Purchases and Sales Made in Q1 2025 in Balchem Corp (BCPC)
This table provides information about the institutional ownership of Balchem Corp (BCPC) during Q1 2025. The information is specifically focused on institutions that hold shares of BALCHEM CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 510.0% |
$7.87K - $8.98K
|
61
$9.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 2.45% |
$7.71K - $8.81K
|
2.09K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46+ 1.62% |
$7.09K - $8.1K
|
2.89K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
46New |
$7.09K - $8.1K
|
46
$7.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
44+ 24.04% |
$6.79K - $7.75K
|
227
$34.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 30.51% |
$5.55K - $6.34K
|
154
$23.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$4.47K - $5.11K
|
29
$4.44K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
25New |
$3.86K - $4.4K
|
25
$3.83K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
25New |
$3.86K - $4.4K
|
25
$3.83K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$3.7K - $4.23K
|
24
$3.67K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 2.19% |
$3.24K - $3.7K
|
978
$150K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 25.93% |
$3.24K - $3.7K
|
102
$15.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21New |
$3.24K - $3.7K
|
21
$3.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21New |
$3.24K - $3.7K
|
21
$3.21K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 1.29% |
$2.78K - $3.17K
|
1.41K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
17New |
$2.62K - $2.99K
|
17
$2.6K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16New |
$2.47K - $2.82K
|
16
$2.45K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 75.0% |
$1.85K - $2.11K
|
28
$4.28K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$1.85K - $2.11K
|
12
$1.84K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 23.91% |
$1.7K - $1.94K
|
57
$8.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$1.54K - $1.76K
|
10
$1.53K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.23K - $1.41K
|
8
$1.22K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8+ 0.41% |
$1.23K - $1.41K
|
1.95K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7+ 4.19% |
$1.08K - $1.23K
|
174
$26.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 17.95% |
$1.08K - $1.23K
|
46
$7.04K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 15.79% |
$925 - $1.06K
|
44
$6.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5+ 0.19% |
$771 - $881
|
2.57K
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$771 - $881
|
5
$765
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 14.29% |
$617 - $705
|
32
$4.9K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 50.0% |
$463 - $528
|
9
$1.38K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 42.86% |
$463 - $528
|
10
$1.53K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.6% |
$308 - $352
|
334
$51.1K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$308 - $352
|
2
$306
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 2.17% |
$154 - $176
|
47
$7.19K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$154 - $176
|
1
$153
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.5% |
$154 - $176
|
203
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$154 - $176
|
1
$153
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.63% |
$154 - $176
|
159
$24.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$154 - $176
|
1
$153
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 3.03% |
$154 - $176
|
34
$5.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 10.0% |
$154 - $176
|
11
$1.68K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3- 0.47% |
$463 - $528
|
642
$98.2K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4- 0.05% |
$617 - $705
|
8.27K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 15.38% |
$925 - $1.06K
|
33
$5.05K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11- 0.21% |
$1.7K - $1.94K
|
5.12K
$784K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.49% |
$1.85K - $2.11K
|
2.44K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-16- 0.92% |
$2.47K - $2.82K
|
1.73K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 9.23% |
$2.78K - $3.17K
|
177
$27.1K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-30- 0.63% |
$4.63K - $5.28K
|
4.74K
$726K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-30- 7.96% |
$4.63K - $5.28K
|
347
$53.1K
|