Purchases and Sales Made in Q2 2023 in Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE) during Q2 2023. The information is specifically focused on institutions that hold shares of CHEMED CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 3.83% |
$12.2K - $13K
|
624
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23+ 10.55% |
$12.2K - $13K
|
241
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21+ 3.4% |
$11.1K - $11.9K
|
639
$294K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21+ 0.96% |
$11.1K - $11.9K
|
2.21K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 0.52% |
$10.6K - $11.3K
|
3.89K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20+ 20.0% |
$10.6K - $11.3K
|
120
$55.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 0.48% |
$9.53K - $10.2K
|
3.8K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$9K - $9.64K
|
17
$7.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 2.69% |
$8.47K - $9.08K
|
611
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15+ 0.23% |
$7.94K - $8.51K
|
6.56K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15+ 1.96% |
$7.94K - $8.51K
|
782
$360K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.23% |
$5.29K - $5.67K
|
4.35K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
10+ 0.87% |
$5.29K - $5.67K
|
1.16K
$534K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 20.45% |
$4.77K - $5.1K
|
53
$24.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 1.61% |
$4.77K - $5.1K
|
568
$262K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 75.0% |
$4.77K - $5.1K
|
21
$9.67K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$4.24K - $4.54K
|
8
$3.69K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$4.24K - $4.54K
|
8
$3.69K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$3.71K - $3.97K
|
7
$3.22K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6+ 1.0% |
$3.18K - $3.4K
|
606
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 60.0% |
$3.18K - $3.4K
|
16
$7.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 1.09% |
$3.18K - $3.4K
|
557
$257K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 21.05% |
$2.12K - $2.27K
|
23
$10.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 0.05% |
$2.12K - $2.27K
|
8.84K
$4.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 21.05% |
$2.12K - $2.27K
|
23
$10.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4+ 0.44% |
$2.12K - $2.27K
|
912
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 9.52% |
$2.12K - $2.27K
|
46
$21.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3New |
$1.59K - $1.7K
|
3
$1.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 33.33% |
$1.06K - $1.13K
|
8
$3.69K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 9.52% |
$1.06K - $1.13K
|
23
$10.6K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$1.06K - $1.13K
|
2
$921
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2+ 0.49% |
$1.06K - $1.13K
|
413
$190K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 9.52% |
$1.06K - $1.13K
|
23
$10.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 3.03% |
$1.06K - $1.13K
|
68
$31.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 10.0% |
$529 - $567
|
11
$5.07K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$529 - $567
|
1
$461
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$529 - $567
|
1
$461
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1- 0.2% |
$529 - $567
|
501
$231K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-1- 0.15% |
$529 - $567
|
668
$308K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.44% |
$529 - $567
|
225
$104K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 20.0% |
$529 - $567
|
4
$1.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.05% |
$529 - $567
|
1.89K
$869K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$529 - $567
|
4
$1.84K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$529 - $567
|
10
$4.61K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2- 0.2% |
$1.06K - $1.13K
|
1.02K
$470K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2- 0.41% |
$1.06K - $1.13K
|
490
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 50.0% |
$1.59K - $1.7K
|
3
$1.38K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 4.11% |
$1.59K - $1.7K
|
70
$32.2K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.15% |
$1.59K - $1.7K
|
2.05K
$942K
|