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 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.17% |
$500 - $567
|
47
$25.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 100.0% |
$500 - $567
|
2
$1.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.18% |
$500 - $567
|
569
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.39% |
$500 - $567
|
259
$143K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 25.0% |
$500 - $567
|
3
$1.65K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 33.33% |
$500 - $567
|
2
$1.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.08% |
$500 - $567
|
1.24K
$680K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 3.33% |
$500 - $567
|
29
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 8.7% |
$1K - $1.13K
|
21
$11.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 25.0% |
$1K - $1.13K
|
6
$3.3K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 7.14% |
$1K - $1.13K
|
26
$14.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.85% |
$2K - $2.27K
|
467
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 1.66% |
$2K - $2.27K
|
237
$130K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4- 0.18% |
$2K - $2.27K
|
2.28K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6- 0.99% |
$3K - $3.4K
|
600
$330K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 54.55% |
$3K - $3.4K
|
5
$2.75K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 12.12% |
$4K - $4.53K
|
58
$31.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8- 0.79% |
$4K - $4.53K
|
1K
$552K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 10.13% |
$4K - $4.53K
|
71
$39.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 80.0% |
$4K - $4.53K
|
2
$1.1K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9- 2.05% |
$4.5K - $5.1K
|
429
$236K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 13.24% |
$4.5K - $5.1K
|
59
$32.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9- 0.46% |
$4.5K - $5.1K
|
1.96K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10- 18.87% |
$5K - $5.67K
|
43
$23.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-10- 1.5% |
$5K - $5.67K
|
658
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-13- 19.4% |
$6.5K - $7.37K
|
54
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 0.21% |
$7K - $7.93K
|
6.55K
$3.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-17- 1.63% |
$8.5K - $9.63K
|
1.03K
$564K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-17- 2.66% |
$8.5K - $9.63K
|
622
$342K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19- 4.56% |
$9.5K - $10.8K
|
398
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-19- 3.82% |
$9.5K - $10.8K
|
479
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.99% |
$10K - $11.3K
|
481
$265K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-22- 0.25% |
$11K - $12.5K
|
8.82K
$4.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-25- 4.24% |
$12.5K - $14.2K
|
564
$310K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25- 45.45% |
$12.5K - $14.2K
|
30
$16.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27- 14.84% |
$13.5K - $15.3K
|
155
$85.3K
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-27- 0.94% |
$13.5K - $15.3K
|
2.85K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-28- 3.27% |
$14K - $15.9K
|
828
$456K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-28- 3.27% |
$14K - $15.9K
|
828
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28- 4.75% |
$14K - $15.9K
|
561
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-33- 66.0% |
$16.5K - $18.7K
|
17
$9.35K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-34- 3.33% |
$17K - $19.3K
|
987
$543K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-36- 1.08% |
$18K - $20.4K
|
3.3K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37- 25.34% |
$18.5K - $21K
|
109
$60K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-37- 5.05% |
$18.5K - $21K
|
696
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-41- 7.39% |
$20.5K - $23.2K
|
514
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-44- 62.86% |
$22K - $24.9K
|
26
$14.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45- 24.06% |
$22.5K - $25.5K
|
142
$78.1K
|