Coda Octopus Group Ownership 2024 | Who Owns Coda Octopus Group Now?
Institutional Ownership
9.32%
Insider Ownership
51.15%
Retail Ownership
39.52%
Institutional Holders
12.00
Coda Octopus Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TOUCHSTONE CAPITAL, INC. | 4.60% | 4.86% | 513,928 | -29,139 | -5.37% | 3,096,415 | Jun 30, 2024 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4.42% | 0.05% | 493,795 | -70,102 | -12.43% | 2,975,115 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.68% | - | 299,795 | - | - | 1,806,265 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 2.19% | 0.09% | 244,490 | 8,948 | 3.80% | 1,473,052 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.73% | 0.27% | 81,900 | -66 | -0.08% | 493,448 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.54% | 0.02% | 60,000 | - | - | 361,500 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.52% | 0.00% | 57,815 | -7,288 | -11.19% | 348,335 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.51% | - | 57,433 | 2,835 | 5.19% | 346,130 | Jun 30, 2024 |
| BLACKROCK INC. | 0.48% | - | 54,045 | -452 | -0.83% | 325,621 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.44% | 0.00% | 49,221 | - | - | 296,557,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.23% | - | 25,945 | 693 | 2.74% | 156,318,000 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.13% | 0.00% | 14,704 | 3,999 | 37.36% | 88,592 | Jun 30, 2024 |
| STATE STREET CORP | 0.12% | - | 13,003 | - | - | 78,343,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.11% | - | 11,800 | - | - | 71,000 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.10% | 0.00% | 11,100 | - | - | 67,000 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 10,997 | 10,997 | 100.00% | 66,000 | Jun 30, 2024 |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 0.09% | 0.01% | 10,000 | - | - | 60,250 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 5,615 | 5,614 | 561400.00% | 33,830 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.04% | 0.00% | 4,379 | 864 | 24.58% | 26,383 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,773 | -772 | -30.33% | 10,682 | Jun 30, 2024 |
Coda Octopus Group's largest institutional shareholder is TOUCHSTONE CAPITAL, INC., holding 4.60% of the company's total share outstanding, currently valued at $3.10M. The top 10 institutional shareholders own together 17.12% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TOUCHSTONE CAPITAL, INC. | 4.60% | 4.86% | 513,928 | -29,139 | -5.37% | 3,096,415 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.73% | 0.27% | 81,900 | -66 | -0.08% | 493,448 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 2.19% | 0.09% | 244,490 | 8,948 | 3.80% | 1,473,052 | Jun 30, 2024 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4.42% | 0.05% | 493,795 | -70,102 | -12.43% | 2,975,115 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.54% | 0.02% | 60,000 | - | - | 361,500 | Jun 30, 2024 |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 0.09% | 0.01% | 10,000 | - | - | 60,250 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 10,997 | 10,997 | 100.00% | 66,000 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.04% | 0.00% | 4,379 | 864 | 24.58% | 26,383 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.44% | 0.00% | 49,221 | - | - | 296,557,000 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.13% | 0.00% | 14,704 | 3,999 | 37.36% | 88,592 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,773 | -772 | -30.33% | 10,682 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.10% | 0.00% | 11,100 | - | - | 67,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.52% | 0.00% | 57,815 | -7,288 | -11.19% | 348,335 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 18 | 18 | 100.00% | 108 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.68% | - | 299,795 | - | - | 1,806,265 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.51% | - | 57,433 | 2,835 | 5.19% | 346,130 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.23% | - | 25,945 | 693 | 2.74% | 156,318,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.11% | - | 11,800 | - | - | 71,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 5,615 | 5,614 | 561400.00% | 33,830 | Jun 30, 2024 |
| BLACKROCK INC. | 0.48% | - | 54,045 | -452 | -0.83% | 325,621 | Jun 30, 2024 |
