Purchases and Sales Made in Q4 2023 in Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
300+ 5.71% |
$26K - $32.1K
|
5.56K
$686K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
299New |
$25.9K - $32K
|
299
$36.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
232+ 4.77% |
$20.1K - $24.8K
|
5.1K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
223+ 3.61% |
$19.3K - $23.8K
|
6.4K
$790K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
222+ 126.14% |
$19.2K - $23.7K
|
398
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
220+ 21.87% |
$19.1K - $23.5K
|
1.23K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
216+ 0.24% |
$18.7K - $23.1K
|
91.4K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
216+ 308.57% |
$18.7K - $23.1K
|
286
$35.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
215New |
$18.6K - $23K
|
215
$26.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
215+ 1.14% |
$18.6K - $23K
|
19.1K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
208+ 0.34% |
$18K - $22.2K
|
61.6K
$7.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
190New |
$16.5K - $20.3K
|
190
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
175New |
$15.2K - $18.7K
|
175
$21.6K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
174+ 4.19% |
$15.1K - $18.6K
|
4.33K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 0.95% |
$13.4K - $16.6K
|
16.5K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 60.0% |
$13K - $16K
|
400
$49.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
150New |
$13K - $16K
|
150
$18.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
146+ 100.0% |
$12.7K - $15.6K
|
292
$36K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
138+ 0.42% |
$12K - $14.7K
|
32.6K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
112+ 82.96% |
$9.71K - $12K
|
247
$30.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
111New |
$9.62K - $11.9K
|
111
$13.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
99New |
$8.58K - $10.6K
|
99
$12.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
87+ 1087.5% |
$7.54K - $9.3K
|
95
$11.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 171.88% |
$4.77K - $5.88K
|
87
$10.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49+ 1.03% |
$4.25K - $5.24K
|
4.81K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 612.5% |
$4.25K - $5.24K
|
57
$7.03K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42New |
$3.64K - $4.49K
|
42
$5.18K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
38New |
$3.29K - $4.06K
|
38
$4.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
33+ 3300.0% |
$2.86K - $3.53K
|
34
$4.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
32+ 0.15% |
$2.77K - $3.42K
|
21.4K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 4.89% |
$2.69K - $3.31K
|
665
$82.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25New |
$2.17K - $2.67K
|
25
$3.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16New |
$1.39K - $1.71K
|
16
$1.97K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 12.71% |
$1.3K - $1.6K
|
133
$16.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14+ 7.65% |
$1.21K - $1.5K
|
197
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.63% |
$1.21K - $1.5K
|
2.25K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
10New |
$867 - $1.07K
|
10
$1.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 32.26% |
$867 - $1.07K
|
41
$5.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.16% |
$867 - $1.07K
|
326
$40.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$780 - $962
|
9
$1.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$607 - $748
|
9
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7+ 1.29% |
$607 - $748
|
548
$67.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6New |
$520 - $641
|
6
$740
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$347 - $428
|
4
$494
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$260 - $321
|
3
$370
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$173 - $214
|
4
$494
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$173 - $214
|
2
$247
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 200.0% |
$173 - $214
|
3
$370
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$173 - $214
|
2
$247
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 9.68% |
$260 - $321
|
28
$3.45K
|