Latest Institutional Transactions on Balchem Corp (BCPC)
This table provides information on the latest institutional transactions involving Balchem Corp (BCPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-668- 21.7% |
$91.6K - $105K
|
2.41K
$399K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$411 - $472
|
3
$497
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-968- 6.54% |
$133K - $152K
|
13.8K
$2.29M
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.61% |
$274 - $315
|
332
$55K
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-150- 8.33% |
$20.6K - $23.6K
|
1.65K
$273K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
447New |
$61.3K - $70.3K
|
447
$74K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-165- 6.62% |
$22.6K - $25.9K
|
2.33K
$386K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3KNew |
$411K - $472K
|
3K
$497K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.77KNew |
$380K - $436K
|
2.77K
$459K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
23New |
$3.15K - $3.62K
|
23
$3.81K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 280.0% |
$1.92K - $2.2K
|
19
$3.15K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
90New |
$12.3K - $14.2K
|
90
$14.9K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22New |
$2.53K - $3.31K
|
22
$3.64K
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.6KNew |
$184K - $240K
|
1.6K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-23.9K- 31.01% |
$2.75M - $3.59M
|
53.1K
$8.78M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$2.19K - $2.86K
|
19
$3.15K
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
2.67K+ 137.3% |
$307K - $401K
|
4.61K
$763K
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
263KNew |
$30.3M - $39.6M
|
263K
$43.6M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
30.6KNew |
$3.52M - $4.6M
|
30.6K
$5.07M
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-9.91K- 14.5% |
$1.14M - $1.49M
|
58.4K
$9.68M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.38K - $1.8K
|
12
$1.99K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.5KNew |
$172K - $225K
|
1.5K
$248K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 90.2% |
$10.6K - $13.8K
|
10
$1.66K
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-215- 10.88% |
$24.7K - $32.3K
|
1.76K
$292K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22New |
$2.53K - $3.31K
|
22
$3.64K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-36- 43.37% |
$4.14K - $5.41K
|
47
$7.78K
|
|
Jan 17, 2024
Q4 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-900- 4.5% |
$104K - $135K
|
19.1K
$3.16M
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.43KNew |
$164K - $214K
|
1.43K
$236K
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.81K- 2.56% |
$208K - $272K
|
68.8K
$11.4M
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.23K - $1.43K
|
10
$1.66K
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
755+ 36.02% |
$93.2K - $108K
|
2.85K
$472K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.86KNew |
$723K - $837K
|
5.86K
$971K
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.99KNew |
$245K - $283K
|
1.99K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.34K- 19.91% |
$165K - $191K
|
5.39K
$893K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 60.0% |
$370 - $428
|
2
$331
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-6.3K- 58.16% |
$778K - $899K
|
4.53K
$751K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248New |
$30.6K - $35.4K
|
248
$41.1K
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.14KNew |
$264K - $306K
|
2.14K
$355K
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-787- 7.26% |
$97.1K - $112K
|
10.1K
$1.66M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
63+ 2.77% |
$7.77K - $8.99K
|
2.33K
$386K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 62.5% |
$617 - $714
|
3
$497
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 2.42% |
$6.17K - $7.14K
|
2.02K
$334K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
26New |
$3.21K - $3.71K
|
26
$4.3K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$1.73K - $2K
|
14
$2.32K
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-312- 2.71% |
$38.5K - $44.5K
|
11.2K
$1.85M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
155New |
$19.1K - $22.1K
|
155
$25.7K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$1.23K - $1.43K
|
10
$1.66K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
116+ 5.78% |
$14.3K - $16.6K
|
2.12K
$352K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
21New |
$2.59K - $3K
|
21
$3.48K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$2.34K - $2.71K
|
19
$3.15K
|