The largest Coda Octopus Group shareholder by % of total assets is TOUCHSTONE CAPITAL, INC.. The company owns 513.93K shares of Coda Octopus Group (CODA), representing 4.86% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 10,997 | 10,997 | 100.00% | 66,000 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 2.19% | 0.09% | 244,490 | 8,948 | 3.80% | 1,473,052 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 5,615 | 5,614 | 561400.00% | 33,830 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.13% | 0.00% | 14,704 | 3,999 | 37.36% | 88,592 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.51% | - | 57,433 | 2,835 | 5.19% | 346,130 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.04% | 0.00% | 4,379 | 864 | 24.58% | 26,383 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.23% | - | 25,945 | 693 | 2.74% | 156,318,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 50 | 49 | 4900.00% | 301 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 18 | 18 | 100.00% | 108 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 18 | - | - | 108 | Jun 30, 2024 |
| MORGAN STANLEY | 0.00% | - | 76 | - | - | 458 | Jun 30, 2024 |
| ST GERMAIN D J CO INC | - | - | 1 | - | - | 6 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 208 | - | - | 1,253 | Jun 30, 2024 |
| STATE STREET CORP | 0.12% | - | 13,003 | - | - | 78,343,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.11% | - | 11,800 | - | - | 71,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.68% | - | 299,795 | - | - | 1,806,265 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.10% | 0.00% | 11,100 | - | - | 67,000 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.44% | 0.00% | 49,221 | - | - | 296,557,000 | Jun 30, 2024 |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 0.09% | 0.01% | 10,000 | - | - | 60,250 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.54% | 0.02% | 60,000 | - | - | 361,500 | Jun 30, 2024 |
As of Jun 30 2024, Coda Octopus Group's largest institutional buyer is VIRTU FINANCIAL LLC. The company purchased 11.00K stocks of CODA, valued at $66.00K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4.42% | 0.05% | 493,795 | -70,102 | -12.43% | 2,975,115 | Jun 30, 2024 |
| TOUCHSTONE CAPITAL, INC. | 4.60% | 4.86% | 513,928 | -29,139 | -5.37% | 3,096,415 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.52% | 0.00% | 57,815 | -7,288 | -11.19% | 348,335 | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | - | - | - | -4,300 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,773 | -772 | -30.33% | 10,682 | Jun 30, 2024 |
| BLACKROCK INC. | 0.48% | - | 54,045 | -452 | -0.83% | 325,621 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.73% | 0.27% | 81,900 | -66 | -0.08% | 493,448 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -47 | -100.00% | - | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.54% | 0.02% | 60,000 | - | - | 361,500 | Jun 30, 2024 |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 0.09% | 0.01% | 10,000 | - | - | 60,250 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.44% | 0.00% | 49,221 | - | - | 296,557,000 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.10% | 0.00% | 11,100 | - | - | 67,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.68% | - | 299,795 | - | - | 1,806,265 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.11% | - | 11,800 | - | - | 71,000 | Jun 30, 2024 |
| STATE STREET CORP | 0.12% | - | 13,003 | - | - | 78,343,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 208 | - | - | 1,253 | Jun 30, 2024 |
| ST GERMAIN D J CO INC | - | - | 1 | - | - | 6 | Jun 30, 2024 |
| MORGAN STANLEY | 0.00% | - | 76 | - | - | 458 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 18 | - | - | 108 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 18 | 18 | 100.00% | 108 | Jun 30, 2024 |
As of Jun 30 2024, Coda Octopus Group's biggest institutional seller is TOCQUEVILLE ASSET MANAGEMENT L.P.. The company sold -70.10K shares of CODA, valued at $2.98M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 10,997 | 10,997 | 100.00% | 66,000 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 18 | 18 | 100.00% | 108 | Jun 30, 2024 |
Coda Octopus Group's largest new institutional shareholder by number of shares is VIRTU FINANCIAL LLC, purchased 11.00K shares, valued at $66.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BYRNE ASSET MANAGEMENT LLC | - | - | - | -4,300 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -47 | -100.00% | - | Jun 30, 2024 |
Coda Octopus Group's largest sold out institutional shareholder by shares sold is BYRNE ASSET MANAGEMENT LLC, sold -4.30K shares, valued at -, as of undefined.
