Institutional Owners for CODI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | SH BEN INT | 201 | $274,763 | 12,552 | 0.00 | 0.00 | -20 | -0.16 | 06-30-2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | SH BEN INT | 202 | $271,414 | 12,399 | 0.00 | 0.00 | 11,570 | 1395.66 | 06-30-2024 |
| ADVISOR PARTNERS II LLC | SH BEN INT | 203 | $231,903 | 12,355 | 0.00 | 12,355 | +Inf | 09-30-2023 | |
| CIC WEALTH LLC | SH BEN INT | 204 | $266,511 | 12,175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
