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Coda Octopus Group (CODA) Institutional Ownership

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$6.98 +0.05 (+0.74%)
As of 02:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for Coda Octopus Group (NASDAQ:CODA)

Current
Institutional Ownership
Percentage
20.12%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.16M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.66M
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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
5/13/2025 Tocqueville Asset Management L.P.322,964$2.02M0.0%-18.9%2.876%
5/1/2025 Rice Hall James & Associates LLC284,201$1.77M0.1%-4.7%2.531%
2/17/2025 Citadel Advisors LLC50,804$398K0.0%+90.1%0.453%
2/14/2025 Northern Trust Corp38,833$304K0.0%+52.9%0.346%
2/14/2025 RBF Capital LLC56,089$439K0.0%-6.5%0.500%
2/14/2025 Dimensional Fund Advisors LP59,999$470K0.0%+3.8%0.535%
2/13/2025 Renaissance Technologies LLC23,751$186K0.0%+137.2%0.212%
2/13/2025 Federated Hermes Inc.43,314$339K0.0%-12.0%0.386%
2/12/2025 Geode Capital Management LLC59,424$465K0.0%+3.6%0.530%
2/10/2025 Tocqueville Asset Management L.P.398,046$3.12M0.0%-10.1%3.548%
2/7/2025 Essex Investment Management Co. LLC14,603$114K0.0%N/A0.130%
1/31/2025 Rice Hall James & Associates LLC298,264$2.34M0.1%-3.0%2.665%
11/21/2024 Wealthquest Corp14,603$108K0.0%N/A0.130%
10/28/2024 Rice Hall James & Associates LLC307,388$2.23M0.1%+25.7%2.747%
10/16/2024Touchstone 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%
4/16/2024Touchstone 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%
2/7/2024Buckingham 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%
1/29/2024 Byrne Asset Management LLC4,100$25K0.0%N/A0.037%
1/18/2024Touchstone 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%
10/23/2023 Commonwealth Equity Services LLC18,500$115K0.0%+12.1%0.166%
10/13/2023Touchstone 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%
7/14/2023Touchstone 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%
4/18/2023Touchstone Capital Inc.332,481$2.43M2.7%-3.3%3.017%
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2/8/2023Belpointe 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%
1/24/2023Touchstone 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%
10/19/2022 Byrne Asset Management LLC6,160$33K0.0%N/A0.057%
10/12/2022Touchstone 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%
5/5/2022Touchstone Capital Inc.280,036$1.84M1.6%+6.2%2.579%
5/4/2022 Commonwealth 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%
1/31/2022 Commonwealth Equity Services LLC27,000$216K0.0%+8.0%0.249%
1/26/2022Touchstone 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%
8/11/2021 Commonwealth 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%
5/4/2021 Commonwealth Equity Services LLC27,100$240K0.0%-15.2%0.252%
(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, 21 institutional investors and hedge funds held shares of Coda Octopus Group. The most heavily invested institutionals were Touchstone Capital Inc. ($3.17M), Tocqueville Asset Management L.P. ($2.02M), Rice Hall James & Associates LLC ($1.77M), Vanguard Group Inc. ($1.73M), Perritt Capital Management Inc. ($473K), Dimensional Fund Advisors LP ($470K), and Geode Capital Management LLC ($465K).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 16 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. ($279.08K), Rice Hall James & Associates LLC ($81.19K), Acuitas Investments LLC ($52.93K), Worth Venture Partners LLC ($26.95K), Citadel Advisors LLC ($24.08K), O Shaughnessy Asset Management LLC ($15.67K), and Wealthquest Corp ($14.60K).

How much institutional buying is happening at Coda Octopus Group?

Institutional investors have bought a total of 566,261 shares in the last 24 months. This purchase volume represents approximately $4.07M in transactions.

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

Of the 9 institutional investors that sold Coda Octopus Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Touchstone Capital Inc. ($145.48K), Tocqueville Asset Management L.P. ($145K), Rice Hall James & Associates LLC ($27.17K), Perritt Capital Management Inc. ($14.79K), Federated Hermes Inc. ($12.11K), Dimensional Fund Advisors LP ($7.29K), and RBF Capital LLC ($3.91K).

How much institutional selling is happening at Coda Octopus Group?

Institutional investors have sold a total of 359,737 shares in the last 24 months. This volume of shares sold represents approximately $2.38M in transactions.



This page (NASDAQ:CODA) was last updated on 5/21/2025 by MarketBeat.com Staff
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