Coda Octopus Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PERRITT FUNDS INC | 0.49% | 60,000 | -6,545 | -9.84% | Jan 31, 2024 |
| BERTOLET CAPITAL TRUST | 0.27% | 45,121 | - | - | Mar 31, 2024 |
| ANCORA TRUST | 0.05% | 11,121 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.03% | 16,268 | - | - | Apr 30, 2021 |
| Federated Hermes MDT Series | 0.02% | 49,221 | -1,683 | -3.31% | Jan 31, 2024 |
| AMG FUNDS III | 0.02% | 85,430 | - | - | Mar 28, 2024 |
| 360 Funds | 0.01% | 1,500 | - | - | Feb 29, 2024 |
| ALPS Series Trust | 0.00% | 40,000 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 41,496 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 2,088 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 11,217 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 856 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 2,900 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 298,345 | -75,655 | -20.23% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 2,498 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 49,816 | 508 | 1.03% | Feb 29, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 10,203 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,441 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 409 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 11,800 | - | - | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 57,256 | 9,955 | 21.05% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 6,343 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 1,343 | - | - | Jan 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 471 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 712 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 14,710 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 5,368 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 710 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 2,862 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 788 | - | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 11,826 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 741 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,766 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 586 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 6,864 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 669 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 4,726 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 129 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,420 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 846 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 9,897 | -4,025 | -28.91% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 2,783 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 720 | -387 | -34.96% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 12 | - | - | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 1,752 | - | - | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 78 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 36 | - | - | Feb 29, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 614 | - | - | Mar 31, 2024 |
Coda Octopus Group's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 60.00K shares, compromising 0.49% of its total assets.
Coda Octopus Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -57.14% |
| 31 Mar, 24 | 28 | 3.70% |
| 31 Dec, 23 | 27 | 12.50% |
| 30 Sep, 23 | 24 | - |
| 30 Jun, 23 | 24 | 4.35% |
