Latest Institutional Transactions on Chemed Corp (CHE)
This table provides information on the latest institutional transactions involving Chemed Corp (CHE) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-13- 19.4% |
$6.5K - $7.37K
|
54
$29.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
80New |
$40K - $45.3K
|
80
$43.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7New |
$3.5K - $3.97K
|
7
$3.79K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 80.0% |
$4K - $4.53K
|
2
$1.08K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-177- 21.69% |
$88.5K - $100K
|
639
$346K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.25K- 74.58% |
$623K - $707K
|
425
$230K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24New |
$12K - $13.6K
|
24
$13K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 3.33% |
$500 - $567
|
29
$15.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-268- 25.97% |
$134K - $152K
|
764
$414K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$3.5K - $3.97K
|
7
$3.79K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
17New |
$8.5K - $9.63K
|
17
$9.21K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
34+ 4.35% |
$17K - $19.3K
|
816
$442K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-728- 32.93% |
$364K - $413K
|
1.48K
$803K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
93New |
$46.5K - $52.7K
|
93
$50.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
863+ 2.98% |
$431K - $489K
|
29.9K
$16.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$5.5K - $6.23K
|
11
$5.96K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$6K - $6.8K
|
12
$6.5K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-264- 9.68% |
$140K - $150K
|
2.46K
$1.33M
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
153New |
$81K - $86.8K
|
153
$82.9K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
494New |
$262K - $280K
|
494
$268K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$1.06K - $1.13K
|
2
$1.08K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
241New |
$128K - $137K
|
241
$131K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
183New |
$96.9K - $104K
|
183
$99.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3New |
$1.59K - $1.7K
|
3
$1.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.56K+ 181.18% |
$2.42M - $2.59M
|
7.08K
$3.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-8.8K- 8.14% |
$4.66M - $4.99M
|
99.2K
$53.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
412New |
$218K - $234K
|
412
$223K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-21- 4.91% |
$11.1K - $11.9K
|
407
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
411New |
$218K - $233K
|
411
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
627New |
$332K - $356K
|
627
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
417New |
$221K - $237K
|
417
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$3.71K - $3.97K
|
7
$3.79K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$529 - $567
|
10
$5.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-66- 2.52% |
$34.9K - $37.4K
|
2.56K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
71+ 59.66% |
$37.6K - $40.3K
|
190
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.4KNew |
$739K - $792K
|
1.4K
$756K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
50+ 11.11% |
$26.5K - $28.4K
|
500
$271K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
566New |
$300K - $321K
|
566
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-167- 9.05% |
$88.4K - $94.7K
|
1.68K
$909K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.54% |
$13.8K - $14.7K
|
761
$412K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-2.75K- 2.4% |
$1.46M - $1.56M
|
112K
$60.7M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$529 - $567
|
1
$542
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$9K - $9.64K
|
17
$9.21K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-30- 9.84% |
$15.9K - $17K
|
275
$149K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$4.24K - $4.54K
|
8
$4.33K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$490 - $538
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
28.4K+ 97.82% |
$13.9M - $15.3M
|
57.5K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-300- 2.65% |
$147K - $161K
|
11K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-709- 65.29% |
$348K - $381K
|
377
$204K
|
|