Latest Institutional Transactions on Balchem Corp (BCPC)
This table provides information on the latest institutional transactions involving Balchem Corp (BCPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 31.96% |
$217K - $248K
|
3K
$470K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-392- 2.13% |
$60.5K - $69.1K
|
18K
$2.83M
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-2.45K- 12.51% |
$378K - $432K
|
17.1K
$2.69M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-226- 7.65% |
$34.9K - $39.8K
|
2.73K
$428K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.22KNew |
$188K - $214K
|
1.22K
$191K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
462+ 8.91% |
$71.2K - $81.4K
|
5.65K
$886K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$771 - $881
|
5
$785
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-8.49K- 0.72% |
$1.31M - $1.5M
|
1.17M
$183M
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.07K+ 4.32% |
$165K - $189K
|
25.8K
$4.06M
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.64K- 33.07% |
$252K - $288K
|
3.31K
$520K
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
88+ 6.99% |
$13.6K - $15.5K
|
1.35K
$211K
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
209+ 3.73% |
$32.2K - $36.8K
|
5.82K
$913K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
17New |
$2.62K - $2.99K
|
17
$2.67K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.92KNew |
$1.07M - $1.22M
|
6.92K
$1.09M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 2.45% |
$7.71K - $8.81K
|
2.09K
$328K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-16- 0.92% |
$2.47K - $2.82K
|
1.73K
$271K
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
51.3K+ 343.21% |
$7.92M - $9.05M
|
66.3K
$10.4M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
44+ 24.04% |
$6.79K - $7.75K
|
227
$35.6K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-423- 18.1% |
$65.2K - $74.5K
|
1.91K
$300K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.23K - $1.41K
|
8
$1.26K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
198+ 11.0% |
$30.5K - $34.9K
|
2K
$314K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-245- 24.5% |
$37.8K - $43.2K
|
755
$118K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
46New |
$7.09K - $8.1K
|
46
$7.22K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-274- 2.22% |
$42.3K - $48.3K
|
12.1K
$1.89M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-176K- 99.4% |
$27.2M - $31M
|
1.07K
$168K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-318- 10.66% |
$49K - $56K
|
2.67K
$418K
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
40.9K+ 12.87% |
$6.31M - $7.2M
|
359K
$56.3M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
84+ 5.92% |
$13K - $14.8K
|
1.5K
$236K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.31K+ 17.48% |
$202K - $231K
|
8.81K
$1.38M
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.02KNew |
$774K - $884K
|
5.02K
$788K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 15.79% |
$925 - $1.06K
|
44
$6.9K
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 2.17% |
$154 - $176
|
47
$7.38K
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
314+ 0.36% |
$48.4K - $55.3K
|
87.6K
$13.7M
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-50- 1.75% |
$7.71K - $8.81K
|
2.8K
$440K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 14.29% |
$617 - $705
|
32
$5.02K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.55K- 4.62% |
$240K - $274K
|
32K
$5.03M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
203+ 534.21% |
$31.3K - $35.8K
|
241
$37.8K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 25.93% |
$3.24K - $3.7K
|
102
$16K
|
|
Q4 2024 | |||||||
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 60.0% |
$489 - $550
|
8
$1.26K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19.9KNew |
$3.25M - $3.65M
|
19.9K
$3.12M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 10.8% |
$172K - $194K
|
10.8K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.32K- 32.0% |
$215K - $242K
|
2.8K
$439K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-360- 0.15% |
$58.7K - $66K
|
232K
$36.4M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.45K- 2.67% |
$888K - $999K
|
199K
$31.1M
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 17.05% |
$494K - $556K
|
20.8K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-320- 3.03% |
$52.2K - $58.7K
|
10.2K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-377- 2.08% |
$61.5K - $69.1K
|
17.8K
$2.79M
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
275+ 5.48% |
$44.8K - $50.4K
|
5.29K
$830K
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 249.6% |
$203K - $229K
|
1.75K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.5K- 23.85% |
$7.9M - $8.89M
|
155K
$24.3M
|