Institutional Ownership Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK). We have compiled data on the 309 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
52
shares
|
$6,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
50
shares
|
$6,616
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
49
shares
|
$6,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
49
shares
|
$6,483
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
49
shares
|
$6,483
0.0% of portfolio
|
Q2 2024
Added 8.89%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
39
shares
|
$5,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
38
shares
|
$5,028
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
31
shares
|
$4,101
0.0% of portfolio
|
Q3 2024
Reduced 99.63%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
29
shares
|
$3,837
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
26
shares
|
$3,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
25
shares
|
$3,308
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
25
shares
|
$3,308
0.0% of portfolio
|
Q3 2024
Added 212.5%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$2,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17
shares
|
$2,249
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
16
shares
|
$2,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12
shares
|
$1,587
0.0% of portfolio
|
Q2 2021
Added 150.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
12
shares
|
$1,587
0.0% of portfolio
|
Q3 2023
Reduced 73.91%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
11
shares
|
$1,455
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$1,190
0.0% of portfolio
|
Q4 2023
Added 350.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
6
shares
|
$793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$661
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
4
shares
|
$529
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
4
shares
|
$529
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
4
shares
|
$529
0.0% of portfolio
|
Q3 2024
New holding
|