Purchases and Sales Made in Q1 2023 in Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK) during Q1 2023. The information is specifically focused on institutions that hold shares of CHESAPEAKE UTILITIES CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
216+ 0.36% |
$24.9K - $28K
|
59.8K
$7.41M
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
208+ 0.78% |
$24K - $26.9K
|
26.7K
$3.31M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
189+ 12.97% |
$21.8K - $24.5K
|
1.65K
$204K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$20.4K - $22.9K
|
177
$21.9K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
175New |
$20.2K - $22.7K
|
175
$21.7K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
174+ 8.96% |
$20.1K - $22.5K
|
2.12K
$262K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
135+ 2.7% |
$15.6K - $17.5K
|
5.14K
$636K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
117New |
$13.5K - $15.1K
|
117
$14.5K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110New |
$12.7K - $14.2K
|
110
$13.6K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
105+ 0.11% |
$12.1K - $13.6K
|
100K
$12.4M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
85+ 9.48% |
$9.81K - $11K
|
982
$122K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
79+ 0.01% |
$9.12K - $10.2K
|
1.41M
$174M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
76+ 64.96% |
$8.77K - $9.84K
|
193
$23.9K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 3.3% |
$7.97K - $8.93K
|
2.16K
$267K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
61+ 3.55% |
$7.04K - $7.9K
|
1.78K
$220K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$5.77K - $6.47K
|
50
$6.19K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$5.77K - $6.47K
|
50
$6.19K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45+ 0.02% |
$5.2K - $5.82K
|
243K
$30.1M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
42+ 61.76% |
$4.85K - $5.44K
|
110
$13.6K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40New |
$4.62K - $5.18K
|
40
$4.95K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
40+ 0.42% |
$4.62K - $5.18K
|
9.53K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30+ 0.25% |
$3.46K - $3.88K
|
12.3K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
26+ 0.37% |
$3K - $3.37K
|
6.96K
$862K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 575.0% |
$2.66K - $2.98K
|
27
$3.34K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 500.0% |
$2.31K - $2.59K
|
24
$2.97K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16+ 0.88% |
$1.85K - $2.07K
|
1.84K
$227K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 48.28% |
$1.62K - $1.81K
|
43
$5.32K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 4.2% |
$1.62K - $1.81K
|
347
$43K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13New |
$1.5K - $1.68K
|
13
$1.61K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
11+ 16.18% |
$1.27K - $1.42K
|
79
$9.78K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$1.15K - $1.29K
|
10
$1.24K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 83.33% |
$1.15K - $1.29K
|
22
$2.72K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7+ 4.22% |
$808 - $906
|
173
$21.4K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7+ 4.22% |
$808 - $906
|
173
$21.4K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 6.42% |
$808 - $906
|
116
$14.4K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 12.0% |
$693 - $777
|
56
$6.93K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$462 - $518
|
4
$495
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 60.0% |
$346 - $388
|
8
$991
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 2.03% |
$346 - $388
|
151
$18.7K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.01% |
$231 - $259
|
18K
$2.23M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 40.0% |
$231 - $259
|
7
$867
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.63% |
$115 - $129
|
160
$19.8K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$115 - $129
|
11
$1.36K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 0.44% |
$115 - $129
|
227
$28.1K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 33.33% |
$115 - $129
|
4
$495
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3- 0.35% |
$346 - $388
|
857
$106K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 0.09% |
$1.15K - $1.29K
|
10.5K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 50.0% |
$1.73K - $1.94K
|
15
$1.86K
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-16- 0.2% |
$1.85K - $2.07K
|
8K
$990K
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-17- 0.22% |
$1.96K - $2.2K
|
7.64K
$946K
|