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 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
23New |
$3.15K - $3.62K
|
23
$3.65K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 280.0% |
$1.92K - $2.2K
|
19
$3.01K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22New |
$2.53K - $3.31K
|
22
$3.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$2.19K - $2.86K
|
19
$3.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-23.9K- 31.01% |
$2.75M - $3.59M
|
53.1K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.6KNew |
$184K - $240K
|
1.6K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
2.67K+ 137.3% |
$307K - $401K
|
4.61K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
263KNew |
$30.3M - $39.6M
|
263K
$41.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
30.6KNew |
$3.52M - $4.6M
|
30.6K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-9.91K- 14.5% |
$1.14M - $1.49M
|
58.4K
$9.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.38K - $1.8K
|
12
$1.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-215- 10.88% |
$24.7K - $32.3K
|
1.76K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22New |
$2.53K - $3.31K
|
22
$3.49K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-36- 43.37% |
$4.14K - $5.41K
|
47
$7.45K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.43KNew |
$164K - $214K
|
1.43K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.81K- 2.56% |
$208K - $272K
|
68.8K
$10.9M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.23K - $1.43K
|
10
$1.58K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
755+ 36.02% |
$93.2K - $108K
|
2.85K
$452K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.86KNew |
$723K - $837K
|
5.86K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.34K- 19.91% |
$165K - $191K
|
5.39K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.99KNew |
$245K - $283K
|
1.99K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 60.0% |
$370 - $428
|
2
$317
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248New |
$30.6K - $35.4K
|
248
$39.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-6.3K- 58.16% |
$778K - $899K
|
4.53K
$718K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-787- 7.26% |
$97.1K - $112K
|
10.1K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 62.5% |
$617 - $714
|
3
$475
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 2.42% |
$6.17K - $7.14K
|
2.02K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
26New |
$3.21K - $3.71K
|
26
$4.12K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$1.73K - $2K
|
14
$2.22K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-312- 2.71% |
$38.5K - $44.5K
|
11.2K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
155New |
$19.1K - $22.1K
|
155
$24.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$1.23K - $1.43K
|
10
$1.58K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
116+ 5.78% |
$14.3K - $16.6K
|
2.12K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
21New |
$2.59K - $3K
|
21
$3.33K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$2.34K - $2.71K
|
19
$3.01K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-54- 1.66% |
$6.66K - $7.71K
|
3.2K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-60- 90.91% |
$7.4K - $8.56K
|
6
$951
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 11.63% |
$617 - $714
|
48
$7.61K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-14K- 79.69% |
$1.72M - $1.92M
|
3.58K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-67.8K- 22.64% |
$8.29M - $9.26M
|
232K
$36.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
168New |
$20.5K - $23K
|
168
$26.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.03K- 62.0% |
$737K - $823K
|
3.69K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
11.5KNew |
$1.41M - $1.57M
|
11.5K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57- 52.29% |
$6.97K - $7.79K
|
52
$8.24K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
766New |
$93.7K - $105K
|
766
$121K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$122 - $137
|
5
$792
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-728Closed |
$85.5K - $103K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32Closed |
$3.76K - $4.55K
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
670New |
$78.7K - $95.2K
|
670
$106K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6Closed |
$704 - $852
|
0
$0
|
|