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 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
345New |
$53.2K - $60.8K
|
345
$54.7K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.06K+ 20.14% |
$1.09M - $1.24M
|
42.1K
$6.68M
|
|
May 13, 2025
Q1 2025
|
Santa Monica Partners LP
Larchmont, NY |
SELL
|
- |
-78.6K- 39.57% |
$12.1M - $13.8M
|
120K
$19M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
604New |
$93.1K - $106K
|
604
$95.7K
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 1.25% |
$123K - $141K
|
63K
$9.98M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.8K- 5.84% |
$4.59M - $5.24M
|
480K
$76M
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
3.43KNew |
$529K - $605K
|
3.43K
$544K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$1.85K - $2.11K
|
12
$1.9K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 7.13% |
$247K - $282K
|
24K
$3.81M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-30- 0.63% |
$4.63K - $5.28K
|
4.74K
$752K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
25New |
$3.86K - $4.4K
|
25
$3.96K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
785+ 20.44% |
$121K - $138K
|
4.63K
$733K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 50.0% |
$463 - $528
|
9
$1.43K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.11K- 2.63% |
$170K - $195K
|
41K
$6.49M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 2.19% |
$3.24K - $3.7K
|
978
$155K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
134New |
$20.7K - $23.6K
|
134
$21.2K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21New |
$3.24K - $3.7K
|
21
$3.33K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$1.54K - $1.76K
|
10
$1.58K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.7K- 5.76% |
$416K - $476K
|
44.2K
$7M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 30.51% |
$5.55K - $6.34K
|
154
$24.4K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-45- 3.26% |
$6.94K - $7.93K
|
1.34K
$212K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$4.47K - $5.11K
|
29
$4.6K
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.45KNew |
$224K - $255K
|
1.45K
$230K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
25New |
$3.86K - $4.4K
|
25
$3.96K
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-2.45K- 12.51% |
$378K - $432K
|
17.1K
$2.71M
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.64K- 33.07% |
$252K - $288K
|
3.31K
$525K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.22KNew |
$188K - $214K
|
1.22K
$193K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
17New |
$2.62K - $2.99K
|
17
$2.69K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
84+ 5.92% |
$13K - $14.8K
|
1.5K
$238K
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 2.17% |
$154 - $176
|
47
$7.45K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 14.29% |
$617 - $705
|
32
$5.07K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10New |
$1.63K - $1.83K
|
10
$1.58K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-290- 10.96% |
$47.3K - $53.2K
|
2.36K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.7KNew |
$277K - $312K
|
1.7K
$269K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11- 23.91% |
$1.79K - $2.02K
|
35
$5.55K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 5.98% |
$2.01M - $2.26M
|
194K
$30.7M
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
8.5KNew |
$1.39M - $1.56M
|
8.5K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.56KNew |
$417K - $469K
|
2.56K
$406K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.27KNew |
$370K - $416K
|
2.27K
$360K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-531- 8.0% |
$86.6K - $97.4K
|
6.1K
$967K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-270- 4.15% |
$44K - $49.5K
|
6.23K
$987K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$1.47K - $1.65K
|
9
$1.43K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15+ 6.85% |
$2.45K - $2.75K
|
234
$37.1K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.91KNew |
$474K - $533K
|
2.91K
$460K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-256- 2.33% |
$41.7K - $47K
|
10.7K
$1.7M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11New |
$1.79K - $2.02K
|
11
$1.74K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
757New |
$123K - $139K
|
757
$120K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$163 - $183
|
1
$158
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
161+ 3.24% |
$26.2K - $29.5K
|
5.12K
$812K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.07% |
$163 - $183
|
1.35K
$215K
|