Purchases and Sales Made in Q3 2024 in Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
105+ 4.82% |
$11.1K - $13K
|
2.28K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
102+ 19.17% |
$10.8K - $12.7K
|
634
$75.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
77New |
$8.16K - $9.56K
|
77
$9.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
74+ 28.14% |
$7.85K - $9.19K
|
337
$40.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
59New |
$6.26K - $7.33K
|
59
$7.05K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
59+ 1.6% |
$6.26K - $7.33K
|
3.74K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52New |
$5.51K - $6.46K
|
52
$6.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49New |
$5.19K - $6.08K
|
49
$5.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
41+ 3.54% |
$4.35K - $5.09K
|
1.2K
$143K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 5.1% |
$4.13K - $4.84K
|
804
$96.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
39New |
$4.13K - $4.84K
|
39
$4.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
31+ 1.42% |
$3.29K - $3.85K
|
2.22K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29+ 0.09% |
$3.07K - $3.6K
|
32.6K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
27+ 20.61% |
$2.86K - $3.35K
|
158
$18.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
26+ 0.82% |
$2.76K - $3.23K
|
3.2K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
22+ 0.18% |
$2.33K - $2.73K
|
12.4K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
20+ 0.45% |
$2.12K - $2.48K
|
4.45K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20+ 0.33% |
$2.12K - $2.48K
|
6.16K
$736K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 212.5% |
$1.8K - $2.11K
|
25
$2.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 17.0% |
$1.8K - $2.11K
|
117
$14K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16New |
$1.7K - $1.99K
|
16
$1.91K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 4.47% |
$1.48K - $1.74K
|
327
$39.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.4% |
$954 - $1.12K
|
2.28K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 6.92% |
$954 - $1.12K
|
139
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
6New |
$636 - $745
|
6
$717
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5+ 2.2% |
$530 - $621
|
232
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5+ 0.06% |
$530 - $621
|
7.75K
$926K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.28% |
$530 - $621
|
397
$47.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$424 - $497
|
4
$478
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.0% |
$424 - $497
|
90.5K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 5.56% |
$318 - $373
|
57
$6.81K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 100.0% |
$212 - $248
|
4
$478
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 100.0% |
$212 - $248
|
4
$478
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$212 - $248
|
2
$239
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$106 - $124
|
1
$120
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.65% |
$106 - $124
|
154
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 1.05% |
$106 - $124
|
94
$11.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 50.0% |
$212 - $248
|
2
$239
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 9.38% |
$318 - $373
|
29
$3.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 9.26% |
$530 - $621
|
49
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.18% |
$636 - $745
|
3.32K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9- 0.18% |
$954 - $1.12K
|
4.88K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9- 0.44% |
$954 - $1.12K
|
2.02K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 4.94% |
$1.27K - $1.49K
|
231
$27.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-20- 0.04% |
$2.12K - $2.48K
|
51.4K
$6.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-21- 6.91% |
$2.23K - $2.61K
|
283
$33.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 0.33% |
$2.65K - $3.1K
|
7.58K
$906K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-25- 0.13% |
$2.65K - $3.1K
|
18.9K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-27- 0.46% |
$2.86K - $3.35K
|
5.85K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-35- 3.23% |
$3.71K - $4.35K
|
1.05K
$125K
|