Stock TransactionsCompass Diversified Holdings

Total Bought
251,005
17 transactions
Total Sold
110,044
15 transactions
Net
+140,961
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ROYCE & ASSOCIATES LP817,032898,022+80,9900.170.18+0.01buy
LORD, ABBETT & CO. LLC1,559,2801,608,556+49,2760.110.11-0.01buy
E. Ohman J:or Asset Management AB81,170129,152+47,9820.040.06+0.02buy
Campbell & CO Investment Adviser LLC20,83540,268+19,4330.040.06+0.02buy
Dynamic Technology Lab Private Ltd22,21438,560+16,3460.080.10+0.02buy
Polymer Capital Management (US) LLC10,43122,013+11,5820.080.12+0.05buy
GAMCO INVESTORS, INC. ET AL26,25136,359+10,1080.010.01+0.00buy
Verdence Capital Advisors LLC15,94123,735+7,7940.030.03+0.00buy
Gilman Hill Asset Management, LLC374,372378,284+3,9121.501.23-0.28buy
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC24,50026,600+2,1000.090.08-0.01buy
Inspire Investing, LLC17,29918,380+1,0810.040.04-0.00buy
Rehmann Capital Advisory Group11,03511,165+1300.020.01-0.00buy
Evergreen Wealth Solutions, LLC11,01411,124+1100.180.14-0.04buy
Dakota Wealth Management27,94428,024+800.010.01-0.00buy
Insight Advisors, LLC/ PA14,62714,676+490.060.05-0.01buy
HBK Sorce Advisory LLC13,80513,830+250.010.01-0.00buy
SOA Wealth Advisors, LLC.573580+70.000.00-0.00buy
Magnolia Private Wealth, LLC22,29422,293-10.440.34-0.10sell
1620 INVESTMENT ADVISORS, INC.14,37514,290-850.250.20-0.05sell
Capital Investment Advisory Services, LLC12,70012,300-4000.030.02-0.01sell
Kozak & Associates, Inc.4561-4550.000.00-0.00sell
BankPlus Trust Department1,8691,380-4890.010.01-0.01sell
SPC Financial, Inc.17,60017,100-5000.040.03-0.01sell
PEAK FINANCIAL ADVISORS LLC25,29124,643-6480.300.23-0.07sell
Prosperity Consulting Group, LLC11,90510,961-9440.020.02-0.00sell
TrueWealth Advisors, LLC17,10016,100-1,0000.130.10-0.03sell
SMH CAPITAL ADVISORS INC78,97076,622-2,3484.403.32-1.07sell
GREAT LAKES ADVISORS, LLC148,245144,303-3,9420.030.02-0.01sell
Essex Financial Services, Inc.1,305,5451,299,790-5,7552.131.75-0.38sell
Lee Financial Co55,24649,171-6,0750.180.14-0.04sell
Opus Capital Group, LLC44,00036,800-7,2000.130.09-0.04sell
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,866,5331,786,331-80,2020.110.09-0.01sell
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