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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-67- 85.9% |
$8.79K - $11.2K
|
11
$1.68K
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-16Closed |
$2.1K - $2.68K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
870New |
$114K - $146K
|
870
$133K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-75Closed |
$9.84K - $12.6K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 1.22% |
$394 - $503
|
243
$37.2K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
150New |
$22.4K - $25.9K
|
150
$23K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-184Closed |
$27.4K - $31.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-147Closed |
$21.9K - $25.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.39KClosed |
$208K - $240K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
5KNew |
$746K - $863K
|
5K
$765K
|
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
2.1KNew |
$313K - $362K
|
2.1K
$321K
|
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-335- 6.03% |
$50K - $57.8K
|
5.22K
$798K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8Closed |
$1.19K - $1.38K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-125Closed |
$18.6K - $21.6K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-321- 64.59% |
$47.9K - $55.4K
|
176
$26.9K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.47KNew |
$190K - $222K
|
1.47K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-250Closed |
$32.3K - $37.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
37New |
$4.78K - $5.57K
|
37
$5.66K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.31KNew |
$169K - $197K
|
1.31K
$200K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
81New |
$10.5K - $12.2K
|
81
$12.4K
|
|
| Q2 2021 | |||||||
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16Closed |
$1.92K - $2.14K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-17Closed |
$2.04K - $2.28K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-13.3KClosed |
$1.59M - $1.77M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
82.5K+ 13026.07% |
$9.88M - $11M
|
83.1K
$12.7M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8Closed |
$959 - $1.07K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$481K - $591K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.71KNew |
$397K - $488K
|
3.71K
$568K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-98Closed |
$10.5K - $12.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-25- 31.25% |
$2.68K - $3.29K
|
55
$8.42K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-12.1KClosed |
$1.29M - $1.59M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.25KClosed |
$776K - $954K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.73KClosed |
$292K - $359K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-22Closed |
$2.35K - $2.89K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.93KClosed |
$635K - $780K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$1.93K - $2.37K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-143Closed |
$15.3K - $18.8K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.65KClosed |
$284K - $349K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$1.75M - $2.15M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-19Closed |
$2.03K - $2.5K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-7Closed |
$749 - $921
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.87K - $2.19K
|
19
$2.91K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$690 - $807
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-6.5KClosed |
$641K - $749K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-47Closed |
$4.63K - $5.42K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$19.7K - $23K
|
200
$30.6K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-22Closed |
$2.17K - $2.53K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-50Closed |
$4.93K - $5.76K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
SELL
|
- |
-275Closed |
$27.1K - $31.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-2.18KClosed |
$200K - $226K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-41.5KClosed |
$3.8M - $4.29M
|
0
$0
|
|