Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Compass Diversified - Preferred Stock include Gabelli Dividend & Income Trust, and Nbc Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 142,925 | 137.99 | 2,694 | 100.75 | ||||
| 2025-06-25 | NP | PFFA - Virtus InfraCap U.S. Preferred Stock ETF | 749,172 | 8.66 | 17,411 | 6.73 | ||||
| 2025-08-29 | NP | Gabelli Dividend & Income Trust | 9,192 | 173 | ||||||
| 2025-07-28 | NP | BNDS - Infrastructure Capital Bond Income ETF | 5,033 | 123.79 | 78 | 44.44 | ||||
| 2025-08-26 | NP | PFF - iShares Preferred and Income Securities ETF | 624,285 | 1.73 | 11,768 | -14.24 | ||||
| 2025-04-01 | NP | PFLD - AAM Low Duration Preferred and Income Securities ETF | 68,482 | 103.80 | 1,620 | 96.36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,550 | 0 | ||||||
| 2025-05-29 | NP | AAIIX - Ancora Income Fund Class I | 25,000 | 42.86 | 559 | 29.10 | ||||
| 2025-05-28 | NP | AVPEX - ALPS/Red Rocks Listed Private Equity Portfolio Class I | 17,237 | 5.93 | 385 | -4.23 |
