Latest Institutional Transactions on Chesapeake Utilities Corp (CPK)
This table provides information on the latest institutional transactions involving Chesapeake Utilities Corp (CPK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
80New |
$9.52K - $11.2K
|
80
$9.32K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50New |
$5.95K - $7.03K
|
50
$5.83K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.49KClosed |
$297K - $351K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$143K - $169K
|
1.2K
$140K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.01KClosed |
$120K - $142K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-20Closed |
$2.38K - $2.81K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-85Closed |
$10.1K - $11.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.1KNew |
$131K - $154K
|
1.1K
$128K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
15New |
$1.91K - $2.14K
|
15
$1.75K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.39KClosed |
$304K - $341K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3Closed |
$382 - $428
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-36Closed |
$4.59K - $5.14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10.4KClosed |
$1.32M - $1.48M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.47KClosed |
$1.08M - $1.21M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-358Closed |
$45.6K - $51.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-900Closed |
$115K - $128K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.42KClosed |
$181K - $203K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
8KNew |
$995K - $1.17M
|
8K
$932K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
52New |
$6.47K - $7.58K
|
52
$6.06K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
663New |
$82.5K - $96.7K
|
663
$77.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-114Closed |
$14.2K - $16.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.62KClosed |
$575K - $674K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.12K - $1.31K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
206New |
$25.6K - $30K
|
206
$24K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
80New |
$9.95K - $11.7K
|
80
$9.32K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-29.3K- 29.16% |
$3.65M - $4.28M
|
71.3K
$8.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.69KClosed |
$459K - $538K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-2K- 40.0% |
$249K - $292K
|
3K
$350K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-101Closed |
$12.6K - $14.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-127Closed |
$15.1K - $16.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-6.96KClosed |
$825K - $920K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.09KClosed |
$841K - $938K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-1.75KClosed |
$207K - $231K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-81Closed |
$9.6K - $10.7K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-209Closed |
$24.8K - $27.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
302New |
$35.8K - $39.9K
|
302
$35.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
450New |
$53.3K - $59.5K
|
450
$52.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-26Closed |
$3.08K - $3.44K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18+ 150.0% |
$2.06K - $2.22K
|
30
$3.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.18KClosed |
$249K - $268K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.07KClosed |
$237K - $255K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9Closed |
$1.03K - $1.11K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
575New |
$65.9K - $70.8K
|
575
$67K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-71Closed |
$8.13K - $8.74K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-7- 1.66% |
$802 - $862
|
415
$48.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23Closed |
$2.63K - $2.83K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
50New |
$5.05K - $6.02K
|
50
$5.83K
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-383Closed |
$38.7K - $46.1K
|
0
$0
|
|