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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
70+ 4.07% |
$10.8K - $12.3K
|
1.79K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.47% |
$8.33K - $9.51K
|
11.5K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 510.0% |
$7.87K - $8.98K
|
61
$9.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 2.45% |
$7.71K - $8.81K
|
2.09K
$332K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
46+ 1.62% |
$7.09K - $8.1K
|
2.89K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
46New |
$7.09K - $8.1K
|
46
$7.29K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46+ 1.62% |
$7.09K - $8.1K
|
2.89K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
44+ 24.04% |
$6.79K - $7.75K
|
227
$36K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 30.51% |
$5.55K - $6.34K
|
154
$24.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$4.47K - $5.11K
|
29
$4.6K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
25New |
$3.86K - $4.4K
|
25
$3.96K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
25New |
$3.86K - $4.4K
|
25
$3.96K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$3.7K - $4.23K
|
24
$3.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 2.19% |
$3.24K - $3.7K
|
978
$155K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21New |
$3.24K - $3.7K
|
21
$3.33K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 25.93% |
$3.24K - $3.7K
|
102
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21New |
$3.24K - $3.7K
|
21
$3.33K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 1.29% |
$2.78K - $3.17K
|
1.41K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
17New |
$2.62K - $2.99K
|
17
$2.69K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16New |
$2.47K - $2.82K
|
16
$2.54K
|
|
|
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
|
Hemington Wealth Management
|
BUY
|
- |
12+ 75.0% |
$1.85K - $2.11K
|
28
$4.44K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 23.91% |
$1.7K - $1.94K
|
57
$9.03K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.7K - $1.94K
|
11
$1.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$1.54K - $1.76K
|
10
$1.58K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.23K - $1.41K
|
8
$1.27K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8+ 0.41% |
$1.23K - $1.41K
|
1.95K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 17.95% |
$1.08K - $1.23K
|
46
$7.29K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7+ 4.19% |
$1.08K - $1.23K
|
174
$27.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 15.79% |
$925 - $1.06K
|
44
$6.97K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$771 - $881
|
5
$792
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5+ 0.19% |
$771 - $881
|
2.57K
$408K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 14.29% |
$617 - $705
|
32
$5.07K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 42.86% |
$463 - $528
|
10
$1.58K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 50.0% |
$463 - $528
|
9
$1.43K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$308 - $352
|
2
$317
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.6% |
$308 - $352
|
334
$52.9K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.5% |
$154 - $176
|
203
$32.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 2.17% |
$154 - $176
|
47
$7.45K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 10.0% |
$154 - $176
|
11
$1.74K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$154 - $176
|
1
$158
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$154 - $176
|
1
$158
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.63% |
$154 - $176
|
159
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 3.03% |
$154 - $176
|
34
$5.39K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$154 - $176
|
1
$158
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3- 0.47% |
$463 - $528
|
642
$102K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4- 0.05% |
$617 - $705
|
8.27K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 15.38% |
$925 - $1.06K
|
33
$5.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11- 0.21% |
$1.7K - $1.94K
|
5.12K
$812K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.49% |
$1.85K - $2.11K
|
2.44K
$387K
|