Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Coda Octopus Group, Inc. include
Corsair Capital Management, L.p.,
Lazard Asset Management Llc,
and
Raymond James Financial Inc
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
579 |
9.25 |
5 |
33.33 |
|
| 2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
13,361 |
46.52 |
98 |
42.03 |
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
199 |
586.21 |
1 |
|
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
1,056 |
2.72 |
9 |
33.33 |
|
| 2025-08-11 |
13F |
Rice Hall James & Associates, Llc
|
|
|
|
300,034 |
5.57 |
2,454 |
38.41 |
|
| 2025-07-16 |
13F |
St Germain D J Co Inc
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-14 |
13F |
Lazard Asset Management Llc
|
|
|
|
1,054 |
|
0 |
|
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
1,065 |
154.18 |
9 |
300.00 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
12,486 |
|
102 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
25,279 |
|
207 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
56 |
14.29 |
0 |
|
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
12,346 |
31.06 |
101 |
72.41 |
|
| 2025-08-28 |
NP |
PVFIX - Pinnacle Value Fund
|
|
|
|
65,391 |
32.39 |
535 |
73.38 |
|
| 2025-07-18 |
13F |
Union Bancaire Privee, UBP SA
|
|
|
|
6 |
200.00 |
0 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
79,434 |
18.56 |
650 |
55.26 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
56,732 |
5.61 |
464 |
38.51 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
290 |
|
2 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
5,090 |
0.04 |
42 |
32.26 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
67,334 |
1.54 |
551 |
33.17 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
31,800 |
4.23 |
234 |
0.43 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
54,754 |
119.29 |
448 |
188.39 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
16,151 |
35.56 |
132 |
76.00 |
|
| 2025-08-13 |
13F |
Corsair Capital Management, L.p.
|
|
|
|
15,579 |
|
127 |
|
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
213 |
610.00 |
2 |
|
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
37,112 |
0.63 |
304 |
31.74 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
10,000 |
|
0 |
|
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
12,746 |
|
104 |
|
|
| 2025-08-25 |
NP |
TMVAX - RBC Microcap Value Fund A Shares
|
|
|
|
15,800 |
33.90 |
129 |
76.71 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
2,203 |
2,798.68 |
18 |
|
|