| 31 Mar, 23 | 23 | -8.00% |
| 31 Dec, 22 | 25 | 31.58% |
| 30 Sep, 22 | 19 | 5.56% |
| 30 Jun, 22 | 18 | -10.00% |
| 31 Mar, 22 | 20 | -4.76% |
| 31 Dec, 21 | 21 | - |
| 30 Sep, 21 | 21 | - |
| 30 Jun, 21 | 21 | 23.53% |
| 31 Mar, 21 | 17 | 6.25% |
| 31 Dec, 20 | 16 | -20.00% |
| 30 Sep, 20 | 20 | -31.03% |
| 30 Jun, 20 | 29 | -25.64% |
| 31 Mar, 20 | 39 | -17.02% |
| 31 Dec, 19 | 47 | 2.17% |
| 30 Sep, 19 | 46 | 6.98% |
| 30 Jun, 19 | 43 | 186.67% |
| 31 Mar, 19 | 15 | 50.00% |
| 31 Dec, 18 | 10 | -28.57% |
| 30 Sep, 18 | 14 | 16.67% |
| 30 Jun, 18 | 12 | 33.33% |
| 31 Mar, 18 | 9 | 125.00% |
| 31 Dec, 17 | 4 | 100.00% |
| 30 Sep, 17 | 2 | - |
As of 30 Jun 24, 12 institutions are holding Coda Octopus Group's shares, representing a decrease of -57.14% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,041,282 | -51.99% |
| 31 Mar, 24 | 2,168,833 | -2.65% |
| 31 Dec, 23 | 2,227,869 | -1.69% |
| 30 Sep, 23 | 2,266,179 | 1.72% |
| 30 Jun, 23 | 2,227,850 | 11.49% |
| 31 Mar, 23 | 1,998,306 | 1.92% |
| 31 Dec, 22 | 1,960,650 | 2.21% |
| 30 Sep, 22 | 1,918,198 | 0.46% |
| 30 Jun, 22 | 1,909,390 | 0.70% |
| 31 Mar, 22 | 1,896,153 | 2.80% |
| 31 Dec, 21 | 1,844,534 | -1.75% |
| 30 Sep, 21 | 1,877,458 | -0.82% |
| 30 Jun, 21 | 1,892,956 | -1.99% |
| 31 Mar, 21 | 1,931,385 | 6.23% |
| 31 Dec, 20 | 1,818,151 | 14.60% |
| 30 Sep, 20 | 1,586,486 | -1.07% |
| 30 Jun, 20 | 1,603,617 | -20.78% |
| 31 Mar, 20 | 2,024,205 | -0.88% |
| 31 Dec, 19 | 2,042,257 | -5.83% |
| 30 Sep, 19 | 2,168,653 | 9.41% |
| 30 Jun, 19 | 1,982,198 | 134.27% |
| 31 Mar, 19 | 846,117 | 45.79% |
| 31 Dec, 18 | 580,374 | 2.40% |
| 30 Sep, 18 | 566,775 | 173.93% |
| 30 Jun, 18 | 206,905 | 28.06% |
| 31 Mar, 18 | 161,568 | 139.51% |
| 31 Dec, 17 | 67,458 | 2906.15% |
| 30 Sep, 17 | 2,244 | - |
Coda Octopus Group (CODA) has 1.04M shares outstanding as of 30 Jun 24, down -51.99% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 9.32% | 2.45% |
| 31 Mar, 24 | 19.50% | 4.86% |
| 31 Dec, 23 | 20.04% | 4.80% |
| 30 Sep, 23 | 20.43% | 4.99% |
| 30 Jun, 23 | 20.23% | 6.07% |
| 31 Mar, 23 | 18.25% | 5.69% |
| 31 Dec, 22 | 17.91% | 5.75% |
| 30 Sep, 22 | 17.66% | 5.71% |
| 30 Jun, 22 | 17.58% | 5.77% |
| 31 Mar, 22 | 17.46% | 6.05% |
| 31 Dec, 21 | 16.99% | 5.65% |
| 30 Sep, 21 | 17.34% | 5.67% |
| 30 Jun, 21 | 17.48% | 5.44% |
| 31 Mar, 21 | 17.93% | 6.27% |
| 31 Dec, 20 | 16.91% | 7.74% |
| 30 Sep, 20 | 14.78% | 6.63% |
| 30 Jun, 20 | 14.93% | 4.19% |
| 31 Mar, 20 | 18.88% | 5.20% |
| 31 Dec, 19 | 19.05% | 4.62% |
| 30 Sep, 19 | 20.31% | 5.89% |
| 30 Jun, 19 | 18.56% | 29.52% |
| 31 Mar, 19 | 7.93% | 26.75% |
| 31 Dec, 18 | 5.44% | 17.27% |
| 30 Sep, 18 | 5.62% | 142.30% |
| 30 Jun, 18 | 1.99% | 81.58% |
| 31 Mar, 18 | 1.56% | 288.54% |
| 31 Dec, 17 | 0.74% | 121382.11% |
| 30 Sep, 17 | 0.02% | - |
As of 30 Jun 24, Coda Octopus Group is held by 9.32% institutional shareholders, representing a 2.45% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 5 | -50.00% |
| 31 Mar, 24 | 10 | -16.67% |
| 31 Dec, 23 | 12 | 33.33% |
| 30 Sep, 23 | 9 | -25.00% |
| 30 Jun, 23 | 12 | 33.33% |
| 31 Mar, 23 | 9 | -35.71% |
| 31 Dec, 22 | 14 | 75.00% |
| 30 Sep, 22 | 8 | 14.29% |
| 30 Jun, 22 | 7 | - |
| 31 Mar, 22 | 7 | 16.67% |
| 31 Dec, 21 | 6 | -33.33% |
| 30 Sep, 21 | 9 | - |
| 30 Jun, 21 | 9 | 28.57% |
| 31 Mar, 21 | 7 | 16.67% |
| 31 Dec, 20 | 6 | 20.00% |
| 30 Sep, 20 | 5 | -58.33% |
| 30 Jun, 20 | 12 | -36.84% |
