Purchases and Sales Made in Q4 2023 in Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 50.0% |
$1.01K - $1.19K
|
6
$2.76K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 2.33% |
$503 - $593
|
44
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$503 - $593
|
1.12K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$503 - $593
|
1
$461
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$503 - $593
|
1
$461
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1New |
$503 - $593
|
1
$461
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$503 - $593
|
1
$461
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1- 0.1% |
$503 - $593
|
986
$454K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 14.29% |
$503 - $593
|
6
$2.76K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$1.01K - $1.19K
|
0
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$1.01K - $1.19K
|
1
$461
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 14.29% |
$1.51K - $1.78K
|
18
$8.29K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3- 0.57% |
$1.51K - $1.78K
|
523
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 0.1% |
$2.01K - $2.37K
|
3.91K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 66.67% |
$2.01K - $2.37K
|
2
$921
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 72.73% |
$4.02K - $4.74K
|
3
$1.38K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-8- 2.4% |
$4.02K - $4.74K
|
325
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-8- 26.67% |
$4.02K - $4.74K
|
22
$10.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 5.63% |
$4.02K - $4.74K
|
134
$61.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.92% |
$4.52K - $5.34K
|
459
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 10.47% |
$4.52K - $5.34K
|
77
$35.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10- 0.51% |
$5.03K - $5.93K
|
1.96K
$901K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10- 8.33% |
$5.03K - $5.93K
|
110
$50.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11- 42.31% |
$5.53K - $6.52K
|
15
$6.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12- 1.14% |
$6.03K - $7.12K
|
1.04K
$481K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 16.9% |
$6.03K - $7.12K
|
59
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12- 0.32% |
$6.03K - $7.12K
|
3.76K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13- 2.28% |
$6.54K - $7.71K
|
556
$256K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-13- 4.02% |
$6.54K - $7.71K
|
310
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14- 3.26% |
$7.04K - $8.3K
|
415
$191K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 5.88% |
$7.04K - $8.3K
|
224
$103K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 13.76% |
$7.54K - $8.9K
|
94
$43.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-15- 1.01% |
$7.54K - $8.9K
|
1.47K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-15- 0.35% |
$7.54K - $8.9K
|
4.24K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16- 1.13% |
$8.04K - $9.49K
|
1.4K
$645K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-17- 4.25% |
$8.55K - $10.1K
|
383
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17- 0.23% |
$8.55K - $10.1K
|
7.25K
$3.34M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 0.56% |
$8.55K - $10.1K
|
3.01K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-18- 2.49% |
$9.05K - $10.7K
|
706
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 32.76% |
$9.55K - $11.3K
|
39
$18K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 3.89% |
$10.1K - $11.9K
|
494
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-21- 3.41% |
$10.6K - $12.5K
|
595
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-22- 2.7% |
$11.1K - $13K
|
792
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24- 2.39% |
$12.1K - $14.2K
|
980
$451K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-30- 3.28% |
$15.1K - $17.8K
|
886
$408K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-31- 1.04% |
$15.6K - $18.4K
|
2.94K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-31- 2.7% |
$15.6K - $18.4K
|
1.12K
$514K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-37- 1.48% |
$18.6K - $21.9K
|
2.47K
$1.14M
|