.7%+5.3%0.106%
2/6/2024Apollon Wealth Management LLC33,679$756K0.0%+21.5%0.047%
2/6/2024National Bank of Canada FI194,882$4.32M0.0%-23.6%0.271%
2/6/2024 Amalgamated Bank5,501$123K0.0%-10.3%0.008%
2/6/2024Swiss 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%
2/5/2024Van ECK Associates Corp5,118$115K0.0%+24.5%0.007%
2/5/2024Russell Investments Group Ltd.104,813$2.35M0.0%-2.8%0.146%
2/2/2024Truist Financial Corp46,277$1.04M0.0%-2.5%0.064%
2/1/2024New York State Common Retirement Fund27,049$607K0.0%+4.0%0.038%
1/31/2024Hunter Associates Investment Management LLC26,600$598K0.1%-15.8%0.037%
1/31/2024Kornitzer Capital Management Inc. KS185,700$4.17M0.1%+32.0%0.259%
1/31/2024Opus Capital Group LLC44,000$988K0.2%-22.1%0.061%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 15,106$339K0.0%+17.6%0.021%
1/30/2024Mackenzie Financial Corp9,995$224K0.0%N/A0.014%
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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%
1/24/2024Mirae 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%
1/22/2024Glass 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%
1/10/2024North 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%
12/18/2023Vanguard Group Inc.5,043,989$94.68M0.0%+0.5%7.023%
11/30/2023American 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%
11/15/2023The Manufacturers Life Insurance Company1,507,150$28.29M0.0%+0.7%2.099%
11/15/2023Schroder Investment Management Group1,351,911$25.38M0.0%-1.2%1.882%
11/13/2023LPL Financial LLC194,524$3.65M0.0%+1.6%0.271%
11/13/2023Hsbc Holdings PLC39,599$740K0.0%+143.4%0.055%
11/13/2023Lord Abbett & CO. LLC483,761$9.08M0.0%-0.6%0.674%
11/13/2023PNC Financial Services Group Inc.22,100$415K0.0%-6.7%0.031%
11/9/2023William Blair Investment Management LLC1,753,696$32.92M0.1%-7.5%2.442%
11/9/2023Lee Financial Co48,822$916K0.2%-6.9%0.068%
11/9/2023Navellier & Associates Inc.65,995$1.24M0.2%N/A0.092%
11/9/2023Deutsche Bank AG27,906$524K0.0%+17.1%0.039%
11/9/2023Hunter Associates Investment Management LLC31,600$596K0.1%-3.1%0.044%
11/9/2023Blair William & Co. IL723,211$13.58M0.1%+12.2%1.007%
11/9/2023UBS Group AG637,711$11.97M0.0%-14.2%0.888%
11/8/2023Aptus Capital Advisors LLC167,724$3.15M0.1%-17.0%0.233%
11/8/2023Annis Gardner Whiting Capital Advisors LLC4,230$79K0.0%N/A0.006%
11/8/2023HighTower Advisors LLC14,646$275K0.0%+46.3%0.020%
11/8/2023Charles Schwab Investment Management Inc.587,194$11.02M0.0%+4.3%0.817%
11/8/2023Gabelli Funds LLC12,000$225K0.0%-57.1%0.017%
11/8/2023Gamco Investors INC. ET AL83,114$1.56M0.0%-22.0%0.116%
11/8/2023Janney Montgomery Scott LLC305,612$5.74M0.0%-2.1%0.425%
11/8/2023Swiss National Bank142,300$2.67M0.0%+0.6%0.198%
11/8/2023SMH Capital Advisors Inc.72,231$1.36M3.2%-5.2%0.100%
11/7/2023Great Lakes Advisors LLC171,033$3.21M0.0%-1.0%0.238%
11/7/2023Glass Jacobson Investment Advisors llc27,900$524K0.2%-3.8%0.039%
11/7/2023Barclays PLC23,494$441K0.0%-5.6%0.033%
11/7/2023Atria Investments Inc70,919$1.33M0.0%+2.8%0.099%
11/6/2023HBK Sorce Advisory LLC13,525$254K0.0%-14.2%0.019%
11/4/2023 NBC Securities Inc.2,590$48K0.0%N/A0.004%
11/3/2023Private Advisor Group LLC29,851$560K0.0%-4.0%0.042%
11/2/2023Capital Investment Advisory Services LLC13,200$248K0.0%+25.7%0.018%
10/27/2023 Allspring Global Investments Holdings LLC17,078$321K0.0%-7.7%0.024%
10/26/2023Inspire Investing LLC16,402$308K0.0%N/A0.023%
10/26/2023Advisor Partners II LLC12,355$232K0.0%N/A0.017%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank12,843$241K0.0%+15.8%0.018%
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10/25/2023 Brown Advisory Inc.78,303$1.47M0.0%+4.0%0.109%
10/24/2023Bank of New York Mellon Corp206,212$3.87M0.0%+0.4%0.287%
10/24/2023 Raymond James & Associates96,504$1.81M0.0%+2.7%0.134%
10/23/2023Commonwealth Equity Services LLC47,668$895K0.0%+2.9%0.066%
10/13/2023SG Americas Securities LLC5,800$109K0.0%N/A0.008%
10/13/2023 Gilman Hill Asset Management LLC400,952$7.53M1.5%+1.3%0.558%
10/12/2023Hibernia Wealth Partners LLC6,430$121K0.1%N/A0.009%
10/10/2023National Bank of Canada FI254,944$4.68M0.0%+4.8%0.355%
10/10/2023 Peak Financial Advisors LLC19,727$370K0.4%+12.4%0.027%
10/10/2023 CIC Wealth LLC12,175$229K0.1%+5.2%0.017%
(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, 147 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. ($112.67M), American Century Companies Inc. ($106.22M), The Manufacturers Life Insurance Company ($36.67M), William Blair Investment Management LLC ($32.92M), GW&K Investment Management LLC ($31.96M), and Schroder Investment Management Group ($28.87M).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 118 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 ($3.68M), American Century Companies Inc. ($866.57K), William Blair Investment Management LLC ($689.81K), The Manufacturers Life Insurance Company ($651.46K), GW&K Investment Management LLC ($646.09K), Royce & Associates LP ($338.33K), and Victory Capital Management Inc. ($314.80K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 10,961,594 shares in the last 24 months. This purchase volume represents approximately $235.39M in transactions.

Which Compass Diversified major shareholders have been selling company stock?

Of the 85 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 6,299,707 shares in the last 24 months. This volume of shares sold represents approximately $138.93M in transactions.


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This page (NYSE:CODI) was last updated on 4/27/2024 by MarketBeat.com Staff

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