Institutional Ownership Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE). We have compiled data on the 555 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
761
shares
|
$397,082
0.1% of portfolio
|
Q2 2023
Added 3.54%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
750
shares
|
$391,342
0.09% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
749
shares
|
$390,820
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
739
shares
|
$385,602
0.03% of portfolio
|
Q3 2022
Added 43.77%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
725
shares
|
$378,297
0.28% of portfolio
|
Q2 2024
Added 20.43%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
725
shares
|
$378,297
0.01% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
725
shares
|
$378,297
0.02% of portfolio
|
Q2 2022
Added 12.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
716
shares
|
$373,601
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
715
shares
|
$373,079
0.04% of portfolio
|
Q2 2024
Reduced 37.55%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
714
shares
|
$372,558
0.01% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
705
shares
|
$367,861
0.16% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
700
shares
|
$365,253
0.19% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
690
shares
|
$360,035
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
689
shares
|
$359,513
0.0% of portfolio
|
Q3 2024
Added 161.98%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
673
shares
|
$351,164
0.09% of portfolio
|
Q3 2024
Added 23.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
671
shares
|
$350,121
0.03% of portfolio
|
Q3 2024
Added 21.56%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
660
shares
|
$344,381
0.02% of portfolio
|
Q2 2024
Added 97.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
655
shares
|
$341,772
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
646
shares
|
$337,076
0.01% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
645
shares
|
$336,554
0.09% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
640
shares
|
$333,945
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
639
shares
|
$333,423
0.0% of portfolio
|
Q3 2023
Reduced 21.69%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
631
shares
|
$329,249
0.01% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
624
shares
|
$325,596
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
617
shares
|
$321,944
0.01% of portfolio
|
Q3 2024
Reduced 6.94%
|