| 31 Mar, 20 | 19 | -20.83% |
| 31 Dec, 19 | 24 | -11.11% |
| 30 Sep, 19 | 27 | -25.00% |
| 30 Jun, 19 | 36 | 227.27% |
| 31 Mar, 19 | 11 | 83.33% |
| 31 Dec, 18 | 6 | -40.00% |
| 30 Sep, 18 | 10 | 42.86% |
| 30 Jun, 18 | 7 | - |
| 31 Mar, 18 | 7 | 133.33% |
| 31 Dec, 17 | 3 | 50.00% |
| 30 Sep, 17 | 2 | - |
5 institutional shareholders have increased their position in CODA stock as of 30 Jun 24 compared to 10 in the previous quarter (a -50.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -72.73% |
| 31 Mar, 24 | 11 | 83.33% |
| 31 Dec, 23 | 6 | - |
| 30 Sep, 23 | 6 | 20.00% |
| 30 Jun, 23 | 5 | -28.57% |
| 31 Mar, 23 | 7 | 16.67% |
| 31 Dec, 22 | 6 | 20.00% |
| 30 Sep, 22 | 5 | 25.00% |
| 30 Jun, 22 | 4 | -55.56% |
| 31 Mar, 22 | 9 | 12.50% |
| 31 Dec, 21 | 8 | 100.00% |
| 30 Sep, 21 | 4 | -33.33% |
| 30 Jun, 21 | 6 | 500.00% |
| 31 Mar, 21 | 1 | -66.67% |
| 31 Dec, 20 | 3 | -62.50% |
| 30 Sep, 20 | 8 | -33.33% |
| 30 Jun, 20 | 12 | -14.29% |
| 31 Mar, 20 | 14 | 7.69% |
| 31 Dec, 19 | 13 | 30.00% |
| 30 Sep, 19 | 10 | 100.00% |
| 30 Jun, 19 | 5 | 66.67% |
| 31 Mar, 19 | 3 | 50.00% |
| 31 Dec, 18 | 2 | - |
| 30 Sep, 18 | 2 | -33.33% |
| 30 Jun, 18 | 3 | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
3 institutional shareholders have reduced their position in CODA stock as of 30 Jun 24 compared to 11 in the previous quarter (a -72.73% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 12 | -57.14% | 1,041,282 | -51.99% | 9.32% | 2.45% | 5 | -50.00% | 3 | -72.73% |
| 31 Mar, 24 | 28 | 3.70% | 2,168,833 | -2.65% | 19.50% | 4.86% | 10 | -16.67% | 11 | 83.33% |
| 31 Dec, 23 | 27 | 12.50% | 2,227,869 | -1.69% | 20.04% | 4.80% | 12 | 33.33% | 6 | - |
| 30 Sep, 23 | 24 | - | 2,266,179 | 1.72% | 20.43% | 4.99% | 9 | -25.00% | 6 | 20.00% |
| 30 Jun, 23 | 24 | 4.35% | 2,227,850 | 11.49% | 20.23% | 6.07% | 12 | 33.33% | 5 | -28.57% |
| 31 Mar, 23 | 23 | -8.00% | 1,998,306 | 1.92% | 18.25% | 5.69% | 9 | -35.71% | 7 | 16.67% |
| 31 Dec, 22 | 25 | 31.58% | 1,960,650 | 2.21% | 17.91% | 5.75% | 14 | 75.00% | 6 | 20.00% |
| 30 Sep, 22 | 19 | 5.56% | 1,918,198 | 0.46% | 17.66% | 5.71% | 8 | 14.29% | 5 | 25.00% |
| 30 Jun, 22 | 18 | -10.00% | 1,909,390 | 0.70% | 17.58% | 5.77% | 7 | - | 4 | -55.56% |
| 31 Mar, 22 | 20 | -4.76% | 1,896,153 | 2.80% | 17.46% | 6.05% | 7 | 16.67% | 9 | 12.50% |
| 31 Dec, 21 | 21 | - | 1,844,534 | -1.75% | 16.99% | 5.65% | 6 | -33.33% | 8 | 100.00% |
| 30 Sep, 21 | 21 | - | 1,877,458 | -0.82% | 17.34% | 5.67% | 9 | - | 4 | -33.33% |
| 30 Jun, 21 | 21 | 23.53% | 1,892,956 | -1.99% | 17.48% | 5.44% | 9 | 28.57% | 6 | 500.00% |
| 31 Mar, 21 | 17 | 6.25% | 1,931,385 | 6.23% | 17.93% | 6.27% | 7 | 16.67% | 1 | -66.67% |
| 31 Dec, 20 | 16 | -20.00% | 1,818,151 | 14.60% | 16.91% | 7.74% | 6 | 20.00% | 3 | -62.50% |
| 30 Sep, 20 | 20 | -31.03% | 1,586,486 | -1.07% | 14.78% | 6.63% | 5 | -58.33% | 8 | -33.33% |
| 30 Jun, 20 | 29 | -25.64% | 1,603,617 | -20.78% | 14.93% | 4.19% | 12 | -36.84% | 12 | -14.29% |
| 31 Mar, 20 | 39 | -17.02% | 2,024,205 | -0.88% | 18.88% | 5.20% | 19 | -20.83% | 14 | 7.69% |
| 31 Dec, 19 | 47 | 2.17% | 2,042,257 | -5.83% | 19.05% | 4.62% | 24 | -11.11% | 13 | 30.00% |
| 30 Sep, 19 | 46 | 6.98% | 2,168,653 | 9.41% | 20.31% | 5.89% | 27 | -25.00% | 10 | 100.00% |
| 30 Jun, 19 | 43 | 186.67% | 1,982,198 | 134.27% | 18.56% | 29.52% | 36 | 227.27% | 5 | 66.67% |
| 31 Mar, 19 | 15 | 50.00% | 846,117 | 45.79% | 7.93% | 26.75% | 11 | 83.33% | 3 | 50.00% |
