Purchases and Sales Made in Q3 2023 in Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 4.77% |
$25K - $28.3K
|
1.1K
$618K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
48+ 5.95% |
$24K - $27.2K
|
855
$481K
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
45+ 0.68% |
$22.5K - $25.5K
|
6.7K
$3.76M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
42+ 1.95% |
$21K - $23.8K
|
2.19K
$1.23M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 2.83% |
$21K - $23.8K
|
1.53K
$859K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.48% |
$20.5K - $23.2K
|
8.61K
$4.84M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
40+ 0.61% |
$20K - $22.7K
|
6.65K
$3.74M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
35+ 1.42% |
$17.5K - $19.8K
|
2.51K
$1.41M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
34+ 4.35% |
$17K - $19.3K
|
816
$459K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
31New |
$15.5K - $17.6K
|
31
$17.4K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 27.43% |
$15.5K - $17.6K
|
144
$80.9K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29+ 2.08% |
$14.5K - $16.4K
|
1.42K
$799K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 1.92% |
$14K - $15.9K
|
1.48K
$834K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
26+ 0.25% |
$13K - $14.7K
|
10.3K
$5.77M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24New |
$12K - $13.6K
|
24
$13.5K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
24+ 1.17% |
$12K - $13.6K
|
2.07K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 3.76% |
$11.5K - $13K
|
634
$356K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 0.54% |
$10.5K - $11.9K
|
3.91K
$2.2M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 3.21% |
$10K - $11.3K
|
644
$362K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
17New |
$8.5K - $9.63K
|
17
$9.55K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
16+ 0.3% |
$8K - $9.07K
|
5.31K
$2.98M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 6.73% |
$7.5K - $8.5K
|
238
$134K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15+ 1.07% |
$7.5K - $8.5K
|
1.42K
$796K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14+ 0.4% |
$7K - $7.93K
|
3.54K
$1.99M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$7K - $7.93K
|
14
$7.87K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 2.97% |
$7K - $7.93K
|
486
$273K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 2.33% |
$6.5K - $7.37K
|
570
$320K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12New |
$6K - $6.8K
|
12
$6.74K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12+ 2.33% |
$6K - $6.8K
|
526
$296K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$6K - $6.8K
|
12
$6.74K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$5.5K - $6.23K
|
11
$6.18K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11+ 3.12% |
$5.5K - $6.23K
|
364
$205K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10+ 2.39% |
$5K - $5.67K
|
429
$241K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$4K - $4.53K
|
8
$4.5K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.41% |
$4K - $4.53K
|
1.94K
$1.09M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
8+ 2.46% |
$4K - $4.53K
|
333
$187K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 266.67% |
$4K - $4.53K
|
11
$6.18K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 8.86% |
$3.5K - $3.97K
|
86
$48.3K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.21% |
$3.5K - $3.97K
|
3.34K
$1.88M
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
7New |
$3.5K - $3.97K
|
7
$3.93K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7+ 0.25% |
$3.5K - $3.97K
|
2.79K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7New |
$3.5K - $3.97K
|
7
$3.93K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$3.5K - $3.97K
|
7
$3.93K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 9.68% |
$3K - $3.4K
|
68
$38.2K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6+ 0.01% |
$3K - $3.4K
|
93.9K
$52.7M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4+ 2.0% |
$2K - $2.27K
|
204
$115K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4New |
$2K - $2.27K
|
4
$2.25K
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4+ 0.01% |
$2K - $2.27K
|
34.2K
$19.2M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 100.0% |
$1.5K - $1.7K
|
6
$3.37K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
2+ 0.33% |
$1K - $1.13K
|
616
$346K
|