Purchases and Sales Made in Q1 2025 in Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK) during Q1 2025. 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 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6+ 0.29% |
$699 - $782
|
2.07K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 8.16% |
$466 - $521
|
53
$6.54K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 1.79% |
$466 - $521
|
228
$28.1K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$466 - $521
|
4
$494
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 40.0% |
$466 - $521
|
14
$1.73K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.28% |
$466 - $521
|
317
$39.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$350 - $391
|
3
$370
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$350 - $391
|
4
$494
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 300.0% |
$350 - $391
|
4
$494
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 6.25% |
$233 - $261
|
34
$4.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.01% |
$233 - $261
|
20.3K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.61% |
$117 - $130
|
166
$20.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$117 - $130
|
1
$123
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 20.0% |
$117 - $130
|
4
$494
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 2.91% |
$350 - $391
|
100
$12.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.29% |
$350 - $391
|
230
$28.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 8.16% |
$466 - $521
|
45
$5.55K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 9.52% |
$466 - $521
|
38
$4.69K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-7- 0.24% |
$816 - $913
|
2.92K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-37- 1.72% |
$4.31K - $4.82K
|
2.11K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-38- 4.09% |
$4.43K - $4.95K
|
892
$110K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 1.03% |
$5.83K - $6.52K
|
4.8K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57- 0.17% |
$6.64K - $7.43K
|
33.2K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-69- 2.39% |
$8.04K - $9K
|
2.82K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-73- 2.55% |
$8.51K - $9.52K
|
2.79K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-73- 1.26% |
$8.51K - $9.52K
|
5.72K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-83- 10.4% |
$9.67K - $10.8K
|
715
$88.2K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-83- 0.03% |
$9.67K - $10.8K
|
282K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-87- 1.98% |
$10.1K - $11.3K
|
4.31K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 46.95% |
$11.7K - $13K
|
113
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.87% |
$11.7K - $13K
|
5.25K
$648K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-101- 1.78% |
$11.8K - $13.2K
|
5.57K
$688K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-106- 32.52% |
$12.4K - $13.8K
|
220
$27.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107- 12.21% |
$12.5K - $13.9K
|
769
$94.9K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-128- 0.09% |
$14.9K - $16.7K
|
147K
$18.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-147- 2.22% |
$17.1K - $19.2K
|
6.48K
$800K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-160- 7.33% |
$18.6K - $20.9K
|
2.02K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-164- 4.53% |
$19.1K - $21.4K
|
3.45K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-179- 8.11% |
$20.9K - $23.3K
|
2.03K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-184- 76.03% |
$21.4K - $24K
|
58
$7.16K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-193- 2.24% |
$22.5K - $25.2K
|
8.41K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-194- 0.38% |
$22.6K - $25.3K
|
51.4K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-206- 6.22% |
$24K - $26.9K
|
3.11K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219Closed |
$25.5K - $28.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-234- 46.25% |
$27.3K - $30.5K
|
272
$33.6K
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-234- 0.44% |
$27.3K - $30.5K
|
53.5K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-265- 10.0% |
$30.9K - $34.5K
|
2.39K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-295- 6.44% |
$34.4K - $38.5K
|
4.29K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.73% |
$35K - $39.1K
|
10.7K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-307- 44.05% |
$35.8K - $40K
|
390
$48.1K
|