| 31 Dec, 18 | 10 | -28.57% | 580,374 | 2.40% | 5.44% | 17.27% | 6 | -40.00% | 2 | - |
| 30 Sep, 18 | 14 | 16.67% | 566,775 | 173.93% | 5.62% | 142.30% | 10 | 42.86% | 2 | -33.33% |
| 30 Jun, 18 | 12 | 33.33% | 206,905 | 28.06% | 1.99% | 81.58% | 7 | - | 3 | - |
| 31 Mar, 18 | 9 | 125.00% | 161,568 | 139.51% | 1.56% | 288.54% | 7 | 133.33% | - | - |
| 31 Dec, 17 | 4 | 100.00% | 67,458 | 2906.15% | 0.74% | 121382.11% | 3 | 50.00% | - | - |
| 30 Sep, 17 | 2 | - | 2,244 | - | 0.02% | - | 2 | - | - | - |
Coda Octopus Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Coda Octopus Group's stock was made by McFadzean Angus Gordon on Jul 02 2024, selling - shares at - per share (valued at -). The last insider buy of CODA was made by Sondergaard Niels on Oct 10 2023, buying 16,500 shares at $5.99 per share (worth $98.78K).
Coda Octopus Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 1 | - |
| Q4 2023 | 2 | 1 | 200.00% |
| Q3 2023 | 5 | 2 | 250.00% |
| Q2 2023 | 2 | 5 | 40.00% |
| Q1 2023 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 1 | 6 | 16.67% |
| Q1 2021 | 2 | - | - |
| Q4 2020 | - | 9 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | 1 | 2 | 50.00% |
| Q1 2020 | - | 7 | - |
| Q3 2019 | - | 3 | - |
| Q2 2019 | - | 29 | - |
| Q1 2019 | - | 16 | - |
| Q4 2018 | 7 | 2 | 350.00% |
| Q2 2018 | 4 | - | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Coda Octopus Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 5 | 2 | 250.00% |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | - | - |
| Q2 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 6 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 9 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 2 | - |
| Q1 2020 | - | 6 | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | 29 | - |
| Q1 2019 | - | 16 | - |
| Q4 2018 | 1 | 1 | 100.00% |
| Q2 2018 | 4 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Coda Octopus Group's stocks.
CODA Ownership FAQ
Who Owns Coda Octopus Group?
Coda Octopus Group is owned by institutional shareholders (9.32%), insiders (51.15%), and public (39.52%). The largest institutional shareholder of Coda Octopus Group is TOUCHSTONE CAPITAL, INC. (4.60% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.49% of total shares).
Who are the major institutional shareholders of Coda Octopus Group?
Coda Octopus Group's major institutional shareholders are TOUCHSTONE CAPITAL, INC., TOCQUEVILLE ASSET MANAGEMENT L.P., VANGUARD GROUP INC, RICE HALL JAMES & ASSOCIATES, LLC, and PERRITT CAPITAL MANAGEMENT INC. The top five shareholders own together 14.63% of the company's share outstanding.
How many Coda Octopus Group shareholders are there?
As of Jun 2024, there are 12 institutional shareholders of Coda Octopus Group.
What percentage of Coda Octopus Group is owned by TOUCHSTONE CAPITAL, INC?
TOUCHSTONE CAPITAL, INC owns 513.93K shares of Coda Octopus Group, representing 4.60% of the company's total shares outstanding, valued at $3.1M (as of Jun 2024).
What percentage of Coda Octopus Group is owned by TOCQUEVILLE ASSET MANAGEMENT L.P?
As of Jun 2024, TOCQUEVILLE ASSET MANAGEMENT L.P holds 493.8K shares of Coda Octopus Group (CODA), compromising 4.42% of the company, valued at $2.98M.
What percentage of Coda Octopus Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Coda Octopus Group. The company owns 299.8K of the company's shares outstanding (worth $1.81M).