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 |
---|---|---|---|---|---|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$7,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
13
shares
|
$6,783
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
13
shares
|
$6,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12
shares
|
$6,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
12
shares
|
$6,261
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
12
shares
|
$6,261
0.0% of portfolio
|
Q4 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$6,261
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$5,739
0.0% of portfolio
|
Q3 2023
New holding
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$5,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
11
shares
|
$5,739
0.0% of portfolio
|
Q3 2024
Added 1000.0%
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
10
shares
|
$5,217
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$5,217
0.0% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
9
shares
|
$4,696
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
8
shares
|
$4,174
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
7
shares
|
$3,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7
shares
|
$3,652
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7
shares
|
$3,652
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6
shares
|
$3,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$3,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
6
shares
|
$3,130
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
6
shares
|
$3,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5
shares
|
$2,608
0.0% of portfolio
|
Q3 2022
New holding
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$2,608
0.0% of portfolio
|
Q2 2021
New holding
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
5
shares
|
$2,608
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
5
shares
|
$2,608
0.0% of portfolio
|
Q4 2022
New holding
|