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CODI Compass Group Diversified

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Peak Financial Advisors 25.94K 19 Jan 22 31 Dec 21 19.06K +36% 30 Sep 21
13F-HR
Evergreen Wealth Solutions 10.66K 19 Jan 22 31 Dec 21 0 +∞% -
13F-HR
CAPROCK 10K 18 Jan 22 31 Dec 21 0 +∞% 30 Sep 21
13F-HR
CHICAGO TRUST Co NA 11.4K 18 Jan 22 31 Dec 21 11.4K 0% 30 Sep 21
13F-HR
Wolff Wiese Magana 280 18 Jan 22 31 Dec 21 280 0% 30 Sep 21
13F-HR
Gilman Hill Asset Management 289.03K 17 Jan 22 31 Dec 21 292.08K -1% 30 Sep 21
13F-HR
Edge Wealth Management 957 14 Jan 22 31 Dec 21 800 +20% 30 Sep 21
13F-HR
Spire Wealth Management 212 14 Jan 22 31 Dec 21 0 +∞% 30 Sep 21
13F-HR
Stratos Wealth Partners 9.47K 14 Jan 22 31 Dec 21 8.18K +16% 30 Sep 21
13F-HR
Wedbush Securities 32.91K 13 Jan 22 31 Dec 21 30.15K +9% 30 Sep 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

CODI 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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