Purchases and Sales Made in Q2 2025 in Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8New |
$928 - $1.08K
|
8
$987
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.2% |
$812 - $949
|
3.46K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$812 - $949
|
7
$863
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 2.73% |
$696 - $813
|
226
$27.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 1.76% |
$696 - $813
|
346
$42.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 1.31% |
$464 - $542
|
309
$38.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4+ 21.05% |
$464 - $542
|
23
$2.84K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 3.0% |
$348 - $407
|
103
$12.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$348 - $407
|
3.09K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$232 - $271
|
2
$247
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.04% |
$232 - $271
|
195
$24K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 12.5% |
$232 - $271
|
18
$2.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$116 - $136
|
1
$123
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$116 - $136
|
1
$123
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 25.0% |
$116 - $136
|
3
$370
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 4.0% |
$232 - $271
|
48
$5.92K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 33.33% |
$348 - $407
|
6
$740
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 1.83% |
$928 - $1.08K
|
428
$52.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-10- 0.05% |
$1.16K - $1.36K
|
20.3K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13- 5.7% |
$1.51K - $1.76K
|
215
$26.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 33.33% |
$1.62K - $1.9K
|
28
$3.45K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.47% |
$2.32K - $2.71K
|
4.27K
$526K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 9.83% |
$2.67K - $3.12K
|
211
$26K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-27- 4.07% |
$3.13K - $3.66K
|
636
$78.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-28- 0.17% |
$3.25K - $3.79K
|
16K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-29- 58.0% |
$3.36K - $3.93K
|
21
$2.59K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 94.12% |
$3.71K - $4.34K
|
2
$247
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-34- 0.07% |
$3.94K - $4.61K
|
51.4K
$6.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-38- 76.0% |
$4.41K - $5.15K
|
12
$1.48K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-38- 0.25% |
$4.41K - $5.15K
|
15.3K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-42- 0.71% |
$4.87K - $5.69K
|
5.85K
$721K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-44- 1.22% |
$5.1K - $5.96K
|
3.57K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 51.33% |
$6.73K - $7.86K
|
55
$6.78K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59- 18.73% |
$6.84K - $7.99K
|
256
$31.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-78- 2.67% |
$9.05K - $10.6K
|
2.84K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-88- 3.69% |
$10.2K - $11.9K
|
2.3K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-88- 9.87% |
$10.2K - $11.9K
|
804
$99.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-94- 2.45% |
$10.9K - $12.7K
|
3.74K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-100- 0.2% |
$11.6K - $13.6K
|
50K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-109- 1.51% |
$12.6K - $14.8K
|
7.1K
$875K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-123- 91.11% |
$14.3K - $16.7K
|
12
$1.48K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-137- 0.91% |
$15.9K - $18.6K
|
14.9K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-138- 1.06% |
$16K - $18.7K
|
12.9K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-144- 1.16% |
$16.7K - $19.5K
|
12.3K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-146- 1.23% |
$16.9K - $19.8K
|
11.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-174- 22.63% |
$20.2K - $23.6K
|
595
$73.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-194- 0.36% |
$22.5K - $26.3K
|
53.3K
$6.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-224- 1.89% |
$26K - $30.4K
|
11.6K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-227- 55.23% |
$26.3K - $30.8K
|
184
$22.7K
|